Macquarie analyst Paul Golding maintains $Carnival (CCL.US)$ with a buy rating, and sets the target price at $26.
According to TipRanks data, the analyst has a success rate of 63.2% and a total average return of 7.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Carnival (CCL.US)$'s main analysts recently are as follows:
Following Carnival's Q3 report, forecasts for the fiscal years 2024, 2025, and 2026 exhibit increases of 8%, 13%, and 12% respectively. Nonetheless, despite the cruise booking environment showing greater strength compared to other travel segments, and advantageous movements in fuel and currency, Carnival's model is characterized by its asset intensity and significant operating and financial leverage, rendering it more susceptible to economic downturns compared to other entities in the analyst's purview.
The company's third-quarter report and fourth-quarter guidance may not meet all the criteria, but the positive underlying demand indicators and commentary suggest that the potential for growth by 2025 remains. Despite not being the most straightforward 'beat and raise,' the period demonstrated another quarter of robust key performance indicators.
Carnival's incremental margins have been reported as surpassing expectations, and the company's ability to achieve revenue and EBITDA rates noticeably superior to those of 2019 during the second and third quarters indicates potential for enhanced overall business margins. With the company poised to leverage additional revenue over a refined cost structure, it's posited that the strength of these incremental margins is currently undervalued.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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麥格理集團分析師Paul Golding維持$嘉年華郵輪 (CCL.US)$買入評級，目標價26美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.2%，總平均回報率為7.8%。
此外，綜合報道，$嘉年華郵輪 (CCL.US)$近期主要分析師觀點如下：
繼嘉年華發布第三季度報告之後，對2024、2025和2026財年的預測分別顯示了8％、13％和12％的增長。儘管如此，儘管與其他旅行細分市場相比，郵輪預訂環境表現出更強勁的實力，而且燃料和貨幣的變動也具有優勢，但嘉年華的模式以其資產密集度以及顯著的運營和財務槓桿率爲特徵，因此與分析師職權範圍內的其他實體相比，嘉年華更容易受到經濟衰退的影響。
該公司的第三季度報告和第四季度指引可能不符合所有標準，但積極的基本需求指標和評論表明，到2025年，增長潛力仍然存在。儘管這不是最直截了當的 「漲停加薪」，但這一時期又顯示出四分之一的關鍵績效指標表現強勁。
據報道，嘉年華的增量利潤率超出了預期，該公司在第二和第三季度實現收入和息稅折舊攤銷前利潤率明顯優於2019年的能力，這表明整體業務利潤率有可能提高。由於該公司準備利用額外收入來完善的成本結構，因此據推測，這些增量利潤率的強度目前被低估了。
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