To The Moon

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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