Analyst Steven Wieczynski of Stifel Nicolaus maintained a Buy rating on Royal Caribbean (RCL – Research Report), boosting the price target to $275.00.
Steven Wieczynski has given his Buy rating due to a combination of factors that highlight the resilience and potential of Royal Caribbean’s stock. The company has maintained strong booking and demand patterns, even in an uncertain macroeconomic environment, which sets it apart from its peers. The management’s decision to uphold guidance for the second half of 2025, despite market uncertainties, reflects confidence in their booked position and customer behavior.
Additionally, the cruise industry is expected to benefit from a lower supply growth rate compared to the past, which should help maintain occupancy without aggressive discounting. Royal Caribbean’s investment-grade balance sheet and share repurchase authorization further strengthen its financial position. The recent decline in fuel prices also provides a buffer against potential near-term weaknesses. Overall, the current trading levels present a compelling long-term buying opportunity, with a revised price target suggesting significant upside potential.