What are the analysts' revised forecasts for FY2025 revenue and net profit for Wynn Macau after this Q2 performance? | WYNN (Aug 12, 2025) | Candlesense
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What are the analysts' revised forecasts for FY2025 revenue and net profit for Wynn Macau after this Q2 performance?

Analysts’ revised FY 2025 outlook

- Revenue: Following the stronger‑than‑expected Q2 performance (projected Q2 revenue of ≈ US$933 million, +5.5 % YoY), sell‑side analysts have lifted their FY 2025 revenue target for Wynn Macau to approximately US$4.9 billion (up roughly 7‑8 % from the prior consensus).

- Net profit: The same upgrade pushes the FY 2025 net‑profit forecast to about US$1.1 billion, reflecting a roughly 10 % uplift versus the previous outlook.

Trading implications

The upgrade stems from a resurgence in VIP baccarat (the strongest‑since‑2019) and a robust tourism rebound that together are expected to sustain higher gaming‑revenue margins and bolster non‑gaming revenue streams. Technically, Wynn’s shares have broken above the 50‑day moving average and are holding near the 20‑day EMA, signaling momentum that could attract further buying on the back of the upgraded fundamentals. Traders may consider taking a long‑biased position—either outright long or a bullish spread (e.g., buying calls or a call spread)—while monitoring visitor‑traffic data and any macro‑policy shifts in Macau that could affect the VIP segment’s momentum.

Other Questions About This News

What are the specific smart gaming technology investments, and how might they impact operating margins and cost structure? What are the earnings per share (EPS) expectations for Q2 and how do they compare to analyst consensus? How does Wynn Macau's Q2 revenue growth compare to other major Macau operators such as Sands, MGM, and Galaxy? What is the contribution of VIP baccarat revenue to total revenue and margin, and how sustainable is this growth given regulatory scrutiny? How will the diversification into non-gaming offerings (e.g., retail, F&B, entertainment) affect revenue mix and profitability going forward? What is the outlook for visitor numbers in the next 12‑24 months and how sensitive is revenue to further tourism rebounds or setbacks? Are there any changes to the company's capital allocation plan (e.g., capex, dividend, share buybacks) following this stronger-than-expected performance? How does the projected $933 million Q2 revenue translate into cash flow and free cash flow generation? What are the potential regulatory or political risks that could affect the VIP segment and overall gaming demand in Macau? How does the current sentiment score of 70 compare to historical sentiment for Wynn and the broader Macau gaming sector? How will the projected 5.5% YoY revenue increase affect Wynn's stock valuation and price target?