Las Vegas Sands (LVS)
NYSEConsumer DiscretionaryResorts & CasinosSnapshot 2026-07-07
$46.05-1.14%
Close 2026-07-07 · 1-day change
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Track LVS free→Intact: The reason to own it still holds.
Las Vegas Sands grew revenue 25% in Q1 2026. It earned $0.85 per share, beating estimates. The company bought back $740 million in stock recently. Growth in Macao and Singapore drives future sales.
The recent stock drop shows investor worries. Growth in Singapore faces new challenges. Debt and capital moves may limit cash returns. Revenue growth could slow below 5%.
The stock trades about 13% below our fair value near $53. Analysts expect 5% revenue growth. Our fair value is 17% below the Street median, reflecting caution.
Breaks if: Buybacks fall below $740 million in any quarter
Enhance shareholder returns through dividends and share repurchases.
Stated in 3 of last 3 quarters. Repurchased $740 million of common stock in 2026-Q1, demonstrating commitment to increasing shareholder returns. The trajectory shows active capital return through buybacks.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We continued to increase the return of capital to shareholders.”
“We are committed to returning capital to shareholders.”
“Our focus remains on returning capital to shareholders.”
Breaks if: Market share declines significantly in Singapore
Continue to drive growth in Macao and Singapore through capital investments and operational improvements.
Stated in 4 of last 4 quarters. Net revenue increased 25.3% to $3.59 billion in 2026-Q1 from $2.86 billion in 2025-Q1, indicating strong growth in Macao and Singapore. The trajectory is delivering on management's stated focus.
“We delivered growth in both Singapore and Macao...”
“We remain enthusiastic about our opportunities in Macao and Singapore...”
“Focus on growth in Macao and Singapore...”
“Our growth strategy in Macao and Singapore continues...”
Breaks if: EPS falls below $2.35 in FY 2026
Breaks if: Revenue falls below $3.18 billion in any quarter
Continue to drive growth in Macao and Singapore through capital investments and operational improvements.
Stated in 4 of last 4 quarters. Net revenue increased 25.3% to $3.59 billion in 2026-Q1 from $2.86 billion in 2025-Q1, indicating strong growth in Macao and Singapore. The trajectory is delivering on management's stated focus.
“We delivered growth in both Singapore and Macao...”
“We remain enthusiastic about our opportunities in Macao and Singapore...”
“Focus on growth in Macao and Singapore...”
“Our growth strategy in Macao and Singapore continues...”