On Oct 01, major Wall Street analysts update their ratings for $Carnival (CCL.US)$, with price targets ranging from $16.5 to $27.
Morgan Stanley analyst Jamie Rollo maintains with a sell rating, and adjusts the target price from $13.5 to $16.5.
Goldman Sachs analyst Lizzie Dove maintains with a buy rating, and adjusts the target price from $22 to $23.
Citi analyst James Hardiman maintains with a buy rating, and adjusts the target price from $18 to $22.
Barclays analyst Brandt Montour maintains with a buy rating, and adjusts the target price from $25 to $26.
Wells Fargo analyst Daniel Politzer maintains with a buy rating, and maintains the target price at $24.
Furthermore, according to the comprehensive report, the opinions of $Carnival (CCL.US)$'s main analysts recently are as follows:
Following Carnival's Q3 report, the forecasted EPS for FY24, FY25, and FY26 has been increased by 8%, 13%, and 12%, respectively. It's observed that the cruise booking environment is outperforming other travel segments, and Carnival benefits from favorable fuel and currency conditions. However, its asset-heavy model combined with high operational and financial leverage makes it more vulnerable to economic slowdowns compared to other companies being monitored.
Carnival's recent quarterly report and subsequent guidance for the fourth quarter may not meet all expectations, yet the optimistic signals from underlying demand factors and management's commentary suggest that the potential for growth by 2025 remains unshaken. The company's performance this quarter, despite not being the most straightforward example of exceeding expectations, demonstrated another period of strong fundamental metrics.
Carnival has shown 'better than expected' incremental margins, and the ability to achieve revenue and EBITDA rates significantly surpassing those of 2019 in the second and third quarters indicates potential for an enhanced overall business margin profile. With Carnival now set to leverage additional revenue over a more efficient cost structure, the strengthening of incremental margins is viewed as an underrecognized aspect of the company's narrative.
Here are the latest investment ratings and price targets for $Carnival (CCL.US)$ from 9 analysts:
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美东时间10月1日，多家华尔街大行更新了$嘉年华邮轮 (CCL.US)$的评级，目标价介于16.5美元至27美元。
摩根士丹利分析师Jamie Rollo维持卖出评级，并将目标价从13.5美元上调至16.5美元。
高盛集团分析师Lizzie Dove维持买入评级，并将目标价从22美元上调至23美元。
花旗分析师James Hardiman维持买入评级，并将目标价从18美元上调至22美元。
巴克莱银行分析师Brandt Montour维持买入评级，并将目标价从25美元上调至26美元。
富国集团分析师Daniel Politzer维持买入评级，维持目标价24美元。
此外，综合报道，$嘉年华邮轮 (CCL.US)$近期主要分析师观点如下：
根据嘉年华第三季度报告，预测每股收益将分别在FY24、FY25和FY26年增加8％、13％和12％。观察到邮轮预订环境表现优于其他旅行板块，并且嘉年华受益于有利的燃油和货币条件。然而，其资产密集型模式结合高运营和财务杠杆使其比其他受监视的公司更容易受到经济放缓的影响。
尽管嘉年华最近的季度报告和随后的第四季度指引可能不符合所有预期，但底层需求因素和管理层评论中的乐观信号表明，到2025年增长的潜力仍然坚定。尽管该公司本季度的表现并非最直接超出预期的例子，但展示了另一轮强劲基本指标的时间。
嘉年华展示了'超出预期'的增量边际，并实现了在第二和第三季度明显超过2019年的营业收入和EBITDA率，这表明了增强的整体业务利润率潜力。随着嘉年华现在将通过更高效的成本结构获得额外营收，边际增幅的增强被视为公司叙事中一个被低估的方面。
以下为今日9位分析师对$嘉年华邮轮 (CCL.US)$的最新投资评级及目标价：
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