Airlines and Cruiselines Stocks Rise on Trump's Comments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Shares of Airlines and Cruiselines are up in pre-market trading in the wake of President Trump's message that USA and Iran had "very good and productive conversations regarding complete resolution of hostilities". Among airlines, United Airlines (UAL) is up 4.4%, American Airlines is up 6.4%, Delta Air Lines is up 4%, Southwest Airlines is up 3%. Among cruiseline names, Carnival (CCL) is up 4.7%, Royal Caribbean is up 4.3% (RCL), and Viking Holdings (VIK) is up 2%.
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Analyst Views on CCL
Wall Street analysts forecast CCL stock price to rise
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 25.450
Low
33.00
Averages
37.41
High
45.00
Current: 25.450
Low
33.00
Averages
37.41
High
45.00
About CCL
Carnival Corporation is a global cruise and leisure travel company. The Company has a portfolio of cruise lines, including AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises (Australia), P&O Cruises (UK), Princess Cruises, and Seabourn. The Company's segment includes NAA cruise operations, Europe cruise operations (Europe), Cruise Support and Tour and Other. Its Cruise Support segment includes its portfolio of port destinations and exclusive islands as well as other services, all of which are operated for the benefit of its cruise brands. In addition to its cruise operations, it owns Holland America Princess Alaska Tours, a tour company in Alaska and the Canadian Yukon, which complements its Alaska cruise operations. Its Tour and Other segment represents the hotel and transportation operations of Holland America Princess Alaska Tours and other operations. Its tour company owns and operates hotels, lodges, glass-domed railcars and motorcoaches.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Uncertain Demand Outlook: Despite the cruise industry's growth in recent years, global conflicts may lead passengers to reconsider their 2026 bookings, especially in the context of rising interest rates and economic concerns that could increase cancellation risks.
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- Rising Cost Pressures: The surge in oil prices due to conflicts in the Gulf has increased fuel costs, one of the cruise lines' highest variable expenses, which could further squeeze profit margins and impact overall financial performance.
- Uncertain Demand Outlook: While the cruise industry has thrived in recent years, global conflicts may lead consumers to rethink their 2026 bookings, particularly in the context of a volatile economic environment and rising interest rates.
- Critical Earnings Season: The upcoming earnings season is crucial for cruise companies; although current stock prices are trading at low valuations, market expectations for future performance and the companies' ability to maintain profitability will directly influence investor confidence.
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- Rising Oil Price Pressure: Attacks on energy sites in the Gulf have led to surging oil prices, increasing transportation costs for cruise lines, where fuel is one of their highest variable costs, potentially further squeezing profit margins.
- Uncertain Demand Outlook: Despite the cruise industry's growth in recent years, global conflicts may lead passengers to reconsider their 2026 bookings, especially in the context of rising interest rates and economic concerns that could increase cancellation risks.
- Critical Earnings Season: The upcoming earnings season will be crucial for the cruise companies' future performance; while current low price-to-earnings ratios suggest potential value, market confidence remains fragile, particularly as Norwegian Cruise Line's profit expectations have been downgraded, indicating a possible value trap.
See More
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- Market Recovery: On Monday, leading cruise lines saw stock prices rise approximately 6%, despite the three largest operators experiencing declines of 15%, 24%, and 24% in March, indicating cautious optimism in the market about future recovery.
- Rising Cost Pressures: The surge in oil prices due to conflicts in the Gulf has increased fuel costs, one of the cruise lines' highest variable expenses, which could further squeeze profit margins and impact overall financial performance.
- Uncertain Demand Outlook: While the cruise industry has thrived in recent years, global conflicts may lead consumers to rethink their 2026 bookings, particularly in the context of a volatile economic environment and rising interest rates.
- Critical Earnings Season: The upcoming earnings season is crucial for cruise companies; although current stock prices are trading at low valuations, market expectations for future performance and the companies' ability to maintain profitability will directly influence investor confidence.
See More
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- Cruise Itinerary: Princess Cruises' 2027-28 South America season will commence in October 2027, featuring six departures across four unique itineraries ranging from 15 to 37 days, designed to provide guests with extended time ashore, thereby enhancing customer experience.
- Destination Highlights: The season will cover 19 destinations across eight countries, including Argentina, Brazil, Chile, and Uruguay, allowing guests to explore 15 UNESCO World Heritage Sites, thereby enriching cultural and natural experiences.
- Unique Experiences: The cruise will offer overnight stays in the Antarctic Peninsula and scenic cruising in Patagonia, where guests can enjoy breathtaking glacier views and diverse wildlife, significantly enhancing the appeal of the voyage.
- Cultural Activities: The itinerary includes Argentine folkloric music, samba performances, and interactive classes, along with destination-specific culinary highlights, further enriching the cultural experience for guests and enhancing the brand's competitive edge in the market.
See More
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- Bond Market Challenge: Despite his assertive stance, the bond market poses a significant challenge for Trump, described as his Kryptonite.
See More
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- Market Impact: This adjustment reflects Barclays' updated outlook on Carnival Corp.'s performance in the market.
See More
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- Bond Yields Decline: The 10-year Treasury yield fell from an 8-month high of 4.44% to 4.33%, providing support for equities as concerns over inflation pressures eased, which could influence future monetary policy decisions by the Federal Reserve.
- Mixed International Market Reactions: While US markets surged, European markets showed mixed results, with the Eurozone consumer confidence index dropping to a nearly 2.5-year low of -16.3, indicating economic uncertainty that may affect future investment strategies.
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