MGM

AI Research

BetMGM revenue +33% to $2.8B in 2025; Q4 revenue +6% to $4.61B; Hold consensus

MGM Resorts reported Q4 non-GAAP profit of $1.60 per share (well above consensus) with revenue of $4.61B (+6% YoY), and BetMGM reported FY2025 net revenue of $2.8B (+33% YoY) with 2026 guidance of $3.1-$3.2B. The 2026 outlook is anchored in Las Vegas stabilization, Macau growth, and digital expansion, with management highlighting renovation completions and new luxury offerings. The stock is up 5.79% today at $37.62, with a Hold consensus and $42.38 average target from analysts.