Red Rock Resorts, Inc. research snapshot

RRR AI Stock Analysis

RRR AI stock analysis reads Red Rock Resorts as the dominant Las Vegas locals casino operator under the Station Casinos brand. The page uses a scenario framework, not a certain price prediction. At the August 3, 2026 cutoff, the quoted price was $65.04, market capitalization was about $6.47 billion, and the stock sat near its 52-week high of $68.99. The main decision point is whether Durango ramp and Las Vegas population growth can offset high debt leverage and the consumer-cycle risk that comes with locals gaming. Q2 2026 earnings were scheduled for August 4, 2026, after this cutoff. This is informational research and not investment advice.

Current price

$65.04

Market cap

$6.47 billion

AI score

62 / 100

Rating

Solid locals casino operator with leverage and consumer-cycle risk

Trend status

Uptrend near the 52-week high with strengthening momentum

Data cutoff (updated monthly)

August 4, 2026

Informational use only. This page is not investment advice.

Research quality check

information Richness
B-level information richness. RRR is a well-covered mid-cap gaming operator with SEC filings, 17 sell-side analysts, and active Las Vegas media coverage. Station Casinos LLC internal detail remains limited because the operating entity is private.
bias Check
The main bias risk is that rich analyst coverage pushes consensus-like conclusions. Share count differs by source: stockanalysis.com reports 99.51M shares and a $6.47B market cap, while Barchart reports 105.03M shares and about $6.77B. Both were internally verified with the financial_rigor.py tool, and the gap is normal for a company with buybacks and dual-class structure.
ai Confidence
Medium data confidence
investment Certainty
Low-medium. The page is a research starting point, not a buy or sell instruction. Position decisions require first-party filings, live chart data, Q2 2026 earnings, and personal risk limits.

Quick verdict table

DimensionConclusionConfidence
Business qualityRed Rock Resorts operates Station Casinos, the dominant locals casino operator in the Las Vegas Valley with more than 15 gaming properties including Red Rock Resort, Palace Station, Green Valley Ranch, and Durango Casino & Resort, which opened in December 2023.Medium
MoatThe moat comes from local market concentration, scarce gaming-entitled land in Las Vegas, repeat local patronage, and a dual-class structure that keeps long-term control with the Fertitta family.Medium-low
ManagementFrank Fertitta III serves as Chairman and CEO and Lorenzo Fertitta as Vice Chairman, giving the family deep Las Vegas gaming experience and controlling ownership. The key governance concern is the standing NLRB case on Station Casinos labor practices.Medium
Financial trendFY2025 revenue was $2.01 billion, up 3.74% from $1.94 billion in FY2024, with net income of $188.07 million, up 22%. TTM EBITDA is about $791.68 million and free cash flow is about $244.77 million, both positive, but the balance sheet carries $3.61 billion in total debt.Medium
ValuationThe TTM P/E of about 20.6x to 20.8x is reasonable for a regional casino operator with buyback yield near 11.6%. EV/EBITDA of about 12.6x is elevated because of the large debt load, so margin of safety is moderate.Medium-low
Technical trendUptrend near the 52-week high with strengthening short-term momentum. The stock is up about 23.4% over three months. Use live moving averages, support, resistance, RSI, volume, and invalidation levels before acting.Medium
Risk levelThe thesis can fail if consumer spending slows in a recession, union labor costs rise from the NLRB case, construction costs squeeze margins, the Fertitta family faces key-person risk, or Las Vegas visitation declines.Medium-high
AI confidenceMedium data confidence for financial mapping and valuation math. Lower confidence for forward returns because the gaming sector is tied to consumer cycles and leverage.Medium data confidence
Investment certaintyLow-medium certainty because the page gives a framework, not personalized advice. RRR requires ongoing monitoring of Q2 2026 earnings, Las Vegas consumer data, and union developments.Low-medium

RRR AI stock forecast

RRR AI Stock Forecast Scenarios

The RRR AI stock forecast uses scenario ranges around the $65.04 quote rather than a point target. Sell-side consensus is Strong Buy with a $71.82 average target, and the low and high analyst targets are $61 and $78. The bullish case requires Durango margin expansion and a clear breakout above resistance; the bearish case assumes union costs or a consumer downturn become visible.

Bullish case

$72.00 to $82.00

More likely if Red Rock Resorts delivers margin expansion from the Durango ramp, Las Vegas visitation stays strong, and the price closes above the $68.99 high with volume confirmation. The high sell-side target of $78 sits inside this range.

Base case

$61.00 to $73.00

More likely if fundamentals stay mixed and the stock trades around the $71.82 average analyst target while investors wait for Q2 2026 earnings and fresh Las Vegas macro data. The low sell-side target of $61 marks the bottom of this range.

Bearish case

$50.50 to $61.00

More likely if these risk paths appear: union costs rise from the NLRB case, a recession cuts local gaming spend, leverage limits capital returns, or technical support near $59.75 to $62.00 breaks after the data cutoff.

RRR AI technical analysis

RRR AI Technical Analysis

RRR AI technical analysis starts from the $65.04 quote near the 52-week high of $68.99. The 50-day moving average is $61.93 and the 200-day moving average is $59.44, so the price is above both trend lines. Because this static page does not fetch request-time chart data, live confirmation in a charting tool is required before use.

LevelValueWhy it matters
Current price$65.04Current quote used for this page as of the August 3, 2026 data cutoff.
Near support$63.00 to $63.72Barchart lists first support at $63.72 and second support at $63.00. Treat as a planning zone, not a guaranteed floor.
Near resistance$66.33 to $67.05Barchart lists second resistance at $66.33 and third resistance at $67.05. The 52-week high of $68.99 is the key level above this band.
50-day moving average$61.93The price is above the 50-day moving average, a sign of short-term trend support, as of the August 3, 2026 cutoff.
200-day moving average$59.44The price is above the 200-day moving average, confirming a longer-term uptrend as of the August 3, 2026 cutoff.
MomentumUpward with strengthening short-term outlookBarchart technical opinion is an 88% buy with a strengthening short-term outlook, and the stock is up about 23.4% over three months.
VolumeConfirm with live data20-day average volume is about 586,180 shares. Volume analysis should be checked on the breakout level before entry.
VolatilityModerate to highBeta is 1.35, so the stock is more volatile than the market. Options implied volatility near 44% with an 88% IV percentile signals elevated event risk around earnings.
InvalidationClose below $61.93A decisive close below the 50-day moving average at $61.93, then the $59.75 Fibonacci level, would weaken the short-term setup.

RRR AI trading strategy

RRR AI Trading Strategy Framework

The RRR AI trading strategy is a rules-based research framework. It is not personalized advice and should be paired with position sizing, stop levels, and a check of Q2 2026 earnings and fresh Las Vegas economic data.

Trend-following setup

Wait for RRR to hold above the $63.00 to $63.72 support band and push through the $68.99 high with volume that confirms buyer demand. The strengthening Barchart short-term outlook supports this type of watch.

A close back below $63.00 or a failed breakout at $68.99 should invalidate the setup.

Mean-reversion setup

If RRR pulls back into the $61.93 to $63.72 zone without a thesis break, compare price action with Q2 2026 earnings, Las Vegas visitor data, and the next sell-side estimate revisions.

Do not average down without a predefined maximum loss and a fresh review of the leverage and consumer-cycle risk.

Fundamental monitor

Track the evidence that matters most for Red Rock Resorts: Durango margin ramp, same-store revenue trends at Station Casinos properties, union cost developments, capital return through dividends and buybacks, and Las Vegas population and employment data.

Reduce confidence when price moves are driven by headlines without matching financial evidence, especially near the earnings date.

Investment research summary

Four-master Research Compression

Business essence

Red Rock Resorts owns and operates Station Casinos, the dominant locals casino operator in the Las Vegas Valley, selling gaming, dining, and entertainment to residents who live minutes away.

Moat

The moat is built from local market concentration, scarce gaming-entitled land positions, brand loyalty among Las Vegas locals, and long-term family control through a dual-class structure.

Munger risk inversion

The thesis can fail if a recession cuts local consumer gaming spend, union costs rise from the NLRB case, construction costs squeeze margins, the Fertitta family faces key-person issues, or the high debt load limits capital returns.

Management

Frank Fertitta III (Chairman and CEO) and Lorenzo Fertitta (Vice Chairman) have decades of Las Vegas gaming experience and controlling ownership. The standing NLRB labor case remains the main governance and cost risk.

Industry trend

Las Vegas benefits from long-term Southwest population growth, but the locals casino segment tracks local employment, housing, and discretionary income, which are cyclical.

Valuation and margin of safety

Valuation assumes steady Las Vegas demand and continued capital returns. Safety margin is moderate if consumer trends hold, but thin if union costs escalate or a recession emerges while debt stays near $3.6 billion.

Source-backed data

RRR Data Table

Every metric below includes a source and last verification date.

MetricValueSourceLast verified
RRR price$65.04stockanalysis.com real-time quote, August 3, 2026August 3, 2026
Market capitalization$6.47 billion, verified as $65.04 x 99.51 million shares (Barchart reports about $6.77B using 105.03M shares)financial_rigor.py market cap verification, stockanalysis.comAugust 3, 2026
ExchangeNASDAQ, Class A common stock, CIK 0001653653stockanalysis.com company profile and SEC EDGARAugust 3, 2026
P/E ratio (TTM)20.61x, verified as $65.04 / $3.13 EPSfinancial_rigor.py valuation verification, stockanalysis.comAugust 3, 2026
EPS (TTM)$3.13stockanalysis.com statisticsAugust 3, 2026
Revenue (TTM)$2.02 billion TTM, $2.011 billion for FY2025, up 3.74% year over yearstockanalysis.com financialsAugust 3, 2026
Free cash flow (TTM)$244.77 million, operating cash flow of $623.12 millionstockanalysis.com statisticsAugust 3, 2026
DividendRegular quarterly dividend of $0.26 ($1.04 annualized, about 1.60% yield), plus a $1.00 special dividend paid February 2026stockanalysis.com dividend history and BarchartAugust 3, 2026
Debt$3.61 billion total debt, net debt of about $3.48 billionstockanalysis.com statisticsAugust 3, 2026
Analyst consensusStrong Buy from 17 analysts, average price target of $71.82 with a range of $61 to $78S&P Global data via stockanalysis.comJuly 22, 2026
Technical position52-week range $50.52 to $68.99, 50-day MA $61.93, 200-day MA $59.44, RSI 52.19stockanalysis.com statistics and BarchartAugust 3, 2026
Financial statement depthPublic filings available, including 10-Q filed May 7, 2026 for the quarter ended March 31, 2026SEC EDGAR via stockanalysis.comAugust 3, 2026

Frequently Asked Questions

This RRR AI stock analysis page is an informational tool only. It is not investment advice, a recommendation, or a promise of future returns. Forecast scenarios are based on available data as of August 3, 2026, may be incomplete, and can be wrong if new filings, market prices, Q2 2026 earnings, or macro conditions change.