Barclays Raises PT on Gaming & Leisure to $55 from $54.

Monday, Jul 21, 2025 6:16 pm ET1min read

Barclays Raises PT on Gaming & Leisure to $55 from $54.

Barclays has revised its price target for Gaming & Leisure Properties, Inc. (GLPI) upward to $55 from the previous $54, while maintaining an "Outperform" rating. This update reflects the firm's positive outlook on the company's future prospects and growth potential. The new price target represents a 2.42% increase from the previous target, highlighting Barclays' bullish sentiment towards GLPI.

Barclays expects Gaming & Leisure Properties' regional and digital entities to exceed performance expectations, but anticipates shortfalls in Las Vegas. The firm does not deem the gaming sector overbought, providing a positive outlook for the stock. The company's recent acquisitions, such as the purchase of Bally's Kansas City and Shreveport properties, further underscore its expansion strategy and potential for growth.

The latest quarterly earnings results, reported on April 24, 2025, saw Gaming & Leisure Properties report adjusted FFO of $0.83 and revenue of $395.2 million, which was slightly below the FactSet estimate of $396.5 million. However, the company's revenue growth of 8.7% year-over-year indicates strong underlying performance.

Institutional investors have shown strong interest in GLPI, with several recent increases in shareholdings. Envestnet Portfolio Solutions Inc., Xponance Inc., Teacher Retirement System of Texas, Semanteon Capital Management LP, and Sei Investments Co. have all boosted their positions in the company.

The stock's average target price and estimated GF Value suggest significant upside potential, supported by strong analyst consensus and institutional investor interest. The estimated GF Value for GLPI in one year is $70.10, suggesting a 23.17% upside from the current price of $57.16.

References:
[1] https://www.gurufocus.com/news/2987973/chdn-barclays-maintains-overweight-rating-raises-price-target-chdn-stock-news?mobile=true
[2] https://www.marketbeat.com/instant-alerts/churchill-downs-nasdaqchdn-price-target-raised-to-12700-at-barclays-2025-07-18/

Barclays Raises PT on Gaming & Leisure to $55 from $54.

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