| VICI |
Report |
AFFO per share (Q2 2026) |
BEAT |
pred ~$0.625 vs. cons $0.615 |
MEDIUM |
| VICI |
Report |
Net Revenue (Q2 2026) |
BEAT |
pred ~$1,050M vs. cons $1,035M |
MEDIUM |
| VICI |
Report |
FY 2026 AFFO/share (guidance raise) |
BEAT |
pred ~$2.49 midpoint vs. cons $2.463 |
MEDIUM |
| VICI |
Guide |
FY 2026 AFFO/share (FY 2026) |
BETTER |
guide ~$2.47-$2.51 vs. cons $2.463 |
MEDIUM |
| VICI |
Guide |
Capital deployment / pipeline commentary (qualitative, FY 2026) |
BETTER |
guide positive pipeline color vs. flat expectation |
MEDIUM |
| VICI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| VICI |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions catch up to raised FY guide; CZR opacity and Las Vegas softness cap the upside |
MEDIUM |