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TickerTalks›$WYNN
WYWYNN

Wynn Resorts, Limited

Strong FundamentalsStrong FundamentalsRevenue growing 9% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (2.5K/wk), no spike
$WYNN·$10.0B·Gambling, Resorts & Casinos·Consumer Cyclical
$98.11+1.1%YTD-18.3%1Y-10.7%
Mentions · last 7 days
2026-07-09: 453 posts2026-07-10: 449 posts2026-07-11: 176 posts2026-07-12: 465 posts2026-07-13: 219 posts2026-07-14: 552 posts2026-07-15: 133 posts2,471+10%
Price updated 9h ago·X counts updated 1d ago
WYWYNN
$WYNNWynn Resorts, Limited
$98.11+1.09%2.5k posts+10%
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 $WYNN, 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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Near 52-week lows on decent Macau + Vegas volumes, but activist holder Fertitta just sold $73M — the setup is coiled and heavy.

Wynn Resorts operates Wynn Macau, Wynn Palace, Wynn Las Vegas, and Encore Boston Harbor. The stock sits within 10% of its 52-week low despite decent Macau + Vegas revenue trajectory, and activist holder Tilman Fertitta just sold $73M in June-July at levels well above spot.

  • The core operating business is genuinely delivering: Q1 2026 revenue grew 9.2% YoY to $1.86B, operating margin held at 15.9%, and Q1 EPS of $1.17 was slightly above estimates — Macau is running steady mass-gaming volumes and Encore Boston Harbor is contributing incrementally, so this isn't broken.
  • Fertitta's June-July selling is a genuine headwind: activist Tilman Fertitta sold 300K at $127 on June 24 and another 300K at $117 on July 10, cashing $73M at levels 20-30% above spot — Fertitta's a sophisticated gambling billionaire, and size + timing reads as calibrated distribution near his personal fair value.
  • Valuation isn't demanding: 11.9x EV/EBITDA and 1.5x sales for a levered but real cash-flow gaming operator earning 15%+ margins is towards industry bottom, and 6.4% FCF yield gives cushion on a recovery scenario back to $110-120.

The August 4 Q2 earnings are the near-term test — Macau mass-gaming volume, Vegas RevPAR, and any Fertitta commentary all matter. A clean beat with Macau gross-gaming growth extends the coil back through $110; a weak Macau or Vegas number confirms Fertitta's timing and keeps the tape sub-$95.

What to watch: The August 4 Q2 earnings. Watch Wynn Palace + Wynn Macau mass-gaming volume vs Q1 run-rate, Vegas RevPAR and margin, Encore Boston contribution. Any further Fertitta selling near current levels caps the upside; a clean Q2 beat with Macau mass growth extends the coil toward $110.

On the calendar: 2026-08-04 — Q2 earnings

ticker collision

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-07-15

$WYNN chatter is dominated by the White Bull Solana memecoin (community rotation from ANSEM). Bulls see ANSEM above $300M with no way WYNN doesn't go higher. Community sees rotation inbound and holds the line with green candles. White Bull won't hand tokens to influencers. Wynn Resorts (equity) also announced Q2 2026 earnings date - but conversation is heavily crypto-side. Community broadly long the memecoin.

Read the AI verdict + X sentiment for $WYNN

  • 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 luxury casino-hotel resorts in Las Vegas and Macau targeting premium gaming and hospitality segments.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $WYNN

Neutral — Operates luxury casino-hotel resorts in Las Vegas and Macau targeting premium gaming and hospitality segments; end markets and revenue mix have limited overlap with the World Cup OSB surge and digital casino iGaming maturation.

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
28.7How 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
8.3%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
15.9%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
6.4%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
1.5Same 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
-115%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
38.7%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
-57.4Total 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 2026May 7, 2026$1.25$1.250.0%
Q4 2025Feb 12, 2026$1.17$1.33-12.0%
Q3 2025Nov 6, 2025$0.86$1.15-25.2%
Q2 2025Aug 7, 2025$1.09$1.20-9.2%
Next earningsTue, Aug 4·consensus EPS $1.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.9B+9.2%40.2%15.9%$1.17$-25.6M
Q4 FY25$1.9B+1.5%32.0%15.5%$0.97$307.3M
Q3 FY25$1.8B+8.3%41.2%16.9%$0.86$171.7M
Q2 FY25$1.7B+0.3%41.8%15.2%$0.64$239.6M

Forward consensus

3-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5B$7.4B – $7.6B$4.61$3.90 – $5.4814
FY27$7.8B$7.5B – $8.3B$5.21$4.35 – $6.2114
FY28$8.1B$8.0B – $8.2B$6.23$5.39 – $7.4410

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.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.-3.9%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.-13.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 75.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β0.995-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

SellJul 10Tilman J Fertitta10% owner300.0K sh$35.1MSellJun 24Tilman J Fertitta10% owner300.0K sh$38.1MSellJun 10Tilman J Fertitta10% owner300.0K sh$36.6MSellJun 9Tilman J Fertitta10% owner250.0K sh$29.9MSellJun 5Tilman J Fertitta10% owner250.0K sh$30.1MSellJun 3Tilman J Fertitta10% owner250.0K sh$30.3MSellMay 28Tilman J Fertitta10% owner244.9K sh$29.4MSellMay 27Tilman J Fertitta10% owner450.0K sh$53.3MSellMay 26Tilman J Fertitta10% owner400.0K sh$46.2MSellMay 22Tilman J Fertitta10% owner300.0K sh$34.8M
1–10 of 22
+ 13 other (9 awards · 3 inkinds · 1 exempt) in window

See when $WYNN 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

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

WYNN held its Annual Meeting of stockholders around 2026-05-08 (8-K Item 5.07). Stockholders elected 4 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

WYNN reported period ending 2026-05-07 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDApr 308-K — Item 7.01: Press release / Reg FD
AI summary

WYNN filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-30. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

3New insider — initial holdingsApr 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for WYNN on 2026-04-07, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDFeb 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 11 other (3 13Gs · 2 S-8s · 2 proxys · 1 10-Q) in window

Recent news

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

Wynn Resorts Announces Second Quarter Earnings Release Dateprnewswire.com·10d agoWynn Resorts Stock Boasts Long-Term Technical Supportschaeffersresearch.com·24d agoWynn Las Vegas and Chef's Table Reveal Culinary Lineup, Participating Chefs, and Ticket Packages for Wynn Revelryprnewswire.com·25d agoMGM Resorts International vs. Wynn Resorts: Which Casino Stock Is a Better Buy in 2026?fool.com·43d agoWynn Resorts, Okta, ServiceTitan And More On CNBC's 'Final Trades'benzinga.com·49d ago

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Voices on X · last 7 days

No standout posts about $WYNN 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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