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travel

Everything tagged "travel" across research, earnings, and macro.

3 articles

United Airlines (UAL): Premium Mix Drives Earnings Upside

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.

Apr 22, 2026·28 min read

Industrials Airlines Airlines

Research ReportBKNG

Booking Holdings (BKNG): Quality Compounder, Not Cheap

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.

Apr 22, 2026·28 min read

Consumer Cyclical Travel Services Travel

Research ReportRCL

Royal Caribbean Cruises (RCL): Premium Growth and Earnings Power

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.

Apr 18, 2026·26 min read

Consumer Cyclical Travel Services Travel

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