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MGMGM

MGM Resorts International

$MGM·$12B·Gambling, Resorts & Casinos·Consumer Cyclical
$46.13-1.6%YTD+25.9%1Y+25.7%
Mentions · last 7 days
2026-07-10: 265 posts2026-07-11: 96 posts2026-07-12: 164 posts2026-07-13: 363 posts2026-07-14: 201 posts2026-07-15: 259 posts2026-07-16: 210 posts1,589+18%
Price updated 13m ago·X counts updated 1d ago
MGMGM
$MGMMGM Resorts International
$46.13-1.64%1.6k posts+18%
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 $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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

MGM Resorts is now in the middle of an active takeover conversation — the July 29 earnings is the pivot.

MGM Resorts owns The Bellagio, MGM Grand, and roughly a dozen other Las Vegas and regional casinos, plus half of BetMGM and international properties in Macau. Barry Diller (via IAC/People Inc) has an active $48.30-per-share offer for the remaining shares, and the tape is now trading on takeover mechanics as much as underlying results.

  • Revenue grew 4% YoY to $4.4B last quarter with modest operating leverage — steady rather than exciting, but the operating business is healthy enough that a takeout would be a strategic financial decision rather than a distressed sale.
  • The Diller $48.30/share offer, disclosed via the July 14 BFA Law investigation notice, is essentially at the current stock price — meaning the market is now pricing near-parity with the disclosed indication, so the tape moves on whether the offer holds or gets raised.
  • Trades at 67x TTM earnings but that's on cyclically-depressed EPS; the more useful 14% FCF yield anchors the value case and gives Diller a real reason to want the whole thing.
  • Board seat activity — recent director awards for Meister, Levin, Salem — suggests governance is set up for a takeout conversation rather than a proxy contest.
  • 52-week position 79th percentile and position vs 200-day MA +25% — the tape has already priced in a reasonable takeout premium; the real question is whether the offer gets raised or a competing bidder appears.

July 29 earnings is the pivotal moment: a solid revenue print plus any board commentary on the Diller offer is what confirms the deal path; a strong operating result could also invite a raised offer. Absent a definitive deal, the stock hangs at $48-49 waiting; a deal collapse takes it back to the low $40s. This is now a merger arb spread, not a casino operating bet.

Agrees with X sentimentThe thin X read on MGM as the best-performing consumer discretionary casino is directionally right on the fundamentals; the actual driver from here is the Diller offer, which the corpus doesn't reference. The RCL comparison misses that MGM is now a deal-not-cycle story.

What to watch: July 29 Q2 earnings plus any board response to the Diller $48.30 offer — need offer accepted, raised, or a competing bidder. A collapse of talks is where the tape falls back to the low $40s.

On the calendar: 2026-07-29 — Q2 earnings

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

Partial — Operates casino-hotel resorts in Las Vegas and US regional markets, plus BetMGM online gaming platform; the World Cup OSB surge and digital casino iGaming maturation creates tailwinds for one product line, not the full operation.

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
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%
Q2 2025Jul 30, 2025$0.79$0.58+36.2%
Next earningsWed, Jul 29·consensus EPS $0.60

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.7B$17.4B – $18.0B$1.75$1.28 – $2.5617
FY27$17.9B$17.6B – $18.5B$2.18$1.53 – $2.7916
FY28$18.4B$18.3B – $18.4B$2.74$2.29 – $3.5111

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.0.4×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.79%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.+6.5%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.+25.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 185.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.295-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
+ 36 other (15 exempts · 15 awards · 6 inkinds) 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
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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 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.

3/ANew insider — initial holdingsFeb 193/A
+ 13 other (4 13Gs · 3 earnings 8-Ks · 3 proxys · 1 10-Q) in window

Recent news

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

MGM Investment Notice: MGM Resorts Shareholders are Reminded to Contact BFA Law about its Ongoing Investigation into the Pending $48.30 per share Offerbusinesswire.com·2d ago$MGM Investor Alert: MGM Resorts Investors may have Rights in Potential Acquisition – Contact BFA Law if You Hold Sharesglobenewswire.com·3d agoNotice of BetMGM 2Q 2026 Update and Conference Callprnewswire.com·4d agoMGM Investor News: BFA Law Launches Investigation into Diller's $48.30 Offer for Remaining MGM Resorts Sharesprnewswire.com·4d agoMGM Resorts Negotiates Possible Acquisition Deal with People Inc.gurufocus.com·4d ago

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Voices on X · last 7 days

No standout posts about $MGM 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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