HRC Leaders | Can $RCL $NCLH $CCL $CUK $VIK $LIND keep the cruise rally alive?-To The Moon - Tiger Brokers Online Investing Community

HRC Leaders | Can $RCL $NCLH $CCL $CUK $VIK $LIND keep the cruise rally alive?

The Hotels, Resorts & Cruise Lines sector rose an average of ~4.09% at the January 29, 2026 ET market close, primarily driven by $Royal Caribbean Cruises(RCL)$ blockbuster Q4 2025 earnings beat, record Wave season bookings, and exceptionally strong 2026 guidance, sparking a broad sympathy rally across cruise operators.

Stock futures fell Friday, a day after the S&P 500 $S&P 500(.SPX)$ posted a second consecutive losing session, but trimmed declines after President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair.

The best-performing concepts is Hotels, Resorts & Cruise Lines. Considering the different perceptions of the stock, this time TigerPicks chose $Royal Caribbean Cruises(RCL)$ $Norwegian Cruise Line(NCLH)$ $Carnival PLC(CUK)$ $Carnival(CCL)$ $Viking Holdings Ltd.(VIK)$ $Lindblad Expeditions(LIND)$ to have a fundamental highlight to help users understand it better.

1.$Royal Caribbean Cruises(RCL)$ +18.65%

Q4 2025 earnings beat with adjusted EPS $2.80 (in line but strong) and record revenue growth of ~12-13%.
Record Wave season start with the seven highest booking weeks in history and ~two-thirds of 2026 capacity already booked at peak yields.
Upbeat 2026 guidance: adjusted EPS $17.70–$18.10 (above consensus), double-digit revenue/EPS growth, and capacity +6.7%.
Net cruise costs (ex-fuel) declined 6% despite sales growth, highlighting efficiency gains and operational leverage.

2. $Norwegian Cruise Line(NCLH)$ +10.25%

Sympathy rally from Royal Caribbean's strong guidance and record bookings signaling industry-wide demand strength.
Positive spillover from peer's double-digit 2026 growth outlook lifting sector sentiment.
Sustained resilient cruise demand and high onboard spending trends benefiting peers.
Broader cruise sector momentum amid affluent traveler preference for vacations.

3. $Carnival PLC(CUK)$ +8.60%

Strong sector lift from Royal Caribbean's upbeat 2026 profit forecast and booking momentum.
Investor rotation into cruise names on positive industry demand signals.
Anticipation of similar strong Wave season trends for Carnival brands.

4. $Carnival(CCL)$ +8.46%

Direct sympathy gains from Royal Caribbean's record bookings and above-consensus 2026 EPS guidance.
Broader cruise rally reflecting sustained post-pandemic vacation demand, and sector momentum amid high early 2026 bookings at healthy pricing.
Positive read-through to Carnival's own capacity and yield expectations.

5. $Viking Holdings Ltd.(VIK)$ +6.69%

Rebound and sympathy surge from Royal Caribbean's strong results and industry demand confirmation.
Positive read-across to Viking's luxury/river cruise positioning in a robust travel environment.

Technical rebound into buy zone support levels amid cruise rally.

6. $Lindblad Expeditions(LIND)$ +3.57%

Modest lift from broader cruise and expedition travel sector momentum.
Spillover optimism from major peers' strong demand and booking trends, and positive sentiment in adventure/luxury travel subsector.
General resilience in experiential travel amid affluent demand strength.

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