Should I Buy GLPI? GLPI 2026 Analysis

Should You Buy Gaming and Leisure Properties Inc (GLPI) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

45.320

1 Day change

-0.07%

52 Week Range

51.440

Analysis Updated At

2026/02/04

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Not a good buy right now for an impatient entry: trend is still bearish (SMA200 > SMA20 > SMA5) and price is sitting just below near-term resistance (R1 ~45.62), which skews risk/reward toward a short-term pullback.
Fundamentals/news flow are constructive (strong rent coverage, refinancing/liquidity, raised guidance), so GLPI looks attractive on dips, but the current tape doesn’t offer a clean momentum entry.
Intellectia Proprietary Trading Signals
- AI Stock Picker: No signal on given stock today.
- SwingMax: No signal on given stock recently.
Best tactical setup would be buying closer to support (S1 ~44.35 / S2 ~43.96) rather than chasing near resistance ahead of earnings (2026-02-19 AH).

Technical Analysis

Trend/structure: Bearish moving-average stack (SMA200 > SMA20 > SMA5) implies the broader trend remains down/weak despite the recent 2.61% regular-session pop.
Momentum: MACD histogram is negative (-0.0986) but contracting, suggesting downside momentum is easing (early stabilization), not a confirmed uptrend.
RSI: RSI(6) at ~58 is neutral-to-slightly-positive; not oversold, so there’s room to drift lower without becoming “cheap” on momentum.
Key levels: Pivot ~~44.99; resistance R1 ~45.62 then R2 ~46.01. Support S1 ~44.35 then S2 ~43.96. Current post-market (~~45.45) is closer to resistance than support.
Pattern-based odds: Similar-pattern model points to mild near-term weakness (next week expectation -2.36%), reinforcing “don’t chase here.”

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Positioning (Open Interest): Put/Call OI at 0.48 suggests more call positioning than puts (constructive medium-term sentiment).
Flow (Volume): Put/Call volume at 4.33 indicates today’s trading skewed heavily toward puts (short-term caution/hedging).
Volatility: 30D IV ~~23.45 vs historical vol ~18.83 (options pricing in somewhat elevated move); IV percentile ~50 (mid-range), IV rank low (~~6.9), so not an extreme-volatility setup.
Activity: Volume is low (16 contracts) but vs 30D average it’s elevated (4.16x), implying a small but noticeable burst of hedging/speculation.

Technical Summary

Sell

Buy

Positive Catalysts

- Tenant health/rent durability: reported strong rent coverage and 100% rent collection (triple-net model supports stability).
- Balance sheet/liquidity: extended maturities and issued $1.3B senior notes, improving liquidity runway.
- Operating momentum: Q3 2025 AFFO up ~5.1% YoY with raised full-year AFFO guidance.
- Event catalyst: Earnings on 2026-02-19 (after hours) could re-rate shares if AFFO/guidance beats and financing/capex plan stays on track.

Neutral/Negative Catalysts

- Technical setup is still bearish overall; current price is near resistance (limited immediate upside vs downside to support).
- Options tape shows short-term defensiveness (put volume dominant), consistent with near-term caution.
- Analyst concern flag: Scotiabank highlights free cash flow remains challenged.
- Tenant-related concerns have been cited previously (e.g., Barclays target cut), which can cap multiple expansion.

Financial Performance

Latest quarter: 2025/Q3
Revenue: $397.6M, +3.18% YoY (steady growth).
Net income: $241.0M, +30.56% YoY (strong profitability improvement).
EPS: $0.85, +26.87% YoY (solid earnings growth).
Gross margin: improved meaningfully (data shows gross margin up ~18.04%), consistent with operating leverage.
Overall: fundamentals are improving, but market focus remains on funding/FCF and execution of capital commitments.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent direction: Late-2025 sentiment improved with notable upgrades—JPMorgan upgraded to Overweight (PT $53) and Mizuho to Outperform (PT $50), citing funded commitments and accelerating earnings.
Mixed but generally constructive: Morgan Stanley stayed Equal Weight while nudging PT up to $53.
Latest update (2026-02-02): Scotiabank cut PT to $48 (from $50) and kept Sector Perform, citing strong tenant rent but challenged free cash flow.
Wall Street pros: funded capital commitments through 2027, potential meaningful earnings lift, resilient triple-net rent model.
Wall Street cons: free-cash-flow pressure and intermittent tenant-related concerns can keep the stock range-bound without a clear technical uptrend.

12 Analyst Rating

Wall Street analysts forecast GLPI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GLPI is 50.68 USD with a low forecast of 46 USD and a high forecast of 55 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

6 Buy

5 Hold

1 Sell

Moderate Buy

Current: 45.350

Low

Averages

50.68

High

Current: 45.350

Low

Averages

50.68

High

Scotiabank

Sector Perform

downgrade

$50 -> $48

AI Analysis

2026-02-02

Reason

Scotiabank

Price Target

$50 -> $48

AI Analysis

2026-02-02

downgrade

Sector Perform

Reason

Scotiabank lowered the firm's price target on Gaming and Leisure Properties to $48 from $50 and keeps a Sector Perform rating on the shares. Corporate rent across the company's tenants remains strong, but notes the company's free cash flow remains challenged, the analyst tells investors.

Morgan Stanley

Ronald Kamdem

Equal Weight

maintain

$52 -> $53

2025-12-24

Reason

Morgan Stanley

Ronald Kamdem

Price Target

$52 -> $53

2025-12-24

maintain

Equal Weight

Reason

Morgan Stanley analyst Ronald Kamdem raised the firm's price target on Gaming and Leisure Properties to $53 from $52 and keeps an Equal Weight rating on the shares after updating the firm's 2025 and 2026 AFFO per share estimates.

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GLPI Should I Buy

GLPI Should I Buy

Should You Buy Gaming and Leisure Properties Inc (GLPI) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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