$VIK

Goldman Sachs analysts recommend buying Alibaba (64% EPS growth by 2027), Ulta Beauty (market share gains), Burlington Stores (strong margins), Viking Holdings (resilient pricing), and Aecom (undervalued despite AI concerns).

Goldman Sachs recommended buying shares of Alibaba, Ulta Beauty, Burlington, Aecom, and Viking, citing attractive valuations and growth prospects. Analysts highlighted Ulta's strong positioning, Burlington's margin growth, Viking's luxury cruise market resilience, and Alibaba's expected earnings recovery. Shares of these companies have declined 7% to 20% year-to-date.

Goldman Sachs warns of underperformance in consumer stocks, with the retail group down 6.5% in August. Hedge fund exposure to retail stocks has dropped to multi-year lows, driven by high gasoline prices and inflation. Ten consumer stocks have seen significant pullbacks from their summer peaks, ranging from -13% to -45%.

European heatwaves caused low water levels, impacting Viking's river cruises and Uniper's hydroelectric plants. UK markets see increased takeovers, with 29 bids totaling £61bn in H1 2022, up from 41 bids worth £35bn in 2021, according to Peel Hunt.

Viking (VIK) reported Q2 2026 revenue of $2.2B, up 16.5%, and adjusted EBITDA of $748.4M, up 18.2%. Adjusted EPS rose to $1.31. Growth was driven by increased capacity and higher net yields. Advance bookings for 2026 and 2027 showed strong demand. However, low water levels in European rivers posed operational challenges, leading to itinerary disruptions and issued vouchers impacting future results. The company plans to expand its fleet and focus on long-term growth strategies.

Viking (VIK) reported Q2 2026 revenue of $2.19B, beating estimates by 2.1%, and adjusted EPS of $1.31, beating estimates by 5.4%. Despite growth, shares fell due to low river water levels affecting operations. Management addressed concerns about guest loyalty, yield growth, and voucher impacts. Key metrics include 34.2% EBITDA margin and 29.4% operating margin. The company is monitoring operational resilience, voucher redemptions, and booking strength for future performance.

Viking Holdings (NYSE: VIK) reported Q2 2026 earnings with revenue up 16.5% YoY to $2.19B, EBITDA up 18.2% to $748.4M, and EPS of $1.31. Bookings for 2026 and 2027 show strong demand. The stock initially rose 1.5% but closed down 1%. Analysts maintain a Moderate Buy consensus with an average price target of $107.39.

Viking Holdings Ltd reported Q2 2026 revenue growth of 16.5%, driven by increased capacity from new vessels. Management highlighted long-term margin expansion strategies and navigated industry challenges from low water levels. The company is expanding into the China outbound market and introducing new destination-focused offerings. 2026 season is 96% booked, with encouraging early trends for 2027. Management maintains mid-single-digit net yield growth targets and has options for two additional o

Viking Holdings (NYSE:VIK) reported Q2 2026 earnings of $1.31 per share, beating estimates of $0.95. Revenue rose 16.5% to $2.19B, with adjusted EBITDA up 18.2% to $748.4M. The company cited strong demand and fleet expansion, with 2027 advance bookings at $4.71B. Shares gained 0.21% in pre-market trading.

Viking Holdings Ltd (VIK) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Viking Reports Second Quarter 2026 Financial Results LOS ANGELES, August 19, 2026, Business Wire— Viking Holdings Ltd (the “Company” or “Viking”) (NYSE: VIK) today reported financial results for the second quarter ended June 30, 2026, and provided an update on bookin