Wall Street Bets: Investor interest, MGM

Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. “Post the 23% average pullback in 3Q26 for our gaming coverage, there’s been a modest uptick of inbounds from a broad array of investors, including long only’s, deep-value funds, and generalists. The stocks that have garnered the most interest are Wynn, DraftKings and Flutter; while our view has been that regionals are the best house on the block. Investors with duration are more focused on buying stocks that offer some combination of asset quality, growth, and/or optionality over the next 12 months.

Source: CDC Gaming Reports