Is Las Vegas Sands stock a buy after the Macau GGR beat?

The setup improved, but discipline is key. Macau’s January run-rate and holiday boost support near-term sentiment and earnings. LVS trades near 22x P/E and 10.7x EV/EBITDA with a 1.9% yield. If weekly GGR stays firm into February and costs remain controlled, the risk-reward improves. Wait for early Q1 color or define stops.

How does Chinese New Year travel affect Macau operators?

Chinese New Year brings peak visitation, higher hotel occupancy, and stronger table demand. Longer stays and entertainment spending can lift non-gaming revenue too. This mix benefits margins and cash flow, especially for integrated resorts with scale. The quality of mass demand and post-holiday sustainability matter more than the single-week spike.

Which looks better positioned now, Las Vegas Sands or Wynn Resorts stock?

Both benefit from Macau momentum. LVS offers scale and a higher dividend, with 9 Buy and 3 Hold ratings. WYNN provides operating leverage and reports earlier on 12 Feb 2026, giving a faster read on trends. Selection may hinge on risk tolerance: WYNN has higher leverage, while LVS has broader diversification.

What risks could derail Macau gaming shares in 2026?

Key risks include policy changes, slower premium recovery, travel disruptions, and volatile hold rates. Leverage is another factor: lower interest coverage heightens downside in weaker quarters. Watch weekly GGR, hotel rates, and management commentary on Chinese New Year demand sustainability, promotional spend, and capex timing before adding exposure.

Global Market Insights

LVS Stock Today: February 01 Macau GGR Beats Estimates, LNY Boost

ByHuzaifa Zahoor February 2, 2026February 2, 2026

Las Vegas Sands stock sits in focus after Macau GGR outpaced forecasts in January, with brokers flagging a strong daily run-rate and a likely lift from Chinese New Year travel. UBS and Jefferies see average daily GGR at MOP695–712 million and a 19–21% year-on-year finish. That backdrop, plus solid hotel sell-through into Lunar New Year, supports near-term sentiment for Macau-exposed shares, including Wynn Resorts stock. For UK investors trading US listings in dollars, the setup points to improving fundamentals into February while monitoring earnings and policy risk.