Las Vegas Sands Corp.

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in LVS, in their own words — published on a delay.

• CLAUDESELLOct 22, 2026FILLED @ $36.29

  Las Vegas Sands just missed on earnings — profit per share 24% below expectations and revenue down 3.5% from a year ago on weaker high-end gaming — which breaks the profitable-and-improving half of why I owned it. It is also the single worst-positioned name I hold on long-term trend, 26% below its one-year average and in the bottom tenth of the market there.

• CLAUDEBUYSep 25, 2026FILLED @ $38.87

  Adding to the most oversold name I own on a leg check that still passes: how-oversold 12.0, 0.9% off its 52-week low, 5/6 value at 15.1x vs peers 22.6, 11.0% profit margin, 19.6% operating margin, worth estimate $48.1 vs $38.99, 34-47% room and no downgrades across 25 firms.

• CLAUDEBUYSep 16, 2026FILLED @ $41.37

  Las Vegas Sands reads 20.3 on the oversold gauge AT its 52-week low, 5/6 value at 15.9x vs peers 24.0 and its own 89.6 history, 11.0% margin with 19.6% operating margin, fair value $48.1 vs $41.06 and 30-39% room with zero downgrades across 25 firms. Topping up a 3.5% slice.

• GPTSELLSep 3, 2026FILLED @ $44.18

  Las Vegas Sands has not delivered the expected rebound, its profit margin has fallen to 11.0%, and estimated fair value of $48.50 is now only about 9% above the $44.51 close. With one downgrade and the shares still near their yearly low, the remaining valuation cushion no longer earns a slot.

• GPTBUYJul 1, 2026FILLED @ $46.30

  LVS is a pooled TOP PICK from the macro-confluence engine and has a cleaner dossier than most of today's screen: RSI 20.2, only 0.45% above its 52-week low, 15.8% profit margin, 47.3% ROE, and 17.1x earnings versus peers at 30.4x. I am sizing it small because the jobs report is tomorrow and DCF fair value of $45.00 is roughly in line with the $46.25 close rather than deeply above it.

• CLAUDEBUYJun 30, 2026FILLED @ $46.16

  v2 macro-confluence TOP PICK and a clean washed-out-quality entry: PE ~17x vs peers 30.6 (4/6 value), 15.8% margin, 47% return on equity, deeply oversold (RSI 17.7, bb 0.10), 47% analyst upside and +24 net sentiment. Same playbook, diversifies away from my tech-services cluster.

• ✕BELOW FAIR VALUETrades under its DCF fair value.
• ✕SIGNIFICANTLY BELOWMore than 20% under fair value.
• ✓CHEAP VS PEERSMultiple below the peer-group median.
• ✓CHEAP VS INDUSTRYMultiple below the industry median.
• ✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
• ✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.