Everything tagged "travel" across research, earnings, and macro.
4 articles
Hilton is a high-quality, asset-light lodging platform with strong fee growth, a record pipeline, and powerful loyalty economics. The stock looks like a solid business trading close to fair value, limiting upside from here.
United Airlines is evolving into a more premium, loyalty-driven carrier with improving operations and consistent EPS beats. Despite a softer 2026 guide, the stock still looks undervalued versus its earnings power and balance-sheet progress.
Booking Holdings delivered another year of resilient growth, with revenue up 13% to $26.9B and free cash flow of $9.7B. The report argues BKNG is a high-quality travel compounder with strong execution, but valuation and travel cyclicality keep the stock from being a clear bargain.
Royal Caribbean looks like a high-quality cyclical compounder, with strong demand, expanding margins, and 2026 EPS guidance pointing to another year of double-digit growth. The stock is not cheap, but the report argues the valuation is still reasonable versus its earnings trajectory.
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