On Nov 05, major Wall Street analysts update their ratings for $Marriott International (MAR.US)$, with price targets ranging from $262 to $290.
Morgan Stanley analyst Stephen Grambling maintains with a buy rating, and adjusts the target price from $261 to $267.
Goldman Sachs analyst Lizzie Dove maintains with a buy rating.
Deutsche Bank analyst Carlo Santarelli maintains with a hold rating.
Wells Fargo analyst Daniel Politzer maintains with a hold rating, and adjusts the target price from $238 to $262.
TD Cowen analyst Kevin Kopelman maintains with a buy rating, and adjusts the target price from $265 to $283.
Furthermore, according to the comprehensive report, the opinions of $Marriott International (MAR.US)$'s main analysts recently are as follows:
Following the Q3 report, it was observed that the company experienced a modest deceleration in RevPAR and fee growth. This slowdown was largely counterbalanced by the implementation of a cost savings program.
Marriott's shares experienced a slight dip on Monday, attributed to a Q3 performance that didn't quite meet expectations and a subsequent reduction in Q4 forecasts. However, this was somewhat anticipated following reports from peers, resulting in a relatively subdued market response to the financial updates. Adjusted EBITDA expectations have been slightly raised in relation to reductions in Selling, General & Administrative (SG&A) expenses.
The ongoing issue with Marriott has been the discrepancy between the growth of fees and the expectations set by the algorithm. This concern, however, is now considered to be a thing of the past.
The firm expressed a gradually more favorable perspective on the company's shares, alongside optimism regarding the company's short-term fundamental prospects and growth catalysts.
The company's Q3 earnings and EBITDA fell short, largely due to one-time expenditures, and the guidance for Q4 appeared tempered, impacted by various factors. It is noted that despite a varied broader RevPAR environment, the company's performance is 'relatively steady' with group bookings performing well whereas leisure bookings are not as strong, a trend that is anticipated to continue into 2025. The current stock valuation is perceived as reasonable.
Here are the latest investment ratings and price targets for $Marriott International (MAR.US)$ from 10 analysts:
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美東時間11月5日，多家華爾街大行更新了$萬豪酒店 (MAR.US)$的評級，目標價介於262美元至290美元。
摩根士丹利分析師Stephen Grambling維持買入評級，並將目標價從261美元上調至267美元。
高盛集團分析師Lizzie Dove維持買入評級。
德意志銀行分析師Carlo Santarelli維持持有評級。
富國集團分析師Daniel Politzer維持持有評級，並將目標價從238美元上調至262美元。
TD Cowen分析師Kevin Kopelman維持買入評級，並將目標價從265美元上調至283美元。
此外，綜合報道，$萬豪酒店 (MAR.US)$近期主要分析師觀點如下：
在Q3報告發布之後，公司的RevPAR和費用增長略有放緩。這種減速在很大程度上被成本節約計劃的實施所抵消。
萬豪的股價在週一出現輕微下跌，原因是Q3的表現未能達到預期，隨後Q4預期有所降低。然而，這在同行發佈報告後有些被預期，導致市場對財務更新做出相對冷淡的反應。調整後的EBITDA預期略有提高，與銷售、總務和管理（SG&A）費用的降低相關。
萬豪目前面臨的問題是費用增長與算法設定的預期之間存在差異。然而，這種擔憂現在被視爲已成過去。
公司對公司股票持有逐漸更加樂觀的看法，同時對公司短期基本前景和增長動力持樂觀態度。
由於一次性支出，公司的Q3收益和EBITDA未能達到預期，Q4的指引也顯得溫和，受到各種因素的影響。儘管整體RevPAR的環境參差不齊，公司的表現仍然「相對穩定」，團體預訂表現良好，但休閒預訂不及預期，這一趨勢預計會持續到2025年。目前的股票估值被認爲是合理的。
以下爲今日10位分析師對$萬豪酒店 (MAR.US)$的最新投資評級及目標價：
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