BALY

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer discretionary - casino operator industry, including Bally's (NYSE:BALY) and its peers. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Casino operators run gaming resorts and facilities that generate revenue from gambling, hospitality, food and beverage, and entertainment offerings. Tailwinds include pent-up travel demand, expansion into new jurisdictions legalizing gaming, and growing interest in integrated resort developments in Asia and the Middle East. However, the industry faces notable headwinds: heavy regulatory and licensing requirements limit operational flexibility, capital expenditure for property development and renovation is substantial, and revenue is highly sensitive to macroeconomic conditions and consumer confidence. Rising competition from online gambling platforms, regional saturation in mature markets, and geopolitical risks in key international jurisdictions add further uncertainty. The 9 consumer discretionary - casino operator stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.6%. Thankfully, share prices of the companies have been resilient as they are up 7.1% on average since the latest earnings results. Headquartered in Providence, Rhode Island, Bally's Corporation (NYSE:BALY) is a diversified global casino-entertainment company that owns and manages casinos, resorts, and online gaming platforms. Bally's reported revenues of $755.7 million, up 23.7% year on year. This print fell short of analysts’ expectations by 1.8%. Overall, it was a slower quarter for the company with a significant miss of analysts’ EPS and EBITDA estimates. Bally's pulled off the fastest revenue growth but had the weakest performance against analyst estimates of the whole group. Unsurprisingl...

PROVIDENCE, R.I., May 18, 2026--(BUSINESS WIRE)--Bally’s Corporation (NYSE: BALY) ("Bally’s" or the "Company") today reported financial results for the first quarter ended March 31, 2026. First Quarter 2026 and Recent Highlights Consolidated revenue of $755.7 million increased 28.3% year over year Casinos & Resorts revenue of $379.7 million, up 8.1% year over year benefitting from The Queen Casino & Entertainment ("Queen") transaction completed in February 2025, as well as organic growth Bally's Intralot B2C revenue of $239.9 million, up 31.0% year over year driven by strong performance in the UK, as well as the addition of Intralot's B2C business North America Interactive revenue of $60.5 million, up 35.9% year over year, reflecting wagering revenue growth across all verticals In February, Bally’s entered into a new $1.1 billion credit facility due 2031 and completed the previously announced sale and leaseback of the real estate assets of its Lincoln Casino Resort to GLP Capital L.P. Summary of Financial Results Robeson Reeves, Bally’s Chief Executive Officer, commented, "We delivered solid first quarter results across the enterprise and continue to make progress on growing and diversifying our global footprint, delivering on operational synergies and strengthening our balance sheet. We believe economic conditions in areas where we operate remain stable and are confident in our ability to leverage our operational expertise and capital resources to deliver on our highly anticipated growth projects. "Domestically, we continue to make substantial progress on Bally’s Chicago – the only casino in the city limits of Chicago and the largest in the state of Illinois. In April, we celebrated the "topping out" of the project with the completion of the structural steel. The permanent casino will feature approximately 3,400 slots, over 170 table games, a 500-room hotel tower, a 3,000-seat theater, ten food and beverage venues and a river-side public park. "Following the official receipt of our Gaming Facility License from the New York State Gaming Commission, we are thrilled to move forward with Bally’s Bronx. Representing a $4.0 billion investment, this integrated resort is the largest private development in the borough’s history. During the first quarter, we finalized critical capital allocations and land acquisitions to pave the way for construction. This included t...

PROVIDENCE, R.I. (AP) — PROVIDENCE, R.I. (AP) — Bally's Corp. (BALY) on Monday reported a loss of $161.9 million in its first quarter. The Providence, Rhode Island-based company said it had a loss of $2.69 per share. The casino operator posted revenue of $755.7 million in the period. Bally's shares have dropped 29% since the beginning of the year. In the final minutes of trading on Monday, shares hit $11.80, an increase of almost 7% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BALY at https://www.zacks.com/ap/BALY

Management reiterated mid- to high-single-digit AFFO growth and issued full-year 2026 AFFO guidance of $1.212 billion to $1.223 billion (or $4.08 to $4.12 per diluted share), while signaling a $1.8 billion capital commitment runway expected to be mostly deployed by year-end 2027 that includes $750M–$800M of 2026 development spend and the planned $225 million Aurora acquisition. Q1 total income from real estate rose by more than $24 million year-over-year, driven by about $33 million of cash rent increases from acquisitions and escalators (including Bally’s Lincoln, Chicago, Baton Rouge and others), partially offset by $8 million of non‑cash items and with operating expenses down roughly $49.8 million. Balance-sheet and market backdrop: GLPI ended the quarter at a 5x leverage ratio with $275 million cash, roughly $230 million of annual free cash flow and forward equity settling June 1 to fund the pipeline, and management said cap rates are normalizing to levels it views as accretive (around an “8” in front of the cap rate). Interested in Gaming and Leisure Properties, Inc.? Here are five stocks we like better. Look To REITs For Reliable Yield Even In Recessionary Environment Gaming and Leisure Properties (NASDAQ:GLPI) reported what management described as a “terrific quarter” in its first-quarter 2026 earnings call, citing mid- to high-single-digit growth in adjusted funds from operations (AFFO) and AFFO per share and pointing to a multi-year development and acquisition pipeline. Chairman and CEO Peter Carlino said the company continues to have “a clear and well-documented line of sight toward a very healthy multi-year AFFO growth” across its acquisition and development pipelines. Carlino said that with the February acquisition of Bally’s Lincoln and progress across development projects, GLPI’s future capital commitments stand at roughly $1.8 billion, “nearly all of which we expect to deploy by year-end 2027.” → Pipelines and Automation: 2 Energy Plays Built for Any Oil Price 3 High-Yield Dividend Stocks That Are Probably Not On Your Radar Carlino also emphasized what he characterized as steady tenant health despite recent regional gaming volatility, noting that “our rent coverage remains strong, with the vast majority of our leases covered at 1.8x or higher.” He added that GLPI remains active in the market, but reiterated a long-standing discipline around de...

Gaming, betting and entertainment company Bally's Corporation (NYSE:BALY) is expected to be announcing earnings results this Tuesday after market hours. Here’s what investors should know. Bally's beat analysts’ revenue expectations last quarter, reporting revenues of $746.2 million, up 28.6% year on year. It was a slower quarter for the company, with a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EPS estimates. Is Bally's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Bally’s revenue to grow 26.1% year on year, a reversal from the 1.2% decrease it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bally's has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Bally’s peers in the consumer discretionary segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Levi's delivered year-on-year revenue growth of 14.1%, beating analysts’ expectations by 5.6%, and Nike reported flat revenue, in line with consensus estimates. Levi's traded up 10.7% following the results while Nike was down 15.5%. Read our full analysis of Levi’s results here and Nike’s results here. There has been positive sentiment among investors in the consumer discretionary segment, with share prices up 11.8% on average over the last month. Bally's is down 1.1% during the same time and is heading into earnings with an average analyst price target of $13 (compared to the current share price of $11.88). ONE MORE THING: The $21 AI Application Stock Wall Street Forgot. While Wall Street obsesses over who’s building AI, one company is already using it to print money. And nobody’s paying attention. AI chip stocks trade at ridiculous valuations. This company processes a trillion consumer signals monthly using AI and trades at a third of the price. The gap won’t last. The institutions will figure it out. You need to see this first. Read the FREE Report Before They Notice.

PROVIDENCE, R.I., March 16, 2026--(BUSINESS WIRE)--Bally’s Corporation ("Bally's", NYSE: BALY) today reported preliminary financial results for the fourth quarter and full year ended December 31, 2025. Preliminary Fourth Quarter 2025 Results and Recent Operating Highlights Company-wide revenue of $746.2 million increased 28.6% year over year Casinos & Resorts revenue of $366.2 million increased 12.9% year over year with results benefiting from The Queen Casino & Entertainment ("Queen") transaction completed in February 2025 Bally's Intralot B2C revenue of $236.5 million, up 13.9% year over year driven by growth in UK and Spain, as well as the addition of Intralot's B2C business North America Interactive revenue of $62.3 million, up 55.4% year over year reflecting iGaming and sports wagering revenue growth In October, Intralot S.A. ("Intralot") completed the acquisition of Bally's International Interactive business for €2.7 billion consisting of cash and stock consideration The combined company, Bally’s Intralot S.A. ("Bally's Intralot", ATHEX: BYLOT), is a global iGaming and lottery leader Bally’s has a 58% controlling interest of Bally’s Intralot and consolidates its financial results In December, Bally's Baton Rouge opened its new landside entertainment complex following the $160 million renovation of the former Belle of Baton Rouge The downtown venue features a 242-room hotel, new dining options, and a renovated gaming area, replacing the previous riverboat operation In December, The New York State Gaming Commission awarded Bally's a license to build a casino resort in Ferry Point Park in The Bronx Bally’s plans to build a $4 billion casino and entertainment complex featuring 3,500 slot machines, 210 table games and a 500-room hotel, adjacent to its existing Jack Nicklaus-designed golf course In February, Bally’s entered into a new $1.1 billion credit facility due 2031 and completed the previously announced sale and leaseback of the real estate assets of its Lincoln Casino Resort to GLP Capital L.P. The Company used cash on hand from the Intralot transaction, as well as a portion of the proceeds from the new term loan facility and the Lincoln Casino Resort sale leaseback transaction to fully repay its previously outstanding $1.47 billion term loan due 2028 Preliminary Results and Form 10-K Extension The Company will file an extension for the filing of its...

Gaming, betting and entertainment company Bally's Corporation (NYSE:BALY) will be reporting earnings this Monday after market close. Here’s what investors should know. Bally's missed analysts’ revenue expectations last quarter, reporting revenues of $663.7 million, up 5.4% year on year. It was a softer quarter for the company, with a significant miss of analysts’ adjusted operating income and EPS estimates. Is Bally's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Bally’s revenue to grow 15.4% year on year, a reversal from the 5.1% decrease it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bally's has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Bally’s peers in the consumer discretionary - casino operator segment, some have already reported their Q4 results, giving us a hint as to what we can expect. PENN Entertainment delivered year-on-year revenue growth of 8.2%, beating analysts’ expectations by 2.6%, and MGM Resorts reported revenues up 6%, topping estimates by 3.6%. PENN Entertainment traded up 24.7% following the results while MGM Resorts was also up 3.3%. Read our full analysis of PENN Entertainment’s results here and MGM Resorts’s results here. While some of the consumer discretionary - casino operator stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.4% on average over the last month. Bally's is down 9% during the same time and is heading into earnings with an average analyst price target of $16.25 (compared to the current share price of $12.66). WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it. This is what the early days of Palantir looked like before it became a $437 billion giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.

PROVIDENCE, R.I., March 12, 2026--(BUSINESS WIRE)--Bally’s Corporation (NYSE: BALY) announced today that it will release its financial results for the fourth quarter ended December 31, 2025 after the market closes on Monday, March 16, 2026. About Bally’s Corporation Bally’s (NYSE: BALY) is a fast-growing global entertainment brand with 19 casinos across 11 US states and one casino in Newcastle, UK, along with a golf course in New York and a horse racetrack in Colorado. Bally’s also owns Bally Bet, a first-in-class sports betting and igaming platform licensed in 14 jurisdictions in North America. Bally’s holds a majority interest in Bally’s Intralot S.A. (ATSE: BYLOT), a leading lottery solutions supplier and gaming operator active in 39 jurisdictions worldwide. Bally's casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally’s also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas, has been awarded a license to build a full-scale casino and resort in The Bronx, New York, and an integrated destination resort in Chicago, Illinois. Bally’s has approximately 10,800 employees across the world, recognized for their innovation, energy, and dedication to creating thrilling gaming experiences. View source version on businesswire.com: https://www.businesswire.com/news/home/20260312635552/en/ Contacts Investor Contact Mira Mircheva Chief Financial Officer 401-475-8564 [email protected] Media Contact Joseph Jaffoni JCIR 212-835-8500 [email protected]

Accel Entertainment (ACEL) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +26.67%. A quarter ago, it was expected that this company would post earnings of $0.2 per share when it actually produced earnings of $0.24, delivering a surprise of +20%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Accel Entertainment, which belongs to the Zacks Gaming industry, posted revenues of $341.4 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.04%. This compares to year-ago revenues of $317.52 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Accel Entertainment shares have lost about 2.9% since the beginning of the year versus the S&P 500's gain of 0.5%. While Accel Entertainment has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Accel Entertainment was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zac...

Playtika Holding (PLTK) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +75.57%. A quarter ago, it was expected that this mobile game developer would post earnings of $0.17 per share when it actually produced earnings of $0.18, delivering a surprise of +5.88%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Playtika, which belongs to the Zacks Gaming industry, posted revenues of $678.8 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.75%. This compares to year-ago revenues of $650.3 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Playtika shares have lost about 20.3% since the beginning of the year versus the S&P 500's gain of 1.5%. While Playtika has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Playtika was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here....

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Gaming and Leisure Properties (GLPI) is back in focus after reporting record 2025 results, beating fourth quarter funds from operations and revenue expectations, finalizing the Bally’s Lincoln acquisition, and affirming a quarterly dividend of $0.78 per share. See our latest analysis for Gaming and Leisure Properties. The record 2025 results and fresh Bally’s Lincoln deal come as Gaming and Leisure Properties’ share price has gained 9.8% over the past 90 days and 4.1% over the past month, while its 5 year total shareholder return of 45.6% points to steadier long term compounding with momentum recently picking up again. If this earnings beat has you looking beyond a single REIT, it could be a good time to broaden your search with our 22 top founder-led companies and see which other businesses stand out. With record 2025 numbers, fresh guidance and a pipeline of committed projects, GLPI now trades around $47.25 with a reported intrinsic discount and a value score of 5. Is this a buying opportunity, or is the market already pricing in future growth? With Gaming and Leisure Properties last closing at $47.25 against a narrative fair value of $54.07, the current price sits below what this widely followed view considers reasonable, putting its long term rental and earnings story under the microscope. Read the complete narrative. Want to see what is behind that confidence in rental growth? The narrative leans on specific revenue and margin paths that need to line up almost perfectly. Curious which assumptions really carry the fair value math to $54.07 and beyond the current $47.25 price? Result: Fair Value of $54.07 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, tenant concentration around Bally's and rising credit loss provisions could still unsettle the rental story if those pressures translate into weaker rent coverage or project returns. Find out about the key risks to this Gaming and Leisure Properties narrative. With both risks and rewards in play, it helps to look past the headline and move quickly to shape your own view by using the full picture of 4 key rewards and 2 important warning signs. If you stop with just one stock here, you might miss other opportunities...

Bally's has been on fire lately. In the past six months alone, the company’s stock price has rocketed 43.6%, reaching $14.52 per share. This performance may have investors wondering how to approach the situation. Is now the time to buy Bally's, or should you be careful about including it in your portfolio? See what our analysts have to say in our full research report, it’s free. We’re happy investors have made money, but we don't have much confidence in Bally's. Here are three reasons you should be careful with BALY and a stock we'd rather own. Long-term growth is the most important, but within consumer discretionary, product cycles are short and revenue can be hit-driven due to rapidly changing trends and consumer preferences. Bally’s recent performance shows its demand has slowed as its annualized revenue growth of 2% over the last two years was below its five-year trend. We’re wary when companies in the sector see decelerations in revenue growth, as it could signal changing consumer tastes aided by low switching costs. Note that COVID hurt Bally’s business in 2020 and part of 2021, and it bounced back in a big way thereafter. We like to invest in businesses with high returns, but the trend in a company’s ROIC can also be an early indicator of future business quality. We like to invest in businesses with high returns, but the trend in a company’s ROIC is what often surprises the market and moves the stock price. Unfortunately, Bally’s ROIC has decreased significantly over the last few years. Paired with its already low returns, these declines suggest its profitable growth opportunities are few and far between. As long-term investors, the risk we care about most is the permanent loss of capital, which can happen when a company goes bankrupt or raises money from a disadvantaged position. This is separate from short-term stock price volatility, something we are much less bothered by. Bally's burned through $269.9 million of cash over the last year, and its $5.63 billion of debt exceeds the $239.9 million of cash on its balance sheet. This is a deal breaker for us because indebted loss-making companies spell trouble. Unless the Bally’s fundamentals change quickly, it might find itself in a position where it must raise capital from investors to continue operating. Whether that would be favorable is unclear because dilution is a headwind for shareholder returns....