Tag: Analyst
Wall Street Bets: Genius Sports, Macau, New York online sports betting, Las Vegas Sands
Genius Sports outlook Barry Jonas of Truist Securities on February 2 commented on a recent meeting with Genius Sports: “We hosted investor... more
CBRE analyst touts Las Vegas locals casinos
While the storyline for Las Vegas is the decline in tourism and flat gaming revenues on the Strip after years of growth since the pandemic,... more
Wall Street Bets: Rush Street Las Vegas Sands, DraftKings, Caesars, Genius Sports
Rush Street’s potential for Maine igaming David Katz of Jefferies on January 25 commented on igaming in Maine in regards to Rush... more
Gaming analyst favors Sands, DraftKings in soft fourth quarter
“Gaming stocks are carrying a lot of baggage and negativity right now,” wrote J.P. Morgan analyst Daniel Politzer in a January 23 investor... more
Wall Street Bets: Prediction markets, Bally’s, New Jersey revenue, digital
Prediction markets vs. OSB Chad Beynon of Macquarie on January 16 released an overview of prediction markets for sports betting:... more
U.S. consumer sentiment slumping, analysts say
A post-government-shutdown recovery in consumer sentiment has been aborted, according to a Jefferies Equity Research analysis, published... more
Uncertain outlook for Las Vegas Strip, analyst says
A “return to growth in the challenged Las Vegas is not certain,” wrote Truist Securities analyst Barry Jonas in an investor note published... more
Gaming REITs Vici and GLPI both get analyst thumbs-up
David Katz of Jefferies Equity Research has placed Buy recommendations on two real estate investment trusts (REITs) heavily invested in... more
Wall Street Bets: REITS, VGTs in Chicago, Las Vegas Strip EBITDAR, Maine igaming
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. REITs weaknesses overdone David Katz of... more
Settlement a positive for Light & Wonder, analyst says
In a January 12 accord, Light & Wonder agreed to pay Aristocrat Leisure $127.5 million to cover legal fees and settle an... more


