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Investor Insights

This summary was created by AI, based on 6 opinions in the last 12 months.

Experts have mixed opinions about Las Vegas Sands Corp (LVS-N). Some believe that the company's focus on the Asian gaming market and potential growth in China post-COVID could lead to a positive outcome. However, there are concerns about the company's high valuation, debt levels, and lack of dividend. Overall, the company is seen as an interesting investment with potential risks.

Consensus
Mixed
Valuation
Overvalued
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

LVS sold its Las Vegas assets and is a pure Asian play.  As post-COVID travel increases thru China and Singapore, this should see a positive outcome.  It trades at 39x earnings and supports a 36% ROE.  Its modest dividend is backed by a payout ratio of 25% of cash flow.  We recommend setting a stop-loss at $44, looking to achieve $64 — upside potential of 25%.  Yield 1.1%

(Analysts’ price target is $64.14)
entertainment services
PAST TOP PICK
(A Top Pick Apr 19/23, Down 11%)

China is reopening, tourism is jumping, but shares are depressed because the market is de-rating stocks exposed to China. But he expects them to receive its investment-grade credit rating back, reinstate its dividend and share buybacks. He expects a recovery, but doesn't know when. This company is operating well.

entertainment services
BUY

Hotel & casino sector will remain strong.
Travel demand will only get stronger as market recovers.
China demand also rising. 
Current share price is good time to buy.
Expecting further share price gains. 

entertainment services
RISKY

Interesting company. Nice run since October 2022. Getting expensive. Be fairly cautious.

entertainment services
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

The sector has certainly recovered strongly, and EP in the quarter was 68% better than estimates. 
From three years of losses strong earnings are expected this year and next. 
We think the outlook is good. Our cold-water on the thesis would be (i) valuation. 
At 33X earnings, its well above historical averages in the 21X to 23X range (ii) Debt. At $10B (net) it is still more than 2X the highest annual cash flow of the past 10 years. 
Cash flow has been negative for the past three years. 
Debt increased by $4B during the pandemic years. 
We do expect this to decline with normalized earnings trends, but is a risk if results do not meet growth expectations and/or we see a recession. Overall, we would give it an 'OK' but higher risk rating. 
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entertainment services
TOP PICK

Sold all US properties last year. Now a pure play on the high growth, Asian gaming market and China reopening. Leading market share. Macau is the Las Vegas of China, and gross gaming revenue is growing by triple digits. If you go into a casino enough times, you will lose money, and this means that the house will make money. Expects operating profit to grow by 600% this year. Reports tonight. May regain investment-grade credit rating, which could unlock the door to buybacks or reinstating the dividend. No dividend.

(Analysts’ price target is $65.70)
entertainment services
BUY

The consumer still wants experiences, and China is reopening. Macau too.

entertainment services
BUY
Surprisingly, it's up 24% this year. Vegas is booming, but LVS actually sold off their Vegas business to focus only on Asia. However, Macau has suffered shutdowns due to China's strict Covid policy. LVS has roared back recently on news that China is starting to reopen.
entertainment services
COMMENT
Among the biggest losers on the S&P in 2021 #3, down 37%. It's a terrific casino operator with a huge operation in Macau. It's doubling down in China by selling its Vegas properties. But this suffers during Covid where in China has strong lockdown policies.
entertainment services
BUY
It holds too many gambling operations in Macau, which is the target of the Chinese government now.
entertainment services
BUY
Will roar back in the second half next year when the economy returns to normal, tourism bounces back huge and people are hungry to gamble. It broke after the election and has been trading in a tight range ever since. The casino stocks indicate what the markets will be like in 6 months. When we revert to normal, tourism will bounce back and gambling with have a huge year. The country is stir crazy and desperately wants a vacation, which will happen in the second half of 2021. US casinos in Macau will rally, especially if Biden improves trade relations between China and America. This could hit $75.
entertainment services
BUY

He prefers Wynn Resorts (very well-run), but both will benefit from a Biden presidency and warmer US relations with China.

entertainment services
BUY

He's bullish gaming stocks, but they're erratic. Now, it's at a good level. Buy it here.

entertainment services
SELL

Been a longer uptrend since 2016, but has broken down recently. If it bounces back, that's encouraging, but this stock is moving in the opposite direction of the overall market which is a serious worry. He'd take a little money off the table
here.

entertainment services
PAST TOP PICK

(A Top Pick February 12/18 - Up 10.4%.) This is what he likes to see. He likes the gaming sector. Continues to like it.

entertainment services
Showing 1 to 15 of 71 entries

Las Vegas Sands Corp.(LVS-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for Las Vegas Sands Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Las Vegas Sands Corp.(LVS-N) Frequently Asked Questions

What is Las Vegas Sands Corp. stock symbol?

Las Vegas Sands Corp. is a American stock, trading under the symbol LVS-N on the New York Stock Exchange (LVS). It is usually referred to as NYSE:LVS or LVS-N

Is Las Vegas Sands Corp. a buy or a sell?

In the last year, 4 stock analysts published opinions about LVS-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Las Vegas Sands Corp..

Is Las Vegas Sands Corp. a good investment or a top pick?

Las Vegas Sands Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for Las Vegas Sands Corp..

Why is Las Vegas Sands Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Las Vegas Sands Corp. worth watching?

4 stock analysts on Stockchase covered Las Vegas Sands Corp. In the last year. It is a trending stock that is worth watching.

What is Las Vegas Sands Corp. stock price?

On 2024-04-17, Las Vegas Sands Corp. (LVS-N) stock closed at a price of $50.23.