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LVLVS

Las Vegas Sands Corp.

$LVS·$31B·Gambling, Resorts & Casinos·Consumer Cyclical
$44.79+0.0%YTD-31.3%1Y-10.2%
Mentions · last 7 days
2026-07-08: 100 posts2026-07-09: 161 posts2026-07-10: 226 posts2026-07-11: 85 posts2026-07-12: 154 posts2026-07-13: 278 posts2026-07-14: 117 posts1,134+35%
Price updated 11h ago·X counts updated 1d ago
LVLVS
$LVSLas Vegas Sands Corp.
$44.79+0.02%1.1k posts+35%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $LVS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyStalledAI verdict · as of 2026-07-16

The move has stalled — likely just drifts unless something new shows up.

Las Vegas Sands sitting near 52-week lows on Macau underperformance — Adelson estate still holds 51.5%.

Las Vegas Sands operates the largest integrated resorts in Macau plus Marina Bay Sands in Singapore — after selling its US Las Vegas properties, the company is now essentially a pure-play Asian gaming operator. The stock is down 31% YTD as Macau's post-pandemic recovery has disappointed vs sell-side expectations.

  • Revenue grew 25% YoY to $2.9B last quarter with a 26% operating margin — the operating business is actually accelerating, which makes the 31% YTD stock drawdown look disconnected from the fundamentals.
  • Trades at 18x TTM earnings and 9.5x EV/EBITDA with a 7% free cash flow yield — reasonable for a mature gaming operator with concentrated exposure to Macau's regulatory environment, and cheap enough that fundamental buyers are surfacing.
  • Miriam Adelson (via the Adelson estate) confirmed 51.5% beneficial ownership per the June 18 13D/A amendment — that's a controlling stake, which limits both takeout optionality and downside risk from strategic pressure.
  • 52-week position is 2nd percentile — the tape has been badly beaten up; either the market is pricing a Macau structural problem the operating results don't yet reflect, or the entry here is asymmetric on a Q2 stabilization.
  • The Sands China narrative — sixth consecutive year in Dow Jones Best-in-Class Indices, employee-experience wins, community-food-kit programs — is the ESG-and-culture story management is emphasizing while the top line stabilizes.

July 22 Q2 earnings is the reset moment: revenue growth held above 15% plus a stable Q3 Macau guide is what confirms the operating story; another Macau weakness comment or Singapore softness is where the 52-week low becomes the tape's new range. Broken-story stock with real operating cash flow and a controlling family committed — deep value if you believe Macau structurally reaccelerates.

Agrees with X sentimentThe neutral X read reflects the actual state of the setup — minimal social interest at these lows with only technical gap-fill option trades noted. The absence of a bull thesis in the crowd is itself information: the fundamental case here is analytical, not narrative-driven.

What to watch: July 22 Q2 earnings — need revenue growth above 15% and a stable Q3 Macau guide. Another Macau weakness comment or Singapore softness is where the 52-week low becomes the range.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment7 posts analyzed · as of 2026-05-11

Las Vegas Sands generates minimal social discussion with only technical gap-fill call option trades noted around the $50 support level; no material fundamental catalyst discussed in the window.

Read the AI verdict + X sentiment for $LVS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Owns large integrated casino-resort complexes in Macau and Singapore targeting premium gaming and MICE events.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gambling, Resorts & Casinos sits in its cycle right now — and what that implies for $LVS.

Gambling, Resorts & Casinos · Consumer Cyclical

No material change from last week — DraftKings' super app pivot and World Cup gambling activity signal OSB market maturation.

What this means for $LVS

Neutral — Owns large integrated casino-resort complexes in Macau and Singapore targeting premium gaming and MICE events; the World Cup OSB surge and digital casino iGaming maturation does not materially affect this business's near-term earnings.

Top industry ETF

$BJKVanEck Gaming ETF
-6.5%YTD
-4.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
116%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
13.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 22, 2026$0.91$0.76+20.4%
Q4 2025Jan 28, 2026$0.85$0.77+11.1%
Q3 2025Oct 22, 2025$0.78$0.62+26.4%
Q2 2025Jul 23, 2025$0.79$0.53+48.8%
Next earningsWed, Jul 22·consensus EPS $0.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.6B+25.3%48.8%25.6%$0.85$537.0M
Q4 FY25$3.6B+26.0%48.5%24.0%$0.59$930.0M
Q3 FY25$3.3B+24.2%49.8%23.8%$0.61$961.0M
Q2 FY25$3.2B+15.0%51.6%25.2%$0.66$-108.0M

Forward consensus

3-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.2B$13.9B – $14.4B$3.32$3.10 – $3.5413
FY27$14.8B$14.5B – $15.4B$3.61$3.27 – $3.9913
FY28$15.3B$15.3B – $15.4B$3.81$3.64 – $4.128

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 307.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 27Charles D FormanDirector11.4K sh$617KSellMar 17Patrick DumontCEO60.2K sh$3.3M
+ 36 other (14 awards · 14 exempts · 5 inkinds · 3 gifts) in window

See when $LVS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary

Miriam Adelson and Irwin Chafetz filed Amendment No. 15 on a Schedule 13D for Las Vegas Sands Corp. (LVS), confirming Adelson's beneficial ownership of 341,442,911 shares (approximately 51.5% of the class) and Chafetz's sole voting power over 335,752,290 shares. These are the founding/controlling family shareholders of LVS; no new transactions were described in the amendment.

8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary

Las Vegas Sands Corp. (LVS) disclosed voting results from its May 14, 2026 Annual Meeting. All eight director nominees were elected, with votes for ranging from 539.2 million (Alain Li, who faced the highest withhold of 57.5 million) to 594.6 million; Deloitte and Touche LLP was ratified as auditor (610.6M for); and executive compensation received non-binding advisory approval (544.6M for vs. 52.0M against). All items passed; Alain Li's elevated withhold vote may attract governance scrutiny but overall results are routine.

8-KMaterial agreementMay 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

LVS entered into a material definitive agreement (8-K Item 1.01, dated 2026-05-13). Size: approximately $500 million. Rate: 5.300%. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)May 4424B5
AI summary

LVS filed a 424B5 prospectus supplement dated 2026-05-04, representing an active capital markets transaction. This represents immediate dilution to existing shareholders.

8-KOfficer or director changeMar 58-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 9 other (2 earnings 8-Ks · 2 proxys · 1 routine 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

9 Stocks Are Down But Not Out — Analysts Predict Big Comebacksinvestors.com·6d agoSands China Holds 'Sands Cares Global Food Kit Build' for Fifth Consecutive Yearprnewswire.com·8d agoSands China Named 'Grand Winner' at 'Employee Experience Awards Hong Kong 2026'prnewswire.com·10d agoSands China Celebrates Sixth Consecutive Year in Dow Jones Best-in-Class Indicesprnewswire.com·15d agoSands China Drives MICE Development to Advance Macao's Economic Diversificationprnewswire.com·24d ago

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Voices on X · last 7 days

No standout posts about $LVS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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