Is Wall Street Bullish or Bearish on Las Vegas Sands Stock?

Core Viewpoint - Las Vegas Sands Corp. (LVS) is a prominent player in the integrated resort industry, facing mixed performance in the stock market and showing potential for future growth despite recent challenges [1][2][4]. Financial Performance - LVS reported Q4 2025 revenue of $3.65 billion, exceeding Wall Street estimates, with adjusted EPS of $0.85, beating expectations by 10.4% [4]. - The adjusted property EBITDA for Macau operations was $608 million, which fell short of the consensus estimate of $626.1 million [4]. - For the year ending December 2026, analysts project LVS's EPS to grow by 4% year-over-year to $3.13 on a diluted basis [5]. Stock Performance - LVS shares have underperformed the broader market, with a 9.3% increase over the past 52 weeks but a 19% decline year-to-date [2]. - Compared to the Consumer Discretionary Select Sector SPDR ETF (XLY), which rose by 3.9% over the past year, LVS has outperformed but lagged behind in the current year with a 1.5% increase [3]. Analyst Ratings - Among 18 analysts covering LVS, the consensus rating is a "Moderate Buy," consisting of 12 "Strong Buy" ratings and six "Holds," with this configuration stable over the past three months [5]. - Macquarie analyst Chad Beynon maintained an "Outperform" rating with a price target of $70, indicating a potential upside of 34.2% from current prices, while the highest target of $80 suggests a possible rally of 51.7% [7].