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RRR · NASDAQ · STOCK

Red Rock Resorts, Inc.

Consumer Cyclical Updated August 11, 2026
$63.06
52W $50.52 – $68.99
55/100
$3.69B
16.2
1.34
AI Committee Verdict
Watch
55/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is RRR Bullish or Bearish?

Mixed. Innellis AI committee rates Red Rock Resorts, Inc. (RRR) Watch with a composite score of 55/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +4.56 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -15.44 from today. The band boundary is 45.0, 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 genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 16.50) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 91.1% shows genuine earnings power backing the valuation — Value
  • EPS growing 30.8% YoY — Growth
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.40 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.29 across 7 articles, 14d) — News
Bear Case
  • P/E of 37.9 is moderate-to-rich — Value
  • Price-to-book of 31.5x prices in significant intangible value — Value
  • Debt-to-equity of 16.50 adds balance-sheet risk to the value case — Value
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 16.50) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.79 is tight -- limited short-term liquidity cushion — Risk
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 11, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 66%
of 178 Consumer Cyclical peers
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 91.1% shows genuine earnings power backing the valuation
− P/E of 37.9 is moderate-to-rich
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 30.8% YoY
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 16.50) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
67 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.29 across 7 articles, 14d)
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
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
48.1
Neutral
MACD Histogram
-0.455
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$52.14
Resistance
$63.28
Bollinger %B
0.33
Inside Bands
Price vs Moving Averages
EMA 9
$63.02 Above
EMA 21
$63.53 Below
EMA 50
$62.44 Above
EMA 200
$59.33 Above

Fundamental Analysis

Valuation
32
Profitability
70
Financial Health
0
Cash Flow
70
Valuation
P/E Ratio 16.2×
P/B Ratio 21.33×
PEG Ratio 20.85
Dividend Yield 3.22%
52W High $68.99
52W Low $50.52
Quality & Growth
ROE 9027.3%
ROA 451.3%
Gross Margin 5675.0%
Operating Margin 2766.8%
Revenue Growth YoY
Debt / Equity 21.21
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 16.2 (inexpensive relative to a 15-40x range); Price-to-book of 21.3x; PEG ratio of 20.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 90.3%; Return on assets of 4.5%; Net margin of 8.4%; Gross margin of 56.7%; Current ratio of 0.68 (tight short-term liquidity); Debt-to-equity of 21.21; Free cash flow per share is positive (13.73); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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