Las Vegas Sands’ local unit Sands China fell as much as 9.8% in Hong Kong on Thursday, the biggest drop since last April, after weaker-than-expected profit in Macau sent the parent’s US shares down 10% in extended trading https://t.co/loLbme02a5 ...

Group 1: Gaming Industry Insights - Goldman Sachs anticipates another challenging quarter for Las Vegas, maintaining Las Vegas Sands as their top pick with a price target of $80, while lowering Wynn's target from $148 to $140, but still reiterating a buy rating for Wynn [1][2] - The decline in Las Vegas's performance is attributed to difficult comparisons post-pandemic, raising questions about whether the downturn is cyclical or secular [2] - Wynn's potential is linked to its Macau exposure and the upcoming Dubai Resort, expected to open within a year, which could significantly boost earnings [3] Group 2: Company Performance and Ratings - Cummins has been downgraded to "peer perform" from "outperform" due to a valuation downgrade despite expected strong earnings growth over the next two years [5] - The industrial sector, including Cummins, is noted for strong performance, with a focus on power generation business contributing to its momentum [6] - Boston Scientific has been underperforming recently, along with other medical device companies, indicating pressure in the sector [7] Group 3: Consumer Staples Sector - Morgan Stanley has reiterated an overweight rating for Monster Beverage, raising its target from $87 to $296, highlighting a positive outlook for consumer staples [9] - The consumer staples sector is viewed favorably, with Monster, Walmart, and Costco identified as key names that could drive growth in 2026 [10]

>> WELCOME BACK. WE'RE HUNTING FOR YIELD WITH JENNY HARRINGTON. HER TOP DIVIDEND PLAYS FOR THE NEW YEAR.OKAY. YOU HAVE FOR FOR OUR VIEWERS. LET'S GO THROUGH THEM.>> OKAY I TRIED TO DO IT LIKE A CHRISTMAS PRESENT. SO I'M GIVING YOU A WIDE VARIETY, A REIT, A MATERIAL AND ENERGY AND A HEALTHCARE STOCK. WE'VE GOT AMCOR, BRISTOL-MYERS, ENBRIDGE AND VICHY.MOST OF THEM HAVE ABOUT A 6% YIELD OTHER THAN BRISTOL-MYERS, WHICH IS ABOUT 4.5%. THEY'RE ALL IN THAT KIND OF TEN TIMES EARNINGS RANGE. THEY ALL HAVE DECENT EAR ...

Calls of the daytime. We start with LBS today. Uh that's Las Vegas Sands upgraded to a buy from neutral at Goldman.The target to 80 from 64. So it already got past 64. Now they bump it up to 80.Joe T, you own this name. >> I think it's the right casino name to own because of its balance sheet. A little bit better.Sorry Jimmy Leventhal, if you're out there watching than win. Also consistent on their buyback strategy. Strong exposure to Macau, strong exposure to Singapore.Macau only that growth to intensify i ...

Group 1: Viking Holdings (VIK) - Analysts at Jefferies upgraded Viking Holdings to a buy rating with a price target of $80, citing strong growth visibility in revenue, adjusted EBITDA, and adjusted EPS, along with over 100% free cash flow conversion [3] - Recent earnings showed an EPS of $1.20, beating expectations by a penny, and revenue reached $2 billion, up 19% year over year, exceeding estimates by $10 million [4] - Demand for cruises is expected to remain strong through 2026, with forward-booking demand reported at 70%, which is 14% higher than the 2025 season [6] Group 2: Doximity (DOCS) - Morgan Stanley upgraded Doximity to an overweight rating with a price target of $65 after the stock fell from about $67.50 to $43.85 due to healthcare policy uncertainty [7] - Analysts noted that Doximity's stock trades at over a 25% discount to its median post-COVID EV/EBITDA multiple, indicating potential undervaluation [8] - Raymond James also upgraded Doximity to a strong buy, highlighting its attractive 25x free cash flow and the stock's recent support level at $45, with a target to retest $52.50 [9]

Core Viewpoint - Wynn Resorts is a significant player in the luxury casino and resort industry, with operations in Las Vegas and Macau, and is facing competition from major operators like Las Vegas Sands and MGM Resorts [1] Financial Performance - Wynn is set to release its quarterly earnings on November 6, 2025, with an estimated earnings per share (EPS) of $1.09, reflecting a 21.1% increase from the 90 cents reported in the same quarter last year [2][6] - Projected revenue for the quarter is approximately $1.77 billion, indicating a 4.3% increase from the previous year's quarter, driven by strong gaming volumes in Macau [3][6] Market Expectations - The Zacks Consensus Estimate aligns with the EPS projection, indicating market anticipation of improved financial performance [2] - Over the past four quarters, Wynn has exceeded the Zacks Consensus Estimate once and missed it three times, with an average surprise of 11.5%, suggesting potential for both positive surprises and risks of underperformance [4] Financial Metrics - Wynn's price-to-earnings (P/E) ratio is approximately 33.75, and the price-to-sales ratio is about 1.87, reflecting the market's valuation of the company relative to its earnings and revenue [5][6] - The enterprise value to sales ratio is roughly 3.33, and the enterprise value to operating cash flow ratio is approximately 17.89, providing further insight into the company's financial standing [5]

Welcome back to Worldwide Exchange. Time now for this morning's insider action. We're tracking notable insider stock moves by company directors and executives outside of pre-planned stock sales.As always, this data comes from Varity, but is confirmed by CNBC data teams, our data team, against SEC filings. All right, Las Vegas Sand CEO Robert Goldstein selling more than 1 million shares for about $71 million. Goldstein is shifting to a senior adviser role in March.Shares are up 13% over the last three months ...

JB Hunt - JB Hunt reported a surprisingly strong quarter, beating expectations on both earnings and revenue, with shares rallying over 15% [2][6] - Earnings per share (EPS) was $1.76, and revenue topped $3.05 billion, which was flat year-over-year but better than expected [2][3] - The intermodal division, which combines truck and rail transport, accounted for about half of its revenue and saw operating income jump 12% [3][4] - Contract services revenue increased by 90%, while truckload revenue declined by 9% due to higher insurance and equipment expenses [4][5] - Analysts view JB Hunt's cost control measures as a pragmatic response to weak freight markets, with a buy rating and a price target of $175 [5][6] United Airlines - United Airlines reported mixed results, with adjusted EPS at $2.78 per share, better than expected, but revenue of $15.23 billion missed expectations [7][8] - Demand for premium cabins increased by 6%, while basic economy rose by 4%, indicating a shift in consumer preference [8] - Cargo revenue rose by 3%, and loyalty revenue increased by 9% year-over-year, but the revenue miss affected market perception [8][9] Las Vegas Sands - Las Vegas Sands shares rose nearly 1.5% following an upgrade from JP Morgan Chase, which raised its price target to $60 per share, implying over 20% upside [11][12] - The Singapore market, particularly Marina Bay Sands, is seen as a significant catalyst for the company's growth, with expectations of increased table holds driving earnings upside [12][13]

I mean, is this the most exciting live shot I've ever done. We're a couple hours away now from tip off, the first of two pre-season games in China. Brooklyn Nets versus the Phoenix Suns.And more than 12,000 fans will fill the Sands Arena here in Macau. I want to show this to you. The players are returning to the practice court.And look, this really represents a symbol. This game is more than about basketball. It represents 6 years of hard work repairing a China NBA relationship that soured in 2019.But with ...

Market Recovery and Tourism - Macau's gambling industry is recovering post-pandemic, attracting a younger, more sophisticated demographic interested in diverse entertainment options [2][3][11] - The Macau tourism board projects 39 million visitors this year, approaching Las Vegas levels [2] Economic Diversification and Investment - The Macau government is pushing for economic diversification, securing commitments from casino companies to invest over $15 billion in non-gaming amenities over the next decade [4] - Las Vegas Sands plans to invest nearly $4 billion in Macau [4] Revenue and Growth - Analysts estimate Macau's full-year gross gambling revenue to exceed $33 billion, more than double Las Vegas' record-setting revenue from last year [8] - Macau casino stocks have shown momentum in the last six months, but analysts believe the true rebound potential is not yet fully priced in [9] Changing Dynamics - The post-pandemic Macau visitor profile has shifted, with social media playing a significant role in attracting a more diverse and energetic crowd [11][12] - Casino executives emphasize the symbiotic relationship between gaming and hospitality, food and beverage, and entertainment, highlighting the importance of non-gaming experiences [6]