Jefferies analyst David Katz said attendees at the firm’s Nantucket Consumer Conference discussed 20 gaming, leisure and lodging companies. He described digital gambling as the clearest bullish area, while noting mixed leisure demand and questions about the sustainability of pricing strength.
The analyst’s views may inform investor assessments of gaming companies’ earnings prospects and market positions.
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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.
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.
J.P. Morgan and Bank of America analysts said first-quarter results will reflect weaker consumer sentiment and pressure on digital gaming from prediction markets. Bank of America reported gaming stocks down 6% for the year, with US operators up 1%, Macau operators down 14% and digital and online gaming stocks down 36%.
Analysts issued views on gambling companies and markets following recent company results and meetings, according to the report. Jefferies said Sportradar's quarterly revenue and adjusted EBITDA increased 28.1% and 28.7% year on year, while its analyst reported Gambling.com revenue of $29.2 million and EBITDA of $10.2 million.