MGMEntertainment & Gaming
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Get what investors say about MGM next
1 investor call on MGM in the last 90 days (1 bullish, 0 bearish). Follow MGM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MGM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MGM
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Tim TravisFounder, CEO & CIO, T&T Capital Management | Bullish | The Acquirers Podcast (feed) | Failed $45-48 acquisition bid by Barry Diller's IAC/People's drove MGM to ~$28, but the business generates… |
| 2026-06-12 | Aaron CowanHedge fund manager — Suvretta Capital | Bullish | All-In Podcast | Barry Diller holds 26% and has bid at $48 as a financial buyer seeking upside, while hidden assets — an Osaka… |
| 2026-06-05 | Chris DavisChairman, Davis Advisors | Bullish | Bloomberg Podcasts | MGM owns irreplaceable gaming assets — half the Las Vegas Strip, 20-30% of Macau, and the sole legal Japan… |
| 2026-04-27 | Chris DavisChairman, Davis Advisors | Bullish | Excess Returns | MGM owns irreplaceable physical gaming assets — roughly 50% of the Las Vegas Strip, 30% of Macau, and the… |
| 2025-07-11 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | The Compound | MGM is in an obvious downtrend with a pattern of lower highs, reflecting the same Vegas pricing-driven… |
| 2020-11-13 | Joey LevinCEO, IAC | Bullish | Dennis Hong | MGM's conference and hospitality business will recover post-COVID vaccine, while the US sports betting and… |
Next report: 1 Feb 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | after the close | -0.11 vs 0.09 | +5.2% |
Notable options days
Sessions in the last 120 where MGM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 16 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-08 | ||||||
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| 2026-05-14 |
MGM on the Wheel
MGM passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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