What changed
$LVS — BUY 📊
Las Vegas Sands Corp., together with its subsidiaries, owns, develops, and operates integrated resorts in Macao and Singapore.
🎯 Q1 FY26 | Rev $4B | EPS $0.91 vs $0.76 🟢
💡 Consensus underestimated Macau mass gaming recovery and operating leverage; forward PE ~15x on depressed FY26 estimates does not reflect durable double-digit revenue growth and capital return upside.
📉 Reward/Risk: 2.4:1
🏢 Business Quality: 8/10 - dominant scale in Macau (Venetian, Londoner) and Marina Bay Sands Singapore, high barriers, strong FCF generation, and proven management.
📊 Valuation: cheap - on forward P/E (~15x vs historical 18.8x median), EV/EBITDA (~12x vs peer WYNN 14x), and FCF yield (~8% on normalized FCF), with share count...
🔮 Catalyst: Q1 2026 earnings beat and increased buyback pace
💰 Entry: $48.72, stop $44.0, target $60.0
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/LVS0620
Also in play: $TMO $DHR $ABT $BSX $BDX $NVDA
Why it matters
Las Vegas Sands Corp., together with its subsidiaries, owns, develops, and operates integrated resorts in Macao and Singapore.