Stifel raises Royal Caribbean stock price target to $310 from $275

On Wednesday, Stifel analysts increased their price target for Royal Caribbean (NYSE:RCL) Cruises stock to $310 from $275, while maintaining a Buy rating. The move aligns with broader analyst sentiment, as 17 analysts have recently revised their earnings estimates upward, with price targets ranging from $200 to $330. The decision follows insights gathered at the firm’s annual Cross Sector Insights Conference, where Royal Caribbean’s management team, including CEO Jason Liberty, CFO Naftali Holtz, and IR representative Blake Vanier, participated.

The analysts noted that despite ongoing narratives suggesting a slowdown in demand for cruising, bookings and demand remain robust. This strength is reflected in Royal Caribbean’s impressive 13.66% revenue growth and 73.33% stock price appreciation over the past year. Concerns have been raised by some investors regarding potential declines in demand, possibly due to heightened promotional activities or fluctuations in bookings. However, Royal Caribbean’s management conveyed optimism about continued strong demand through the second half of 2025 and into 2026.

Stifel analysts expressed confidence in Royal Caribbean’s guidance for the second half of 2025, which they described as conservative. They anticipate potential upside to this guidance, prompting them to adjust their estimates to better reflect consumer demand.

The price target increase underscores Stifel’s positive outlook on Royal Caribbean’s performance and market positioning in the coming years.

In other recent news, Royal Caribbean Cruises has reported a series of positive developments that are likely to interest investors. UBS analysts have maintained a Buy rating on the company, citing a favorable financial outlook with a price target of $301. Royal Caribbean has raised its full-year net yield guidance and anticipates a significant increase in earnings per share, attributing this to reduced fuel expenses and favorable foreign exchange rates. Moody’s Ratings has upgraded Royal Caribbean’s senior unsecured rating to Baa3, reflecting strong financial performance and improved credit metrics, with expectations of continued revenue and earnings growth.

Stifel analysts also raised their price target for Royal Caribbean to $275, maintaining a Buy rating and expressing confidence in the company’s management and market position. Bernstein analysts reiterated an Outperform rating, projecting high earnings per share growth and identifying Royal Caribbean as a leading force in the cruise industry. William Blair analysts emphasized the success of Royal Caribbean’s loyalty program, which has driven increased customer engagement and spending, contributing to the company’s robust performance.

These recent developments indicate a positive outlook for Royal Caribbean, with multiple analyst firms highlighting the company’s strong financial performance and strategic initiatives. The cruise operator’s ability to maintain strong demand and improve its financial metrics has been recognized by both Moody’s and various analyst firms, suggesting continued growth in the cruise sector.

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