MGM Resorts International Announces MGM Rewards Onboard Earning Benefit at Sea
MGM Resorts International has announced enhanced benefits for its MGM Rewards members, allowing them to earn MGM Rewards Tier Credits, Points, and SLOT DOLLARS for onboard gaming on Royal Caribbean and Celebrity Cruises. The program also offers expanded Annual Cruise Benefits for Platinum, NOIR, and now Gold members, including upgraded staterooms or trade-in values for bookings, and a new Onboard FreePlay Benefit based on tier status. These enhancements aim to provide more value for members vacationing at sea.
VICI Properties Inc: The REIT Wall Street Can’t Stop Watching
VICI Properties Inc. is highlighted as a compelling net-lease REIT focused on entertainment and gaming properties like those on the Las Vegas Strip. The article emphasizes its strong cash flow, consistent dividend growth, and long-term lease structures as key attractions for income-focused investors. It also discusses the balance between its appeal as a steady income play and the potential risks associated with interest rate sensitivity and sector concentration.
GLPI “open for business” in New York City
Gaming & Leisure Properties Inc. (GLPI) is actively exploring investment opportunities in New York City's burgeoning casino market, particularly interested in Bally's Bronx and other potential projects, but emphasizes that its loans would require partial ownership or purchase options. Despite Bally's current negative cash flow and stock trading at a discount, GLPI maintains a long-term view, citing ongoing development and confidence in properties like Bally's Chicago and the planned Las Vegas resort. The company also discussed other market dynamics, including Virginia's potential igaming legislation and the Canadian casino market, while asserting that their investment decisions are not solely based on interest rates or a tenant's balance sheet percentage.
VICI Properties Inc: The REIT Wall Street Can’t Stop Watching
VICI Properties Inc. is a net-lease REIT specializing in entertainment and gaming properties like those on the Las Vegas Strip, collecting rent from long-term leases with built-in escalators. This model provides steady cash flow and attractive dividends, making it a watched income play for US investors seeking yield and real estate exposure without direct casino risk. While offering defensive qualities against rate volatility and a growing experiential portfolio, investors should consider its interest-rate sensitivity and concentration in the gaming sector.
MGM Experiences High Bearish Option Activity
MGM Resorts (MGM) is experiencing significant bearish options activity, with a high Put/Call Ratio of 4.64 and increased implied volatility, suggesting negative market sentiment. Despite strong revenue growth, the company faces financial concerns due to high debt levels and a low Altman Z-Score, indicating potential financial distress. Investors are awaiting its April 29th earnings report, which could further impact its stock performance, currently trading near historical valuation highs.
7 Days: Your guide to Las Vegas (Feb. 22-28)
This article provides a day-by-day guide to activities and dining in Las Vegas from February 22-28, 2026. It highlights attractions such as Mama Rabbit for National Margarita Day, The Range 702, Saginaw’s Delicatessen, Shark Reef Aquarium, Edge Steakhouse, a Jim Jefferies performance, and Omega Mart. The guide offers a diverse range of experiences for visitors to the city.
Social media and basketball stars to go one-on-one on the Strip
Former Division I basketball players and social media influencers, Haley and Hanna Cavinder, will headline an event called "Court of Legends" at the Bellagio on the Las Vegas Strip during the NCAA Final Four (April 4-6). This event, in partnership with BetMGM, will feature a skills showdown between the twins, with details on fan engagement and potential betting components to be released. Additionally, the article highlights other upcoming Las Vegas events, including "CircaMania" during Wrestlemania week and the potential renovation of the MGM Grand Garden Arena.
Illinois Municipal Retirement Fund Cuts Stake in MGM Resorts International $MGM
The Illinois Municipal Retirement Fund significantly reduced its stake in MGM Resorts International by 64.3% in Q3, selling 41,838 shares and retaining 23,231 shares valued at $805,000. Despite this, institutional investors collectively own about 68.11% of MGM, with IAC Inc. notably increasing its holding by 1.70%. MGM reported strong quarterly earnings, beating expectations with $1.60 EPS and $4.61 billion in revenue, and currently holds a consensus "Hold" rating with an average target price of $41.94.
Las Vegas Sands Stock Pops on Macau Momentum – Is the Rally Just Starting?
Las Vegas Sands stock is rallying due to a strong rebound in Macau and increased price targets from Wall Street analysts. The company, which is now a pure-play on Asia's high-end gaming and tourism, is seeing renewed interest from US investors as it transitions into a cash-generating Asia leisure infrastructure story with an improving income profile. However, investors should be aware of risks such as China and Macau policy, concession obligations, interest rate sensitivity, and geopolitical sentiment.
Pool construction underway at Luxor on Las Vegas Strip
Luxor hotel-casino on the Las Vegas Strip is undergoing a pool renovation, with crews demolishing the south pool to construct a new area with more deck space. MGM Resorts International did not provide a timeline or cost, but assured guests will have access to at least one pool during the remodel. This project is occurring during the colder months, in anticipation of warmer temperatures and pool season.
Royal Caribbean's CEO is using AI to predict how many hamburgers you'll eat—and to compete with Orlando, Vegas and Taylor Swift
Royal Caribbean Group's CEO, Jason Liberty, is using AI to transform its operations, moving beyond traditional cruising to compete with broader experience providers like Orlando, Vegas, and even Taylor Swift concerts. The company leverages AI for everything from predicting food production to personalizing customer experiences and managing 15 million price points daily, leading to a 15% stock increase and 2026 bookings already at two-thirds capacity. This tech-driven strategy aims to create a "lifetime of vacations" by catering to changing customer demographics and preferences for experiential spending.
Wyndham CEO optimistic about future development despite RevPAR woes
Wyndham Hotels & Resorts reported a decline in global RevPAR for Q4 2025 and the full year, primarily due to an 8% drop in the U.S. Despite this, CEO Geoff Ballotti is optimistic about 2026, citing record room openings in 2025 and strong growth in new construction and conversions. The company expects global RevPAR to stabilize in 2026, projecting a range from down 1.5% to up 0.5%, and anticipates room growth of 4% to 4.5%.
Six Flags Entertainment earnings missed by $0.63, revenue topped estimates
Six Flags Entertainment (NYSE: FUN) reported a Q4 EPS of $-0.91, missing analyst estimates by $0.63, despite revenue of $650M topping the consensus estimate of $615.94M. The company's stock price closed at $16.22, showing a 20.59% increase in the last three months but a 65.07% decrease over the last 12 months, with its financial health noted as "weak performance" by InvestingPro.
Live Earnings Blog: Will Pan American Silver Soar After Earnings Tonight?
Pan American Silver (PAAS) shares surged 139% over the past year as silver prices broke through $80 per ounce. The company exceeded Q4 production guidance and reported record revenue and net earnings for Q4 2025 and FY 2025, surpassing analyst estimates. Investors are now focused on management's 2026 guidance, particularly regarding margin expansion, all-in sustaining costs, and capital allocation.
50+ cocktail and food events across four Las Vegas resorts September weekend
MGM Resorts International is launching "DRINK Las Vegas," a four-day beverage and culinary festival from September 24-27, 2026, across Bellagio, ARIA, The Cosmopolitan, and Park MGM. The event will feature over 50 events including tastings, master classes, and chef-mixologist collaborations. This initiative aims to celebrate innovators in the beverage world and elevate cocktail culture through educational sessions and unique experiences.
MGM Resorts International stock outperforms competitors on strong trading day
MGM Resorts International (MGM) stock gained 8.52% to $37.19 on Wednesday, outperforming the broader stock market which also saw gains, with the S&P 500 up 0.56% and the Dow Jones Industrial Average up 0.26%. This marks the second consecutive day of gains for the company's shares.
Globo JV puts BetMGM in strong position for 10% Brazil market share target, say operator execs
BetMGM's joint venture with Grupo Globo has positioned the company well to achieve its target of 10% market share in Brazil, according to its COO and CMO. Despite entering the regulated market later than some competitors, the partnership with Brazil's largest media group provided immediate credibility and brand recognition. MGM Resorts CEO Bill Hornbuckle believes this 10% target is achievable through a long-term strategic approach and rational investment.
Here’s What Lifted Investor Sentiment for MGM Resorts International (MGM) in Q4
Meridian Funds, managed by ArrowMark Partners, highlighted MGM Resorts International (NYSE: MGM) as a key contributor to its "Meridian Hedged Equity Fund" performance in Q4 2025. The positive investor sentiment stemmed from record results at MGM's Macau properties and BetMGM achieving profitability, enabling it to return capital to shareholders. While MGM is not among Insider Monkey's most popular hedge fund stocks, the firm acknowledges its potential but suggests greater promise in certain AI stocks for higher, quicker returns.
Agnico Eagle Mines buys 662,780 shares of Maple Gold Mines for C$1.62M
Agnico Eagle Mines has purchased 662,780 common shares of Maple Gold Mines at an average price of C$2.44 per share, totaling C$1.62 million. This acquisition increases Agnico Eagle's stake in Maple Gold Mines to approximately 13.9%, reinforcing their position as a significant shareholder.
Live Nation (LYV) Q4 Earnings Report Preview: What To Look For
Live Nation Entertainment (LYV) is set to report its Q4 earnings this Thursday. Analysts anticipate a 7.4% year-on-year revenue growth to $6.10 billion, a significant rebound from last year's decrease, despite the company missing revenue estimates in four of the last eight quarters. Investors will be watching key metrics, especially after a mixed Q3 performance and the performance of peers in the leisure facilities segment.
Caesars Entertainment repeats ‘no crisis’ theme, citing Las Vegas tourism cycle that CEO sees as normal
Caesars Entertainment CEO Tom Reeg attributes the recent decline in Las Vegas tourism to normal economic cycle activity, rather than a crisis. The company plans to continue renovating its properties, like Caesars Palace, the Cromwell, and the former Margaritaville, to enhance customer experience. Despite a 3.4% dip in Las Vegas revenues for Q4 2025, regional casinos offset the decline, resulting in a net revenue increase for the quarter and year.
Options Traders Pounce on MGM Resorts Stock (MGM) as Volatility Spikes
Despite MGM Resorts (MGM) facing a challenging economic backdrop and recent stock underperformance, options traders are not showing panic, suggesting a potential bullish opportunity. Analysis of volatility skew indicates that while traders are insuring against downside risk, the degree of this protection is not extreme. Using a combination of Black-Scholes and Markov property analysis, the article suggests a potential trading range for MGM stock and highlights a specific bull call spread for aggressive speculators.
Caesars Entertainment Cheers Investors With Strong Digital Earnings and Vegas Stability
Caesars Entertainment reported mixed Q4 2025 results, with revenue at the top end of forecasts but a miss on EPS due to a high debt load and struggles in its Las Vegas land-based casinos. The Digital segment, however, significantly outperformed with record revenue and adjusted EBITDA. While Las Vegas operations faced a slight slowdown, management highlighted strong occupancy rates and anticipates a recovery in Q1, and the company continues its deleveraging efforts while hinting at potential share buybacks.
AGNICO EAGLE ANNOUNCES ADDITIONAL INVESTMENT IN MAPLE GOLD MINES LTD.
Agnico Eagle Mines Limited has acquired an additional 662,780 common shares of Maple Gold Mines Ltd. for C$2.45 per share, totaling C$1,623,811. This purchase increases Agnico Eagle's non-diluted ownership in Maple to approximately 12.98% and partially-diluted ownership to 13.73%. The investment aligns with Agnico Eagle's strategy of acquiring strategic positions in prospective opportunities with high geological potential.
BetMGM and the Cavinder Twins to Debut "The Court of Legends" at Bellagio in Las Vegas for College Basketball Championship
BetMGM is launching "The Court of Legends," a speakeasy-style basketball experience at Bellagio in Las Vegas from April 4-6, 2026, featuring social media influencers Haley and Hanna Cavinder. The event will include influencer exhibitions and a Cavinder vs. Cavinder skills showdown on April 5, which will be live-streamed. Additionally, BetMGM is running a leaderboard promotion until March 15, allowing players to win one of 25 VIP Las Vegas packages, including travel, event tickets, and hotel stays, by placing qualifying wagers through the BetMGM app.
MGM Goodwill Charge And Heavy Buybacks Reshape Per Share Outlook
MGM Resorts International (NYSE:MGM) recently reported a goodwill impairment charge in Q4 2025 and continued its significant share buyback program. These actions affect the company's balance sheet presentation and reduce the share count, impacting per-share metrics. While the goodwill charge is minor compared to revenue, the buybacks have retired over 66 million shares, raising questions about financial flexibility given high debt and lower profit margins, but also offering potential for future EPS growth if earnings forecasts are met.
DraftKings Crypto.com Deal Tests Promise Of Regulated Prediction Markets
DraftKings is expanding its federally regulated prediction markets through a new partnership with Crypto.com, allowing it to offer event contracts tied to sports, culture, and politics. This move signals DraftKings' push beyond traditional online sports betting and fantasy contests. The expansion, while potentially a headwind for earnings according to some analysts, widens DraftKings' addressable market and offers a way to participate in the growing prediction market segment.
Stock Traders Buy Large Volume of Caesars Entertainment Call Options (NASDAQ:CZR)
Caesars Entertainment (NASDAQ:CZR) experienced unusual options trading on Tuesday, with investors purchasing 19,839 call options, a 49% increase from the typical daily volume. The stock traded up $0.21, reaching $18.35, but its trading volume was lower than average. Caesars Entertainment currently holds a "Moderate Buy" rating from analysts with a consensus target price of $34.61, despite recent downgrades from some firms.
Strip casino giant posts double-digit percentage income drop in 2025
Caesars Entertainment Inc. reported a significant financial decline in 2025, with net revenue from its Las Vegas operations down 4.7% and net income plummeting by 19.6% to $703 million. This downturn, mirrored by competitor MGM Resorts, is largely attributed to weakening tourism in Las Vegas, which saw a 7.5% drop in visitation from 2024. Despite these figures, Caesars CEO Tom Reeg remains optimistic, viewing the situation as normal economic cyclicality rather than a crisis or customer pushback on pricing.
Analysts Conflicted on These Consumer Cyclical Names: MGM Resorts (MGM), Dutch Bros Inc (BROS) and On Holding AG (ONON)
This article summarizes analyst ratings and price targets for three consumer cyclical companies: MGM Resorts (MGM), Dutch Bros Inc (BROS), and On Holding AG (ONON). UBS maintained a Hold rating on MGM, Jefferies reiterated a Buy on Dutch Bros Inc, and Bernstein maintained a Buy on On Holding AG. The report highlights the average price targets and potential upside for each stock based on current analyst consensus.
MGM Resorts International $MGM Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC significantly reduced its stake in MGM Resorts International (NYSE:MGM) by 24.1% in the third quarter, selling 206,258 shares to now own 649,829 shares valued at $22.52 million. Despite this, several other large institutions increased their positions, and institutional ownership stands at 68.11%. MGM recently surpassed quarterly earnings estimates, reporting $1.60 EPS on $4.61 billion in revenue, though analysts currently rate the stock as a "Hold" with a consensus target price of $41.94 against its trading price near $34.
VanEck’s Gaming ETF Faces Headwinds as Industry Leader Cuts Outlook
The VanEck Gaming ETF experienced selling pressure due to cautious forecasts from DraftKings, a major industry player, despite the sector achieving profitability last year. DraftKings' updated projections for 2026 fell short of analyst consensus, leading to a reassessment of growth for the entire gaming industry. The ETF's portfolio composition shows a mixed picture, with some holdings like Aristocrat Leisure and VICI Properties providing stability against the volatility of online operators.
MGM Resorts earns 13 Forbes Travel Guide five-star awards in Las Vegas and Macau
MGM Resorts International has received 13 Five-Star ratings from Forbes Travel Guide for its hotel accommodations, spa operations, and fine-dining outlets in Las Vegas and Macau. This achievement highlights the company's commitment to world-class hospitality, with several establishments earning multi-year distinctions, including Joël Robuchon at MGM Grand receiving its 20th consecutive Five-Star rating. The awards cover various properties like ARIA Sky Suites and MGM MACAU, validating the high standards of guest experience, service, and facilities across the MGM Resorts portfolio.
Earnings To Watch: Caesars Entertainment (CZR) Reports Q4 Results Tomorrow
Caesars Entertainment (CZR) is set to report its Q4 earnings on Tuesday after the bell. Analysts expect a 3% year-on-year revenue growth to $2.88 billion, with an adjusted loss of -$0.23 per share. The company has a history of missing Wall Street's revenue estimates, and its stock is down 19.9% over the last month, trading significantly below the average analyst price target.
Caesars Casino Bonus Code ROTOCASLAUNCH in Feb: Score $1,010 & 2.5K Rewards Credits
The Caesars Casino bonus code ROTOCASLAUNCH in February 2026 offers new players a welcome package including a $10 no-deposit bonus, a 100% deposit match up to $1,000, and 2,500 Caesars Rewards Credits. This promotion is available in Michigan, New Jersey, West Virginia, and Pennsylvania, providing both immediate play value and long-term real-world benefits through the Caesars Rewards program. The bonus is designed for slot players, with specific wagering requirements and geographical eligibility criteria.
Cibc World Market Inc. Purchases 26,692 Shares of Wynn Resorts, Limited $WYNN
Cibc World Market Inc. significantly increased its stake in Wynn Resorts (NASDAQ:WYNN) by 125.7% in Q3, acquiring 26,692 additional shares, bringing its total to 47,923 shares valued at approximately $6.15 million. This comes as Wynn Resorts reported missing Q4 EPS estimates but showed a 1.5% year-over-year revenue increase and declared a quarterly dividend. Analyst sentiment remains largely positive with a "Moderate Buy" consensus.
Envestnet Asset Management Inc. Raises Holdings in MGM Resorts International $MGM
Envestnet Asset Management Inc. significantly increased its stake in MGM Resorts International by 31% in the third quarter, bringing its total holdings to 510,715 shares valued at $17.7 million. This move comes as institutional investors own 68.11% of MGM's stock, and a major insider, IAC Inc., also recently purchased over 1 million shares. MGM reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue, and currently holds an average analyst rating of "Hold" with a price target of $41.94.
Public Sector Pension Investment Board Boosts Holdings in Caesars Entertainment, Inc. $CZR
The Public Sector Pension Investment Board significantly increased its stake in Caesars Entertainment, Inc. by 1,794% in the third quarter, now owning 811,297 shares valued at approximately $21.9 million. Several other major institutional investors also increased or initiated positions, pushing institutional ownership to nearly 91.79%. Despite analyst sentiment being a "Moderate Buy" with a $34.61 consensus price target, recent downgrades from some firms like Jefferies signal caution.
MGM Resorts International Earns Five-Star Recognition with 2026 Forbes Travel Guide Awards
MGM Resorts International has received 13 Forbes Travel Guide Five-Star awards for 2026, recognizing its hotels, spas, and restaurants in Las Vegas and Macau. This marks multiple consecutive accolades for several properties, including SKYLOFTS at MGM Grand for its 17th year and Joël Robuchon for its 20th year. The recognition reflects MGM Resorts' commitment to world-class luxury and exceptional guest experiences.
Dr. Miriam Adelson, Mark Davis to be inducted into Nevada Business Hall of Fame
Dr. Miriam Adelson, the largest shareholder of Las Vegas Sands Corp., and Mark Davis, owner of the Raiders and Aces, are set to be inducted into the Nevada Business Hall of Fame. This recognition, sponsored by UNLV's Lee Business School, celebrates individuals who have significantly influenced Nevada's economy and communities through their entrepreneurial spirit, innovation, and dedication. The article highlights their extensive business ventures and philanthropic efforts in the region.
Red Rock Resorts (RRR) Earnings Growth And 9.3% Margin Test Bullish Narratives
Red Rock Resorts (RRR) closed FY 2025 with Q4 revenue of US$511.8 million and basic EPS of US$0.76, reporting a 9.3% net margin and 22.1% earnings growth over the past year. While analyst consensus anticipates higher margins and revenue by 2028, the company's current performance relies more on margin improvements than rapid top-line growth. The article examines both bullish and bearish narratives, noting concerns about debt coverage and capital expenditure risks despite a potentially undervalued P/E ratio.
Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Q4 2025 Earnings Call Transcript
Melco Resorts & Entertainment Limited (NASDAQ:MLCO) reported strong Q4 and full-year 2025 results, with group property EBITDA growing 17% in 2025. The company highlighted significant recovery and growth in Macau, driven by enhanced customer experience and a strong start to 2026. Despite competitive pressures in the Philippines, Melco is optimistic about market improvements and is undertaking strategic developments like the renovation of the Countdown Hotel in Macau.
Thrivent Financial for Lutherans Acquires 34,463 Shares of MGM Resorts International $MGM
Thrivent Financial for Lutherans significantly increased its stake in MGM Resorts International, boosting its holdings by 423.8% to 42,594 shares valued at approximately $1.48 million. This acquisition follows MGM's strong earnings report, which exceeded analyst expectations with an EPS of $1.60 and revenue of $4.61 billion. Institutional investors hold a substantial portion of MGM, and despite a "Hold" consensus rating with a target price of $42.50, other major investors like IAC Inc. have also recently increased their positions.
Wynn Resorts's (NASDAQ:WYNN) Q4 CY2025 Sales Beat Estimates
Wynn Resorts (NASDAQ:WYNN) reported its Q4 CY2025 earnings, with sales reaching $1.87 billion, surpassing Wall Street expectations, though non-GAAP profit was below estimates at $1.17 per share. The company experienced a 1.5% year-on-year revenue growth, but its adjusted EPS missed analyst estimates by 20.7%, and adjusted EBITDA also fell short. While revenue growth has slowed compared to its five-year trend, analysts anticipate a 3.5% revenue growth in the next 12 months, and EPS is expected to increase by 38.7% over the same period.
Tenable Holdings And 2 Other Stocks That May Be Priced Below Their Estimated Value
This article highlights three US stocks—Tenable Holdings (TENB), Circle Internet Group (CRCL), and Millrose Properties (MRP)—that are potentially undervalued based on future cash flow estimations. It provides an overview of each company's operations, estimated discount to fair value, recent performance, and strategic developments. The analysis suggests these companies could offer growth opportunities for investors in the current buoyant market.
Caesars Entertainment, Inc. $CZR Stock Holdings Lifted by ING Groep NV
ING Groep NV significantly increased its stake in Caesars Entertainment, Inc. (NASDAQ:CZR) by 80.2% in the third quarter, bringing their total holdings to 599,854 shares valued at $16.21 million. Several other institutional investors also adjusted their positions in the company. Despite varied analyst ratings, with Citizen Jmp and Macquarie Infrastructure lowering price targets but maintaining "outperform" ratings, Caesars Entertainment currently holds a "Moderate Buy" consensus.
CarMax appoints Keith Barr as president and chief executive officer
CarMax, Inc. (NYSE: KMX) has appointed Keith Barr as its new president and chief executive officer, effective March 16, 2026. Barr, who also joins the company's board, previously served as CEO of InterContinental Hotels Group and is credited with enhancing customer experience and leading digital transformations. David McCreight will return to his role as an independent director, while Tom Folliard will remain interim executive chair until June 2026.
Morgan Stanley Maintained Underweight on MGM Resorts International (MGM) Feb 11, 2026
Morgan Stanley maintained an "Underweight" rating on MGM Resorts International (MGM) on February 11, 2026, while slightly raising its price target from $33 to $34. This indicates a cautious stance with a modest improvement in outlook, suggesting limited near-term upside despite recent disclosures about Las Vegas growth and Macau market share. Meyka AI independently rates MGM with a "B" grade based on various financial and market performance metrics.
MGM Q4 Deep Dive: Revenue Growth, Margin Pressure, and Strategic Focus on Digital Expansion
MGM Resorts International reported mixed Q4 CY2025 results, with revenue and non-GAAP EPS exceeding expectations, driven by Macau operations and high-end gaming, but adjusted EBITDA fell short due to margin pressures. The company's future strategy focuses on stabilizing Las Vegas operations, expanding digital ventures like BetMGM, and maintaining growth in Macau. Management emphasized cost controls, capital allocation, and leveraging technology to navigate competitive pressures and achieve solid top-line growth in 2026.
Marcus Corporation Announces Q4 and Full Year 2025 Earnings Release Date
Marcus Corporation (MCS) is scheduled to release its fourth-quarter and full-year 2025 earnings before market open on February 26, 2026. A conference call will follow at 10:00 a.m. CT (11:00 a.m. ET) for investors. The company, which operates in the lodging and entertainment industries, will also provide a replay service for those unable to attend the live call.
