Analysts issued updated views on gambling and gaming companies in notes published from 30 July to 3 August, according to the report. Jefferies raised Rush Street’s 2025 revenue guidance range to $1.05bn–$1.1bn and its adjusted EBITDA range to $133m–$147m; other notes discussed Caesars, VICI and Brightstar Lottery.
The revised forecasts provide investors with updated expectations for company performance and valuation.
Quarter ended 30 September 2026
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Analysts issued views on gambling companies and market prospects in notes published in January, including Rush Street Interactive’s potential in Maine. One analyst said the firm’s forecast excludes Maine because it has no tribal relationships and the start date for operations remains uncertain; the notes also covered Las Vegas Sands, DraftKings, Caesars and Genius Sports.
Analysts at Truist Securities, Macquarie, Jefferies and Texas Capital Securities issued views on MGM Resorts, Las Vegas Strip revenue, VICI Properties and Caesars in notes dated 29–31 October. MGM’s analyst cited a 2% EBITDAR miss and lowered estimates; the Strip recorded $688 million in September revenue, down 5% year on year, while VICI reported $1 billion in third-quarter results and Caesars $884 million in adjusted EBITDAR.
Analysts issued updated views on Gambling.com, Bally’s and Penn Entertainment, while Fitch Ratings assigned a BBB- rating to proposed senior unsecured notes from GLP Capital, a Gaming and Leisure Properties subsidiary. The analysts cited lower EBITDA estimates for Gambling.com, Bally’s second-quarter results and Penn’s Joliet property; Fitch said it expects GLPI leverage to remain at or below 5.5x through the cycle.
Analysts issued views on Missouri’s sports betting proposal, New York online betting, US iGaming and casino companies in notes dated 22 and 23 September. Jefferies cited New York data showing online sports betting handle up 19% year on year and FanDuel with a 51% share. The notes also discussed Las Vegas room rates and Golden Entertainment estimates.
Jefferies analyst David Katz said casino investors should focus on operating efficiency, highlighting earnings per room at Las Vegas Strip operators. Wynn Resorts is expected to generate $180,000 in room-level EBITDA this year, compared with estimated figures of $83,000 for Caesars Entertainment and $77,000 for MGM Resorts International.