VICI Properties price target raised to $34 from $33 at Cantor Fitzgerald

Cantor Fitzgerald analyst Richard Anderson raised the firm’s price target on VICI Properties (VICI) to $34 from $33 and keeps an Overweight rating on the shares. Although investment activity in 2025 remained below historical levels, VICI established several new partnerships, including a $450M mezzanine investment in the One Beverly Hills project with Cain and Eldridge Industries, that could support future growth, the analyst tells investors in a research note. Lower or stable interest rates may enable additional acquisitions, though concerns about rent coverage and a potential rent cut on the Caesars regional master lease remain an overhang despite the possibility of a mutually beneficial restructuring, the firm says.