TD Cowen reiterates Caesars stock buy rating citing cash flow strength

Published 10/06/2025, 15:52
TD Cowen reiterates Caesars stock buy rating citing cash flow strength

On Tuesday, TD Cowen analysts maintained a Buy rating and a $40.00 price target for Caesars (NASDAQ:CZR) Entertainment stock, highlighting the company’s robust cash flow and digital potential. With the stock currently trading at $27.53 and InvestingPro analysis indicating the stock is slightly undervalued, analysts believe the company’s omni-channel gaming platform, which includes a database of over 55 million members, provides significant growth opportunities. The broader analyst consensus is notably bullish, with price targets ranging from $28 to $62.

Caesars Entertainment, which operates 53 properties across 18 states, is recognized for its diversified gaming platform. The company manages 51,300 slots and electronic tables, 2,800 table games, and nearly 46,000 hotel rooms. With annual revenue of $11.3 billion and a gross profit margin of 51.7%, the company effectively monetizes its extensive operations. Additionally, the company licenses its brand across North America, extending its market presence without additional capital expenditure.

Analysts pointed out that Caesars’ traditional gaming operations remain the primary earnings source. However, they noted the company’s success in generating ancillary revenue streams through entertainment, food and beverage, and lodging services, all supported by the Caesars Rewards loyalty program.

The analysts also emphasized the importance of Caesars’ digital business growth and the potential for balance sheet improvement through monetizing digital assets. They see this as a key catalyst in the next 12 months. InvestingPro analysis reveals several promising indicators, including expected net income growth this year and analysts predicting a return to profitability.

In their commentary, TD Cowen analysts expressed confidence in Caesars’ ability to provide downside protection while offering untapped upside as the company’s cash generation and digital strategy become clearer. For deeper insights into Caesars’ financial health, growth potential, and comprehensive analysis, access the full Pro Research Report available on InvestingPro, which covers over 1,400 top US stocks with expert analysis and actionable intelligence.

In other recent news, Caesars Entertainment has reported first-quarter earnings that fell short of Wall Street expectations, with a normalized EPS of -$0.48, compared to the anticipated -$0.44, but revenue slightly exceeded estimates at $2.79 billion versus the expected $2.74 billion. The company’s Las Vegas revenues saw a 1.9% year-over-year decline, while the Regional segment experienced a 1.7% increase, and the Digital segment showed significant growth with an 18.8% rise. Stifel analysts have adjusted the price target for Caesars Entertainment to $42 from $51, maintaining a Buy rating but expressing concerns about consumer spending and the company’s debt levels. CFRA analyst Zachary Warring downgraded Caesars Entertainment stock to Hold, with a new price target of $30, citing concerns over the company’s balance sheet and broader macroeconomic challenges.

Meanwhile, JMP Securities analysts have maintained a Market Outperform rating and a $45 price target, highlighting Caesars Entertainment’s robust premium segment and strategic location on the Las Vegas center strip. They also noted that the fourth quarter of 2025 is expected to benefit from a strong convention lineup. Citizens JMP echoed this sentiment, reiterating a $45 price target and expressing optimism about the company’s first-quarter performance, which exceeded expectations despite macroeconomic uncertainties. Analysts have varied in their outlooks, with some focusing on potential headwinds and others seeing long-term value in the company’s strategic initiatives and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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