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Investing.com - Stifel has reiterated its Buy rating and $75.00 price target on Viking Holdings (NYSE:VIK), currently trading at $59.22 with a market capitalization of $26.2 billion, in a research note issued Wednesday. According to InvestingPro data, analyst consensus is bullish with price targets ranging from $46 to $82.
The firm noted that Viking’s 2026 pricing remains up approximately 4% since the company’s initial public offering in May 2024, maintaining consistent forward booking trends despite some investor concerns about pricing growth.
Viking Holdings has seen its shares increase approximately 150% since its IPO in May 2024, according to Stifel’s analysis of the cruise operator’s performance.
Stifel indicated that while investors have shown mixed reactions to Viking’s forward booking curves rather than quantitative guidance, the firm views current demand signals positively.
The research firm specifically highlighted that demand for 2026 and 2027 bookings "still looks incredibly solid," which forms the basis for maintaining its positive outlook on the stock.
In other recent news, Viking Holdings reported stronger-than-expected earnings for the second quarter of 2025, with adjusted earnings per share (EPS) reaching $0.99, surpassing the forecasted $0.79. This represents a 25.32% surprise in EPS, driven by an 18.5% increase in total revenue to $1.9 billion. UBS responded by raising its price target for Viking Holdings to $69.00 from $55.00, maintaining a Buy rating due to the company’s strong quarterly performance. Truist Securities, however, maintained a Hold rating with a $55.00 price target, noting that while adjusted EBITDA exceeded expectations, currency losses offset the stronger operational performance.
Goldman Sachs kept its Neutral rating and $60.00 price target, citing strong business fundamentals and an expectation of continued double-digit revenue growth. Meanwhile, Melius Research reiterated its Buy rating and $62.00 price target despite a recent 3% decline in Viking’s stock. The decline follows the stock’s significant outperformance of the broader market this year. These developments highlight the mixed sentiment among analysts regarding Viking Holdings’ future prospects.
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