Analysts issued views on VICI Properties, Gaming & Leisure Properties, Bally’s, Gambling.com and Light & Wonder in November. Truist Securities raised its Bally’s price target to $18 from $13, while analyst views on the other companies included unchanged ratings or valuation transitions.
The analysis gives investors updated price assumptions and sector views on named gambling-related companies.
Quarter ended 30 September 2026
Quarter ended 30 September 2026
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Analysts issued views on DraftKings, Wynn Resorts, Inspired Entertainment and Genius Sports in notes published around their recent results and developments. DraftKings’ notes cited a 7% EBITDA beat against consensus and differing ratings, while Inspired reported first-quarter revenue of $57.2m, below consensus of $58.9m. The roundup also discussed Wynn’s planned Macau hotel tower and Genius Sports’ Q2 guidance.
Analysts at Truist Securities said regional-focused operators could outperform in second-quarter results, naming Penn Entertainment and Monarch Casino & Resort as potential beneficiaries. Jefferies analyst David Katz said gaming revenue across 18 reporting US states rose 3.8% year on year in the quarter, while Macquarie reported preliminary June US hotel revenue per available room growth of 8.7%.
Analysts discussed gaming-company outlooks and market figures in notes dated 29 January to 2 February, the report said. Macau's gaming bureau reported January gross gaming revenue of MOP22.6 billion, up 24% year over year and equal to 91% of 2019 levels; analysts also cited New York online sports betting hold of 4.7% for the week.
Analysts reviewed prediction markets, Bally's Chicago casino timeline, New Jersey's December gaming revenue and the 2026 outlook for digital operators in notes cited in the roundup. One analyst said Bally's was seeking a 12-month extension to its temporary casino licence, while another reported New Jersey December casino gross gaming revenue of $216.1 million and sports betting revenue of $116.3 million.
Jefferies analyst Kai Erman said Aristocrat Leisure remains the leading slot supplier while Light & Wonder has room to grow share, in an investor note. Erman cited Aristocrat's 30% floor share and 50% handle share, and pointed to Light & Wonder's leased, charitable and international opportunities.
Jefferies Equity Research analyst Kai Erman said Aristocrat Leisure remains the leading supplier of slot machines while Light & Wonder has scope to gain share, in an investor note published on 5 October 2026. The note followed a review of new slot products at Global Gaming Expo 2026 in Las Vegas, according to the note as reported.