What changed
$VICI — BUY 📊 | 6 MONTHS THESIS
🎯 Q2 2026 | EPS $0.72 vs $0.72 ➖
💡 Consensus expected EPS of $0.71, reflecting low 2026 growth expectations and rate-overhang discount. Actual $0.82 beat and guidance raise suggest FY EPS could reach $3.20+ vs $2.84 consensus.
📉 Reward/risk: 4.1:1
🏢 Business Quality: 7/10 - Leading gaming-focused triple-net REIT with high-quality, long-duration lease portfolio, durable tenant relationships (Caesars, etc.), and proven acquisition-driven growth, but tenant concentration and cyclical gaming exposure temper the score.
📊 Valuation: cheap - Historical P/E of 9.8x is steady but now applies to sharply higher forward earnings.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/VICI0618