$VIK

Melius analyst Conor Cunningham expects cruise lines to show improved performance in 3Q26 earnings, citing easier comparisons and strong demand. Key companies like Norwegian Cruise Line (NCLH), Royal Caribbean (RCL), and Viking Holdings (VIK) are highlighted for their growth potential and attractive valuations. The analyst anticipates modest earnings beats and stable outlooks despite higher fuel costs.

BofA Securities reduced its price target for Viking from $115 to $105. Barclays upgraded Viking Holdings to Overweight with a $102 target. Viking's stock is currently at $81.45, up 0.84% on the day but down 0.04% over a month, with a 14.28% year-to-date gain.

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Analysts made several rating changes: UBS initiated TechnipFMC as buy, Benchmark initiated SoFi as buy with a $25 target, Barclays initiated Linde as overweight, and more. KeyBanc upgraded American Power to overweight, Gordon Haskett upgraded Ollie's to buy, and Barclays upgraded Viking Holdings to overweight with a $102 target. Piper Sandler upgraded VF Corp to overweight, Citi upgraded Galaxy to buy, and Deutsche Bank initiated Wintrust Financial as buy.

Barclays upgraded Viking Holdings (NYSE:VIK) to Overweight, raising its price target to $102 from $90. The upgrade is based on an attractive pullback opportunity due to low European river levels, despite strong fundamentals. Viking reported 20% revenue growth and a return on equity of 142%. The company also announced a $1 billion share repurchase program. Analysts have mixed outlooks, with UBS and JPMorgan maintaining Buy/Overweight ratings but adjusting price targets.

Viking Holdings (VIK) launched the Viking Rota, a 190-guest river vessel, as part of its fleet expansion plan to add 18 river ships by 2028. The company's P/E ratio is 26.94x, near its 5-year median of 31.37x. Insiders sold $39.6M in shares over the past year. Viking's GF Score is 20/100, indicating mixed financial health and profitability.

Viking (NYSE:VIK) has taken delivery of the Viking Rota, a 190-guest river vessel. The company plans to add 18 river ships by 2028, 11 ocean ships by 2032, and 2 expedition ships by 2031. Viking currently operates over 100 ships and was rated top for rivers and oceans by Condé Nast Traveler in 2026.

Citi Research analyst James Hardiman removed the negative catalyst watch on Viking Holdings (VIK), maintaining a Buy rating and a $113 price target, implying 45% upside from the recent closing price of $80.09. The stock has declined 11% over the past three weeks due to operational disruptions from low river levels, which Hardiman believes are now fully priced in.

Viking Acquisition and NorthStar Earth & Space have completed their business combination. The merger was announced to close on September 30, 2026. The news follows a recent stock price increase of 10.28% over five days, with a year-to-date change of 4.89%.

UBS maintained a Buy rating on Viking Holdings (VIK) with a $121 price target, citing weather forecasts for river levels. VIK trades at $79.14, below its 52-week high of $110.09. Analysts' price targets range from $82 to $131. The company announced a $1 billion share repurchase program, while other analysts adjusted targets based on river level concerns and growth outlook.