Tag: Analyst
Wall Street Bets: Monarch Casinos, UAE, New York OSB, Genius Sports
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. Monarch Casino stocks perform well Barry Jonas... more
Caesars rent reduction possible, analyst says
Vici Properties might cut Caesars Entertainment a break on its regional-casino rent, according to J.P. Morgan analyst Daniel Politzer. His... more
Analyst optimistic over October gaming and visitation numbers for Las Vegas Strip
The Las Vegas Strip, showing a bit of a recovery in visitation and an 8.2% gain in gaming revenue in October, has one Wall Street analyst... more
Light & Wonder faces minimal risk from Kentucky shutdown, analyst says
Electronic gambling devices provided by Light & Wonder subsidiary Grover Gaming to nonprofits in Kentucky were disabled on November 21,... more
UK tax hit worse than expected, Jefferies analyst says
Markets were expecting a UK tax rate hike on certain gambling revenues on the order of 25% to 30%, reported Jefferies Equity Research... more
Prediction markets dominate gaming summit in Boston
Ten gaming companies traveled to Boston for the 13th yearly Truist Securities GLL Summit last week. Truist analyst Barry Jonas boiled the... more
Wall Street Bets: Gaming industry outlook, Macau, Genius Sports, online operators
Gaming industry trends Truist Securities’ Barry Jonas on November 24 commented on his company’s recent GLL Summit. “Prediction markets were... more
Las Vegas solid at high end, weak at low, conference finds
Polling industry figures, Deutsche Bank analyst Steven Pizzella found “high-end Las Vegas continuing to be relatively solid, while …... more
Wall Street Bets: VICE, GLPI, Bally’s, Gambing.com, Light & Wonder
VICI vs. GLPI Jefferies’s David Katz on November 16 examined the prospects for VICI Properties and Gaming & Leisure Properties. “The... more
Roseshire Gaming Parlor’s monster debut drives Virginia’s October HHR haul
Revenue for historical horse racing (HHR) machines in Virginia catapulted 34 percent in October to $50.5 million (2025’s second-highest... more


