NASDAQ:MAR

Marriott International Inc. (MAR)

368.32
-2.27 (0.61%)
as of Jul 1, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Marriott International Inc. (MAR-Q) has shown strong momentum, with a 27% increase in its stock price over the last six months, encouraging investors to buy during dips as the stock has a history of recovery. Recent upgrades highlight the resilience of wealthier consumers, suggesting that the higher-end market will continue to prosper, which bodes well for Marriott's asset-light business model. An experienced investor notes that while stocks may drop post-earnings reports, even following positive news, this creates potential buying opportunities. Overall, Marriott appears to be well-positioned for long-term growth, benefiting from its operational efficiency and consumer trends favoring luxury travel.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Hilton,HIL-Q
BUY ON WEAKNESS
If the Omicron variant does not slow down the economy and the market snaps back, then buy... Wait for the first Omicron case in the US to buy a good entry point.
DON'T BUY
impact of business travel on the hotel and travel space She sees the same question with airlines and reopening stocks--when will business travel come back? All the growth to return to pre-pandemic levels was automatically priced in as soon as the economy started to open. The risk/reward profile gives her pause. Yes, summer travel is returning, but business travel will take a while to come back. Also, the Delta variant is starting to gain traction in the U.S.; some places are thinking of reinstating mask laws. If so, hotels will get hurt first.
WAIT
A tough one. The ex-CEO was great, so he wants to see a couple of good quarters under the new CEO. He can't recommend MAR until then.
COMMENT

It reports Monday. Expedia today said that pleasure trips are rising, but business trips still lag. Will be interested to see what MAR says.

BUY
The best hotel to play for the coming economic reopening. The CEO who recently passed away last week did a great job advancing the company. The stock didn't skip a beat with his passing. Still has a strong management team and culture. It's primed to rally with the reopening.
BUY
Return to pre-Covid levels? Yes, and maybe higher. They've had a strong balance sheet throughout the pandemic.
COMMENT

A small Short for him because of a combination of its slightly poor momentum and fairly high valuation. 14X EBITDA, and trades 21X PE. Doesn’t have a ton of yield support.

HOLD
Has had tremendous performance. Not currently a “Buy”. He bought it because it was a market leading company with a high dividend yield.
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