SectorWire
SearchRegister
MenuClose

J.P. Morgan analyst favours regional casinos in gaming-sector outlook

Business

J.P. Morgan analyst Daniel Politzer rated seven gaming stocks Overweight and four Neutral in an investor note published on 23 June, according to a report. He favoured regional casinos over digital gambling, Macau and the Las Vegas Strip, while citing economic uncertainty, regulatory and tax risks, and competition from alternative gambling products.

The analyst's sector and sub-market views may inform investor assessments of gaming companies.

End-of-day close MGM Resorts (MGM), USD, to 7 August 2025
Story date9 May 20257 August 2025

Request a correction

Flag an issue

Keep reading

Business

J.P. Morgan forecasts 2.5% regional casino revenue decline

J.P. Morgan analyst Daniel Politzer estimated that US regional casino foot traffic fell 1% in December and extrapolated a 2.5% decline in gambling revenue. He attributed the attendance drop to bad weather in the Northeast and Midwest; fourth-quarter revenue was forecast to rise 1.4%, compared with 4% growth in the third quarter.

Continue reading