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Analysts assess gaming companies in notes on earnings and growth plans

Business

Analysts from B Riley Securities, Macquarie, Jefferies, Truist Securities and J.P. Morgan issued views on Inspired Entertainment, Las Vegas Sands, Sportradar, Churchill Downs and Boyd, according to the report. The notes covered revenue and earnings estimates, Macau prospects, prediction-market exposure, Churchill Downs’ planned project and weakness at Boyd’s Orleans property.

The analyst views may inform investors’ assessments of gaming companies’ forecasts, projects and market exposure.

End-of-day close Inspired Entertainment (INSE), USD, to 11 December 2025
Story date12 September 202511 December 2025

Related company prices

Latest reported results

Inspired Entertainment NASDAQ: INSE

Quarter ended 30 September 2026

Revenue
USD 61.4m10-Q filing 0001493152-26-050235
Operating income
USD 10.3m10-Q filing 0001493152-26-050235

Las Vegas Sands NYSE: LVS

Quarter ended 30 September 2026

Revenue
USD 3.22bn10-Q filing 0001300514-26-000103
Operating income
USD 618.0m10-Q filing 0001300514-26-000103

Sportradar NASDAQ: SRAD

Quarter ended 30 September 2026

Revenue
EUR 362.5m

Churchill Downs NASDAQ: CHDN

Quarter ended 30 September 2026

Revenue
USD 696.0m10-Q filing 0000020212-26-000084
Operating income
USD 143.0m10-Q filing 0000020212-26-000084

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