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Susquehanna downgrades Boyd on valuation post FanDuel sale

Susquehanna downgraded Boyd Gaming (BYD) to Neutral from Positive with a price target of $86, up from $76, after the company sold its 5% ownership in FanDuel to Flutter and renegotiated its market access agreement. The firm estimates Boyd will use the $1.37B in proceeds to reduce its current $1.6B of bank debt where it pays 6.1% interest, saving $85M of annual cash interest expenses. After adjusting its model for the sale, Susquehanna views Boyd Gaming shares as fairly valued.

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