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LVLVS

Las Vegas Sands Corp.

$LVS·$30B·Gambling, Resorts & Casinos·Consumer Cyclical
$45.04+1.8%YTD-29.4%1Y-22.0%
Mentions · last 7 days
2026-08-20: 2 posts2026-08-21: 3 posts2026-08-22: 0 posts2026-08-23: 6 posts27-13%
Price updated 1d ago·X counts updated 6d ago
LVLVS
$LVSLas Vegas Sands Corp.
$45.04+1.81%27 posts-13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Proven numbersStalledAI verdict · as of 2026-08-29

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

Integrated-resort operator at 4% of 52w range on Macau/Singapore concerns; +25% Q1 revenue growth intact, VIP-mix erosion is the debate.

Las Vegas Sands is a $29.65B integrated-resort operator (Marina Bay Sands Singapore, five Macau properties) at $45.04 — -29% YTD, -22% t12m, sitting at just 4% of its 52w range and -18% vs 200d. That's the deep-drawdown that Macau underperformance + Singapore concession-fee anxiety typically produce.

  • Q2 EPS $0.59 vs $0.76 (-22% miss) — the operating miss driving the drawdown; Q1 was $0.91 vs $0.76 (+20% beat), so the pattern is choppy rather than trending.
  • Q1 revenue $3.59B (+25% YoY), Q4 $3.65B (+26%) — the revenue growth is real, but earnings quality has deteriorated on VIP-mix and comp-margin pressure.
  • Cash economics: PE 18.25, PS 2.42, ROIC 15.7% (still strong), op-margin 24.6%, D/E 13.1 (structurally levered from resort development), EV/EBITDA 9.54, FCF yield 7% — the cash-generation profile remains high-quality, the leverage is the tail risk.
  • Adelson family filed a substantial 13D/A disclosing 335.75M shares with sole voting power — the concentrated-insider ownership structure is intact.
  • Analyst path FY26 EPS $3.14 → FY27 $3.56 (~13% growth); the multiple compresses to ~13x FY27 on execution.
  • Sentiment (5 posts): neutral — thin, transactional (one holder exited a trade for a gain, daily inside-bar setups near $51 calls, a COO anecdote about Macau blackjack hold vs Vegas). No directional thesis.

Read as an integrated-resort operator at deep valuation drawdown on Macau + Singapore concerns whose cash-generation profile stays intact; the debated question is whether Q3 Macau visitation confirms the +25% top-line story or reveals the VIP-mix erosion is structural.

What to watch: Macau Q3 GGR + VIP mix, any Singapore concession-fee update, and Adelson-family activism/repurchase commentary on the Oct 21 print.

On the calendar: 2026-10-21 Q3 earnings

X sentiment

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

Neutral sentiment5 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 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; limited read-through from gambling, resorts & casinos macro dynamics to this specific revenue mix.

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 $0.77

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$13.8B$13.8B – $13.9B$3.14$2.94 – $3.3513
FY27$14.6B$14.4B – $14.8B$3.56$3.29 – $3.9413
FY28$15.1B$14.7B – $15.8B$3.75$3.38 – $4.039

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.1.3×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.4%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.-3.0%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.-17.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 12 other (10 awards · 1 gift · 1 exempt) 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.

8-KOfficer or director changeMar 58-K — Item 5.02: Officer or director change
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

Sands China Wins Two PATA Gold Awardsprnewswire.com·10d agoSands China Earns Great Place To Work Certification™prnewswire.com·25d agoLas Vegas Sands Donates $450,000 to The WASH Foundationprnewswire.com·26d agoSands China as World's First Integrated Tourism and Leisure Enterprise to Achieve ISO 14001:2026 Certification for Environmental Managementprnewswire.com·26d ago'2026 Sands Shopping Carnival' Continues Driving Community Impactprnewswire.com·27d ago

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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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