NYSE:CCL

Carnival Corp. (CCL)

27.88
-0.03 (0.11%)
as of Jul 2, 2026, 11:58:28 pm Market Open.
191 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Carnival Corp. (CCL-N) is currently navigating a challenging landscape marked by rising oil prices and macroeconomic uncertainties. Experts note that while cruise stocks are under pressure, particularly due to geopolitical tensions and labor costs, the allure of cruise vacations as cost-effective options remains strong. The company's growth post-pandemic has been noteworthy, but its significant debt load of $40 billion reflects a high level of financial leverage, which raises concerns. Additionally, with the market showing signs of economic weakness, the top tier of the market, which generally isn't the target for Carnival, has remained resilient. Overall, the consensus positions Carnival as a potentially attractive investment, but it carries risks tied to fuel costs and economic sensitivity.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
RCL-N
BUY
You can play momentum in the cruiselines, but trade, not buy and hold, this.
DON'T BUY
Virus issues have plagued cruise lines for a long time. Covid brings that concern to the forefront. Not sure how excited the general public will be to take a cruise. There are better opportunities. Instead, look towards online booking opportunities. Dividend suspended.
DON'T BUY
It is a great way to see different places and lots of people are looking forward to going on a cruise. However, the recovery will be after covid. Cruises are a virus hotspot. They will not be making any money for a year or so. This has already been priced in.
DON'T BUY
He recommends only Norwegian, because they have enough cash to sustain them. Carnival, no. He understands that bottom-feeders want to pick up the cruiselines now.
HOLD

The Federal Reserve effectively backstopped their bonds to keep the cruise lines going until a vaccine appeared. Then, Pfizer announced positive vaccine results today and CCL popped 39%. But this has gone as far as they can go.

BUY ON WEAKNESS

He prefers Norwegian because it's raised more money, but Carnival is fine. Nothing wrong to buy it now and take a long-term view, because he feels that a vaccine is not that far away.

DON'T BUY
Life is too short to catch a toxic trend like the cruiselines. Maybe you can make a trade of this, but he's a long-term trader. He fears waking up and seeing news of a virus hitting a cruise ship.
COMMENT

Carnival vs. Norwegian cruiselines He's not buying any cruiselines. Carnival just raised $6 billion, so they have the capital to ride this out, so it's better. But look at another sector or industry.

DON'T BUY
RCL-N vs. CCL-N. He would be cautious on both names. Both businesses will survive but never be the same. There is enough risk investing in safe stocks that you don't need to buy these.
PARTIAL BUY

If you want to buy it because it is down 60% on the year, it would be good to step into it. You may just want to put about 20% of your position on. Their peak season is next winter and no one is making bookings now. We don't know how long the virus will last, so just take a nibble.

WAIT
Too early to buy.
COMMENT
You could be looking at stocks that are over down in the downside. It's one of the names that has really been pushed down. He would wait to see some consolidation to step in.
COMMENT
Assumes earnings will be affected by coronavirus. Already reflected in the stock.
PARTIAL BUY
Model price is $98.36 or 124% upside. He has seen it go down the last two and a half years. It will bottom at $38.20. He sees a little bit of down side so if you are a long term holder, buy half and if it goes down then buy the other half or do so if it goes up to $46.80.
DON'T BUY
In the good old days, pretty solid. Now we're in a downtrend. Lower highs and lower lows is not good. Wouldn't be a buyer. Even if a stock goes sideways, you get some indication that it's forming a base. But not even close to that here.
Showing 46 to 60 of 109 entries