Boyd Gaming

BYD

Market cap $6.42B

Key gambling stocks remain resilient despite macroeconomic headwinds, including tariffs, rising credit defaults, and unemployment. A portfolio blending domestic operators, online iGaming growth, and undervalued Asian casino plays offers strong upside potential. Las Vegas prices are moderating, with convention bookings and VIP arrivals, especially from Asia, showing stability.

New York City-based HG Vora Capital Management sold 500,000 shares of Boyd Gaming for an estimated $39.1 million in the third quarter. The transaction value equaled 5.3% of 13F reportable assets under management (AUM) at quarter-end.

Boyd Group Services Inc. ( BYD:CA ) Q3 2025 Earnings Call November 12, 2025 10:00 AM EST Company Participants Brian Kaner - CEO, President & Director Jeff Murray - CFO, Executive VP, Secretary & Treasurer Conference Call Participants Chris Murray - ATB Capital Markets Inc., Research Division Derek Lessard - TD Cowen, Research Division Mark Jordan - Goldman Sachs Group, Inc., Research Division Steven Hansen - Raymond James Ltd., Research Division Daryl Young - Stifel Nicolaus Canada Inc., Research Division Gary Ho - Desjardins Securities Inc., Research Division Bret Jordan - Jefferies LLC, Research Division Nathan Po - National Bank Financial, Inc., Research Division Tristan Thomas-Martin - BMO Capital Markets Equity Research Razi Hasan - Paradigm Capital Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Presentation Operator Good morning, everyone.

Xpeng has maintained an unbroken streak of growth through 2025, a rare feat in China's highly competitive electric vehicle market. The company delivered 42,013 vehicles in October, marking the second time this year it has surpassed the 40,000 mark.

Boyd Group Services Inc. ( BYD:CA ) M&A Call October 29, 2025 4:30 PM EDT Company Participants Linda Funk Brian Kaner - CEO, COO, President & Director Jeff Murray - CFO, Executive VP, Secretary & Treasurer Presentation Operator Good afternoon. My name is Constatine, and I will be your conference operator today.

BOCA RATON, Fla.--(BUSINESS WIRE)-- #2mwcooling--Boyd's new ROL4000 CDU offers 2 megawatts of high capacity cooling performance, accelerating liquid cooling adoption in AI data centers.

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Boyd Gaming stock dropped ~7% post-earnings despite a double-beat, mainly due to Las Vegas Locals segment weakness and Orleans property underperformance. BYD's Midwest & South properties performed well, capital returns remain strong, and leverage is low, supporting future M&A and high-ROI projects. Macroeconomic trends and the One Big Beautiful Bill Act provide tailwinds, with strong local wage growth and population gains boosting long-term casino demand.

Boyd Gaming Corporation (NYSE:BYD ) Q3 2025 Earnings Call October 23, 2025 5:00 PM EDT Company Participants Keith Smith - President, CEO & Director Josh Hirsberg - Executive VP, CFO & Treasurer Conference Call Participants Barry Jonas - Truist Securities, Inc., Research Division Steven Wieczynski - Stifel, Nicolaus & Company, Incorporated, Research Division David Katz - Jefferies LLC, Research Division Brandt Montour - Barclays Bank PLC, Research Division Benjamin Chaiken - Mizuho Securities USA LLC, Research Division Steven Pizzella - Deutsche Bank AG, Research Division John DeCree - CBRE Securities, LLC, Research Division Daniel Politzer - JPMorgan Chase & Co, Research Division Stephen Grambling - Morgan Stanley, Research Division David Hargreaves - Barclays Bank PLC, Research Division Chad Beynon - Macquarie Research Presentation Operator Good afternoon, and welcome to the Boyd Gaming Third Quarter 2025 Earnings Conference Call. My name is David Strow, Vice President of Corporate Communications for Boyd Gaming.

Although the revenue and EPS for Boyd (BYD) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.