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Nightview Capital's investment thesis on MGM Resorts ($MGM) — Q2 2026 | Buyside Digest

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$MGMNYSEMGM Resorts

NEUTRAL

Nightview Capital—MGM

Fund Letter

Q2 2026

Published August 21, 2026

View Fund Profile

$40.77USD

-1.1% vs last month

$42.28Pitched

-3.6% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Nightview Capital believes the market has mispriced the impact of AI on the software sector, which experienced one of the fastest repricings in recent memory with valuations falling below the broad market for the first time. While acknowledging AI...

— Arne Alsin

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Other investors who've written on MGM Resorts

Meridian Hedged Equity FundBULL

Pitched Mar 31, 2025

MGM Resorts is performing well operationally across the US and Macau, while its digital venture BetMGM outlines a clear pathway to future free cash flow growth. The stock's recent...

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