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Melius sees cruise lines poised for calmer waters in 3Q26 earnings

Thu, 15 Oct 2026 16:29:20 -0400

Investing.com -- Cruise line stocks are positioned for improved performance as the sector prepares to report third-quarter 2026 earnings, according to Melius analyst Conor Cunningham. After a challenging year marked by elevated Caribbean supply and disruptions from the Iran war, the industry appears ready to turn a corner.

In a note to clients dated October 12, 2026, Cunningham outlined a more favorable setup for cruise operators heading into earnings season. The analyst noted that 2026 has been a mixed year for the sector, with headwinds stemming from both macro factors and self-inflicted challenges. However, consumers are moving back toward value-oriented travel

Melius sees cruise lines poised for calmer waters in 3Q26 earnings

Thu, 15 Oct 2026 16:29:20 -0400

Melius sees cruise lines poised for calmer waters in 3Q26 earnings

Thu, 15 Oct 2026 16:29:20 -0400

ROYAL CARIBBEAN UNVEILS MORE WAYS TO EXPLORE EUROPE IN 2028-29 WITH NEW YEAR-ROUND SEASON

Wed, 14 Oct 2026 10:00:00 -0400

Travellers can discover Europe year-round with new winter adventures to the Canary Islands, Madeira and Morocco, summer adventures across Scandinavia and the Greek Isles, and visits to Royal Beach Club Santorini

MIAMI, Oct. 14, 2026 /PRNewswire/ -- Royal Caribbean is expanding its 2028-29 Europe lineup with the brand's boldest

ROYAL CARIBBEAN UNVEILS MORE WAYS TO EXPLORE EUROPE IN 2028-29 WITH NEW YEAR-ROUND SEASON

Wed, 14 Oct 2026 10:00:00 -0400

Travellers can discover Europe year-round with new winter adventures to the Canary Islands, Madeira and Morocco, summer adventures across Scandinavia and the Greek Isles, and visits to Royal Beach Club Santorini

MIAMI, Oct. 14, 2026 /PRNewswire/ -- Royal Caribbean is expanding its 2028-29 Europe lineup with the brand's boldest

Stifel Reiterates Buy Rating on Royal Caribbean Cruises (RCL) Ahead of Q3 Earnings

Tue, 13 Oct 2026 09:43:59 -0400

Stifel analyst Steven Wieczynski reiterated a Buy rating and $415.00 price target on Royal Caribbean Cruises (NYSE: RCL).
The analyst commented, "Ahead of RCL’s 3Q26 print/guide, we thought it would be helpful to share our current thoughts and expectations. In summary, we expect RCL will be in a beat/raise position when they report later this month based on continued strong close-in/onboard metrics. We get the sense booking patterns remain healthy and believe RCL has witnessed continued strength with close-in demand and onboard spending. Recent concerns around erosion in 2027/2028 pricing/demand (plus elevated Caribbean promotions) seem overdone based on our conversations with

Barclays boosts Viking Holdings target to $102, citing strong entry point

Tue, 13 Oct 2026 08:23:05 -0400

Investing.com -- Barclays upgraded Viking Holdings (NYSE: VIK) to Overweight from Equalweight and raised its price target to $102 from $90. Analyst Brandt Montour named Viking the firm’s top pick in the cruise sector, citing an attractive entry point following a weather-driven pullback.

Viking shares closed at $80.77 previously and indicated a 3.3% gain to $83.46 in early Tuesday pre-market trading. At current levels, the revised price target implies roughly 22% upside.

The upgrade centers on historically low European river levels, which weighed on near-term bookings and sentiment for Viking—the most exposed U.S.-listed stock to

Barclays boosts Viking Holdings target to $102, citing strong entry point

Tue, 13 Oct 2026 08:23:05 -0400

Investing.com -- Barclays upgraded Viking Holdings (NYSE: VIK) to Overweight from Equalweight and raised its price target to $102 from $90. Analyst Brandt Montour named Viking the firm’s top pick in the cruise sector, citing an attractive entry point following a weather-driven pullback.

Viking shares closed at $80.77 previously and indicated a 3.3% gain to $83.46 in early Tuesday pre-market trading. At current levels, the revised price target implies roughly 22% upside.

The upgrade centers on historically low European river levels, which weighed on near-term bookings and sentiment for Viking—the most exposed U.S.-listed stock to

Royal Caribbean Cruises (RCL) PT Lowered to $358 at Wells Fargo

Mon, 12 Oct 2026 06:24:35 -0400
Wells Fargo analyst Trey Bowers lowered the price target on Royal Caribbean Cruises (NYSE: RCL) to $358.00 (from $388.00) while maintaining a Overweight rating.

ROYAL CARIBBEAN GROUP TO HOLD CONFERENCE CALL ON THIRD QUARTER 2026 EARNINGS

Thu, 08 Oct 2026 16:30:00 -0400

MIAMI, Oct. 8, 2026 /PRNewswire/ -- Royal Caribbean Group (NYSE: RCL) has scheduled a conference call for 10:00 a.m. Eastern Time, Tuesday, October 27, 2026, to discuss the company's third quarter 2026 financial results. The call will be simultaneously webcast on the company's investor relations website, rclinvestor.com. A replay of the webcast will remain available at the same website for 30 days following the call.

ROYAL CARIBBEAN GROUP TO HOLD CONFERENCE CALL ON THIRD QUARTER 2026 EARNINGS

Thu, 08 Oct 2026 16:30:00 -0400

MIAMI, Oct. 8, 2026 /PRNewswire/ -- Royal Caribbean Group (NYSE: RCL) has scheduled a conference call for 10:00 a.m. Eastern Time, Tuesday, October 27, 2026, to discuss the company's third quarter 2026 financial results. The call will be simultaneously webcast on the company's investor relations website, rclinvestor.com. A replay of the webcast will remain available at the same website for 30 days following the call.

Jefferies upgrades Royal Caribbean on stronger yield growth outlook

Thu, 08 Oct 2026 07:38:37 -0400

Investing.com -- Jefferies upgraded cruise operator Royal Caribbean Cruises Ltd to "buy" from "hold" on Thursday and raised its price target to $330 from $305, saying it now expects 2027 net yields to grow 3.3% versus 2.9% previously.

The shares closed at $282.32 the previous day. Jefferies’ $330 base case implies a 17% gain over 12 months.

The higher yield forecast rests on better occupancy, stronger spending onboard and modest ticket price gains, Jefferies said. Wall Street analysts expect 3.1% growth for 2027, according to the report.

Jefferies also pointed to Royal Caribbean’s joint venture with Sandals, a $3.0 billion transaction.

Jefferies upgrades Royal Caribbean on stronger yield growth outlook

Thu, 08 Oct 2026 07:38:37 -0400

Investing.com -- Jefferies upgraded cruise operator Royal Caribbean Cruises Ltd to "buy" from "hold" on Thursday and raised its price target to $330 from $305, saying it now expects 2027 net yields to grow 3.3% versus 2.9% previously.

The shares closed at $282.32 the previous day. Jefferies’ $330 base case implies a 17% gain over 12 months.

The higher yield forecast rests on better occupancy, stronger spending onboard and modest ticket price gains, Jefferies said. Wall Street analysts expect 3.1% growth for 2027, according to the report.

Jefferies also pointed to Royal Caribbean’s joint venture with Sandals, a $3.0 billion transaction.

Jefferies Upgrades Royal Caribbean Cruises (RCL) to Buy

Thu, 08 Oct 2026 03:18:20 -0400

Jefferies analyst David Katz upgraded Royal Caribbean Cruises (NYSE: RCL) from Hold to Buy with a price target of $330.00 (from $305.00).
The analyst comments: “We are increasing our 3Q26, FY26, and FY27 revenue estimates to $5.58B, $19.6B, and $21.0B vs. $5.56B, $19.6B, and $20.9B prior, as we see a more favorable near-term setup for RCL's Occupancy (FY26 & FY27 +10bps & +20bps, respectively) and revenue p/ passenger (FY26 & FY27 +10bps & +50bps, respectively, mainly onboard driven). As a result, our FY26 & FY27 net yields move to +3.0% & +3.3% Y/Y from +2.9% & +2.9% Y/Y prior and compares

Jefferies Upgrades Royal Caribbean Cruises (RCL) to Buy

Thu, 08 Oct 2026 03:18:20 -0400

Jefferies analyst David Katz upgraded Royal Caribbean Cruises (NYSE: RCL) from Hold to Buy with a price target of $330.00 (from $305.00).
The analyst comments: “We are increasing our 3Q26, FY26, and FY27 revenue estimates to $5.58B, $19.6B, and $21.0B vs. $5.56B, $19.6B, and $20.9B prior, as we see a more favorable near-term setup for RCL's Occupancy (FY26 & FY27 +10bps & +20bps, respectively) and revenue p/ passenger (FY26 & FY27 +10bps & +50bps, respectively, mainly onboard driven). As a result, our FY26 & FY27 net yields move to +3.0% & +3.3% Y/Y from +2.9% & +2.9% Y/Y prior and compares

Jefferies Upgrades Royal Caribbean Cruises (RCL) to Buy

Thu, 08 Oct 2026 03:18:20 -0400

Jefferies analyst David Katz upgraded Royal Caribbean Cruises (NYSE: RCL) from Hold to Buy with a price target of $330.00 (from $305.00).
The analyst comments: “We are increasing our 3Q26, FY26, and FY27 revenue estimates to $5.58B, $19.6B, and $21.0B vs. $5.56B, $19.6B, and $20.9B prior, as we see a more favorable near-term setup for RCL's Occupancy (FY26 & FY27 +10bps & +20bps, respectively) and revenue p/ passenger (FY26 & FY27 +10bps & +50bps, respectively, mainly onboard driven). As a result, our FY26 & FY27 net yields move to +3.0% & +3.3% Y/Y from +2.9% & +2.9% Y/Y prior and compares

Morgan Stanley looking to sell $3bn loan for Royal Caribbean deal - report

Wed, 07 Oct 2026 13:22:21 -0400

Investing.com -- Morgan Stanley has asked other banks to purchase portions of a $3 billion loan that finances Royal Caribbean Cruises' acquisition of a 50% stake in Sandals Resort International, Bloomberg reported Wednesday.
The 364-day loan carries an interest rate of 1.125 percentage points above the Secured Overnight Financing Rate. Morgan Stanley originally provided the loan, which is expected to be replaced with longer-term debt such as bonds at a later date.
The financing represents one of several recent short-term buyout loans from Morgan Stanley as the investment bank takes advantage of increased merger and acquisition activity.
This week, Morgan

Morgan Stanley looking to sell $3bn loan for Royal Caribbean deal - report

Wed, 07 Oct 2026 13:22:21 -0400

Investing.com -- Morgan Stanley has asked other banks to purchase portions of a $3 billion loan that finances Royal Caribbean Cruises' acquisition of a 50% stake in Sandals Resort International, Bloomberg reported Wednesday.
The 364-day loan carries an interest rate of 1.125 percentage points above the Secured Overnight Financing Rate. Morgan Stanley originally provided the loan, which is expected to be replaced with longer-term debt such as bonds at a later date.
The financing represents one of several recent short-term buyout loans from Morgan Stanley as the investment bank takes advantage of increased merger and acquisition activity.
This week, Morgan

Morgan Stanley selling pieces of $3 billion Royal Caribbean loan - Bloomberg

Wed, 07 Oct 2026 13:07:13 -0400

Morgan Stanley selling pieces of $3 billion Royal Caribbean loan - Bloomberg

Royal Caribbean Cruises (RCL) PT Lowered to $337 at Barclays

Wed, 07 Oct 2026 03:52:05 -0400
Barclays analyst Brandt Montour lowered the price target on Royal Caribbean Cruises (NYSE: RCL) to $337.00 (from $340.00) while maintaining a Overweight rating.

Form SCHEDULE 13G/A ROYAL CARIBBEAN CRUISES Filed by: Capital Research Global Investors

Tue, 06 Oct 2026 18:15:00 -0400
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SILVERSEA UNVEILS 103 NEW SAILINGS FOR 2028-2029, INCLUDING NEW S.A.L.T. CULINARY VOYAGES AND A SOUTH AMERICA CIRCUMNAVIGATION

Tue, 06 Oct 2026 14:37:00 -0400

From Carnival in Rio to truffle season in Tuscany, Silversea's newest sailings place guests at the heart of the world's most captivating cultural moments across 56 countries

MIAMI, Oct. 6, 2026 /PRNewswire/ -- Silversea, the leading experiential luxury and expedition travel brand, has revealed new sailings within its Voyage Collection 2028-2029, 'Let the World Surprise You.' Itineraries are timed

SILVERSEA UNVEILS 103 NEW SAILINGS FOR 2028-2029, INCLUDING NEW S.A.L.T. CULINARY VOYAGES AND A SOUTH AMERICA CIRCUMNAVIGATION

Tue, 06 Oct 2026 14:37:00 -0400

From Carnival in Rio to truffle season in Tuscany, Silversea's newest sailings place guests at the heart of the world's most captivating cultural moments across 56 countries

MIAMI, Oct. 6, 2026 /PRNewswire/ -- Silversea, the leading experiential luxury and expedition travel brand, has revealed new sailings within its Voyage Collection 2028-2029, 'Let the World Surprise You.' Itineraries are timed

NAHA PORT AUTHORITY, CRUISE PORT NAHA G.K., MSC CRUISES AND ROYAL CARIBBEAN GROUP BEGIN CONSTRUCTION OF NEW CRUISE TERMINAL AT NAHA PORT, OKINAWA

Mon, 05 Oct 2026 11:14:00 -0400

The new terminal will support the long-term development of tourism in Okinawa, strengthen regional connectivity, and enhance the guest experience.

NAHA, OKINAWA, Japan, Oct. 5, 2026 /PRNewswire/ -- Naha Port Authority, Cruise Port Naha G.K., Royal Caribbean Group and MSC Cruises celebrated the groundbreaking of a new cruise terminal at Naha

NAHA PORT AUTHORITY, CRUISE PORT NAHA G.K., MSC CRUISES AND ROYAL CARIBBEAN GROUP BEGIN CONSTRUCTION OF NEW CRUISE TERMINAL AT NAHA PORT, OKINAWA

Mon, 05 Oct 2026 11:14:00 -0400

The new terminal will support the long-term development of tourism in Okinawa, strengthen regional connectivity, and enhance the guest experience.

NAHA, OKINAWA, Japan, Oct. 5, 2026 /PRNewswire/ -- Naha Port Authority, Cruise Port Naha G.K., Royal Caribbean Group and MSC Cruises celebrated the groundbreaking of a new cruise terminal at Naha