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：
嘉年華存託憑證2024年、2025年和2026年每股收益的預測經過公司第三季度報告後經過徹底審查，分別上調了8％、13％和12％。儘管與其他旅遊部門相比，公司擁有強勁的郵輪預訂環境，以及燃油和貨幣方面的有利變動，但公司資產重、高運營和財務槓桿的做法使其在經濟衰退時更容易受到影響，與同行相比更爲脆弱。
嘉年華第三季度報告和第四季度預測可能不會達到所有預期，但潛在的收益預示着到2025年仍可能出現積極跡象。儘管並非最直接的「超額和提高」情況，但該季度仍顯示出一系列強勁的關鍵業績指標。
觀察發現嘉年華的邊際毛利要好於預期。公司在第二和第三季度實現的營業收入和EBITDA率大大超過2019年的情況，表明有望提高業務整體利潤率。隨着公司現在有望通過更高效的成本結構實現邊際收入，人們認爲更強的邊際毛利代表了公司財務敘事中不被充分重視的一面。
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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