BYD trades at a forward P/E of 11 despite generating $317M in quarterly EBITDAR, with 17% upside to a fair value target of $102.
Boyd's 1.8x leverage dwarfs peers MGM and PENN, and its $150M quarterly buyback pace has shrunk the share count 33% over four years.
Boyd beat Q2 2025 EPS estimates by 15%, triggering a 4.4% same-day pop, with a 0.17 put/call ratio flagging bullish positioning ahead of July 23.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Boyd Gaming didn't make the cut. Grab the names FREE today.
Boyd Gaming (NYSE:BYD) stands out in gaming heading into its confirmed July 23 earnings release, and the setup is doing most of the work for you. The 24/7 Wall St.'s base case pegs fair value at $102.07 against an $86.03 print as of July 14, a 16.91% upside call with a 90% confidence score and a Buy recommendation. The conviction case rests on a buyback machine, a rerating catalyst two weeks out and a valuation that ignores the earnings power underneath.
Boyd's 1.8x leverage dwarfs peers MGM and PENN, and its $150M quarterly buyback pace has shrunk the share count 33% over four years.
Boyd beat Q2 2025 EPS estimates by 15%, triggering a 4.4% same-day pop, with a 0.17 put/call ratio flagging bullish positioning ahead of July 23.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Boyd Gaming didn't make the cut. Grab the names FREE today.
Boyd Gaming (NYSE:BYD) stands out in gaming heading into its confirmed July 23 earnings release, and the setup is doing most of the work for you. The 24/7 Wall St.'s base case pegs fair value at $102.07 against an $86.03 print as of July 14, a 16.91% upside call with a 90% confidence score and a Buy recommendation. The conviction case rests on a buyback machine, a rerating catalyst two weeks out and a valuation that ignores the earnings power underneath.
3 months ago
