Loading…
Loading…
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. |
|---|---|---|---|
| John DeCree | CBRE | 11 | 0% |
| Dan Politzer | JPMorgan | 10 | 0% |
| Steve Grambling | Morgan Stanley | 10 | 10% |
| Dave Katz | Jefferies | 10 | 0% |
| Brandt Montour | Barclays | 10 | 0% |
| Robin Farley | UBS | 9 | 0% |
| Chad Beynon | Macquarie | 9 | 0% |
| Steve Wieczynski | Stifel | 9 | 0% |
| Shaun Kelley | Bank of America | 8 | 13% |
| Steve Pizzella | Deutsche Bank | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| CBRE | 1 | 11 | 0% |
| Deutsche Bank | 2 | 11 | 0% |
| Morgan Stanley | 1 | 10 | 10% |
| Barclays | 1 |
| 10 |
| 0% |
| Jefferies | 1 | 10 | 0% |
| JPMorgan | 1 | 10 | 0% |
| Macquarie | 1 | 9 | 0% |
| UBS | 1 | 9 | 0% |
Wynn delivered Q1 with Las Vegas posting its best March ever with RevPAR up 10%, while Macau mass drop surged 19% with the Chairman's Club delivering early results. The Enclave at Wynn Palace was announced as a $900-$950M suite tower, and Zero Bond and Sartiano's opened to strong reception on the Las Vegas Strip. Share buybacks resumed after the Q3 pause and new CFO Craig Fullalove took over, while Wynn Al Marjan expected a modest delay from regional conflict.
Demand | Geographic Expansion | Capex Investment | Competitive Dynamics | Revenue Growth | Margin | Macroeconomic | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 5 | 6 | 4 | 5 | 2 | 1 | 1 |
| 2025Q1 | 5 | 4 | 5 | 3 | 1 | 2 | 2 | |
| 2025Q2 | 8 | 5 | 2 | 4 | 3 | 2 | 2 | |
| 2025Q3 | 10 | 5 | 1 | 5 | 4 | 3 | 2 | 2 |
| 2025Q4 | 10 | 5 | 3 | 5 | 6 | 6 | ||
| 2026Q1 | 7 | 10 | 9 | 4 | 3 | 3 | 8 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 8 | 5 | 8 | 10 | 10 | 7 |
| Geographic Expansion | 5 | 4 | 5 | 5 | 5 | 10 |
| Capex Investment | 6 | 5 | 2 | 1 | 3 | 9 |
| Competitive Dynamics | 4 | 3 | 4 | 5 | 5 | 4 |
| Revenue Growth | 5 | 1 | 3 | 4 | 6 | 3 |
| Margin | 2 | 2 | 2 | 3 | 6 | 3 |
| Macroeconomic | 1 | 2 | 8 | |||
| Pricing | 1 | 2 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WYNN Wynn Resorts | 7 | +9.2% | |
| LVS Las Vegas Sands | 9 | +25.3% | |
| MGM MGM Resorts | 5 | +4.2% |