CBRE analyst identifies gaming stocks as tactical investment opportunities
CBRE analyst John DeCree said casino and gaming stocks could offer tactical investment opportunities amid market volatility. CBRE analysis put the S&P 500 casinos-and-gaming subcomponent at 6.5 times fiscal 2026 consensus EBITDA; DeCree also cited international visitation as a near-term risk for Las Vegas Strip operators.
The analysis gives investors valuation and visitation factors to weigh when assessing gaming companies.