BYD Boyd Gaming Corporation

neutral 1/3 shifts correct ↓ $82.68 -0.53 (-0.6%)
Mkt Cap $6B P/E 3.7 fwd 10.7 52wk $72.71 - $89.96 Updated Saturday
Insider selling: $8,549,073 sold by 7 insiders (30d)
Est. revisions: -3.0% (4 up, 9 down in 30d)
Factor Model (net -1.5)

Factor Model

net -1.5 4.8 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
-0.3
Analyst Rev.
-0.6
Narrative Gap
+0.0

Billionaire Fertitta Leads $17.6B Caesars Deal

Watch: Monitor if Boyd Gaming is directly affected by Caesars' divestitures or integration plans and its response to sector consolidation.

Boyd Gaming is mentioned in the context of Tilman Fertitta's $17.6 billion deal to acquire Caesars Entertainment, which includes $11.9 billion of Caesars' debt. Fertitta will finance $5.7 billion of this deal with new debt and offer Caesars shareholders $31 per share, a 49% premium over the February price. The acquisition may involve $2.3 billion in divestitures due to overlapping markets.

This deal signals potential market consolidation risks and competitive pressures in Boyd Gaming's sector, impacting its operational landscape and capital structure.

Evidence

Updated Saturday Billionaire Fertitta Gambles on Caesar’s in Debt-Laden, $17.6 Billion Deal yahoo-finance
4d ago Tesla Roars Back In Europe, But BYD Is Growing Even Faster As The EV Race Heats Up benzinga
6d ago Ford Takes Aim At Tesla And BYD In Europe With New Electric Hatchback, SUV Roadmap yahoo-finance
11d ago BYD unveils upgraded flagship Denza SUV to bolster premium market push yahoo-finance
12d ago Macquarie main BYD: Neutral → Neutral
13d ago CATL just dropped six battery platforms in one night and nobody here noticed reddit-stocks
16d ago Chinese automakers gain ground in South Africa as competitive pricing spurs demand yahoo-finance
17d ago Tesla Rivals BYD And XPeng Turn Towards Europe Amid China EV Slowdown: Report benzinga
7 older signals
18d ago Cathie Wood Bets On Kalshi, But Her Ark Innovation ETF Hasn't Been Great At Timing Winners
20d ago China’s passenger car exports surge nearly 85% in April as domestic sales slump
20d ago China Is Investigating EV Makers As Owners Say Their Cars Lost Up To 125 Miles Of Range After Updates—And Tesla, BYD Are Being Dragged Into The Debate
23d ago Cerence (CRNC) Expands BYD Partnership for LLM-Powered In-Car AI
26d ago Tesla Vs BYD Is Heating Up Again: Elon Musk Pushes Aggressive Europe Expansion While BYD Stumbles In China
32d ago Tesla Rivals Geely, BYD Report Double-Digit Profit Decline In First Quarter 2026 Amid Revenue Shortfall, Foreign Exchange Volatility
33d ago China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks
Fundamentals & Data ▾
Boyd Gaming Corporation Consumer Cyclical · Resorts & Casinos
Mkt Cap
$6B
P/E
3.7 fwd 10.7
Beta
1.12
Div Yield
92.00%
52w Range
$72.71 - $89.96
Short Interest
3.4M 5.94%
Days to Cover
3.2 +4%
Technicals mixed
vs 20d MA
+1.5%
from 52w Hi
-6.7%
Vol (20d)
24%
1w return
+5.0%
1m return
-4.2%
Vol ratio
0.9x
Insiders
selling 0B / 6S
Analysts
mixed
EPS Estimate
$1.88 -3.0% 30d 4up / 9dn
Est. Dispersion
22% 13 analysts
Analyst Target
$94 $81 - $110
Options P/C
0.87
Insider Cluster
sell cluster 0B / 2S
Fund Convergence
strong Bridgewater, Citadel, Renaissance
Financials
Revenue
$997M +1% YoY
FCF
$-21M
Gross Margin
49%
Op Margin
16%
Momentum: decelerating
Top Holders
Bridgewater $18M
Citadel $15M
Renaissance $4M
Recent Filings & Data
insider trade 9
net selling · $8,549,073 sold
7 insiders · 9 transactions (30d)
Recent transactions
JOHNSON MARIANNE BOYD · sell · $8,448,987
THOMAN A RANDALL · award
HARTMEIER MICHAEL A. · award
WHETSELL PAUL W. · award
SPADAFOR CHRISTINE J · award
BAILEY JOHN ROBERT · award
BOYD WILLIAM R · award
JOHNSON MARIANNE BOYD · award
SPADAFOR CHRISTINE J · sell · $100,086
Track Record (1/3 correct) ▾

Direction History

1/3 correct at 5 days
2026-05-15 bullish +0.3% ✓
2026-04-28 bullish -3.2% ✗
2026-04-24 bearish +0.7% ✗
Full track record across all stocks →
15 signals · latest Updated Saturday

Keep reading the market

Direction shifts, insider clusters, filing red flags, and earnings call changes stay published on the site.

All stocks → Track record → How it works →