Analysts issued views on Boyd, DoubleDown Interactive, Brightstar Lottery and Wynn Resorts in notes dated 12 and 13 July. Their assessments covered company forecasts, valuation, Italy lottery headwinds, UK remote gaming duty and Wynn’s planned UAE property; these were analyst views, not company results.
The notes give investors forecasts and valuation views across four gambling companies.
Quarter ended 30 September 2026
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Analysts from Jefferies, Truist Securities, Macquarie and Texas Capital Securities published views on Penn Entertainment, World Cup wagering and Caesars’ proposed deal with Fertitta Entertainment. Truist said it expects Penn’s Aurora project to add $54 million in EBITDA once ramped and forecast a 15% return on investment across the projects. The Caesars proposal was $31 per share in cash, with a go-shop period running until 11 July 2026, according to the cited analysis.
Monarch Casino & Resorts released its third-quarter results on Tuesday, according to a report summarising analyst comments. Truist Securities analyst Barry Jonas described a 3% increase in gaming win as solid, while David Katz forecast 2026 revenue of $569 million and cash flow of $211 million. Katz said the company lacked a clear growth path at present.
Analysts at J.P. Morgan and Jefferies discussed investor interest in gaming stocks, while Macquarie reviewed BetMGM’s third-quarter update, according to the report. Macquarie cited BetMGM net revenue of $710 million, up 7% year over year, and EBITDA of $86 million, more than double the prior-year figure. BetMGM reiterated its FY26 guidance, including revenue of $2.9bn-$3.1bn and EBITDA of $300m-$350m.
Analysts at J.P. Morgan, Truist Securities, Texas Capital Securities and Jefferies commented on DraftKings, Penn Entertainment, Inspired Entertainment and New York online sports betting, according to the report. Their notes covered company results and guidance, operating performance, and state betting data for the week ending 2 August.
Analysts at Jefferies, Texas Capital Securities, J. P. Morgan and Truist Securities reviewed Las Vegas Sands, Boyd Gaming and Monarch Casino results in notes dated 20–27 July. Jefferies said Las Vegas Sands’ Macau EBITDA was 27% below its estimate on revenue 9% below; Boyd’s second-quarter EBITDAR beat one analyst’s forecast by 3%, while Monarch’s Q2 EBITDA fell slightly short.