Wall Street expects a year-over-year increase in earnings on higher revenues when Carnival (CCL) reports results for the quarter ended August 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on September 29, might help the stock move higher if these key numbers are better than expectatio ...

Key Points Carnival's business has bounced back following the struggles during the depths of the pandemic. Rising revenue and profits have supported a soaring stock price. Despite the huge gains, investors will find that the current valuation is attractive. 10 stocks we like better than Carnival Corp. › Carnival (NYSE: CCL) was under immense pressure after the COVID-19 pandemic shut down the economy. Travel was restricted, and the company's operations were suspended. This led to huge revenue decli ...

Both of these companies are seeing revenue climb.If you're interested in stocks that depend on the consumer, you have a wide range of choices, from travel and entertainment to e-commerce and food and beverages. And that's just to name a few.Though certain economies may be more favorable than others for these types of companies, a quality consumer goods stock has what it takes to win over the long run, making it a great asset to buy and hold at any point in time.Carnival (CCL -2.96%) (CUK -2.67%), the world' ...

华尔街分析师对挪威邮轮公司的评级 - 挪威邮轮公司当前平均经纪建议（ABR）为1.64 介于强力买入和买入之间 基于22家经纪公司的实际建议计算得出[2] - 22项建议中有15项为强力买入 占比68.2%[2] Zacks评级系统特点 - Zacks评级分为1至5级 是量化模型 以盈利预测修正为核心 与短期股价走势存在强相关性[8][11] - 评级通过盈利预测修正及时反映业务趋势变化 保持各等级分配平衡[12][13] - 挪威邮轮公司Zacks共识预期过去一个月上涨2.2%至2.07美元 获Zacks1评级（强力买入）[14][15] 经纪建议的局限性 - 研究显示经纪建议在选股方面成功率有限 因经纪公司存在利益冲突[5][6] - 分析师推荐存在明显正向偏差 每1个"强力卖出"建议对应5个"强力买入"建议[6] - 建议时效性不足 且与散户利益存在错位 更适合作为研究验证工具[7][13] 投资建议验证方法 - ABR可与Zacks评级结合使用 作为投资决策的有效验证手段[7][8][15] - 盈利预测修正趋势显示分析师对挪威邮轮公司盈利前景乐观度提升[14]

Key Takeaways The Fed cut rates by 25 bps and hinted at two more reductions this year.Lower borrowing costs are expected to lift consumer discretionary sectors.BYD, NCLH, RL, HAS and LOPE show strong earnings growth estimates and upgrades.Wall Street resumed its rally on Thursday, a day after the Federal Reserve announced a quarter percentage point rate cut. The Dow and the Nasdaq closed at fresh record highs, with investors regaining their confidence as they await more rate cuts this year.Inflation has eas ...

美联储降息影响 - 美联储近期降息标志货币政策转向宽松 短期利率预计在2026年初下降整整一个百分点至3.5% [1] - 降息环境为市场制定新策略 摩根大通分析师已开始筛选受益与受损标的 [1] 受益行业与公司 - 资本密集型和利率敏感型板块预计表现突出 标普500在无衰退假设下第二年降息周期平均涨幅达26.5% [2] - 亚马逊(AMZN)目标价265美元 低成本融资推动物流投资与消费需求 [2] - Meta Platforms(META)目标价875美元(现价约779美元) 持续受益人工智能浪潮 [3] - 福特汽车(F)目标价13美元 降息直接降低利息支出缓解债务压力 [3] - 嘉年华邮轮(CCL)受益邮轮需求复苏与消费可负担性提升 [4] - 美国银行(BAC)目标价51美元 友好利率环境促进贷款增长与净息差稳定 [4] 相对弱势领域 - 联合爱迪生(ED)等公用事业公司可能表现落后 因依赖固定利率债务且消费需求带动的上行空间有限 [4] - 北方信托(NTRS)资产敏感型业务模式可能落后于采用浮动利率杠杆的同行 [5]

Shares of Royal Caribbean have nearly doubled in the past year—and there's still reason to like the cut of the stock's jib. ...

Key Takeaways CCL delivered record deposits in Q2 2025, reflecting resilient demand and early cash inflows.Extended booking windows drove 6.5% net yield growth, beating guidance by 200 basis points.Stronger deposits cut leverage, with net debt-to-EBITDA improving to 3.7x from 4.1x.Carnival Corporation & plc (CCL) delivered a notable milestone in second-quarter 2025, with customer deposits reaching record levels, rising more than $250 million year over year. This development underscores resilient underlying ...

核心观点 - 嘉年华邮轮、Elbit Systems和Century Aluminum三家公司因盈利预期提升成为值得关注的投资标的 其中两只股票已进入买入区间 [1] 盈利预期变化 - 嘉年华邮轮(CCL)获分析师上调盈利预期 被列入" Rising Profit Estimates"筛选名单 [1] - Elbit Systems(ELBT)作为国防承包商获得盈利预期上调 [1] - Century Aluminum(CENX)作为大宗商品生产商获得盈利预期上调 [1] 技术指标表现 - Century Aluminum相对强度评级(RS Rating)在9月14日达到精英级90以上水平 [2] 市场动态与合约信息 - Elbit Systems因财报表现和获得16.4亿美元国防合同实现股价突破 [4]

分析师评级概况 - 嘉年华当前平均经纪商建议(ABR)为1.58 介于强力买入和买入之间 基于26家经纪公司建议计算[2] - 26项建议中包含18项强力买入(占比69.2%)和1项买入(占比3.9%)[2] Zacks评级系统优势 - Zacks评级通过盈利预测修正量化模型 将股票分为1-5级 与短期股价表现具有强相关性[8][11] - 系统保持五个等级的比例平衡 并快速反映分析师盈利预测更新[11][12] - 嘉年华当前获Zacks评级第2级(买入) 因共识预期月增0.2%至2.01美元[13][14] 经纪商评级局限性 - 经纪商分析师存在系统性乐观偏见 强力买入与强力卖出建议比例为5:1[6] - 因利益冲突问题 机构建议与散户利益存在偏差 对股价预测参考价值有限[6][7][10] - ABR可能存在信息滞后问题 而Zacks评级能及时反映最新盈利预测变化[12] 投资建议应用 - ABR可作为验证投资者自身分析或Zacks评级的辅助工具[7][8] - 嘉年华的买入级ABR与Zacks买入评级形成协同指引[14] - 分析师一致上调EPS预期表明市场乐观情绪 可能推动短期股价上涨[13]