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Bullish Outlook on OneSpaWorld Holdings: Strong Fundamentals and Growth Prospects Amid Market Challenges

Bullish Outlook on OneSpaWorld Holdings: Strong Fundamentals and Growth Prospects Amid Market Challenges

Analyst Max Rakhlenko of TD Cowen maintained a Buy rating on OneSpaWorld Holdings (OSWResearch Report), boosting the price target to $24.00.

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Max Rakhlenko has given his Buy rating due to a combination of factors. The management of OneSpaWorld Holdings is executing effectively, supported by a favorable market environment. The company’s long-term growth prospects are appealing, and despite conservative guidance for FY25, the fundamentals remain strong with expectations for another robust year of free cash flow generation.
Although the FY25 guidance is cautious due to global economic uncertainties, consumer demand appears healthy and stable. Operational momentum is strong, and although there are headwinds such as fewer operating days in the first quarter, revenue is expected to meet high-end estimates with potential upside in EBITDA margins. The introduction of new ships later in the year is anticipated to bolster growth in FY26. Additionally, the company is taking steps to mitigate U.S. tax risks, and there is an opportunity for stock repurchases given current share price pressures.

In another report released today, Stifel Nicolaus also maintained a Buy rating on the stock with a $25.00 price target.

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