Tag: Analyst
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
Aristocrat has mixed year-end outcome, analyst says
Fiscal-year results for 2025 at Aristocrat Leisure were “relatively in line … although divisionally mixed,” according to Jefferies Equity... more
October’s extra weekend day boosts casino traffic to year’s best
October 2025 had one weekend day more than October 2024. That contributed to the best casino foot traffic of the year, according to... more
Analyst likes Wynn, concerned about Penn
“Hard to hate Macau’s momentum,” was a headline in a November 9 investor note from Jefferies Equity Research analyst David Katz. He liked... more
Wall Street Bets: DraftKings, Golden Entertainment, Penn, Red Rock Resorts, Caesars, Genius Sports
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. DraftKings lowers guidance Barry Jonas of... more
Uncertainties don’t dim Light & Wonder, analyst says
Despite “several near-term overhangs” at Light & Wonder, Jefferies Equity Research analyst Kai Erman kept a Buy rating on the stock in... more
Casino traffic portends October revenue boost, J.P. Morgan analyst says
Casino winnings in October should be up 5% over 2024. That was the prediction of J.P. Morgan analyst Daniel Politzer in a November 5... more
Analyst slashes Caesars share price target, rating; raises Red Rock to ‘buy’
Nearly halving his price target on shares of Caesars Entertainment stock, Jefferies Equity Research analyst David Katz also reduced his... more
