GET DAILY SIGNALSBally's (BALY) Delivers +21.7% Revenue Growth in Preliminary Q3 2026 Results
Key Takeaways
- Bally's reported preliminary third quarter 2026 consolidated revenue of $807.6 million, up 21.7% from $663.7 million a year earlier.
- Growth was led by Bally's Intralot business-to-consumer (B2C) revenue, up 22.8%, and North America Interactive, up 25.6%.
- Casinos & Resorts revenue rose 3.2% to $408.6 million, helped by recently opened or acquired properties.
- Results remain preliminary; the company expects to file its Form 10-Q under a Rule 12b-25 extension.
- On October 1, 2026, Bally's closed financing for its Bronx project, receiving $400 million with another $160 million available for future draws.
Why These Results Matter to Investors
Bally's third quarter 2026 report provides a useful checkpoint on how the company's multi-year transformation is playing out in practice. The firm has been expanding its casino footprint while folding in the Intralot digital-gaming business and building out its North America Interactive segment. The quarter also comes under extra scrutiny after the going-concern warning in the second quarter 2026 results triggered a sharp sell-off. With major projects advancing in Chicago, Las Vegas, and the Bronx, the update helps clarify whether revenue momentum, segment profitability, and financing progress are sufficient to ease concerns about liquidity and the longer-term path.
Breaking Down the Preliminary Figures
For the three months ended September 30, 2026, Bally's posted preliminary consolidated revenue of $807.6 million, marking a 21.7% year-over-year increase. The numbers are still preliminary and could shift, as the company has not completed its financial statement close and plans to file its Form 10-Q under a Rule 12b-25 extension. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
By segment, Casinos & Resorts contributed $408.6 million, up 3.2%, supported by the landside relocation of Bally's Baton Rouge and Bally's Marquette, the acquisition of Sam's Town Shreveport, and growth at the Bally's Chicago temporary facility. Bally's Intralot B2C revenue reached $257.5 million, up 22.8%, reflecting strength in the UK and the addition of Intralot's B2C operations. Bally's Intralot B2B revenue totaled $76.6 million, while North America Interactive rose 25.6% to $62.7 million.
On the profitability side, Casinos & Resorts delivered Segment Adjusted EBITDAR of $107.8 million, essentially unchanged from $107.9 million a year earlier. Bally's Intralot B2C Segment Adjusted EBITDAR fell to $77.0 million from $86.4 million, whereas North America Interactive narrowed its Adjusted EBITDAR loss to $3.2 million from $6.0 million.
Market Reaction and Current Sentiment
Investor sentiment toward BALY stays measured following the going-concern warning tied to second quarter 2026 results, which led to a roughly 26% single-day drop in August 2026. The preliminary third quarter figures were released after the close on November 9, 2026, and the stock has since traded near the $12 level.
The preliminary character of the data, along with a second straight Form 10-Q extension, introduces some uncertainty. Shareholder-focused law firms have opened investigations into the company's disclosures. While the strong top-line growth in digital and interactive areas is encouraging, investors are balancing that against questions around segment profitability, liquidity, and the timing of final financial statements.
What to Watch Going Forward
Looking ahead, attention will center on whether BALY can turn revenue gains into sustained profitability and complete its financial reporting on schedule. The eventual Form 10-Q filing represents a near-term catalyst, since final numbers may vary from the preliminary results already shared. The development pipeline continues to be a focal point. Management has indicated that projects in Chicago, Las Vegas, and the Bronx remain on track, and the $400 million Bronx financing closed in October 2026 supplies funding for that effort. Progress on these capital-intensive initiatives will help assess both future revenue potential and ongoing cash requirements. Investors should also track the integration of the Intralot business, which is adding meaningful revenue yet posted lower B2C Adjusted EBITDAR year over year, as well as further improvement in the North America Interactive segment. Any update on the going-concern assessment and liquidity commentary in the formal 10-Q will likely influence sentiment into 2027. From what I see, the AI Trend Prediction Engine offers another useful lens on how these factors may play out.
Exploring Tickeron’s AI Tools for Research
In my own analysis of names like BALY, I often turn to Tickeron’s AI Screener to quickly surface comparable setups across the gaming and interactive sectors. The tool lets users apply filters for technical patterns, fundamentals, volatility, and AI-driven signals, which helps surface trade ideas and breakout candidates more efficiently than manual screening. It has become a regular part of my workflow when evaluating momentum in segments like digital gaming.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
BALY's Indicator enters downward trend
The Aroon Indicator for BALY entered a downward trend on November 10, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 241 similar instances where the Aroon Indicator formed such a pattern. In 210 of the 241 cases the stock moved lower. This puts the odds of a downward move at 87%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 03, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BALY as a result. In 74 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 82%.
The Moving Average Convergence Divergence Histogram (MACD) for BALY turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 44 similar instances when the indicator turned negative. In 36 of the 44 cases the stock turned lower in the days that followed. This puts the odds of success at 82%.
BALY moved below its 50-day moving average on November 09, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BALY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 84%.
Bullish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 3 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +0.37% 3-day Advance, the price is estimated to grow further. Considering data from situations where BALY advanced for three days, in 162 of 254 cases, the price rose further within the following month. The odds of a continued upward trend are 64%.
BALY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 23 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.969) is normal, around the industry mean (14.575). P/E Ratio (-0.817) is within average values for comparable stocks, (53.870). Projected Growth (PEG Ratio) (0.050) is also within normal values, averaging (0.784). Dividend Yield (0.032) settles around the average of (0.022) among similar stocks. P/S Ratio (0.222) is also within normal values, averaging (1.049).
The Tickeron PE Growth Rating for this company is 27 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 72 (best 1 - 100 worst), indicating slightly worse than average price growth. BALY’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 99 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BALY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock worse than average.
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General Information
a provider of gaming and racing facilities
Industry HotelsResortsCruiselines
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