Carnival (CCL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this cruise operator have returned -1.7%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Leisure and Recreation Services industry, which Carnival falls in, has lost 7.7%. The key question now is: What could be the stock's future direc ...

It has been about a month since the last earnings report for Carnival (CCL) . Shares have lost about 3.6% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Carnival due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Carnival Corporation before we dive into how investors and analysts have reacted as of late.Carnival Q3 Earnings Beat ...

With a market cap of $34.3 billion, Carnival Corporation & plc (CCL) is the world’s largest cruise company, providing leisure travel experiences across North America, Australia, Europe, and other international markets. Operating under well-known brands such as Carnival Cruise Line, Princess Cruises, Holland America Line, and Cunard, the company carries nearly half of global cruise guests. Shares of the Miami, Florida-based company have outperformed the broader market over the past 52 weeks. CCL stock has ...

文章核心观点 - 在当前市场估值偏高的环境下，威瑞森和嘉年华公司是两只被低估的廉价股票 [1] 威瑞森 - 公司并非高增长型股票，其上一次营收增长率超过6%需追溯至16年前的2009年 [2] - 公司是现金流机器，为1.461亿消费者和企业账户提供电信服务，过去10年标准化净利润率均保持两位数 [2] - 公司支付丰厚的季度股息，当前股息率达7.1%，为道琼斯工业平均指数成分股中最高，且已连续19年提高股息 [3] - 尽管处于5G黄金时代，但公司营收增长乏力，分析师预计今年和明年营收增长均低于3%，过去三年亦未突破此水平 [4] - 公司估值低廉，过往市盈率仅为9倍，远期市盈率为8倍，尽管资产负债表债务较重导致企业价值为市值的两倍，但仍具吸引力 [5] - 预计明年9月公司将连续第20年提高股息支付 [7] 嘉年华公司 - 公司已连续三年季度利润超出分析师预期，华尔街专业人士持续低估其盈利潜力 [7] - 邮轮行业在新冠疫情后曾停航超过15个月，即使美国疾控中心解除“禁航令”后，运营也远未恢复正常，仅有少数船只以远低于满载的运力航行，且存在诸多限制 [8] - 公司与威瑞森均呈现温和的营收增长，但对两只被低估的投资而言，增长均为正值 [7]

Even as the S&P 500 trades close to all-time highs, investors can still find great buying opportunities in the stock market.We are closing in on the end of 2025, and the S&P 500 is trading near record territory. Despite the bullish sentiment, not all businesses are close to reaching new all-time highs. And this could present investors with opportunities to buy the dip.There's one consumer discretionary stock that's currently trading 60% below its peak (as of Oct. 20). Here's why it's a smart company to add ...

Key Takeaways Carnival's Q3 earnings and revenues beat estimates, fueled by resilient demand and strong bookings.CCL projects continued yield gains as forward bookings outpace capacity and onboard spending rises. Las Vegas Sands posts 24.2% revenue growth, driven by strong travel trends in Macao and Singapore.Wall Street has witnessed a strong start to the third-quarter 2025 earnings season. We are at the initial stage of the reporting cycle. As of Oct. 22, 99 S&P 500 members reported their third-quarter fi ...

Key Takeaways These four low-PEG GARP stocks balance undervaluation with solid, sustainable growth prospects.Carnival and Micron feature discounted valuations and impressive long-term growth near 28.5%.Synchrony and Ericsson combine strong Value Scores with double-digit or steady growth potential.Over the past few months, the market cacophony has made hybrid investment particularly relevant. While volatility remains elevated amid global policy uncertainty and uneven sectoral growth, the broader earnings pic ...

行业整体趋势 - 邮轮行业进入第三季度财报季，需求保持坚挺，但对成本增长的担忧日益加剧 [1] - 美银证券数据显示，2025年第三季度邮轮支出加速增长10%，而第二季度增幅为3% [2] - 2026年成本压力可能成为焦点，若嘉年华公司指引显示2026年成本仅低个位数增长，或能提振股价 [3] - 航空公司讨论的强劲高端收入趋势也支撑高端旅行需求 [3] 皇家加勒比邮轮 (RCL) - 公司将于10月29日公布财报 [4] - 分析师预测每股收益为5.65美元，公司指引区间为5.55-5.65美元，市场普遍预期为5.68美元 [4] - 预计第三季度净收益率增长2.8%，除燃料外的邮轮净成本增长6.4%，均接近指引区间高端 [4] - 鉴于公司以往业绩常超预期，投资者预期可能略高于市场共识 [4] 挪威邮轮 (NCLH) - 分析师预计第三季度净收益率和非燃料单位成本将符合指引，分别为2.0%和0.7% [5] - 据此推算第三季度每股收益为1.16美元 [5] - 预计第四季度净收益率增长4.4%，非燃料单位成本增长0.6%，推动每股收益达0.32美元，高于市场预期的0.29美元 [5] - 其2025年每股收益预估为2.09美元，略高于公司2.05美元的指引 [5] 嘉年华公司 (CCL) - 公司在10月进行12.5亿美元无担保债务发行后，分析师小幅上调其业绩预估 [6] - 2026年每股收益预估从2.33美元上调至2.37美元，2027年预估从2.57美元上调至2.61美元，反映利息成本降低 [6] - 公司业绩显示船上支出强劲，晚期预订具有韧性 [2] 维京控股 (VIK) - 分析师维持第三季度每股收益预估1.19美元，第四季度0.56美元，略高于市场预期的1.18美元和0.53美元 [8] - 公司9月更新显示2026年定价将上涨5%，高于此前预期的4% [2] - 预订曲线仍是焦点，但自上月更新后不太可能发生变化 [8]

Key Takeaways Carnival's Q3 net yields rose 4.6%, exceeding guidance despite 2.5% lower capacity year over year.Record pricing and onboard spend fueled $2B in quarterly profit and 13% ROIC.Half of 2026 bookings are locked in at higher prices, reinforcing CCL's yield-driven growth path.Carnival Corporation & plc (CCL) is capitalizing on robust demand and disciplined pricing execution to deliver record financial performance. In the third quarter of fiscal 2025, the cruise operator reported a 4.6% year-over-ye ...

吉姆·克拉默对嘉年华公司的观点 - 吉姆·克拉默在节目中明确表示是嘉年华公司股票的买家 并同时表示也喜欢皇家加勒比公司 [1] - 克拉默认为这些邮轮股是动量股 同时也是价值股 不建议投资者等待 认为等待可能导致错失机会 [1] - 建议采取分批买入策略 例如计划购买200股可先买入50股 若股价下跌再继续买入 [1] 嘉年华公司业务描述 - 公司运营邮轮航线并提供度假旅行服务 [1] - 业务还包括管理支持其邮轮业务的港口 酒店 旅馆和旅游项目 [1]