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Robin Farley - 4 James Hardiman - 3 it's - 3 Farley - 3 Matthew Boss - 2 — CNBC's Michael Bloom - 2 Patrick Scholes - 2 Jason Liberty - 2
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Royal Caribbean CocoCay Norwegian Caribbean Hideaway Bahamas U.S Miami
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UBS - 5 Royal - 4 Citi - 3 Royal Caribbean - 2 JPMorgan - 2 CNBC - 2 CCL - 2 cabanas - 1

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☆ Wall Street is bullish on Royal Caribbean’s new ‘record-busting spectacle’ of a ship
  + stars: | 2024-01-23 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
There's another reason to be bullish on Royal Caribbean , according to several Wall Street analysts. Morgan Stanley analyst Jamie Rollo called Icon of the Seas a "record-busting spectacle of superlatives," and believes it will be a big driver of profits. That implies a 50% yield premium to the broader Royal Caribbean fleet, Rollo wrote in a note Monday. Morgan Stanley has an equal weight rating on Royal Caribbean. RCL 1Y mountain Royal Caribbean's one-year performance It is also another step by Royal Caribbean to tap into the ongoing trend of multigenerational travel.
Persons: Morgan Stanley, Jamie Rollo, Rollo, James Hardiman, it's, Matthew Boss, Robin Farley, Farley, — CNBC's Michael Bloom Organizations: Royal, cabanas, Royal Caribbean, Citi, JPMorgan, UBS, Royal Beach Club Locations: Hideaway, Royal Caribbean, Bahamas
☆ Lobster dinners, luxury goods, and go karting: everyday travelers are splashing out on their cruises
  + stars: | 2023-10-28 | by ( Brittany Chang | ) www.businessinsider.com   time to read: +6 min
Onboard spending jumped from an average of $66 a day to $81 a day from the second quarter of 2019 to the same time in 2023. AdvertisementAdvertisementFrom WiFi to fancy dinners to go-karting at sea , cruise travelers have been spending big at sea. In the third quarter of 2021, Arnold Donald, the former president and CEO of Carnival Corp, was already noting "off the charts" onboard spend . Amid the influx of ultra-cheap cruises , onboard spend caught up to and surpassed 2019 levels before fares did. "It's a longer sales cycle that helps build that overall onboard revenue product," Mark Kempa, Norwegian's executive vice president and CFO, said during the call.
Persons: —, Arnold Donald, it's, Holland America —, Robin Farley, Patrick Scholes, Brittany Chang, Harry Sommer, Sommer, Mark Kempa, Jason Liberty, Liberty, Scholes, We're, couldn't Organizations: Service, Carnival Corp, Holland America, UBS, Truist Securities, Farley Travelers, Royal, Norwegian Cruise Line Holdings, Royal Caribbean Group, MSC, Cartier, Rolex Locations: Royal Caribbean, CocoCay, Norwegian
☆ Strong consumer demand for cruises is regenerating cash flow, says UBS' Robin Farley
  + stars: | 2023-07-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrong consumer demand for cruises is regenerating cash flow, says UBS' Robin FarleyRobin Farley, UBS analyst, joins 'Squawk on the Street' to discuss cruise stocks out performing in travel, last minute demand for cruises pushing prices up, and the state of cruise lines balance sheets.
Persons: Robin Farley Robin Farley Organizations: UBS
☆ Cruise stocks soar as industry rebounds. Here's what analysts expect to happen next
  + stars: | 2023-06-14 | by ( Michelle Fox | ) www.cnbc.com   time to read: +9 min
Carnival and Norwegian Cruise Line hit 52-week highs Wednesday, while Royal Caribbean did so Tuesday. RCL YTD mountain Royal Caribbean year to date For Farley, Royal Caribbean stands out because it has about 64% of its cruises in the Caribbean, a strong market. Investors now may be waiting to see if there will be more price target increases from analysts after the latest run up. Royal Caribbean has 3% downside to the average analyst price target of $92.77 as of Tuesday's close, per FactSet. Carnival has 21% downside to its average price target of $12.11, and Norwegian has 15% downside to its $16.60 average price target.
Persons: It's, Jason Liberty, Patrick Scholes, Robin Farley, Matthew Boss, Bank of America's Andrew Didora, Josh, Didora, Farley, Truist's Scholes, James Hardiman, Greg Badishkanian, Scholes, Managements, Boss, CNBC's Michael Bloom, Josh Weinstein Organizations: shutdowns, Wall Street, Cruise Line, Royal, CNBC, Royal Caribbean, JPMorgan Chase, Bank of America, CCL, Bank of America's, UBS, Argus Research, Citi, Wolfe Research, JPMorgan, Investors Locations: Royal Caribbean, U.S, Miami, Tuesday's, Caribbean, Norwegian
☆ Despite all odds, consumers are still traveling this summer. Here are the stocks you need to own
  + stars: | 2023-05-26 | by ( Michelle Fox | ) www.cnbc.com   time to read: +11 min
Yet despite all odds, 61% of those surveyed said they plan to travel this summer, up from the 49% who said the same in summer 2021. Some 56% of adults are more likely to stay in a hotel this summer than they were in 2022, according to the AHLA/Morning Consult survey. Booking Holdings is also an analyst favorite, with an average rating of overweight and 10% upside to the average price target, per FactSet. While prices are still high, the latest consumer price index for April showed the airline fares index fell 2.6% month over month, after rising in February and March. Airlines are essentially sold out for summer travel, according to TD Cowen analyst Helane Becker.
Persons: Matt Kramer, They're, You've, Sylvia Jablonski, Kramer, Freed, Bernstein, David Vernon, Price, Robin Farley, Farley, James Hardiman, Hardiman, Josh Weinstein's, RevPar, Tony Capuano, Chris Nassetta, Biden, Hilton, they've, Airbnb, Brian Chesky, it's, Evercore, Mark Mahaney, amortization, Mahaney, Cowen, Helane Becker, Becker, — CNBC's Michael Bloom, Ashley Capoot Organizations: KPMG, KPMG Consumer, Survey, Cruise ETF, Royal, Holdings, Marriott, United Airlines, Morning, American, & Lodging Association, Cruises, UBS, Citi, CCL, CNBC, Hilton Worldwide, U.S . Travel Association, State Department, Booking Holdings, Booking, Airlines, Delta Air Lines, Copa Holdings, Panamanian, Copa Airlines Locations: United States, Royal Caribbean, United, Caribbean, CocoCay, Thursday's, China, North America, Asia, Europe
☆ Buy this sports gambling stock for 24% upside on new market penetration, UBS says
  + stars: | 2023-05-22 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
DraftKings' penetration into new states could add to an already explosive year of growth for the stock, according to UBS. The firm upgraded the stock to buy from neutral on Monday, with a $30 price target up from $19. The new price target represents more than 24% upside compared to DraftKings' $24.11 close on Friday. UBS analyst Robin Farley said the company's ability to capture market share in new states is enough to fuel further growth in the stock. DKNG YTD mountain DraftKings stock.
☆ Brand hotels stand to benefit from China's reopening, says UBS analyst Robin Farley
  + stars: | 2023-01-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBrand hotels stand to benefit from China's reopening, says UBS analyst Robin FarleyRobin Farley, leisure and lodging analyst at UBS, joins 'The Exchange' to discuss a UBS survey with Chinese consumers about their travel plans, how China's reopening will impact travel flows and the economic benefits of casino-related tourism.
☆ UBS says some stocks have upside to Q4 earnings as reports ramp up
  + stars: | 2023-01-19 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
Though UBS has warned stocks in the S & P 500 are poised for a tough earnings season, it still sees some that could positively surprise Wall Street. To get more granular, Parker expects 14 of 20 industries to see fourth-quarter earnings decline on a year-over-year basis. Despite the pessimistic sentiment for the broader market, Parker found 32 stocks that the firm thinks could have positive earnings surprises. Mastercard, which shed just over 3% in 2022 but has gained more than 5% since the start of the new year, reports earnings Jan. 26. Visa, which is also up just over 5% this year after shedding 4% in 2022, reports a day later.
☆ UBS downgrades Norwegian Cruise Line, says stock is less attractive after rally
  + stars: | 2022-12-13 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Norwegian Cruise Line 's recent rally makes the risk-reward outlook less attractive, according to UBS. Analyst Robin Farley downgraded the stock to neutral from buy and cut her price target by $5 to $19. Farley noted the stock notably has outperformed the S & P 500 since October and that increase is making it less attractive to buy. The cruise line has added more than 30%, while the broader index added over 11%. She also said Norwegian is feeling "pinched" by inflation more than competitors, with it being the sole cruise line experiencing wage pressure.
☆ UBS upgrades Norwegian Cruise Line to buy, says shares can rally nearly 30% as bookings improve
  + stars: | 2022-10-12 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
After a rough patch, UBS thinks it's time for investors to load back up on shares of Norwegian Cruise Line . He now expects Norwegian to lose $4.66 per share in 2022, less than a previous forecast of a $4.97 per share loss. Shares of cruise companies have come under pressure in recent years as Covid-19 lockdowns shuttered business and put a damper on cruising demand. While UBS prefers shares of Royal Caribbean , Farley sees strength in Norwegian's strong domestic customer base and its exposure to the luxury segment. UBS trimmed estimates and its price target on the stock to $15 from $18 a share, citing inflationary headwinds.
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