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Las Vegas Sands

LVS Consumer Cyclical Unknown Updated July 31, 2026
$48.91
52W $44.21 – $70.45
50/100
$31.67B
18.9
0.82
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+18.6%
-5.7%
3.27:1
Moderate

Is LVS Bullish or Bearish?

Mixed. Innellis AI committee rates Las Vegas Sands (LVS) Watch with a composite score of 50/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +10.31 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -9.69 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 29.6% yoy. Risk Analyst remains cautious — high leverage (debt-to-equity 9.93) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 139.8% shows genuine earnings power backing the valuation — Value
  • EPS growing 29.6% YoY — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 27.7x prices in significant intangible value — Value
  • Debt-to-equity of 9.93 adds balance-sheet risk to the value case — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 82 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • High leverage (debt-to-equity 9.93) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
50/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 77%
of 124 Consumer Cyclical peers
Value Analyst neutral
50 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 139.8% shows genuine earnings power backing the valuation
− Price-to-book of 27.7x prices in significant intangible value
Growth Analyst bullish
62 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 29.6% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 82 is in overbought territory
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 9.93) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 50.8 to 49.7.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
66.8
Neutral
MACD Histogram
0.591
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$46.12
Resistance
$58.03
Bollinger %B
0.92
Inside Bands
Price vs Moving Averages
EMA 9
$47.83 Above
EMA 21
$47.26 Above
EMA 50
$48.35 Above
EMA 200
$52.59 Below

Fundamental Analysis

Valuation
61
Growth
37
Profitability
2
Financial Health
8
Cash Flow
37
Valuation
P/E Ratio 18.9×
P/B Ratio 55.62×
PEG Ratio 0.63
Dividend Yield 0.02%
52W High $70.45
52W Low $44.21
Quality & Growth
ROE 102.3%
ROA 7.4%
Gross Margin 50.9%
Operating Margin 23.4%
Revenue Growth YoY
Debt / Equity 26.27
AI Fundamental Assessment
P/E ratio of 18.9 (inexpensive relative to a 15-40x range); Price-to-book of 55.6x; PEG ratio of 0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 1.0%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.5%; Current ratio of 1.00 (tight short-term liquidity); Debt-to-equity of 26.27; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (4.22); Most recent quarter missed estimates by 21.9%; EPS growth decelerating (+7.1% -> -35.2% QoQ); Average YoY EPS growth of -25.3%; Analyst estimates flat over recent quarters
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Explore LVS Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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