Citizens JMP reiterates Market Perform rating on MGM Resorts stock

Published 29/07/2025, 11:06
Citizens JMP reiterates Market Perform rating on MGM Resorts stock

Investing.com - Citizens JMP reiterated its Market Perform rating on MGM Resorts (NYSE:MGM) stock on Tuesday. The casino operator, with a market capitalization of $10.49 billion, has demonstrated strong momentum with a 13.4% return over the past six months, according to InvestingPro data.

The research firm maintained its stance on the casino and hospitality company, though no specific price target was mentioned in the analysis.

Citizens JMP cited MGM’s current valuation, noting that shares are trading at a 17% 2026E FCF (free cash flow) yield compared to gaming industry comparables at 12%.

The firm believes this valuation represents fair value for MGM Resorts stock at present.

Citizens JMP indicated it would maintain its neutral outlook until MGM can demonstrate its ability to return to growth and drive positive operating leverage.

In other recent news, MGM Resorts reported several key developments that could interest investors. Seaport Global downgraded MGM Resorts from Buy to Neutral, citing limited upside potential despite strong recent performance, particularly in its Macau operations. Meanwhile, Stifel raised its price target for MGM Resorts to $48, maintaining a Buy rating, acknowledging potential demand challenges on the Las Vegas Strip, especially for lower and mid-tier properties. Goldman Sachs initiated coverage with a Sell rating and a price target of $34, expressing concerns about MGM’s lease obligations and capital expenditure plans, including projects in Japan expected post-2030. JPMorgan also initiated coverage with a Neutral rating and a price target of $38, pointing to Las Vegas Strip earnings as a near-term performance driver but remaining cautious about broader economic conditions. Additionally, JMP maintained its Market Perform rating, noting potential tax benefits for MGM’s tipped employees due to new legislation. These recent developments provide a mixed outlook for MGM Resorts, reflecting both opportunities and challenges ahead.

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