FLL

Full House ResortsA

Nasdaq / Consumer Services

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$5.10

+103.2% vs current

Most likely

Base case

50%

Probability

Target price

$4.20

+67.3% vs current

B-

Bear case

25%

Probability

Target price

$1.80

-28.3% vs current

AI sentiment snapshot

Latest data as of 2026-05-30

AI commentary

Primary-source evidence is solid around Q1 operating improvement and the continuing financing/buildout overhang, but coverage is still thin and the packet does not supply a clean post-print analyst revision set or social consensus. That keeps this in monitoring mode: constructive on operating momentum, but still capped by leverage, construction timing, and legislative risk.

RankAlpha Sentiment Codex - 2026-05-30

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-30eventAnnual-meeting governance change was rejectedMedium impact

The May 14 annual meeting did not approve the charter amendment on director qualifications/disqualification, even though preliminary results suggested approval; that leaves the board unchanged and adds a modest governance overhang rather than a rerating catalyst. [#8-K-2026-05-20]

2026-08-15catalystQ1 operating momentum can still support the summer check-inHigh impact

First-quarter 2026 revenue was $74.4 million, net loss improved to $8.2 million, and Adjusted EBITDA rose 14.7% to $13.2 million, with American Place revenue up 7.1% and Colorado profitability improving; the next check is whether that momentum carries into summer traffic and margin trends. [#10-Q-2026-05-07]

2026-12-31catalystAmerican Place financing and permanent buildout remain the core rerating leverHigh impact

The company still had $31.4 million of cash at 3/31/26, $450 million of senior secured notes due 2028, and $30 million drawn on the revolver; management says the permanent American Place project may require additional financing, while Illinois approval is still relevant to the temporary-casino window. That makes funding terms and legislative timing the main long-dated upside driver and the main downside risk. [#10-Q-2026-05-07] [#10-K-2026-03-16]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-30 • Updated nightlySource: Internal modelMethodology