Mgm Resorts International

MGM Resorts International Beats Analyst Forecasts, Analysts Update Models

美高梅

MGM Resorts International: Neutral rating maintained, PT raised to $41 from $39.

MGM Resorts: Stifel Reiterates Buy, Raises PT to $50 from $45.

MGM Resorts International: Truist Securities maintains Hold, raises PT to $39 from $38.

MGM Resorts International: Macquarie raises PT to $46, maintains Outperform rating.

Catalyst<ul> <li>Most analysts rate MGM Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li> <li>Fund flow trends show mixed signals, with medium and extra-large orders trending negatively.</li></ul>

Key Factors

MGM Resorts reported Q4 2025 revenue of $4.6 billion, a 6% year-over-year increase, with non-GAAP EPS of $1.60, surpassing estimates by $1.05.MGM China’s segment-adjusted EBITDAR reached record levels, driven by strong premium-mass customer demand and market-share gains in Macau.BetMGM’s FY2025 net revenue grew 33% year-over-year to $2.8 billion, with EBITDA of $220 million, up from a $244 million loss in 2024.MGM repurchased 37.5 million shares in 2025, reducing shares outstanding by 48% since 2021, and received a $135 million distribution from BetMGM in Q4.MGM announced leadership changes, appointing Ayesha Molino as COO and promoting Kenny Feng to CEO of MGM China, as it outlined growth plans for Las Vegas and Macau in 2026.

MGM News