MGM MGM Resorts International Loading... : Bullish and Bearish Analyst Opinions
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13:50
Sep 02
Sep 02
President Trump is scheduled to meet with chief executives of major travel companies.
President Trump is scheduled to meet with chief executives of major travel companies including Marriott, American Airlines, Carnival, and MGM, according to a White House official.
00:08
Aug 20
Aug 20
The author is scanning consumer discretionary sectors as a broad watchlist.
The author is scanning consumer discretionary sectors as a broad watchlist, noting they are "getting interesting" without stating any current positions or explicit buy calls.
LOW
23:11
Aug 03
Aug 03
A longtime shareholder of Barry Diller's People Inc.
A longtime shareholder of Barry Diller's People Inc. is urging the media company to abandon its takeover offer for casino operator MGM Resorts International.
04:46
Aug 03
Aug 03
Macau gaming to snap back in August.
Macau gaming revenue declined in July due to temporary factors (World Cup distraction, bad weather), but a strong snapback is expected in August as historical patterns show a 5-6% rebound after major sports events. Casino operators like MGM China are already seeing volume pick up, positioning the sector for recovery.
MED
14:00
Jul 30
Jul 30
MGM's strong Las Vegas Strip performance (93% occupancy) validates the resilience of the market and tenant health for VICI, supporting its investment thesis.
HIGH
00:03
Jul 30
Jul 30
MGM Resorts reported a slight revenue increase driven by Las Vegas Strip performance.
MGM Resorts reported a slight revenue increase driven by Las Vegas Strip performance, but no forward-looking position or trade idea is expressed.
LOW
20:17
Jul 29
Jul 29
MGM Resorts reports mixed second quarter earnings with record consolidated revenue but adjusted.
MGM Resorts reports mixed second quarter earnings with record consolidated revenue but adjusted EPS declining year over year.
13:00
Jul 28
Jul 28
Management's tone is optimistic and forward-looking, citing record results in Las Vegas, robust regional performance, market share gains in Macau, and successful digital growth. Although some segments face softness, the overall outlook is positive, with strategic projects like Osaka and luxury investments driving long-term confidence.
HIGH
12:16
Jul 13
Jul 13
US pre-market movers show mixed performance with Microsoft and Apple up while Tesla and Nvidia.
US pre-market movers show mixed performance with Microsoft and Apple up while Tesla and Nvidia decline, alongside notable moves in SK Hynix, MGM, and Shopify.
00:24
Jul 11
Jul 11
Barry Diller and MGM Resorts have entered talks over a possible agreement according to a Wall.
Barry Diller and MGM Resorts have entered talks over a possible agreement according to a Wall Street Journal report.
00:24
Jul 11
Jul 11
MGM Resorts is reportedly in talks with Barry Diller's People Inc after receiving.
MGM Resorts is reportedly in talks with Barry Diller's People Inc after receiving an acquisition proposal according to the Wall Street Journal
23:14
Jul 10
Jul 10
MGM Resorts is in deal talks with Barry Diller's People after the mogul offered to acquire.
MGM Resorts is in deal talks with Barry Diller's People after the mogul offered to acquire the part of the casino company he does not already own, per the Wall Street Journal.
12:53
Jul 09
Jul 09
Wells Fargo upgrades MGM Resorts with price target raised sharply from $33 to $48.
MED
01:36
Jun 12
Jun 12
Japan casino and Dubai optionality double MGM.
MGM Resorts owns 13 Vegas properties plus two hidden assets that the market is undervaluing: a license to open a casino in Osaka, Japan (where the gambling market is larger than Macau and Vegas combined, with Chinese tourists easily accessible, and the asset could be worth ~$50/share), and a property in Dubai with 300,000 sq ft of casino-ready space if gambling is legalized (worth another $40-50/share). Additionally, Barry Diller has been aggressively buying the stock, now owns 26%, and recently bid $48/share, providing a floor. The company has also repurchased half its float in 6 years. With Vegas worth ~$60 and the hidden assets alone, the stock could be a triple from the $48 bid. Even ignoring Dubai, Japan doubles the stock. The catalyst path points to re-rating about 3 years before the Osaka opening, which is approaching.
HIGH
17:00
Jun 11
Jun 11
MGM buyout bid with potential topping offer.
MGM Resorts (MGM) has received a $48.30 per share all-cash buyout proposal from Peoples (formerly IA). Singh sees potential for a topping bid above the current offer, providing upside from his low cost basis.
MED
00:11
Jun 02
Jun 02
Reports acquisition offer for MGM by People Inc. at $18B valuation, no directional view.
LOW
18:30
Jun 01
Jun 01
Barry Diller's People Inc proposes an acquisition of MGM Resorts.
Barry Diller's People Inc proposes an acquisition of MGM Resorts, valuing the casino operator at more than 18 billion dollars.
17:40
Jun 01
Jun 01
Barry Diller makes a significant bet on real-world assets with a bid for MGM Resorts.
Barry Diller makes a significant bet on real-world assets with a bid for MGM Resorts, emphasizing assets AI cannot replace.
12:34
Jun 01
Jun 01
Barry Diller is preparing a bid for the remaining portion of MGM Resorts he does not already.
Barry Diller is preparing a bid for the remaining portion of MGM Resorts he does not already own at an 18 billion dollar valuation according to the New York Times.
12:03
Jun 01
Jun 01
People Inc is preparing an offer to buy MGM Resorts, the casino giant.
People Inc is preparing an offer to buy MGM Resorts, the casino giant, at a valuation exceeding 18 billion dollars according to NYT Dealbook.
12:02
Jun 01
Jun 01
Barry Diller plans to make an 18 billion dollar bid for MGM according to a CNBC report.
20:30
May 07
May 07
Wynn's Las Vegas performance, driven by high-end consumers, is 'C-shaped' – the lower end is weaker while luxury remains strong, cushioning them from a broader consumer slowdown. They cite growth in table drop, ADR, and retail sales (all their 'operating leverage levers') in Q1 2026, which indicates that luxury spending in Las Vegas remains resilient and potentially at the expense of other segments. — This points to a divergence in performance within the US hospitality sector, where premium/luxury operators like Wynn are gaining share and demonstrating pricing power, while the broader market may be softer.
MED
21:00
May 06
May 06
The Las Vegas City Center investment's value is tied to MGM's operational performance, though the deal structure provides Realty Income with downside protection.
HIGH
18:58
May 05
May 05
Buy MGM on weakness after an internal analyst check-in reaffirmed the bullish thesis.
Buy MGM on weakness after an internal analyst check-in reaffirmed the bullish thesis; adding to an existing position on a down day signals continued conviction in the name.
MED
14:00
Apr 30
Apr 30
MGM is investing in properties VICI owns, supporting asset values and future rent coverage.
HIGH
12:01
Apr 08
Apr 08
Buy MGM as it holds a Bullish TREND signal in McCullough's process-driven framework.
Buy MGM as it holds a Bullish TREND signal in McCullough's process-driven framework, warranting a live review and active long positioning.
MED
21:01
Feb 27
Feb 27
"Reports state Las Vegas is in talks to win it [in 2029]... Nashville... new Nissan Stadium will open in 2027." The inclusion of Las Vegas in the regular Super Bowl rotation (potentially every 4-5 years) fundamentally alters the valuation of Vegas real estate and hospitality. It transforms Q1 (usually a slower season post-CES) into a peak revenue period for strip operators and landlords. LONG Las Vegas hospitality and REITs with strip exposure. Saturation of the Vegas market or travel downturns.
15:00
Feb 26
Feb 26
Credit spreads for casino companies are tighter than ever despite domestic casino stocks being out of favor, suggesting the bond market views the operating model as more durable than equity investors do. — This divergence between equity and credit markets could signal a potential buying opportunity in casino equities or a warning that the equity market is pricing in a more severe downturn than credit markets expect.
HIGH
22:00
Feb 24
Feb 24
Realty Income’s investment in City Center is tied to MGM’s operational success, highlighting stable cash flows and low credit risk.
HIGH
20:47
Feb 23
Feb 23
Ford highlights that "Nevada businesses have paid up to $970 million" in tariffs and notes that local businesses closed due to "rising costs and declining tourism." The removal of these tariffs acts as a direct fiscal stimulus to the Nevada economy. Furthermore, the reduction of trade friction often correlates with improved international tourism flows, directly benefiting Las Vegas casino operators and landlords. LONG Nevada-exposed gaming and real estate. A broader recession could dampen tourism regardless of tariff policy.
About MGM Analyst Coverage
Buzzberg tracks MGM (MGM Resorts International) across 14 sources. 8 bullish vs 0 bearish calls from 22 analysts. Sentiment: predominantly bullish (24%). 34 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: FirstSquawk, asklivermore, Bloomberg.