Deutsche Bank analyst Carlo Santarelli upgraded Boyd Gaming from Hold to Buy following the company's Q2 FY26 earnings per share result, which came in ahead of estimates and was supported by solid profitability metrics. The upgrade reflects confidence in Boyd Gaming's near-term earnings resilience, underpinned by its multi-jurisdictional casino footprint and growing online operations. Boyd Gaming's Q2 FY26 EPS beat and profitability metrics support the near-term catalyst of ongoing expansion in Las Vegas locals and online operations, with projects like Norfolk and Suncoast modernization expected to contribute more meaningfully to earnings and cash flow. The company's narrative projects $4.4 billion in revenue and $212.8 million in earnings by 2029, requiring 2.5% yearly revenue growth and an earnings decrease of about $1.6 billion from $1.8 billion today. Three fair value estimates from the Simply Wall St Community span roughly US$0.39 to about US$149.86 per share, while the narrative forecasts a $95.94 fair value, a 36% upside to the current price.
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NVIDIA CorporationBoyd Gaming CorporationDeutsche Bank upgraded Boyd Gaming to Buy after its Q2 FY26 EPS beat estimates and solid profitability.
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