Jefferies analyst James Wheatcroft has maintained their neutral stance on TUI1 stock, giving a Hold rating on February 4.
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James Wheatcroft has given his Hold rating due to a combination of factors tied to TUI AG’s current performance and outlook. The company’s first-quarter results showed revenue roughly matching expectations and EBIT slightly exceeding forecasts, and management reaffirmed full-year 2026 guidance, implying no major shifts to consensus projections despite some operational positives.
However, he also highlights that booking trends have lost momentum, with winter 2025/26 and summer 2026 revenue now slightly below prior indications, reflecting weaker recent booking activity influenced by timing and adverse weather in key markets. Although the stock trades at a modest earnings multiple and the balance sheet appears healthy, he points to the need for ongoing reinvestment across several units and favors better-positioned competitors like Jet2, leading him to maintain a neutral stance on TUI rather than recommend buying the shares.
According to TipRanks, Wheatcroft is a 4-star analyst with an average return of 4.3% and a 45.99% success rate. Wheatcroft covers the Consumer Cyclical sector, focusing on stocks such as Flutter Entertainment PLC, Jet2 PLC, and Evolution Gaming Group AB.
In another report released on February 4, Bernstein also maintained a Hold rating on the stock with a €9.20 price target.