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Analysts assess US gaming earnings, prediction markets and September trends

Business

Analysts at J.P. Morgan, Macquarie and Jefferies discussed US gambling companies, prediction markets and gaming trends in research notes dated 16 to 19 October. Jefferies reported that September casino foot traffic fell 8.5% year on year and regional gaming revenue continued a strong trend, while Macquarie said online gaming stocks had declined 6% over the prior month.

The commentary gives investors sector-specific assessments of company prospects and recent US gaming indicators.

End-of-day close Red Rock Resorts (RRR), USD, to 4 December 2025
Story date5 September 20254 December 2025

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Analysts assess prediction markets, Bally's Chicago plans and New Jersey gaming revenue

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.

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