Jefferies forecast Macau gross gaming revenue growth of 3% to 5% year on year in May, citing softer daily revenue and tougher comparisons, according to its 26 May note. It estimated full-month revenue at MOP21.8bn to MOP22.4bn and said comparisons would become more challenging through 2026.
The forecast provides investors with an updated view of Macau casino revenue and operator trading conditions.
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Macau's six casino concessionaires signed on as limited partners in the Macau SAR Government Guidance Fund on 23 October, committing a combined MOP9bn ($1.12bn). With MOP11bn from fiscal reserves, the fund starts with about MOP20bn ($2.48bn). Commitments count toward the operators' non-gaming investment pledges under concessions running to 2032.
Jefferies analyst Kai Erman said Aristocrat Leisure remains the leading slot supplier while Light & Wonder has room to grow share, in an investor note. Erman cited Aristocrat's 30% floor share and 50% handle share, and pointed to Light & Wonder's leased, charitable and international opportunities.
Jefferies Equity Research analyst Kai Erman said Aristocrat Leisure remains the leading supplier of slot machines while Light & Wonder has scope to gain share, in an investor note published on 5 October 2026. The note followed a review of new slot products at Global Gaming Expo 2026 in Las Vegas, according to the note as reported.
Analysts at Jefferies and Truist Securities discussed gaming-sector valuations and G2E themes on 5 October 2026, according to a report. J.P. Morgan’s Dan Politzer said DraftKings’ online sports-betting handle was tracking well quarter to date, while investment in prediction markets was shifting from FY27 into FY26. He also said DraftKings viewed the regulatory outlook as uncertain.
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.
Analysts cited in a research roundup discussed prediction markets’ potential effect on sports betting during the NFL season and Bally’s Chicago casino project. A Jefferies analyst said GLPI had committed $940 million to the development, with $475.7 million funded by 30 June, and noted investor attention on the project’s timeline and financing.