Red Rock Resorts

RRR

Market cap $3.51B

Red Rock Resorts (RRR) reported earnings 30 days ago. What's next for the stock?

Red Rock Resorts, Inc. remains a buy, supported by robust local market demand and ongoing property expansions despite recent share price corrections. RRR's latest earnings beat EPS estimates but missed revenue targets; Factor Grades show strong profitability but weak growth prospects. Six vacant land parcels position RRR for future development, with potential partnership opportunities with VICI Properties enhancing long-term growth.

Here is how Red Rock Resorts (RRR) and Sony (SONY) have performed compared to their sector so far this year.

Red Rock Resorts, Inc. (NASDAQ:RRR ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Stephen Cootey - Executive VP, CFO & Treasurer Lorenzo Fertitta Scott Kreeger - President Conference Call Participants Daniel Politzer Brandt Montour - Barclays Bank PLC, Research Division Stephen Grambling - Morgan Stanley, Research Division David Katz - Jefferies LLC, Research Division Benjamin Chaiken - Mizuho Securities USA LLC, Research Division John DeCree - CBRE Securities, LLC, Research Division Chad Beynon - Macquarie Research Joseph Stauff - Susquehanna Financial Group, LLLP, Research Division Steven Pizzella - Deutsche Bank AG, Research Division Jordan Bender - Citizens JMP Securities, LLC, Research Division Patrick Keough - Truist Securities, Inc., Research Division Presentation Operator Good afternoon, and welcome to the Red Rock Resorts Third Quarter 2025 Conference Call. [Operator Instructions] Please note this conference call is being recorded.

The headline numbers for Red Rock Resorts (RRR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Red Rock Resorts (RRR) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.48 per share a year ago.

LAS VEGAS , Oct. 28, 2025 /PRNewswire/ -- Red Rock Resorts, Inc. ("Red Rock Resorts," "we" or the "Company") (NASDAQ: RRR) today reported financial results for the third quarter ended September 30, 2025. Third Quarter Results Consolidated Operations Net revenues were $475.6 million for the third quarter of 2025, an increase of 1.6%, or $7.6 million, from $468.0 million in the same period of 2024.

Investors interested in stocks from the Gaming sector have probably already heard of PENN Entertainment (PENN) and Red Rock Resorts (RRR). But which of these two stocks presents investors with the better value opportunity right now?

Investors looking for stocks in the Gaming sector might want to consider either Las Vegas Sands (LVS) or Red Rock Resorts (RRR). But which of these two stocks is more attractive to value investors?

Red Rock Resorts remains a Buy, after strong results, with revenue and EPS beating expectations and a resilient, locally focused business model. RRR's Durango Casino Resort exceeded expectations, driving customer growth and supporting a robust Las Vegas locals market, with minimal cannibalization impact. The company boasts a strong development pipeline, including major property renovations and over 450 acres for future projects, like The North Fork Project opening in 2026.