For the first quarter of 2026, analysts expect VICI Properties to report a consensus revenue of $1.01 billion and EPS of $0.71, with the stock currently trading at $28.41 compared to a $34.78 average price target.
Investors are primarily focused on the company’s capital allocation strategy and the health of its acquisition pipeline as it diversifies further into non-gaming experiential assets.
Key developments include the anticipated integration of the $1.16 billion Golden Entertainment portfolio and updates on the $1.5 billion mezzanine loan for the One Beverly Hills luxury development. The market is also monitoring how triple-net lease escalators will drive growth in the current interest rate environment.