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MGMGM

MGM Resorts International

$MGM·$11B·Gambling, Resorts & Casinos·Consumer Cyclical
$42.28-1.6%YTD+24.8%1Y+6.8%
Mentions · last 7 days
2026-08-20: 5 posts2026-08-21: 7 posts2026-08-22: 1 posts2026-08-23: 9 posts46-10%
Price updated 1d ago·X counts updated 6d ago
MGMGM
$MGMMGM Resorts International
$42.28-1.61%46 posts-10%
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 $MGM, 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 numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Las Vegas gaming giant with 4 Michelin stars and 14% FCF yield — BFA Law notice on $48.30 offer questions.

MGM Resorts operates casinos and integrated resorts in Las Vegas (Bellagio, MGM Grand, Mandalay Bay, Aria) plus regional US properties and Macau (via MGM China). The stock is up 25% YTD as the Vegas cycle recovers, and MGM leads Las Vegas with 4 Michelin stars per the recent news.

What's actually here:

  • Revenue growth is modest but positive — Q1 of $4.46B grew 4.2% YoY on top of 6%, 1.6%, 1.8%; an $11B market-cap gaming operator sustaining low-single-digit growth reflects steady Las Vegas Strip performance.
  • The economics are strong on cash — Q1 operating margin 7%, 44% gross margin, and 14% FCF yield with $413M of Q1 free cash flow; the P/E of 67x is misleading given some one-time items, forward FY27 EPS of $2.10 puts forward P/E at ~20x.
  • EPS beats have been consistent — Q2 of $0.59 vs $0.56 (+5%) and Q1 of $0.49 vs $0.50 (essentially in-line); execution is on-track.
  • A BFA Law shareholder-alert is a specific overhang — the notice questions the $48.30 offer price fairness (implying a specific corporate transaction or activist framing); adds legal-uncertainty overlay to the operational story.

The forward path is that Q3 earnings on Nov 4 delivering continued mid-single-digit growth with any commentary on Vegas Strip visitation trends supports the setup; the specific catalyst is any strategic-transaction disclosure that resolves the BFA-Law-cited $48.30 offer question. The bear case is a US consumer-spending slowdown that specifically compresses Las Vegas visitation, plus BetMGM digital operations continuing to lose money.

Agrees with X sentimentThe bullish X read on MGM as the best-performing consumer discretionary casino and the gaming rotation setup is grounded on the operational data; the sentiment sample is somewhat dated but the fundamentals support the constructive tone.

What to watch: Q3 earnings on Nov 4 — specifically Las Vegas Strip visitation trends, BetMGM digital contribution, and any commentary on the BFA-Law-cited $48.30 offer price question.

On the calendar: 2026-11-04 — Q3 2026 earnings

vegas cycle recoveryoffer price dispute

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-07-03

MGM Resorts is called the best performing consumer discretionary casino in the market. Community evaluates MGM vs RCL for travel-stock setup. The tone is patient long positioning into the gaming rotation.

Read the AI verdict + X sentiment for $MGM

  • 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.

Operates casino-hotel resorts in Las Vegas and US regional markets, plus BetMGM online gaming platform.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $MGM

Neutral — Operates casino-hotel resorts in Las Vegas and US regional markets, plus BetMGM online gaming platform; 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
66.6How 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
2.4%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
5.2%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
14.2%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
0.7Same 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
7.0%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
44.2%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
12.9Total 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 29, 2026$0.59$0.56+5.5%
Q1 2026Apr 29, 2026$0.49$0.50-1.3%
Q4 2025Feb 5, 2026$1.60$0.64+150.0%
Q3 2025Oct 29, 2025$0.24$0.37-35.1%
Next earningsWed, Nov 4·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.5B+4.2%44.7%6.8%$0.49$413.1M
Q4 FY25$4.6B+6.0%44.0%7.1%$1.11$535.9M
Q3 FY25$4.3B+1.6%43.4%-2.7%$-1.05$405.4M
Q2 FY25$4.4B+1.8%44.5%9.2%$0.18$377.4M

Forward consensus

3-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.7B$17.4B – $18.0B$1.81$1.30 – $2.7316
FY27$17.9B$17.6B – $18.5B$2.10$1.47 – $2.6616
FY28$18.3B$17.7B – $19.1B$2.50$2.21 – $3.2313

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.0.7×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.58%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.-7.1%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.+7.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 182.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β1.305-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

SellMay 22Daniel J TaylorDirector6.7K sh$257KBuyMar 24Inc. Iac10% owner450.0K sh$16.7MBuyMar 23Inc. Iac10% owner550.0K sh$20.5MSellMar 9Keith A. MeisterDirector37.5K sh$1.3M
+ 26 other (15 awards · 10 exempts · 1 inkind) in window

See when $MGM 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 1SC 13D/A
AI summary

An existing 5%+ holder filed Amendment No. 8 to its Schedule 13D on MGM Resorts International (originally filed August 2020); this is the latest in a series of amendments since 2020. Routine update from a long-standing major MGM shareholder; specific ownership level not visible in excerpt.

8-KMaterial agreementMay 148-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

MGM entered into a indenture (8-K Item 1.01, dated 2026-05-14). Counterparty: Regulation S under the Securities Act. Size: approximately $750 million. Rate: 6.25%. Due 2033. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

MGM held its annual meeting of stockholders around 2026-05-08 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

SC 13D/AActivist amendmentApr 7SC 13D/A
AI summary

IAC INC. filed an amended Schedule 13D on MGM disclosing beneficial ownership (66,822,350.00 shares) as of 2026-04-07. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KMaterial agreementApr 78-K — Item 1.01: Material agreement
AI summary

MGM entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-07). Counterparty: C Inc.. Rate: 25.73%. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

SC 13D/AActivist amendmentMar 25SC 13D/A
AI summary

IAC Inc. filed an amended Schedule 13D on MGM disclosing beneficial ownership (66,822,350.00 shares) as of 2026-03-25. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 12 other (4 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

‘DraftKings Is Not a Blessing to Your Life’: Dave Ramsey to Gambler 31 Days Sober and $23K in Debt247wallst.com·1d agoMGM (MGM) Down 5.9% Since Last Earnings Report: Can It Rebound?zacks.com·2d agoMGM RESORTS LEADS LAS VEGAS WITH FOUR MICHELIN STARS AS JOËL ROBUCHON AT MGM GRAND EARNS THE SOUTHWEST'S ONLY TWO-STAR DISTINCTIONgurufocus.com·3d agoMGM RESORTS LEADS LAS VEGAS WITH FOUR MICHELIN STARS AS JOËL ROBUCHON AT MGM GRAND EARNS THE SOUTHWEST'S ONLY TWO-STAR DISTINCTIONprnewswire.com·3d agoMGM Securities Notice: Think the $48.30 Offer Price for MGM Resorts is Unfair? BFA Law Notifies Shareholders of the Ongoing Investigation into the Potential Transactionglobenewswire.com·4d 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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