格隆汇9月30日｜摩根大通将嘉年华邮轮公司目标价从39美元上调至42美元。 ...

市场整体表现 - 美国主要股指小幅上涨 标普500指数上涨0.3% 道指上涨0.2% 纳斯达克指数上涨0.5% 科技股上涨且投资者评估潜在政府关闭影响[3] Robinhood Markets (HOOD) - 股价飙升超过12%至历史新高 成为标普500指数中表现最佳股票 CEO Vlad Tenev通过社交媒体宣布平台事件合约交易量突破40亿份 Piper Sandler分析师上周因预测市场增长上调目标价[4][9] Western Digital (WDC) 和 Seagate Technology (STX) - Western Digital股价上涨9.2% Morgan Stanley和Rosenblatt Securities因人工智能推动硬盘需求增长而上调目标价 Seagate Technology股价上涨5.3% 同样获得目标价上调[5] Coinbase Global (COIN) - 股价上涨6.8% 比特币及其他主要加密货币价格上涨 美国证券交易委员会委员Hester Peirce呼吁提高加密货币监管清晰度以促进行业增长[6] AppLovin (APP) - 股价上涨6.3%至历史新高 Morgan Stanley上调目标价 分析师强调即将推出的Axon Ads Manager平台可能推动非游戏广告业务增长[7] Vistra (VST) - 股价下跌4.5% 公司宣布与未披露买家签署德克萨斯州Comanche Peak核设施供电协议 缺乏客户信息及其他细节引发分析师担忧[9][11] Williams-Sonoma (WSM) - 股价下跌4.7% 成为标普500指数中跌幅最大股票 前总统特朗普计划对进口家具征收高额关税 尽管实施细节不确定但对进口比例高的公司产生负面影响[10] Carnival (CCL) - 股价下跌4% 邮轮运营商季度收入及调整后利润超预期且预订强劲 但净收益率 forecast低于预期 该指标衡量扣除佣金及其他成本后每位乘客每日收入[12]

Carnival reported better-than-expected third-quarter results and boosted its outlook. Cruise companies are a good indicator of discretionary spending because the industry relies on consumers having extra income. Growth in discretionary spending underscores the strength of the broader economy. Still, the company has "nearly half of 2026 booked, which is in line with 2025 record levels (at the same time last year) but now at historical high prices (in constant currency) for both our North America and Europe s ...

财务表现 - 嘉年华公司第三季度调整后每股收益达143美元 超出华尔街预期的132美元 [1] - 第三季度营收创历史新高达82亿美元 连续第十个季度实现创纪录销售额 [1] - 净收入创纪录达19亿美元 调整后净收入达20亿美元 [2] - 毛利率收益率同比增长64% 投资资本调整回报率升至13% 为近二十年最高水平 [2] 运营指标 - 同船净收益率增长46% 支撑业绩表现 [2] - 第四季度预计净收益率将按固定汇率计算增长约43% [3] 业绩展望 - 嘉年华第三次上调2025年全年指引 预计调整后净收入将较2024年增长近55% [3] - 较先前展望上调235亿美元 [3] 市场反应 - 尽管业绩创纪录且上调展望 公司股价当日仍下跌超过5% [1] 行业驱动因素 - 业绩增长受强劲旅游需求和更高定价推动 [1]

Carnival Corporation & plc (NYSE:CCL) reported earnings per share of $1.43, beating estimates.The company's revenue reached approximately $8.15 billion, surpassing expectations.Carnival's stock has shown resilience, reflecting strong demand for cruise vacations and a recovery narrative despite high debt levels.Carnival Corporation & plc (NYSE:CCL) is a leading player in the cruise industry, known for its extensive fleet and global reach. As the world's largest cruise operator, Carnival offers a variety of c ...

Wall Street kicked off the week with modest gains in technology and growth names, while small caps and blue chips stalled as investors braced for a flood of economic data, culminating on Friday with the September labor market report. Washington politics also drew attention, with President Donald Trump set to meet Democratic and Republican leaders later today in an effort to head off a potential government shutdown as early as Wednesday.The S&P 500 edged 0.3% higher to 6,660, while the Nasdaq 100 advanced 0. ...

Cruises remained hot as quarterly net income, revenue and booking volume were all the best ever — so Melius says the stock's selloff should be viewed as an opportunity to buy. ...

We're back on Morning Trade Live. Carnival is trading lower this morning after beating third quarter earnings estimates on the top and bottom lines and noting strong cruise demand for 2026. Adjusted EPS coming in at $143 for the quarter with revenue topping $8 billion.Carnival CEO saying booking trends have continued to strengthen since May with booking volumes continuing to grow. Let's take a look at some of these cruise line stocks right now. And as I said, Carnival lower off the back of these earnings de ...

Carnival Corporation & plc (NYSE: CCL) (NYSE: CUK) reported record third-quarter 2025 results, posting net income of $1.9 billion, or $1.33 per diluted share, up from $1.7 billion a year earlier. Adjusted net income was $2.0 billion, or $1.43 per diluted share, topping analyst expectations of $1.32. Revenue rose to $8.153 billion, beating the $8.101 billion consensus estimate and increasing from $7.9 billion last year. Adjusted EBITDA reached $3.0 billion. Net yields in constant currency increased 4.6% ye ...

嘉年华CEO Josh Weinstein表示，近几个月预订量远超产能增长，北美及欧洲2026年行程已有近半被预 订，且价格处于历史高位。公司预计全年调整后净利润将增长约55%，每股收益约2.14美元，高于此前 2.02美元的指引。 嘉年华邮轮三季度营收与盈利均超华尔街预期，并第三次上调全年业绩指引，得益于强劲的预订需求。 Q3该公司实现创纪录调整后净利润19亿美元，每股收益1.43美元，较去年同期增长13%，并超越2019年 同期纪录10%。收入同比增长3.2%至82亿美元，连续第十个季度创下历史新高，其中船票收入增长 3.6%，船上消费增长2.5%。公司客户押金亦创纪录，达71亿美元。 周一，嘉年华邮轮(CCL.US)股价走低，截至发稿，该股跌超5%，报28.99美元。此前该公司公布亮眼财 报，因投资者获利了结，该股在触及日内高点32.49美元后下跌，盘前该股一度涨4%。皇家加勒比 (RCL.US)和挪威邮轮(NCLH.US)同步下跌，分别跌超1.5%及3%。 ...