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Analysts forecast mixed second-quarter results for US gaming companies

Results

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%.

The analyst views provide operators and investors with expectations for gaming performance and related hotel demand.

End-of-day close Monarch Casino & Resort (MCRI), USD, to 3 September 2026
Story date5 June 20263 September 2026

Related company prices

Latest reported results

PENN Entertainment NASDAQ: PENN

Quarter ended 30 September 2026

Revenue
USD 1.84bn
Operating income
USD 127.3m10-Q filing 0000921738-26-000028

Monarch Casino & Resort NASDAQ: MCRI

Quarter ended 30 September 2026

Revenue
USD 146.3m10-Q filing 0001104659-26-120630

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Analysts assess Penn projects, World Cup betting and Caesars proposal

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.

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