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Dear Fellow Investor,
The Smart Money Is Betting on These Rebounding Travel Stocks
With summer around the corner, now is a smart time to start thinking about oversold travel stocks. This season, more than two in five Americans are planning a vacation—and they’re expected to spend an average of $3,860 per trip.
That’s over 117 million travelers, collectively poised to spend around $452 billion on flights, hotels, cruises, and road trips. This massive wave of spending helps explain why the SPDR S&P Transportation ETF (SYM: XTN) is starting to bounce off recent lows.
The Defiance Hotel, Airline and Cruise ETF (SYM: CRUZ) is also showing early signs of a recovery.
Another bullish signal: nearly 90% of travelers plan to use credit cards to fund their vacations, a potential tailwind for payment giants like Visa (V) and Mastercard (MA).
Here are three travel stocks that could rally heading into peak vacation season:
No. 1 – Royal Caribbean (SYM: RCL)
Recent Price: $209.23
12-Month Price Target: $260
Buy Ratings: Loop Capital, BNP Paribas
Oversold shares of Royal Caribbean are just starting to pivot higher after finding support just under $170 a share. From here, we’d like to see it retest $230 initially.
Helping, the company is still seeing strong cruise demand, increased bookings, revenue, and profitability. Plus, with the fear of recession being dialed back, Royal Caribbean could see even stronger demand for the remainder of this year and next.
In addition, analysts at Loop Capital just upgraded RCL to a buy rating, noting that RCL is a “leader in the segment.” Analysts at BNP Paribas also believe the cruise industry could gain market share in the $2 trillion global vacation market.
And, according to RCL CEO Jason Liberty, “2025 is shaping up to be another great year, with expected adjusted earnings growth of 23%, as our commercial and vacation experiences flywheel continues to accelerate the growing preference for our leading brands, the most innovative ships, and world-class private destinations.”
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No. 2 – United Airlines (SYM: UAL)
Recent Price: $67.86
12-Month Price Target: $95
Buy Ratings: TD Cowen
Down, but not out shares of United Airlines are starting to pivot higher, too.
For one, it’s likely to fly higher, as it has during most summer months. Two, analysts at TD Cowen just raised their price target on UAL to $88 from $73 with a buy rating. Three, the Trump administration is considering cuts to tariffs on Chinese imports, which could soften the overall impact on consumers and lower the odds of a potential recession.
Even better, according to CEO Scott Kirby, “Looking out at the balance of the year, bookings have stabilized, and even in a recessionary environment, we’re still going to earn $7 to $9 per share,” as quoted by Seeking Alpha.
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No. 3 – Hilton Worldwide (SYM: HLT)
Recent Price: $218.27
12-Month Price Target: $250
Buy Ratings: Morgan Stanley
Hotel stocks, like Hilton Worldwide are also starting to bounce back from oversold conditions.
It’s also expected to benefit from cooling trade war tensions, and the potential avoidance of a recession. We also have to consider that a good amount of fear has been priced into the stock – as we near summer travel season.
We also have to consider that business travel demand is rising, according to HLT CEO Christopher Nassetta. In fact, in a recent earnings release, he noted that, “All segments drove RevPAR (revenue per available room) outperformance, with strong trends in leisure occupancy, as well as continued growth in business transient and group results, and we expect favorable trends to continue into 2025,"
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Do you have your eye on any other travel/leisure stocks? What other sectors of the market do you feel are the best places to put your money to work right now? Hit "reply" to this email and let us know your thoughts!
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