Las Vegas Sands Corp. (NYSE:LVS), a global gaming and hospitality leader, faces regional performance divergence. Recent analyst reports highlight Singapore's strong operations versus Macau's challenges.
Singapore exceeded expectations, becoming a bright spot in the portfolio. This demonstrates the company's ability to succeed in competitive markets. Macau's underperformance is relative, not absolute.
Analyst estimates for 2025-2026 have been revised. EPS is now projected at $1.94 for FY1 and $2.19 for FY2, down from $2.70, a 28% decrease.
The company's stake in Sands China is not fully reflected in the stock price. Market cap is $32.75B, share price $49.43. Bond.az analysis suggests a fair value of $64.50.
Barclays Capital maintains a price target of $64.00 and an Overweight rating. The company is aggressively buying back shares, with gross profit margins of 80%.
