Analysts forecast average daily gambling revenue of MOP1.05 billion in Macau during the eight-day Golden Week period from 29 September to 6 October. Citigroup raised its 2025 gross gaming revenue growth forecast to 10%, projecting MOP248.6 billion for the year; Jefferies forecast MOP248 billion.
The forecasts give investors and operators estimates of Macau casino revenue during a major holiday period and for 2025.
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Analysts at J.P. Morgan and Jefferies discussed investor interest in gaming stocks, while Macquarie reviewed BetMGM’s third-quarter update, according to the report. Macquarie cited BetMGM net revenue of $710 million, up 7% year over year, and EBITDA of $86 million, more than double the prior-year figure. BetMGM reiterated its FY26 guidance, including revenue of $2.9bn-$3.1bn and EBITDA of $300m-$350m.
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 at J.P. Morgan, Truist Securities, Texas Capital Securities and Jefferies commented on DraftKings, Penn Entertainment, Inspired Entertainment and New York online sports betting, according to the report. Their notes covered company results and guidance, operating performance, and state betting data for the week ending 2 August.
Analysts at Jefferies, Texas Capital Securities, J. P. Morgan and Truist Securities reviewed Las Vegas Sands, Boyd Gaming and Monarch Casino results in notes dated 20–27 July. Jefferies said Las Vegas Sands’ Macau EBITDA was 27% below its estimate on revenue 9% below; Boyd’s second-quarter EBITDAR beat one analyst’s forecast by 3%, while Monarch’s Q2 EBITDA fell slightly short.