Royal Caribbean Group RCL

Zacks Investment Research 13 nov

Norwegian Cruise Line Holdings (NCLH) announced $325 million in annualized savings and benefits for 2026, with an additional $100 million identified in Q3. The company revised its 2026 unit cost forecast to a 0.4% decline instead of a 1% increase, driven by cost optimization and revenue management improvements. NCLH projects 1%-2% net yield growth in 2027 with acceleration in the second half, though first-half occupancy remains below prior year levels.

Zacks Investment Research 13 nov

Carnival Corporation has reduced fuel consumption per available lower berth day by 26% since 2019, generating nearly $750 million in savings. Despite an 11-cent-per-share impact from higher fuel prices, the company generated over $150 million in operational improvements that fully offset these costs. Carnival raised its 2026 adjusted EPS guidance to $2.24, prioritizing fuel efficiency investments over hedging strategies to manage energy cost volatility.

Zacks Investment Research 13 nov

Zacks Premium offers investment research tools including the Zacks Rank and Style Scores to help investors identify stocks with the highest likelihood of outperformance. The Style Scores rate stocks on value, growth, and momentum characteristics (A-F grades), while the Zacks Rank identifies top-rated stocks. Royal Caribbean (RCL) is highlighted as a stock to watch with a #3 Hold rank and B VGM Score, featuring strong growth prospects with forecasted 14.7% year-over-year earnings growth.

Zacks Investment Research 9 nov

Royal Caribbean (RCL) is targeting adjusted EPS in the $20 range for 2027 under its Perfecta program, supported by strong bookings growth in the high teens, 4.5% capacity expansion, and operating efficiencies. However, the company faces headwinds from fuel costs and approximately 200 basis points of first-quarter 2027 yield challenges. RCL stock trades at a forward P/E of 16.39, below the industry average, with a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 4 nov

Royal Caribbean (RCL) has gained 8.5% over the past month, outperforming the S&P 500. The cruise operator is expected to report 28.2% year-over-year earnings growth for the current quarter, with full-year earnings projected to grow 14.6%. However, the stock received a Zacks Rank #3 (Hold) rating, suggesting it may perform in line with the broader market. The company is valued at par with its peers with a C valuation grade.