RRR

Red Rock Resorts (RRR) reported earnings 30 days ago. What's next for the stock?

Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.

Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Planet Fitness, Inc. , the leading high-value, low-cost gym operator, detracted from performance in the second quarter after the company lowered full-year guidance following weaker-than-expected member additions in the first quarter.

Investors interested in stocks from the Gaming sector have probably already heard of Motorsport Games Inc. (MSGM) and Red Rock Resorts (RRR). But which of these two stocks is more attractive to value investors?

Red Rock Resorts, Inc. remains a Buy, driven by robust local demand, resilient earnings, and a unique positioning away from the Las Vegas Strip. RRR consistently outperforms peers in 1-, 3-, and 5-year total share price returns, underscoring its superior business model and execution. Recent earnings beat GAAP EPS and revenue estimates, and institutional ownership signals continued confidence in RRR's growth and valuation prospects.

Red Rock Resorts' 20.3% three-month gain faces a test as Durango expands while margin pressure, costs and leverage weigh on execution.

Red Rock Resorts' premium valuation hinges on whether its expansion pipeline can overcome earnings pressure, heavy spending and elevated leverage.

Red Rock Resorts' September Green Valley Ranch reopening could restore room capacity and help ease Q2 margin pressure, despite ongoing project costs.

LAS VEGAS, Aug. 4, 2026 /PRNewswire/ -- Red Rock Resorts, Inc. ("Red Rock Resorts," "we" or the "Company") (NASDAQ: RRR) today reported financial results for the second quarter ended June 30, 2026. Second Quarter Results Consolidated Operations Net revenues were $510.3 million for the second quarter of 2026, a decrease of 3.0%, or $16.0 million, from $526.3 million in the same period of 2025.

Red Rock Resorts (RRR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.