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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brandt Montour | Barclays | 12 | 0% |
| Steve Wieczynski | Stifel | 11 | 0% |
| Shaun Kelley | Bank of America | 10 | 0% |
| Dan Politzer | JPMorgan | 10 | 0% |
| Steve Grambling | Morgan Stanley | 10 | 0% |
| George Choi | Citigroup | 10 | 0% |
| Robin Farley | UBS | 10 | 0% |
| Joe Stauff | Susquehanna | 9 | 0% |
| Lizzie Dove | Goldman Sachs | 8 | 0% |
| Chad Beynon | Macquarie | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 12 | 0% |
| Stifel | 1 | 11 | 0% |
| Bank of America | 1 | 10 | 0% |
| Citigroup | 1 |
| 10 |
| 0% |
| JPMorgan | 1 | 10 | 0% |
| Morgan Stanley | 1 | 10 | 0% |
| UBS | 1 | 10 | 0% |
| Susquehanna | 1 | 9 | 0% |
MBS EBITDA grew over 30% to $788 million under new CEO Patrick Dumont while Macao reached $633 million with market share gains across all segments. The Venetian renovation was announced with completion targeted by end of 2027, and the company retired 14.3% of shares outstanding across 10 quarters of buybacks. Macao retail malls hit a quarterly all-time high in tenant sales as geopolitical tensions benefited short-haul Asian destinations.
Demand | Revenue Growth | Competitive Dynamics | Capex Investment | Innovation & R&D | Margin | Capital Allocation | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 3 | 1 | 2 | 1 | 1 |
| 2025Q1 | 5 | 6 | 6 | 2 | 3 | 2 | 4 | 1 |
| 2025Q2 | 9 | 10 | 8 | 3 | 2 | 2 | 1 | 1 |
| 2025Q3 | 8 | 7 | 8 | 7 | 1 | 2 | 1 | |
| 2025Q4 | 8 | 6 | 8 | 2 | 1 | 6 | 1 | 1 |
| 2026Q1 | 8 | 9 | 4 | 7 | 2 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 5 | 9 | 8 | 8 | 8 |
| Revenue Growth | 4 | 6 | 10 | 7 | 6 | 9 |
| Competitive Dynamics | 2 | 6 | 8 | 8 | 8 | 4 |
| Capex Investment | 3 | 2 | 3 | 2 | 7 | |
| Innovation & R&D | 1 | 3 | 2 | 7 | 1 | 2 |
| Margin | 2 | 2 | 2 | 1 | 6 | 3 |
| Capital Allocation | 1 | 4 | 1 | 2 | 1 | 1 |
| Macroeconomic | 1 | 1 | 1 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LVS Las Vegas Sands | 9 | +25.3% | |
| MGM MGM Resorts | 5 | +4.2% | |
| WYNN Wynn Resorts | 7 | +9.2% |