Las Vegas Sands (LVS) Q3 2025 Earnings CRUSH Estimates & Marina Bay Sands Hits Record Highs! скачать в хорошем качестве

Las Vegas Sands (LVS) Q3 2025 Earnings CRUSH Estimates & Marina Bay Sands Hits Record Highs!

LVS Stock Analysis: Las Vegas Sands Q3 2025 Earnings CRUSH Estimates & Marina Bay Sands Hits Record Highs! (Macao Turnaround & $2.0B Buyback) *Las Vegas Sands Corp. (LVS) delivered an unexpectedly strong Q3 2025 earnings report, driven by exceptional performance in Asia.* LVS stock saw a significant surge, shooting up nearly 13% following the announcement. This video breaks down the financial success, the strategic investments paying off in Singapore and Macao, and the company's aggressive commitment to shareholder returns. *Q3 2025 Financial Highlights & Market Sentiment* *EPS Beat:* LVS reported adjusted diluted earnings per share (EPS) of **$0.78**, significantly exceeding the forecasted $0.61. *Revenue Beat:* Total revenue reached **$3.33 billion**, topping the anticipated $3.06 billion. *EBITDA Growth:* Consolidated Adjusted Property EBITDA was **$1.34 billion**, reflecting a strong 35.6% increase compared to the prior year quarter. *Analyst Optimism:* Following the results, analysts issued 11 price target raises, including a significant increase by JP Morgan to $70 from $60. InvestingPro analysis suggests the LVS stock remains potentially **undervalued**, with analyst targets ranging from $55 to $73.50. *Key Operational Drivers: Singapore & Macao* *Marina Bay Sands (MBS), Singapore (Record Performance):* *EBITDA:* MBS delivered significant Adjusted Property EBITDA of *$743 million* (up 83.0% year-over-year), reaching an EBITDA margin of 51.7%. *Mass Win Record:* Mass gaming and slot win hit a property all-time record of **$905 million**. *Sustainability:* CEO Rob Goldstein emphasized the strength of Singapore, stating the market "just keeps getting stronger and stronger" and predicting MBS will "easily exceed" the original annual EBITDA forecast of $2.5 billion in 2025. *Smart Table Technology:* The new smart table technology enabled LVS to adopt a new theoretical hold rate for rolling Baccarat at MBS of *4.2%* (up from 3.5% in 3Q24), driven by customers utilizing side bets which carry a higher house advantage. This high hold positively impacted MBS Adjusted Property EBITDA by *$43 million* in Q3 2025. *Macao Operations (Gaining Share):* *EBITDA:* Macao operations produced *$601 million* in Adjusted Property EBITDA. *Market Growth:* The Macao market's gross gaming revenue (GGR) is growing (up 12% from 3Q24), with mass win reaching $1.69 billion. *Strategic Adjustment:* Management noted they previously "underperformed in the Macao market" but adapted their strategies in Q2 2025 to become more competitive, leading to mass market revenue surging 25.4% compared to the first quarter. *Outlook:* LVS is targeting a return to **$2.7-$2.8 billion EBITDA in Macao**, noting that achieving this goal requires continued market growth. *Capital Allocation & Expansion Plans* *Dividend Increase:* The Board approved a *20% increase* in the recurring quarterly dividend for the 2026 calendar year, raising the annual dividend to *$1.20 per share* ($0.30 per share per quarter). *Share Repurchase:* LVS repurchased *$500 million* of common stock (9.19 million shares) during the quarter. The Board subsequently increased the stock repurchase authorization to **$2.0 billion**. LVS has repurchased 11.5% of shares outstanding over the last eight quarters. *Singapore IR2 Expansion:* The company is continuing its investment in Singapore with an *$8 billion* expansion plan, which will include a new 15,000-seat performance venue and 570 new luxury suites. The estimated opening date is January 1, 2031. *** #LVS #LasVegasSands #Q3Earnings #LVSEarnings #StockMarket #CasinoStock #MarinaBaySands #MacaoGaming #DividendIncrease #SmartTableTechnology #LVSStock