{"id":2360883,"date":"2026-04-06T14:13:20","date_gmt":"2026-04-06T14:13:20","guid":{"rendered":"https:\/\/celebrity.land\/en\/?p=2360883"},"modified":"2026-04-06T14:13:20","modified_gmt":"2026-04-06T14:13:20","slug":"inspired-entertainment-investors-focus-mohegan-tribal-gaming-vici-cdc-gaming","status":"publish","type":"post","link":"https:\/\/celebrity.land\/en\/inspired-entertainment-investors-focus-mohegan-tribal-gaming-vici-cdc-gaming\/","title":{"rendered":"Inspired Entertainment, investors\u2019 focus, Mohegan Tribal Gaming, VICI \u2013 CDC Gaming"},"content":{"rendered":"<p><\/p>\n<div id=\"post-134589 articleHeight\">\n<header class=\"article-header\" wp_automatic_readability=\"27.28801431127\">\n<p>\nMonday, April 6, 2026 10:06 AM<\/p>\n<div class=\"ahFull\">\n<div class=\"ahImage\">\n\t\t\t\t<\/div>\n<section class=\"entry-content\" itemprop=\"text\" wp_automatic_readability=\"43.264434180139\">\n<div class=\"grid-x authorShare\">\n<div class=\"small-12 medium-4 grid-x align-middle share\" wp_automatic_readability=\"4.0697674418605\">\n<div class=\"ns-buttons ns-inline ns-no-print\" wp_automatic_readability=\"5.2325581395349\">\n<p>Email, LinkedIn, and more<\/p>\n<\/div><\/div><\/div>\n<div id=\"CDCart\" wp_automatic_readability=\"48\">\n\t\t\t\t<center wp_automatic_readability=\"2\"><\/p>\n<p><em>Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry.<\/em><\/p>\n<p><\/center><\/p>\n<p>\u00a0<\/p>\n<h3>Inspired Entertainment<\/h3>\n<p><strong>B Riley Securities\u2019 Josh Nichols<\/strong> on April 6 looked at prospects for Inspired Entertainment:<\/p>\n<p>\u201cWe believe buy-rated Inspired Entertainment ($13 price target) ended 1Q with favorable business momentum that is not reflected in the ~$7 share price (4.3x 2026E EV\/EBITDA). Management guided 1Q EBITDA up at least +20% year-over-year with improved segment mix driving better margins, and end-market data suggests interactive momentum continued to build throughout the quarter \u2014 consistent with the record late-February activity referenced on the 4Q call. The retail business is also demonstrating broad-based strength that has gone unnoticed by investors focused on the digital transformation story.\u201d<\/p>\n<h3>Gaming sector investors<\/h3>\n<p><strong>Jefferies\u2019 David Katz<\/strong> looked at what piques the interest of investors April 5:<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-29065 alignleft\" src=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets.png\" alt=\"David Katz Wall Street Bets\" width=\"200\" height=\"200\" srcset=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets.png 200w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets-150x150.png 150w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets-100x100.png 100w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets-125x125.png 125w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets-120x120.png 120w\" sizes=\"(max-width: 200px) 100vw, 200px\"\/>\u201cInvestors have been notably focused on online sports betting and digital names in general for several reasons. The ongoing noisy narratives of Kalshi, the process of legalization of both OSB and igaming in various states and the recent positive data points on OSB. Our view is that prediction markets for sports are different from non-sports and the complexities around sports predictions could continue for some time, and DraftKings (-35% year-to-date), Sportradar (-30% year-to-date) and others remain in \u201cprove-it mode\u201d while Rush Street stands out in performance (+12%). We believe all three have estimates positioned to move higher, which supports our bullish view.\u201d<\/p>\n<h3\/>\n<h3\/>\n<h3>Mohegan Tribal Gaming Authority<\/h3>\n<p><strong><img decoding=\"async\" class=\"size-full wp-image-35373 alignleft\" src=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2023\/06\/Fitch-Ratings-Wall-Street-Bets.png\" alt=\"Fitch Ratings Wall Street Bets\" width=\"200\" height=\"200\" srcset=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2023\/06\/Fitch-Ratings-Wall-Street-Bets.png 200w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2023\/06\/Fitch-Ratings-Wall-Street-Bets-150x150.png 150w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2023\/06\/Fitch-Ratings-Wall-Street-Bets-100x100.png 100w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2023\/06\/Fitch-Ratings-Wall-Street-Bets-125x125.png 125w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2023\/06\/Fitch-Ratings-Wall-Street-Bets-120x120.png 120w\" sizes=\"(max-width: 200px) 100vw, 200px\"\/>Fitch Ratings<\/strong> April 2 announced it placed the \u2018B\u2019 Long-Term Issuer Default Ratings (IDRs) and all issue ratings of Mohegan Tribal Gaming Authority and MS Digital Entertainment Holdings on Rating Watch Positive following the announced sale of the Tribe\u2019s WNBA franchise, the Connecticut Sun:<\/p>\n<p>\u201cThe Rating Watch reflects the expected reduction in leverage from the sale proceeds of the WNBA Connecticut Sun basketball team. The potential application of most of the proceeds to debt reduction could result in a positive rating action. The rating also reflects the leading market position of the Mohegan Sun casino, growing digital results, and positive free cash flow generation. The rating also reflects a lack of geographic diversification, the potential impact of the opening of New York City casinos and limited financial flexibility.\u201d<\/p>\n<h3>Vici Properties and Pure Casino Entertainment<\/h3>\n<p><strong><img decoding=\"async\" class=\"size-full wp-image-29064 alignleft\" src=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/Barry-Jonas-Wall-Street-Bets-3.png\" alt=\"Barry Jonas Wall Street Bets\" width=\"200\" height=\"200\" srcset=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/Barry-Jonas-Wall-Street-Bets-3.png 200w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/Barry-Jonas-Wall-Street-Bets-3-150x150.png 150w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/Barry-Jonas-Wall-Street-Bets-3-100x100.png 100w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/Barry-Jonas-Wall-Street-Bets-3-125x125.png 125w, https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/Barry-Jonas-Wall-Street-Bets-3-120x120.png 120w\" sizes=\"(max-width: 200px) 100vw, 200px\"\/>Barry Jonas of Truist<\/strong> Securities March 30 looked at VICI Properties\u2019 deal with Pure Casino Entertainment (PURE):<\/p>\n<p>\u201cVICI acquired 2 gaming assets in Alberta for $144 million, in connection with PURE\u2019s take private deal at an 8.0% cap rate. The lease will generate ~$12 million in annual rent and be modestly accretive to adjusted funds from operations (~30 basis points) while deepening VICI\u2019s relationship with PURE. Reflecting the upsized Cain &amp; Eldridge loan, we take our estimates up to the high end of the guide to $2.45 (from $2.44) adjusted funds from operations\/share. We continue to appreciate VICI\u2019s execution and stability of rent payments despite uncertainty across the macro.\u201d<\/p>\n<p><input class=\"fooboxshare_post_id\" type=\"hidden\" value=\"134589\"\/>\t\t\t\t<\/div>\n<\/section>\n<p> <!-- end article section --><\/p>\n<footer class=\"article-footer\">\n<div class=\"box-standout author-tagline\">\n<div class=\"grid-x\">\n<div class=\"cell shrink\">\n<div class=\"authorIm authorIm-lg\">\n\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2022\/09\/Rege-Behe-150x150.jpg\" alt=\"Rege Behe\"\/>\n\t\t\t<\/div><\/div>\n<div class=\"cell auto\" wp_automatic_readability=\"6.4318181818182\">\n<div class=\"author-tagline-text\" wp_automatic_readability=\"34\">\n<p><strong>Rege Behe<\/strong> brings more than 30 years of experience as a journalist to his role as a lead contributor to CDC Gaming. His work ranges from day-to-day industry coverage to deeper features such as the CDC Gaming Roundtables and the \u201c10 Women Rising in Gaming\u201d series.<\/p>\n<\/div><\/div><\/div>\n<\/div>\n<\/footer>\n<p> <!-- end article footer --><br \/>\n <!-- end article --><\/p>\n<p>\t\t <!-- end #main --><\/p><\/div>\n<p> <!-- end #inner-content --><\/p>\n<\/header>\n<\/div>\n<p><em> \u2018 The preceding article may include information circulated by third parties \u2019 <\/em><\/p>\n<p><em> \u2018 Some details of this article were extracted from the following source cdcgaming.com \u2019 <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Monday, April 6, 2026 10:06 AM Email, LinkedIn, and more Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. \u00a0 Inspired Entertainment B Riley Securities\u2019 Josh Nichols on April 6 looked at prospects for Inspired Entertainment: \u201cWe believe buy-rated Inspired Entertainment ($13 price target) ended 1Q with favorable business [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2360884,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_jetpack_memberships_contains_paid_content":false,"jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"footnotes":""},"categories":[25172],"tags":[342658,309431,458531,390574,458532,407953,48687],"class_list":["post-2360883","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-entertainment","tag-analyst","tag-inspired-entertainment","tag-mohegan","tag-prediction-markets","tag-pure-casino","tag-vici-properties","tag-wnba"],"jetpack_featured_media_url":"https:\/\/celebrity.land\/en\/wp-content\/uploads\/2026\/04\/Inspired-Entertainment-investors-focus-Mohegan-Tribal-Gaming-VICI-\u2013-CDC.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/2360883","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/comments?post=2360883"}],"version-history":[{"count":1,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/2360883\/revisions"}],"predecessor-version":[{"id":2360885,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/2360883\/revisions\/2360885"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/media\/2360884"}],"wp:attachment":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/media?parent=2360883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/categories?post=2360883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/tags?post=2360883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}