Tag: Wall Street Bets

07/08/24 2:32 PM

Wall Street Bets: Analysts take on FanDuel/DraftKings, REIT stocks, LV Strip room rates

  • Rege Behe, CDC Gaming
DraftKings, Flutter/FanDuel According to Jefferies analyst David Katz in a July 7 note, the dynamics surrounding Flutter/FanDuel and... more
07/01/24 11:20 AM

Wall Street Bets: Las Vegas Strip, DraftKings, U.S. regionals

  • Rege Behe, CDC Gaming
Las Vegas Strip In a June 27 statement, Truist Securities analyst Barry Jonas wrote that Las Vegas Strip revenue in May jumped 4% year over... more
06/24/24 11:11 AM

Wall Street Bets: Las Vegas Strip, Vici Properties, hotel rooms

  • Rege Behe, CDC Gaming
Jefferies meeting In a June 23 note, Jefferies analyst David Katz wrote about the firm hosting 21 gaming, leisure, and lodging companies in... more
06/17/24 1:59 PM

Wall Street Bets: Penn Entertainment, New Jersey sports betting, Macau gaming

  • Rege Behe, CDC Gaming
Penn Entertainment Penn Entertainment’s ongoing situation, with shares spiking after a letter from an activist investor, continues to draw... more
06/10/24 1:50 PM

Wall Street Bets: Analysts take on Penn Entertainment, online sports betting

  • Rege Behe, CDC Gaming
The fortunes of Penn Entertainment and online sports betting were noted by Wall Street analysts last week. Penn Entertainment Jefferies... more
06/03/24 11:18 AM

Wall Street Bets: Analysts take on Illinois sports betting, Penn letter, Poarch Band Gaming Authority

  • Rege Behe, CDC Gaming
Two stories dominated the gaming industry last week: Illinois’ approval of a graduated tax increase on online sports betting operators and... more
05/13/24 1:04 PM

Wall Street Bets: Analysts take on U.S. casino foot traffic, Inspired Entertainment & Macau

  • Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry.
April foot traffic at U.S. casinos In a May 13 note, Jefferies analyst David Katz wrote that the index level of national casino foot... more
04/29/24 1:45 PM

Wall Street Bets: Analysts take on GLPI, Churchill Downs, Boyd Gaming

  • Rege Behe, CDC Gaming
The start of 1Q24 reports last week resulted in numerous reports and statements from Wall Street analysts. Gaming and Leisure Properties... more
04/22/24 1:54 PM

Wall Street Bets: Bally’s, Strip room rates, East Coast Gaming Conference

  • Rege Behe, CDC Gaming
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. Bally’s In an April 20 note about... more
04/16/24 12:58 PM

Wall Street Bets: Virginia/Churchill Downs, Inspired Entertainment, Penn Entertainment

  • Rege Behe, CDC Gaming
Virginia/Churchill Downs On April 14, Jefferies analyst David Katz issued a statement about Virginia’s proposed skill-games amendment,... more