Monarch Casino & Resort, Inc. (MCRI) - Stock Analysis

Last updated: Jul 27, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Fresh breakout backed by 2026-04-21 Q1 results showing record quarterly revenue, net income up 38.9% YoY, adjusted EBITDA up 19.0%, and an EPS beat, with shares closing at a new 21-day high.

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Idea window: 4/24/2026 – 5/1/2026Sector: Consumer Cyclical

AI Analyst Overview

Last Price
$123.02
Market Cap
$2.08B
1D Return
+0.19%
YTD Return
+29.28%

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Valuation Metrics

P/E
19.1
P/B
3.8
P/S
3.7
EV/EBITDA
10.8
Div Yield
1.03%

Price Behavior

4.5

Key Price Behavior Insights: • Support Holding • Trend Breakdown • Reclaim Signal Support Level: $117-$118 Resistance Level: $123-$124 MCRI's short-term trend is still weak after breaking $123-$124, but stabilization around $117-$118 leaves room for a bounce if support holds and $123-$124 is reclaimed.

bearish
oversold

Sentiment & News

Key News Insights: • Earnings Beat • Hotel Growth • Margin Pressure Monarch Casino reported a record Q2 with EPS beating estimates, strong hotel revenue growth, and solid cash generation, though margin pressure and valuation concerns remain.

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AI

AI Summary

6.0
Neutral

MCRI now looks like a higher-quality resort/gaming compounder rather than a simple casino play, with hotel-led diversification, strong EBITDA margins, and solid cash generation supporting the bull case, but after the beat the stock appears to already price in much of that improvement, so upside likely depends on sustained execution and margin control rather than multiple expansion.

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Execution
AI summary updated 2 days ago

Description

Monarch Casino & Resort, Inc. owns and operates two destination resort casinos: the Atlantis Casino Resort Spa in Reno, Nevada, and Monarch Casino Resort Spa Black Hawk in Colorado. As of December 31, 2021, the Reno property comprised roughly 61,000 sq ft of gaming space, about 818 rooms, extensive meeting and spa facilities and a full complement of slot machines, table games and a sportsbook; the Black Hawk property offered around 60,000 sq ft of gaming space, roughly 516 rooms, dining and entertainment venues, a spa and substantial parking capacity. The company was founded in 1972 and is headquartered in Reno.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Apr 24May 1MCRIMonarch Casino & Resort, Inc.
Fresh breakout backed by 2026-04-21 Q1 results showing record quarterly revenue, net income up 38.9% YoY, adjusted EBITDA up 19.0%, and an EPS beat, with shares closing at a new 21-day high.
Closed+2.3%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.