Applied Digital (APLD) is set to report its fourth-quarter fiscal 2025 results, with a Zacks Consensus Estimate of $42.99 million in revenue, a 3.09% YoY decline. The company faces challenges in its Cloud Services segment but benefits from AI-driven demand for data center hosting. APLD plans to divest Cloud Services to streamline operations and transition to a REIT, supported by financing from Macquarie Asset Management and Sumitomo Mitsui Bank. Its stock has outperformed the market, though valuation metrics suggest a stretched price/sales ratio.

TCTC Holdings LLC increased its holdings in Las Vegas Sands Corp. (LVS) by 3.8%, acquiring 16,853 shares. Institutional investors like American Century and Hsbc Global Res also adjusted their positions. Analysts provided ratings and price targets, while LVS reported strong quarterly earnings and announced a share repurchase plan.

Assetmark Inc. increased its stake in Las Vegas Sands Corp. (NYSE:LVS) by 7.0% in Q1, holding $5.92 million worth of shares. Other institutional investors and hedge funds adjusted their positions, including Optiver, Brown Brothers Harriman, and Huntington National Bank. Analyst ratings for Las Vegas Sands rose, with Macquarie and Bank of America raising price targets. The company reported strong Q2 earnings, declared a $0.25 quarterly dividend, and announced a $2.00 billion stock buyback plan.

Boyd Gaming (BYD) receives a price target boost from Macquarie, with analyst Chad Beynon raising the target from USD 74.00 to USD 88.00 (18.92% increase). Wall Street analysts average a target price of $89.00, with a range of $74.00 to $101.00. The consensus rating is 2.3 (Outperform), and GuruFocus estimates a fair value of $83.45 in one year, suggesting a 3.63% downside from the current price of $86.59.

Las Vegas Sands Corp. reported quarterly earnings of $0.79 EPS, exceeding analyst estimates of $0.53 by $0.26. The company achieved a 15.0% revenue increase to $3.18 billion, with a 51.16% return on equity and 12.16% net margin. A hedge fund raised its stake in the company, and the board approved a $2.00 billion share repurchase program. Analysts updated their price targets and ratings for the stock.