On Oct 02, 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.
BofA Securities analyst Andrew Didora maintains with a buy rating.
Barclays analyst Brandt Montour maintains with a buy rating, and adjusts the target price from $25 to $26.
Stifel analyst Steven Wieczynski maintains with a buy rating, and maintains the target price at $27.
William Blair analyst Sharon Zackfia maintains with a buy rating.
Furthermore, according to the comprehensive report, the opinions of $Carnival (CCL.US)$'s main analysts recently are as follows:
The forecast for Carnival's earnings per share in the fiscal years 2024, 2025, and 2026 has been adjusted upwards by 8%, 13%, and 12% respectively, following a thorough review after the company's third-quarter report. Despite the robust cruise booking environment compared to other travel sectors, and favorable movements in fuel and currency, the company's asset-heavy approach combined with high operational and financial leverage makes it more vulnerable to economic downturns compared to its peers.
Carnival's Q3 report and Q4 guidance may not meet all expectations, yet positive signs of underlying demand and commentary suggest the potential for gains by 2025 remains. Despite not being the most straightforward 'beat-and-raise' scenario, the quarter still displayed a series of strong key performance indicators.
Carnival has been observed to deliver better than anticipated incremental margins. The company's ability to achieve revenue and EBITDA at rates significantly surpassing those of 2019 in the second and third quarters indicates potential enhancements to the business's overall margin profile. With the company now poised to leverage incremental revenue over a more efficient cost structure, it is believed that the stronger incremental margins represent an underappreciated aspect of the company's financial narrative.
Here are the latest investment ratings and price targets for $Carnival (CCL.US)$ from 5 analysts:
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美东时间10月2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。
美银证券分析师Andrew Didora维持买入评级。
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。
斯迪富分析师Steven Wieczynski维持买入评级，维持目标价27美元。
威廉博莱分析师Sharon Zackfia维持买入评级。
此外，综合报道，$嘉年华邮轮 (CCL.US)$近期主要分析师观点如下：
嘉年华在2024年、2025年和2026年财政年度的每股收益预测已经在公司第三季度报告后经过全面审查，分别上调了8％、13％和12％。尽管与其他旅行部门相比，邮轮预订环境强劲，并且燃油和货币走势有利，但公司资产重、运营和财务杠杆高的特点使其比同行更容易受到经济衰退的影响。
嘉年华的第三季度报告和第四季度指引可能不会符合所有预期，但对基本需求和评论的积极迹象表明，到2025年仍存在收益增长的潜力。尽管不是最直接的“击败和提高”的情况，本季度仍展示了一系列强劲的关键绩效指标。
观察到嘉年华提供的较预期更好的增量利润率。公司有能力在第二季度和第三季度实现营业收入和EBITDA，远远超过2019年的水平，显示了业务整体利润率潜力的提升。随着公司现在能够利用增量营业收入来建立更有效的成本结构，人们认为更强大的增量利润率代表了公司财务叙述中一个被低估的方面。
以下为今日5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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