Full House Resorts Inc (FLL)
NASDAQConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-09-04
NASDAQConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-09-04
QuarterlyIQ Insights · FLL
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -54.4% |
| Our one-year growth estimate | diamond | 6.5% |
Growth built into the price is above our model estimate.
The price assumes 60.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Elevated risk of a next-quarter earnings miss: this name operates in a high-miss-rate industry and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 15 industry peers · Company calendar date is not available
FLL — earnings miss
Dated 2026-08-06
Results of Operations and Financial Condition On August 6, 2026, Full House Resorts, Inc. (the “Company”) issued a press release announcing its financial and operating results for the second quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1, and the information contained therein is incorporated herein by reference. The information contained on, or that may be accessed through, any websites contained in our press release is not incorporated by referenc…
Why it matters: Getting more time on the credit agreement can help with money management.
Supportive ifThe company says it has extended its credit agreement by at least one year.
Worry ifThe company does not extend the credit agreement before the deadline.
Why it matters: Growth at American Place is important for the company. Good results can show ongoing success.
Supportive ifAmerican Place casino revenue growth exceeds 10% year over year in Q3.
Worry ifAmerican Place casino revenue growth is below 5% year over year in Q3.
Why it matters: Securing financing is key to building the permanent casino. This impacts future growth.
Supportive ifFinancing deals for the American Place casino are done.
Worry ifNo updates or delays in financing for the casino.
Why it matters: Making a profit at Chamonix is key for the company's growth and stability.
Supportive ifChamonix reports a profit for the first time in the upcoming quarter.
Worry ifChamonix continues to report losses in the next quarter.
Why it matters: Extending the credit agreement can help financial stability. This is key for handling debt.
Supportive ifThere is news of a successful extension of the credit agreement.
Worry ifNo news on credit agreement extension by the next earnings date.
Why it matters: Improving work in Colorado is very important. Success here could increase income.
Supportive ifManagement shares a new plan or update for Colorado work.
Worry ifNo updates or bad news about Colorado work.
Why it matters: Positive revenue growth in the sector could signal a recovery for Full House Resorts. This is key for its future.
Supportive ifConsumer spending is growing again. It was negative before.
Worry ifRevenue growth is still negative, showing ongoing weakness in the sector.
Why it matters: A smaller loss means better finances and efficiency.
Supportive ifNet loss for Q3 is less than $(8.7) million, improving from Q2.
Worry ifNet loss for Q3 is greater than or equal to $(8.7) million.
Why it matters: Growth at Chamonix shows good marketing and better operations. This helps make more money.
Supportive ifChamonix/Bronco Billy's revenues grow year over year by more than 10% in Q3.
Worry ifRevenues decline or grow less than 5% year over year in Q3.
Why it matters: Total revenue growth shows the business is doing well and operations are strong.
Supportive ifQ3 consolidated revenues increase year over year by more than 5%.
Worry ifQ3 consolidated revenues decline or grow less than 3% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$227 on $10,000 · ±2.3% | How much price usually moves either way. |
| Bad day | $561 loss on $10,000 · 5.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,355 loss on $10,000 · 43.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.