<\/p>\n
In the first quarter of 2026, Melco Resorts & Entertainment\u2019s Macau properties generated 87% of group gross gaming revenue and 75% of EBITDA, while delivering both year-on-year and quarter-on-quarter growth in these key metrics.<\/p>\n<\/li>\n
The company also increased its Macau gross gaming revenue market share by 1.3 percentage points over the prior quarter, making its performance stand out among the city\u2019s leading concessionaires.<\/p>\n<\/li>\n
We will now examine how Melco\u2019s recent Macau market share gains and earnings expansion may influence its existing investment narrative.<\/p>\n<\/li>\n<\/ul>\n
Invest in the nuclear renaissance through our list of 88 elite nuclear energy infrastructure plays<\/a> powering the global AI revolution.<\/p>\n To own Melco, you need to be comfortable with a story that is still heavily tied to Macau\u2019s premium mass recovery and the company\u2019s ability to turn higher visitation into sustained, profitable growth. The latest quarter\u2019s market share gains and EBITDA expansion in Macau support that focus and are helpful for the key near term catalyst of margin improvement, but they do not remove the biggest risk around competitive reinvestment, promotional intensity and the potential impact on profitability.<\/p>\n The most relevant recent announcement here is Melco\u2019s new US$500,000,000 share repurchase program. Coming alongside improving group revenue and net income, it tightens the link between Macau driven earnings progress and per share outcomes. For investors watching both the recovery in Macau and Melco\u2019s sizable debt load, the interaction between buybacks, future cash generation and planned capital expenditure will be important in assessing how resilient any further earnings growth might be.<\/p>\n But even with Q1 strength in Macau, you should still pay close attention to the risk that higher promotions and reinvestment could quietly erode margins and…<\/p>\n Read the full narrative on Melco Resorts & Entertainment (it’s free!)<\/a><\/p>\n Melco Resorts & Entertainment’s narrative projects $5.7 billion revenue and $438.0 million earnings by 2028. This requires 4.1% yearly revenue growth and a roughly $334 million earnings increase from $104.1 million today.<\/p>\n Uncover how Melco Resorts & Entertainment’s forecasts yield a $10.92 fair value<\/a>, a 83% upside to its current price.<\/p>\n Before this news, the most cautious analysts expected revenue of about US$5.8 billion and earnings near US$460 million by 2029, so their more pessimistic view on promotional pressure and margin durability could either be reinforced or softened as Melco\u2019s recent Macau share gains and EBITDA trends are absorbed into updated estimates.<\/p>\n<\/p><\/div>\n Explore 7 other fair value estimates on Melco Resorts & Entertainment<\/a> – why the stock might be worth less than half the current price!<\/p>\n Don’t just follow the ticker – dig into the data and build a conviction that’s truly your own.<\/p>\n Don’t miss your shot at the next 10-bagger. Our latest stock picks just dropped:<\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.<\/strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/em><\/p>\n Companies discussed in this article include MLCO<\/a>.<\/em><\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly.<\/strong> Alternatively, email editorial-team@simplywallst.com<\/a><\/em><\/p>\n<\/p><\/div>\n \u2018 The preceding article may include information circulated by third parties \u2019 <\/em><\/p>\n \u2018 Some details of this article were extracted from the following source finance.yahoo.com \u2019 <\/em><\/p>\n","protected":false},"excerpt":{"rendered":" In the first quarter of 2026, Melco Resorts & Entertainment\u2019s Macau properties generated 87% of group gross gaming revenue and 75% of EBITDA, while delivering both year-on-year and quarter-on-quarter growth in these key metrics. The company also increased its Macau gross gaming revenue market share by 1.3 percentage points over the prior quarter, making its […]<\/p>\n","protected":false},"author":2,"featured_media":2304410,"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":[356942,481514,318233],"class_list":["post-2451175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-entertainment","tag-earnings-growth","tag-gross-gaming-revenue","tag-macau"],"jetpack_featured_media_url":"https:\/\/celebrity.land\/en\/wp-content\/uploads\/2026\/02\/Does-Sustainability-Accolades-And-Sri-Lanka-Expansion-Change-The-Bull.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/2451175","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=2451175"}],"version-history":[{"count":1,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/2451175\/revisions"}],"predecessor-version":[{"id":2451176,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/2451175\/revisions\/2451176"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/media\/2304410"}],"wp:attachment":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/media?parent=2451175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/categories?post=2451175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/tags?post=2451175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Melco Resorts & Entertainment Investment Narrative Recap <\/h2>\n
Exploring Other Perspectives <\/h2>\n
The Verdict Is Yours <\/h2>\n
Ready To Venture Into Other Investment Styles? <\/h2>\n