There's one thing holding back investors today.Carnival Corp. (CCL) (CUK 0.11%) stock has proven the naysayers wrong from a few years ago and has bounced back in a big way from 2022 lows. It's up roughly 216% over the past three years and has become a rare turnaround story. However, it's still 57% off its all-time highs set back in 2018 as it continues to repay its standing debt of $27 billion.Big news is expected at the end of the month that could help it get even closer to its previous highs. You might wa ...

投资评级与预期 - 美银证券重申对嘉年华公司的买入评级 目标价为38美元 预计其三季度业绩将符合市场共识[1] - 公司将于9月29日公布第三季度财报[1] 行业趋势与数据 - 近期行业评论释放混杂信号 皇家加勒比邮轮发布较疲软的收益展望 而挪威邮轮控股的展望更符合预期[1] - 邮轮运营商均指出临近航程的预订量和船上消费表现强劲[1] - 美银内部信用卡数据显示 8月份邮轮月度消费支出同比增长加速至11.9% 高于7月份的9%[2] 公司基本面与估值 - 维持对嘉年华的看涨观点 因其基本面强劲[2] - 7月庆祝钥匙私人目的地的推出将为收益带来顺风[2] - 公司正在进行去杠杆化 且资本支出有限[2] - 估值具有吸引力 基于2026年预估EBITDAR的市盈率为8.5倍 低于10倍的历史平均水平[2]

Wall Street expects a year-over-year increase in earnings on higher revenues when Carnival (CCL) reports results for the quarter ended August 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on September 29, might help the stock move higher if these key numbers are better than expectatio ...

Key Points Carnival's business has bounced back following the struggles during the depths of the pandemic. Rising revenue and profits have supported a soaring stock price. Despite the huge gains, investors will find that the current valuation is attractive. 10 stocks we like better than Carnival Corp. › Carnival (NYSE: CCL) was under immense pressure after the COVID-19 pandemic shut down the economy. Travel was restricted, and the company's operations were suspended. This led to huge revenue decli ...

Both of these companies are seeing revenue climb.If you're interested in stocks that depend on the consumer, you have a wide range of choices, from travel and entertainment to e-commerce and food and beverages. And that's just to name a few.Though certain economies may be more favorable than others for these types of companies, a quality consumer goods stock has what it takes to win over the long run, making it a great asset to buy and hold at any point in time.Carnival (CCL -2.96%) (CUK -2.67%), the world' ...

华尔街分析师对挪威邮轮公司的评级 - 挪威邮轮公司当前平均经纪建议（ABR）为1.64 介于强力买入和买入之间 基于22家经纪公司的实际建议计算得出[2] - 22项建议中有15项为强力买入 占比68.2%[2] Zacks评级系统特点 - Zacks评级分为1至5级 是量化模型 以盈利预测修正为核心 与短期股价走势存在强相关性[8][11] - 评级通过盈利预测修正及时反映业务趋势变化 保持各等级分配平衡[12][13] - 挪威邮轮公司Zacks共识预期过去一个月上涨2.2%至2.07美元 获Zacks1评级（强力买入）[14][15] 经纪建议的局限性 - 研究显示经纪建议在选股方面成功率有限 因经纪公司存在利益冲突[5][6] - 分析师推荐存在明显正向偏差 每1个"强力卖出"建议对应5个"强力买入"建议[6] - 建议时效性不足 且与散户利益存在错位 更适合作为研究验证工具[7][13] 投资建议验证方法 - ABR可与Zacks评级结合使用 作为投资决策的有效验证手段[7][8][15] - 盈利预测修正趋势显示分析师对挪威邮轮公司盈利前景乐观度提升[14]

市场环境与货币政策 - 美联储宣布降息25个基点，将基准政策利率下调至4%-4.25%的区间 [3] - 美联储主席杰罗姆·鲍威尔暗示今年可能还有两次25个基点的降息，预计到12月基准利率将降至3.5%-3.75%的区间 [5] - 美联储在《经济预测摘要》报告中上调了今年的GDP增长预期 [6] 推荐的非必需消费品股票 - 博伊德游戏公司预期当前年度盈利增长率为5.2%，过去60天内其当年盈利的Zacks共识预期上调了4.9% [7] - 挪威邮轮控股有限公司预期当前年度盈利增长率为13.7%，过去60天内其当年盈利的Zacks共识预期上调了3% [8] - 拉夫·劳伦公司预期当前年度盈利增长率为19.8%，过去60天内其当年盈利的Zacks共识预期上调了8.4% [10] - 孩之宝公司预期当前年度盈利增长率为21.5%，过去60天内其当年盈利的Zacks共识预期上调了14.6% [11] - 大峡谷教育公司预期当前年度盈利增长率为12.8%，过去60天内其当年盈利的Zacks共识预期上调了3.7% [13]

美联储降息影响 - 美联储近期降息标志货币政策转向宽松 短期利率预计在2026年初下降整整一个百分点至3.5% [1] - 降息环境为市场制定新策略 摩根大通分析师已开始筛选受益与受损标的 [1] 受益行业与公司 - 资本密集型和利率敏感型板块预计表现突出 标普500在无衰退假设下第二年降息周期平均涨幅达26.5% [2] - 亚马逊(AMZN)目标价265美元 低成本融资推动物流投资与消费需求 [2] - Meta Platforms(META)目标价875美元(现价约779美元) 持续受益人工智能浪潮 [3] - 福特汽车(F)目标价13美元 降息直接降低利息支出缓解债务压力 [3] - 嘉年华邮轮(CCL)受益邮轮需求复苏与消费可负担性提升 [4] - 美国银行(BAC)目标价51美元 友好利率环境促进贷款增长与净息差稳定 [4] 相对弱势领域 - 联合爱迪生(ED)等公用事业公司可能表现落后 因依赖固定利率债务且消费需求带动的上行空间有限 [4] - 北方信托(NTRS)资产敏感型业务模式可能落后于采用浮动利率杠杆的同行 [5]

Shares of Royal Caribbean have nearly doubled in the past year—and there's still reason to like the cut of the stock's jib. ...

Key Takeaways CCL delivered record deposits in Q2 2025, reflecting resilient demand and early cash inflows.Extended booking windows drove 6.5% net yield growth, beating guidance by 200 basis points.Stronger deposits cut leverage, with net debt-to-EBITDA improving to 3.7x from 4.1x.Carnival Corporation & plc (CCL) delivered a notable milestone in second-quarter 2025, with customer deposits reaching record levels, rising more than $250 million year over year. This development underscores resilient underlying ...