Bally's Q4 prelim revenue eases past estimates
Overview
US casino operator's preliminary Q4 revenue rose 28.6% yr/yr, beating analyst expectations
Queen Casino acquisition and digital expansion drove revenue growth
Outlook
Company did not provide specific financial guidance for the current or upcoming quarters in press release
Result Drivers
QUEEN ACQUISITION - Casinos & Resorts revenue growth was primarily driven by the addition of four regional gaming properties from Queen earlier in 2025
DIGITAL EXPANSION - Bally's Intralot B2C revenue grew due to UK and Spain operations and the inclusion of Intralot's B2C business
IGAMING AND SPORTS BETTING - North America Interactive revenue increased 55.4% yr/yr, reflecting iGaming and sports wagering growth, supported by strategic initiatives focused on customer experience, AI, and automation
Company press release: ID:nBw82JZ3Ja
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $746.2 mln | $688.42 mln (5 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the casinos & gaming peer group is "buy."
Wall Street's median 12-month price target for Bally's Corp is $18.00, about 41.8% above its March 13 closing price of $12.69
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