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:
Note:
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美東時間10月2日，多家華爾街大行更新了$嘉年華郵輪 (CCL.US)$的評級，目標價介於16.5美元至27美元。
摩根士丹利分析師Jamie Rollo維持賣出評級，並將目標價從13.5美元上調至16.5美元。
美銀證券分析師Andrew Didora維持買入評級。
巴克萊銀行分析師Brandt Montour維持買入評級，並將目標價從25美元上調至26美元。
斯迪富分析師Steven Wieczynski維持買入評級，維持目標價27美元。
威廉博萊分析師Sharon Zackfia維持買入評級。
此外，綜合報道，$嘉年華郵輪 (CCL.US)$近期主要分析師觀點如下：
嘉年華在2024年、2025年和2026年財政年度的每股收益預測已經在公司第三季度報告後經過全面審查，分別上調了8％、13％和12％。儘管與其他旅行部門相比，郵輪預訂環境強勁，並且燃油和貨幣走勢有利，但公司資產重、運營和財務槓桿高的特點使其比同行更容易受到經濟衰退的影響。
嘉年華的第三季度報告和第四季度指引可能不會符合所有預期，但對基本需求和評論的積極跡象表明，到2025年仍存在收益增長的潛力。儘管不是最直接的「擊敗和提高」的情況，本季度仍展示了一系列強勁的關鍵績效指標。
觀察到嘉年華提供的較預期更好的增量利潤率。公司有能力在第二季度和第三季度實現營業收入和EBITDA，遠遠超過2019年的水平，顯示了業務整體利潤率潛力的提升。隨着公司現在能夠利用增量營業收入來建立更有效的成本結構，人們認爲更強大的增量利潤率代表了公司財務敘述中一個被低估的方面。
以下爲今日5位分析師對$嘉年華郵輪 (CCL.US)$的最新投資評級及目標價：
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