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UBS has raised its price target for Royal Caribbean to $301 from $271, maintaining a Buy rating after the company reported an 18.6% year-over-year revenue growth in Q4. Analysts have adjusted their earnings estimates upward, with targets ranging from $225 to $315, driven by new private destinations and strong demand momentum heading into 2024. Despite increased costs associated with the river cruise business, the overall outlook remains positive, with potential EPS growth anticipated for 2026.
UBS analyst Robin Farley has maintained a Neutral rating on Harley-Davidson (HOG) with a price target of $35.00. The analyst noted a potential decline in US retail sales for HOG in October and November, alongside negative preliminary checks for December, attributing challenges to macroeconomic factors and tighter credit requirements. With California being a significant market for motorcycle sales, Q1 is expected to start off difficult.
UBS upgraded Peloton from Sell to Neutral, anticipating improved EBITDA due to cost-cutting and a performance-based CEO compensation structure. Despite an 8% rise in shares post-upgrade, concerns linger over stagnating subscriber growth and declining user metrics, prompting a price target of $10. Analysts project FY25 EBITDA to rise from $216 million to $298 million, with significant operating expense cuts planned.
UBS upgraded Peloton from Sell to Neutral, anticipating improved EBITDA due to cost-cutting and a performance-based CEO compensation structure. Despite an 8% rise in shares post-upgrade, concerns linger over stagnating subscriber growth and declining user metrics, prompting a price target of $10.
Cruise lines are thriving as a cost-effective alternative to hotels, with strong demand and pricing momentum post-Covid. Royal Caribbean's new ships and private islands enhance their appeal, while Carnival and Norwegian also report robust bookings and earnings growth. Analysts remain optimistic, noting that the cruise industry's pricing power and unique offerings position it well against traditional vacation options.
Robin Farley
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs raises royal caribbean price target to 301 maintaining buy rating
17:18 04.02.2025
ubs maintains neutral rating on harley-davidson amid declining sales trends
15:15 24.01.2025
UBS Upgrades Peloton to Neutral Amid Cost-Cutting and Stagnation Concerns
18:44 06.12.2024
UBS Upgrades Peloton to Neutral Amid Cost Cuts and Stagnation Risks
18:18 06.12.2024
cruise industry thrives as demand rises and pricing remains competitive
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