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BYD · NASDAQ · STOCK

Boyd Gaming

Consumer Cyclical Updated August 09, 2026
$82.61
52W $76.33 – $91.41
65/100
$6.06B
3.7
1.08
AI Committee Verdict
Buy
65/100
Conviction: Contested · 50% agreement · 4 analysts
+5.4%
-3.1%
1.75:1
Contested

Is BYD Bullish or Bearish?

Bullish. Innellis AI committee rates Boyd Gaming (BYD) Buy with a composite score of 65/100 , based on 4 analysts with 50% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.79 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.21 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
65/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 16%
of 124 Consumer Cyclical peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score strengthened from 58.5 to 65.2.

Analyst-level changes:
  • Growth Analyst: score 70->85 (+15).
  • Risk Analyst abstained (was bearish at 35).
  • Value Analyst abstained (was bullish at 70).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
32.1
Neutral
MACD Histogram
-0.582
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$80.78
Resistance
$87.82
Bollinger %B
0.08
Inside Bands
Price vs Moving Averages
EMA 9
$85.46 Below
EMA 21
$86.45 Below
EMA 50
$86.37 Below
EMA 200
$84.07 Below

Fundamental Analysis

Valuation
95
Growth
69
Profitability
86
Financial Health
30
Cash Flow
70
Valuation
P/E Ratio 3.7×
P/B Ratio 2.50×
PEG Ratio 0.01
Dividend Yield 0.91%
52W High $91.41
52W Low $76.33
Quality & Growth
ROE 7066.4%
ROA 2803.6%
Gross Margin 3707.3%
Operating Margin 1950.2%
Revenue Growth YoY
Debt / Equity 1.30
AI Fundamental Assessment
P/E ratio of 3.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.5x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 70.7%; Return on assets of 28.0%; Net margin of 44.3%; Gross margin of 37.1%; Current ratio of 0.77 (tight short-term liquidity); Debt-to-equity of 1.30; Free cash flow per share is positive (0.47); Most recent quarter beat estimates by 1.4%; EPS growth accelerating (-27.6% -> +20.6% QoQ); Average YoY EPS growth of 3.2%; Analyst estimates flat over recent quarters
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Explore BYD Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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