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MGMGM

MGM Resorts International

$MGM·$7.4B·Gambling, Resorts & Casinos·Consumer Cyclical
$28.60-3.0%YTD-19.7%1Y-9.8%
Price updated 3h ago·X counts updated 5d ago
MGMGM
$MGMMGM Resorts International
$28.60-2.99%188 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MGM 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.

188X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MGM'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 72% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-04

$MGM (MGM Resorts) chatter is bearish. MGM down 9 weeks in a row — 'has only done that once in 38-year history (at the lows of the GFC). Name has never gone down 10 weeks in a row.' Las Vegas peaked — revenue from largest casino operators flat for 3 years (MGM/WYNN/CZR). Bought back 56% of shares over 9 years — 'value play or value trap?' Some ethics avoidance concerns. Bearish tape.

Read what X is saying about $MGM

  • 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 $MGM — 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.

MGM has been down nine straight weeks and the Vegas-strip revenue stat is flat for three years — the market is calling the top.

MGM Resorts operates the Bellagio, MGM Grand, Mandalay Bay, and other Las Vegas and regional casinos, plus BetMGM. The core Vegas-strip business has been structurally flat for years, and the stock is trading like the market has figured out why.

  • Operations are stable but not growing: Q1 revenue +4% YoY at a 5.2% operating margin — a leveraged, capex-heavy business where modest growth doesn't cover the carry.
  • The nine-consecutive-week decline has only happened once in 38 years, and that was the GFC bottom — statistically rare, and the fact that aggregate Vegas revenue for MGM/WYNN/CZR has been flat for three years is the fundamental support for that tape pattern.
  • 52-week position is 6% with vol multiplier 1.37 — distribution volume at the floor, which is a classic breaking-down setup, and the share-buyback math (56% of shares retired over 9 years) has not stopped the slide.

Oct 28 Q3 is the gate — any Vegas-strip revenue reacceleration or BetMGM profitability update is what the stock needs to break the losing streak. Another flat Vegas quarter plus BetMGM burn and this breaks lower from a floor that has already been tested.

Agrees with X sentimentThe bear thread has the right structural read — Vegas-strip revenue flat for three years, the nine-week streak context, the share-buyback-is-not-fixing-it framing — these are substantive points, not pattern-chasing.

What to watch: Oct 28 Q3 — Las Vegas RevPAR, BetMGM profitability trajectory, and any commentary on 2027 trends. Continued flat Vegas revenue plus BetMGM burn is the clear invalidator for any bounce attempt.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $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)
  • 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.

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 — Online sports betting is the structural share gainer as the NFL season opens, with DraftKings as the market-entry catalyst.

What this means for $MGM

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

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, Oct 28·consensus EPS $0.11

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 – $17.8B$1.86$1.55 – $2.2917
FY27$17.8B$17.4B – $18.4B$1.92$1.08 – $2.3617
FY28$18.2B$17.6B – $19.0B$2.27$1.93 – $2.9813

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.1.0×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.3%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.-22.7%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 · 181.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β1.355-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$257K
+ 72 other (30 exempts · 21 inkinds · 21 awards) 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 amendmentSep 24SC 13D/A
AI summary

People Incorporated, an entity affiliated with MGM Resorts International's controlling shareholder, filed Amendment No. 9 to Schedule 13D disclosing beneficial ownership of 66,822,350 shares of MGM Resorts, representing approximately 26.5% of outstanding common stock as of a July 27, 2026 share count. People Incorporated holds sole voting and dispositive power over all reported shares. This amendment updates the Schedule 13D to reflect the current share count without disclosing any new transactional purpose. The filing confirms the continued concentrated ownership structure at MGM Resorts.

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.

+ 7 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

BetMGM Renews Partnership with National Hockey League Star Connor McDavidglobenewswire.com·2d agoLongleaf Partners Global Fund Q3 2026 Portfolio Reviewseekingalpha.com·2d agoEntain gets upbeat Deutsche Bank view as BetMGM beats estimatesproactiveinvestors.com·3d agoLongleaf Partners Fund Q3 2026 Portfolio Reviewseekingalpha.com·3d ago$MGM Shareholders: An Investigation is Pending into the $48.30 per Share Offer for MGM Resorts – Contact BFA Law if You Own Sharesglobenewswire.com·3d 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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