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LVLVS

Las Vegas Sands Corp.

$LVS·$23B·Gambling, Resorts & Casinos·Consumer Cyclical
$38.01-0.8%YTD-43.2%1Y-21.8%
Price updated 2m ago·X counts updated 5d ago
LVLVS
$LVSLas Vegas Sands Corp.
$38.01-0.81%141 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LVS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

141X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LVS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-05

LVS conversation is thin and mostly transactional, with one holder announcing they exited a trade for a good gain, a couple of pointing out setups on the daily inside-bar around a $51 call, and one anecdote about a COO explaining Macau blackjack hold is double Vegas 'owing to cultural differences.' No thesis, no earnings talk, no directional lean beyond a screener mention.

Read what X is saying about $LVS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LVS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Las Vegas Sands is at the absolute 52-week floor with a Macau cycle headwind — Oct 21 earnings is the next test.

Las Vegas Sands operates the Macau and Marina Bay Sands casinos — US presence sold off years ago. The business is exposed to a slower Chinese consumer cycle, and the stock has lost 44% YTD.

  • The business is still profitable: Q1 revenue +25% YoY at a 24.6% operating margin and ROIC of 15.7% — these are fine casino economics, which is why PE 18x reflects earnings strength and not weakness.
  • 52-week range position is 0.6% at $36.69 — this is near-absolute capitulation, with the Macau mass-market slowdown and Chinese-consumer trends being the real tape driver.
  • The X thread is thin and transactional — no coherent thesis in either direction, which is itself a signal: capitulation volume without organized bull defense.

Oct 21 Q3 is the gate — any evidence of Macau mass-market stabilization plus Marina Bay Sands profitability extends the stock off the floor. Another Macau softness quarter and this breaks down from a floor it's already testing.

What to watch: Oct 21 Q3 — Macau mass-market gaming revenue, Marina Bay Sands EBITDA, operating-margin trajectory, and any 2027 guide. A continued Macau softness quarter is the clear invalidator.

On the calendar: 2026-10-21 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Online sports betting is the structural share gainer as the NFL season opens, with DraftKings as the market-entry catalyst.

What this means for $LVS

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

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
Q2 2026Jul 22, 2026$0.59$0.76-22.1%
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%
Next earningsWed, Oct 21·consensus EPS $0.73

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.8B$13.7B – $13.9B$3.09$2.93 – $3.2814
FY27$14.5B$14.3B – $14.8B$3.50$3.29 – $3.7014
FY28$15.0B$14.6B – $15.7B$3.68$3.37 – $4.0210

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.1.2×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.9%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.-8.5%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.-23.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 290.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β0.775-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.

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$617K
+ 12 other (10 awards · 2 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
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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 amendmentAug 11SC 13D/A
AI summary

The Adelson family entities filed an SC 13D/A for Las Vegas Sands (LVS), disclosing 335,752,290 shares with sole voting power and 43,935,878 with sole dispositive power; shared voting of 2,208,548 and shared dispositive of 239,835,060. The large gap between sole voting and sole dispositive power reflects shares held through family trusts where voting but not dispositive control is retained.

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.

+ 5 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Crypto bosses, CEOs and F1: Singapore's business events boom gathers pacecnbc.com·3d agoDid Promo Spending Actually Win Back Bettors for These 3 Gambling Stocks?marketbeat.com·5d ago'NBA Cares x Sands Cares Community Impact Week 2026' Successfully Concludesprnewswire.com·5d agoSands China Joins Hands with NBA Legend to Distribute Boxed Lunches to the Macao Communityprnewswire.com·6d ago'NBA Cares x Sands Cares Community Impact Week 2026' Celebrates Tip-Offprnewswire.com·8d 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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