Is Royal Caribbean Cruises (RCL) Still Undervalued Or Is Its Growth Story Priced In?
Royal Caribbean Cruises (RCL) shares are up 13.4% in the last 7 days, closing at US$275.03, yet the stock is considered 21.5% undervalued with a fair value of $350.44. This valuation is based on demand, pricing, and balance sheet strength, including moderate capacity growth and the acquisition of a stake in Sandals and Beaches Resorts. However, risks like elevated fuel costs and potential pricing pressure from softer Mediterranean bookings could challenge this narrative.
ASTA Petitions American Express to Restore Advisor Access to Privileges
The American Society of Travel Advisors (ASTA) has launched a public petition urging American Express to reverse a policy change that prevents travel advisors from booking Privileges programs through RezSaver for their clients. This change forces Centurion and Platinum cardholders to book parts of their trips through American Express Travel to receive benefits, thereby removing that portion of the itinerary from the advisor's oversight. ASTA argues that this policy complicates trip management, especially when changes occur, and that Amex can verify cardmember eligibility without requiring bookings through its own travel service.
Naha Port Authority, MSC Cruises and Royal Caribbean Group begin construction of new cruise terminal in Okinawa
The Naha Port Authority, MSC Cruises, and Royal Caribbean Group have commenced construction on a new cruise terminal in Okinawa, Japan. This project, a joint venture between CTL Maritime and RCL Cruises Ltd., aims to enhance passenger facilities and operational efficiency, supporting the growth of cruise tourism in East Asia. The terminal will enable Naha Port to accommodate larger ships and increasing passenger volumes, strengthening its role as a key cruise destination.
Royal Caribbean, MSC Group Team Up to Build New Cruise Terminal in Japan
Royal Caribbean Group and MSC Group are collaborating to construct a new cruise terminal at Naha Port in Okinawa, Japan. This initiative aims to accommodate the increasing demand for cruise travel in Asia, with the facility expected to open in March 2028. Both companies view this project as a strategic investment to enhance Naha's capacity for larger ships and expand their presence in the vital Asian cruise market.
Royal Caribbean and MSC Cruises Start Construction on New Cruise Terminal
Royal Caribbean Group and MSC Cruises have broken ground on a new cruise ship terminal at Naha Port, a joint venture with Cruise Port Naha G.K. The terminal, expected to open in March 2028, will enhance guest experience and support cruise tourism growth in Okinawa, Japan. Executives from both cruise lines emphasized Japan's importance as a market and the strategic location of Naha Port for year-round itineraries in Asia.
Naha Port Begins Construction on New Cruise Terminal
Naha Port Authority, Cruise Port Naha G.K., Royal Caribbean Group, and MSC Cruises have commenced construction on a new cruise terminal in Okinawa, Japan. The project, slated for completion in March 2028, aims to bolster cruise growth in Japan and East Asia by providing enhanced facilities for larger ships and an increased number of passengers. This development follows Naha Port's designation as an International Cruise Ship Hub and represents a significant investment by major cruise lines in the region's tourism infrastructure.
Rival Cruise Giants Team Up to Build New Terminal in Japan
MSC Cruises and Royal Caribbean Group have partnered to construct a new cruise terminal at Naha Port in Okinawa, Japan. The joint venture, Cruise Port Naha G.K., will develop and operate the terminal, which is expected to be completed and operational by March 2028. This investment aims to enhance passenger handling, improve operational efficiency, and support long-term cruise tourism growth in the strategically important East Asian region.
NAHA PORT AUTHORITY, CRUISE PORT NAHA G.K., MSC CRUISES AND ROYAL CARIBBEAN GROUP BEGIN CONSTRUCTION OF NEW CRUISE TERMINAL AT NAHA PORT, OKINAWA
The Naha Port Authority, Cruise Port Naha G.K., MSC Cruises, and Royal Caribbean Group have commenced construction on a new cruise terminal at Naha Port, Okinawa. This project aims to bolster tourism in Okinawa, enhance regional connectivity, and improve the guest experience, with operations targeted to begin in March 2028. The terminal will accommodate advanced cruise ships and serve as a strategic gateway for regional cruise itineraries, representing a significant public-private collaboration to develop tourism in the area.
New in Cruise: Why Cruise Lines Aren’t Staying in Their Lane
Cruise lines are expanding beyond traditional ocean travel into river cruises and land-based resorts, diversifying their offerings and revenue streams. Royal Caribbean, MSC Group's Explora Journeys, and Lindblad Expeditions have all recently announced acquisitions or new ventures in these areas. This trend aims to keep guests within their ecosystems for a "lifetime of vacations" and capitalize on the strong demand for luxury experiences among high-net-worth individuals.
Construction has begun on Okinawa's new cruise terminal. Royal Caribbean and MSC are partners.
Royal Caribbean Group and MSC Cruises, through their joint venture Cruise Port Naha G.K., have started construction on a new cruise terminal at Naha Port in Okinawa, Japan. This project, targeted for completion in March 2028, aims to enhance passenger facilities, improve operational efficiency, and support the long-term growth of cruise tourism in the region. The development follows Naha Port's designation as an International Cruise Ship Hub Formation Port in 2019 and represents a significant public-private collaboration.
New Cruise Terminal Breaks Ground in Okinawa as MSC Cruises and Royal Caribbean Group Invest in Japan
Royal Caribbean Group and MSC Cruises, alongside the Naha Port Authority and Cruise Port Naha G.K., have broken ground on a new cruise terminal at Naha Port in Okinawa, Japan. This joint venture aims to enhance the guest experience, improve operational efficiency, and support the long-term growth of cruise tourism in Asia, with operations expected to begin in March 2028. The investment underscores the companies' commitment to Japan as a crucial cruise market and destination.
Royal Caribbean to Bring Four Ships to Alaska in 2028
Royal Caribbean will deploy four ships – Anthem, Ovation, Serenade, and Voyager of the Seas – to Alaska for the 2028 cruise season, offering seven-night itineraries and cruise/tour options. The cruises will depart from Seattle, Seward, and Vancouver, providing various experiences including visits to Denali National Park and other Alaskan and Canadian destinations. This move expands Royal Caribbean's presence in the Alaska market, highlighting diverse options for travelers.
MSC, Royal Caribbean start Naha terminal build
MSC Cruises and Royal Caribbean Group have broken ground on a new cruise terminal at Naha Port, Okinawa, through their joint venture, Cruise Port Naha. This development aims to enhance cruise operations and tourism in Japan and East Asia, with completion targeted for March 2028. The project, backed by the Japanese government, will feature modern facilities to accommodate advanced cruise ships and support the growing demand for cruising in the region.
Construction begins on new cruise terminal at Japan’s Naha Port
Construction has commenced on a new cruise terminal at Naha Port in Okinawa, Japan, through a joint venture involving Naha Port Authority, Cruise Port Naha, Royal Caribbean Group, and MSC Cruises. The terminal, expected to be completed by March 2028, aims to enhance guest experience, modernize operations, and support the growth of cruise tourism in the region by accommodating large cruise ships. This development is part of a long-term vision to expand cruise presence in Asia and make cruising more accessible for both international and Asian travelers.
Royal Caribbean Group signs Sandals deal. Royal Caribbean stock costs EUR 246.45
Royal Caribbean Group has announced a partnership with Sandals Resorts, acquiring a 50% equity interest in Sandals and Beaches Resorts for approximately $3 billion. This transaction is expected to close in early 2027 and be accretive to earnings next year. Royal Caribbean stock traded at EUR 246.45 in weekend trading on October 4, 2026, matching its previous Xetra close.
Royal Caribbean buys stake in Sandals
Royal Caribbean Group has acquired a stake in Sandals Resorts, a major move in the hospitality sector. This news is part of the weekly hospitality updates for South Florida. The agreement was marked by Jason Liberty of Royal Caribbean Group and Adam Stewart of Sandals Resorts.
NCLH Rallies As Debt Move And Cruise Demand Lift Outlook
Norwegian Cruise Line Holdings Ltd. (NCLH) shares rallied by 3.47% due to strong booking trends and strategic debt refinancing. The company is issuing $750M in senior notes to refinance 2028 debt and reduce credit lines, a move seen positively by the market for liability management. While analysts have mixed price targets, the broader sentiment remains Overweight, buoyed by robust demand in the cruise sector and NCLH's focus on premium, long-haul strategies.
NCLH Stock Climbs As Debt Deal And Cruise Demand Align
Norwegian Cruise Line Holdings Ltd. (NCLH) stock is up 3.47% due to strong travel demand and a debt refinancing deal. The company is issuing $750 million in senior notes to refinance existing debt and extend maturities, which is seen positively by the market. While some analysts have lowered price targets, the overall consensus remains "Overweight" with expectations of further rerating.
PortMiami adds 17 ships to 2026-27 cruise lineup
PortMiami announced the addition of 17 new ships to its roster for the 2026-27 cruise season. This expansion follows a record year for passenger traffic at the port. The new additions will include vessels from major cruise lines such as Norwegian Cruise Line, Royal Caribbean, Silversea, and Four Seasons Yachts.
Royal Caribbean Unveils 2028 Summer Alaska Voyages
Royal Caribbean has announced its 2028 summer Alaska cruise lineup, featuring four ships: Anthem of the Seas, Ovation of the Seas, Serenade of the Seas, and Voyager of the Seas. These ships will offer seven-night sailings from Seattle, Vancouver, and Seward from April through September, with bookings now open for loyalty members. The deployment includes options for Cruisetours, new ship enhancements, and a new cruise terminal in Seward.
Life Time to release Q3 2026 earnings on Oct 29 with a conference call and webcast.
Life Time Group Holdings, Inc. will release its third quarter 2026 financial results on October 29, 2026, before the market opens, followed by a conference call at 10:00 a.m. ET. The company, which operates over 195 athletic clubs, will discuss these results and provide a business update. Replays of the call will be available until November 12, 2026.
Royal Caribbean reveals 2028 Alaska Summer cruise lineup
Royal Caribbean has announced its 2028 Alaska summer cruise lineup, featuring four ships offering seven-night cruises and extended Cruisetour land experiences from April through September. The itineraries will depart from Seattle, Seward, and Vancouver, visiting popular Alaskan destinations and offering a variety of onboard and onshore activities. A new terminal in Seward will support these Alaska journeys, providing improved facilities and access to the Alaska Railroad.
Royal Caribbean reveals 2028 Alaska cruises
Royal Caribbean has opened bookings for its 2028 Alaska cruise season, featuring four ships: Anthem of the Seas, the newly amplified Ovation of the Seas, Serenade of the Seas, and Voyager of the Seas. These ships will offer seven-night itineraries from Seattle, Seward, and Vancouver from April 2028, visiting various Alaskan destinations and some itineraries including glacier viewing. The program also highlights Royal Caribbean's new terminal in Seward, designed to enhance the arrival and embarkation experience.
“The Spongebob Musical” Heads to Sea for the First Time on Royal Caribbean’s Hero of the Seas
Royal Caribbean International is bringing "The Spongebob Musical" to its new ship, the Hero of the Seas. This marks the first time the Broadway production will be performed at sea. The show will be a major entertainment offering on the Hero of the Seas.
Royal Caribbean Guests Lose the Cabins They Picked on Ovation of the Seas
Royal Caribbean is reassigning staterooms for select guests booked on Ovation of the Seas, citing occupancy adjustments needed after a recent amplification. Guests who specifically chose and paid more for exact cabins are being moved to guarantee status, leading to frustration as some are not offered compensation or upgrades despite paying a premium. This situation has occurred previously on other sailings of the same ship.
Two Alaska cruise ships pair glacier views with bumper cars and a skydiving simulator
Royal Caribbean (RCL) has announced its 2028 summer lineup for Alaska cruises, featuring four ships: Anthem, Ovation, Serenade, and Voyager of the Seas. These 7-night itineraries will depart from Seattle, Seward, and Vancouver, with options for extended land Cruisetours to destinations like Denali National Park. Loyalty members can book now, with general bookings opening on October 1, 2026.
RCG-Royal Caribbean Group to acquire 50% stake in Sandals & Beaches Resorts
Royal Caribbean Group (RCG) is set to acquire a 50% equity interest in Sandals and Beaches Resorts for approximately US$3 billion, forming a joint venture to expand into the all-inclusive resort sector. This partnership will combine Sandals and Beaches' Caribbean resort portfolio with RCG's existing cruise and destination platforms. The transaction is expected to close in early 2027 and aims to provide additional resources for resort expansion and create cross-platform opportunities for both companies.
Viking Holdings Ltd (VIK) stock price, news, quote and history
This article provides comprehensive financial data for Viking Holdings Ltd (VIK), including its current stock price, historical performance, key financial metrics, and analyst insights. It highlights Viking's cruise operations across River and Ocean segments, its fleet size, and recent news impacting the company. The stock's performance is compared against the S&P 500, showing significant returns over various periods.
Can Royal Caribbean's Fuel Hedges Cushion Its $1.3B Expense Outlook?
Royal Caribbean (RCL) employs fuel hedging to manage its operating expenses, anticipating $1.34 billion in fuel costs for 2026. While 58% of its 2026 fuel consumption is hedged at below-market rates, fuel costs still pose a challenge, as evidenced by a $355 million expense in Q2 2026. The company also extended its hedge coverage into 2027, 2028, and 2029, and despite a recent decline in stock price, RCL's valuation and earnings estimates suggest potential for growth.
Royal Caribbean Makes Canceling a Cruise More Expensive
Royal Caribbean is implementing significant changes to its North American cancellation policy, making it more expensive for guests to cancel cruises within the penalty window. Effective October 11, 2026, the cruise line is eliminating the 25% cancellation tier and adjusting cruise length categories, which will result in steeper penalties for many cruisers. These changes will apply to all new bookings from the effective date, with some 2028/29 sailings immediately subject to the new policy.
Carnival cruises past fuel fears with strong FQ3 results -- analysts (CCL:NYSE)
Carnival Corp. reported strong third-quarter results despite Wall Street's concerns about fuel costs and geopolitical impacts on European destinations. The company's focus on fuel efficiency, increased European deployment, and operational improvements helped it overcome macro risks and revise its net yield guidance upwards. Analysts noted Carnival's ability to manage fuel price volatility and maintain healthy consumer demand.
Viking takes delivery of a new ship for Nile River cruises (VIK:NYSE)
Viking Holdings (VIK) has taken delivery of the Viking Sekhmet, its newest Nile River ship, at the Massara shipyard in Cairo. The ship is designed specifically for Nile cruises and can accommodate 82 guests. This expansion reinforces Viking's presence in the popular river cruise market.
Carnival Soars 12% as Record Bookings and Higher Guidance Defy Consumer Gloom
Carnival Corporation shares surged over 12% after reporting record third-quarter revenue, net income, and adjusted earnings per share, surpassing analyst expectations. The cruise operator also saw customer deposits reach a record $7.6 billion and raised its full-year guidance, driven by accelerating demand and strong cost discipline despite rising fuel costs. CEO Josh Weinstein noted a shift in consumer behavior, with Americans prioritizing vacations as "sacrosanct," leading to earlier bookings and higher occupancy rates.
Royal Caribbean Just Removed Nearly 1,000 Tons of Sargassum From This Coastline in Mexico
Royal Caribbean Group has completed the first phase of a major sargassum management program in Mahahual, Mexico, removing 977 metric tons of seaweed over five months. This initiative is particularly significant as Royal Caribbean is developing its new Perfect Day Mexico destination in Mahahual, set to open in 2027. The program, developed with a local nonprofit, collected sargassum before it reached the coastline and is now expanding into a second phase.
ORBS Stock Draws Moonshot AI Hype After Bitmine Bet
Eightco Holdings Inc. (ORBS) stock has seen a significant increase, driven by Bitmine's substantial investment and its characterization as a "moonshot" AI-adjacent play. Bitmine has steadily increased its stake in ORBS, viewing it as a rare public equity offering indirect exposure to OpenAI. Despite negative profit margins and cash flow, ORBS is trading at a high valuation, propelled by the AI narrative and speculative momentum rather than traditional fundamentals.
Viking Holdings Ltd (VIK) latest stock news and headlines
This article provides a compilation of recent news headlines for Viking Holdings Ltd (VIK) from various financial news sources. Key updates include Viking taking delivery of a new river ship, analyst upgrades for Royal Caribbean (CCL) before Carnival earnings, and Viking's progress with hydrogen-powered ships. Additionally, the headlines touch upon Viking's stock performance, its inclusion in the FTSE All-World index, a share repurchase program, and its financial valuations.
A Look Back at Consumer Discretionary - Travel and Vacation Providers Stocks’ Q2 Earnings: Marriott Vacations (NYSE:VAC) Vs The Rest Of The Pack
This article reviews the Q2 earnings for consumer discretionary - travel and vacation providers, focusing on Marriott Vacations (NYSE:VAC) and its peers. The sector experienced satisfactory Q2 results with revenues beating estimates, though stock prices generally declined post-earnings. Marriott Vacations showed strong performance, while Hilton Grand Vacations (NYSE:HGV) and Wyndham (NYSE:WH) reported weaker results against analyst expectations.
Royal Caribbean Stock Surges Tuesday: What's Going On?
Shares of Royal Caribbean Group (NYSE: RCL) surged on Tuesday following stronger-than-expected third-quarter earnings from peer Carnival Corporation (NYSE: CCL) and a raised full-year profit outlook. Carnival's robust results, including record forward bookings and sustained leisure travel demand despite macroeconomic headwinds, buoyed the entire cruise sector. This positive sentiment and evidence of strong underlying fundamentals in the cruise industry drove Royal Caribbean's stock up over 7%.
Carnival says it won't follow Royal Caribbean into resorts. Here's what cruisers can expect instead
Royal Caribbean Group recently announced its acquisition of a 50% equity stake in Sandals and Beaches Resorts, a move that signals its expansion into the land-based all-inclusive travel sector. In contrast, Carnival Corporation has stated it will not follow suit, opting instead to focus on enhancing its core cruise business and developing its private cruise destinations like Celebration Key. This difference in strategy has drawn attention from investors and highlights a broader divide in how major cruise lines are approaching market growth.
While Royal Caribbean invests in Sandals, Carnival will 'focus on the cruise business'
Carnival Corp. CEO Josh Weinstein stated that the company is "very proudly a cruise company" and will focus on its core cruise business, declining to comment directly on Royal Caribbean Group's recent joint venture with Sandals Resorts. Weinstein emphasized that any real estate assets Carnival holds, such as private destinations, are solely to enhance the cruise experience for its guests. This stance differentiates Carnival's strategy from Royal Caribbean's expansion into resort ownership.
Royal Caribbean Cruises Ltd Stock (RCL) Moved Up by 5.80% on Sep 29: What Signal Does It Send?
Royal Caribbean Cruises Ltd (RCL) saw its stock rise by 5.80% on September 29, outperforming its sector. This surge was primarily driven by strong earnings from competitor Carnival Corp, which indicated resilient consumer demand for cruises, and by several Wall Street banks upgrading Royal Caribbean's stock due to attractive valuations after a recent pullback. Additionally, strategic expansions into luxury land-based resorts are reinforcing investor confidence in the company's long-term growth prospects.
Norwegian Cruise Line (NYSE:NCLH) Shares Gap Up - Here's Why
Norwegian Cruise Line (NYSE:NCLH) shares gapped up before market open on Tuesday, rising from $14.31 to $15.11 with over 5.3 million shares traded. This surge occurred despite a cautious analyst sentiment, with an average "Hold" rating and recent price target cuts from JPMorgan and Mizuho. The company surpassed quarterly EPS estimates at $0.48 against a $0.41 consensus, although revenue slightly missed forecasts.
CarMax Posts Upbeat Q2 Earnings, Joins Iovance Biotherapeutics, Perella Weinberg Partners And Other Big Stocks Moving Higher On Tuesday
CarMax (NYSE: KMX) reported better-than-expected Q2 earnings and sales, causing its shares to jump. Several other companies, including Iovance Biotherapeutics (NASDAQ: IOVA), Carnival Corporation (NYSE: CCL), and Perella Weinberg Partners (NASDAQ: PWP), also saw significant stock gains due to strong financial results, raised guidance, or acquisition talks. Despite these positive movements, the Dow Jones index was down on Tuesday.
Cruise Stocks Rally as Carnival's Q3 Results Land: Carnival Surges 12%, Royal Caribbean Gains 7%, Norwegian Rises 5%
Carnival's fiscal Q3 2026 results, which exceeded analyst expectations for both revenue and adjusted EPS, sparked a rally across the cruise sector. Carnival's stock surged 12%, leading Royal Caribbean and Norwegian Cruise Line to gain 7% and 5% respectively, despite neither rival releasing their own news. The positive performance is attributed to Carnival's strong financial records and improved cost discipline, occurring amidst a decline in energy prices that eases fuel cost pressures on the industry.
Cruise stocks rally as Carnival beats expectations, sees record booking for 2027 (CCL:NYSE)
Carnival Corp. reported record revenue and solid profitability, surpassing expectations due to strong booking trends and cost efficiencies, despite challenges from high fuel costs and foreign exchange. This positive performance has led to a significant rally in Carnival's stock and has also boosted shares of its industry peers, Royal Caribbean and Norwegian Cruise Line Holdings. The company is forecasting continued growth and increased capacity for fiscal year 2026.
Royal Caribbean’s sudden cruise itinerary change has some travelers celebrating ‘gigantic win’
Royal Caribbean's Icon of the Seas cruise recently swapped a planned stop in Costa Maya, Mexico, for an extra sea day due to a maintenance issue, leading to a mixed reaction from passengers. While some travelers were disappointed to miss excursions to Mayan ruins, many others celebrated the change, viewing Costa Maya as an undesirable port and appreciating the offered onboard credit. This unexpected itinerary alteration sparked a debate among cruise-goers about the value of the Mexican port.
Buy Carnival (CCL) Stock Near 52-Week Lows as Q3 Earnings Approach?
Carnival (CCL) is preparing to report its Q3 earnings, with shares trading near 52-week lows. Despite consistent earnings beats, the company faces headwinds from higher fuel costs and geopolitical disruptions, which are expected to impact Q3 EPS negatively. While CCL's valuation appears discounted compared to competitors, investors are advised to await the earnings report before making aggressive investment decisions, as future growth projections for CCL are lower than some rivals.
Royal Caribbean Stock Upgraded By BofA After 26% Slide - Royal Caribbean Group (NYSE:RCL)
Bank of America upgraded Royal Caribbean Cruises Ltd. (NYSE: RCL) from Neutral to Buy, maintaining a $330 price target, after the stock experienced a 26% decline in less than two months. Despite this slide, customer spending on cruises remains strong, and the company's fundamentals, including high returns on invested capital and robust EBITDA margins, appear healthy. The bank believes the stock is now "on sale" due to factors like fuel costs, new Caribbean capacity concerns, and broader economic pressures, which have pushed its valuation below historical averages.
BofA Securities Upgrades Royal Caribbean Group to Buy From Neutral, $330 Price Target
BofA Securities has upgraded Royal Caribbean Group (RCL) from Neutral to Buy, setting a new price target of $330. This upgrade indicates a positive outlook from BofA Securities on the cruise company's future performance. The article also mentions other recent analyst actions, including Deutsche Bank and JPMorgan also having Buy/Overweight ratings with varying price targets for Royal Caribbean.
Does the Royal Caribbean-Sandals JV Signal a New Paradigm for Cruising?
Royal Caribbean Group's $3 billion investment in Sandals resorts, acquiring a 50% interest, is viewed by many as a potential new business model for the cruise industry. The joint venture aims to create synergies between sea and land-based vacations, with analysts suggesting strong crossover potential between the two customer bases and opportunities for broadened distribution and enhanced guest experiences. Despite initial stock market volatility, industry experts are optimistic about the long-term strategic rationale and the potential for this partnership to reshape the future of leisure travel.
