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.
The estimates offer investors a view of regional casino trading trends and expected revenue growth.
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Analysts at Truist Securities, J.P. Morgan, Texas Capital Securities and Jefferies issued views on gambling markets and companies in September. J.P. Morgan’s Dan Politzer cited New York Gaming Commission data for the week to 13 September 2026, reporting online sports betting gross gaming revenue down 70% year on year and handle up 11%, with a 2.9% hold. The other notes covered Las Vegas, Inspired Entertainment and Churchill Downs.
Gaming & Leisure Properties chief executive Peter Carlino said on the company’s 31 July second-quarter earnings call that regional gaming demand remained strong. GLPI executives said they had made no commitments to invest in infrastructure for Bally’s Las Vegas and were noncommittal about potential deals linked to other casino assets.
Fertitta Entertainment has agreed to acquire Caesars Entertainment in an all-cash deal valued at $17.6bn, including assumed debt, according to the report. The transaction is expected to take about 12 months to close and requires review by Nevada gaming authorities; the report says the FTC could require property divestments. An analyst cited in the report said MGM, Boyd Gaming and other operators could benefit from disruption or asset sales.
Jefferies Equity Research analyst David Katz assessed Virginia’s casino market in an investor note dated 22 May, reportedly, after analysts toured casinos in the state. He cited competition facing Churchill Downs and Rush Street Gaming, while saying igaming remained several years away. Katz lowered his Churchill Downs price target from $139 to $138 per share.
Maryland Lottery and Gaming said the state’s six casinos generated $156,848,176 from slots and table games in June 2026, down 2.4% from a year earlier. State contributions totalled $67,902,499 for the month, while revenue for fiscal 2026 reached $1,931,544,719, down 1.7% year on year.