Analyst Benjamin Chaiken of Mizuho Securities maintained a Buy rating on Marriott Vacations Worldwide Corporation (VAC – Research Report), retaining the price target of $112.00.
Benjamin Chaiken has given his Buy rating due to a combination of factors that highlight the underlying strength and future potential of Marriott Vacations Worldwide Corporation. Despite a recent decline in stock value following earnings, the company’s core business remains robust, and its future outlook is promising. The miss in the 2025 EBITDA guidance was primarily due to misaligned market expectations rather than fundamental business weaknesses.
Chaiken notes that Marriott Vacations has several positive factors working in its favor, including cost and revenue synergies, recovery in underperforming markets like Maui, and new major sales initiatives. Additionally, the company has non-core assets worth $150-200 million that could be sold to support future spending. The potential for higher forward estimates, improved contract sales, and increased cost-saving goals further support the Buy rating, indicating a strong growth trajectory beyond 2025.
Chaiken covers the Consumer Cyclical sector, focusing on stocks such as Hyatt Hotels, Penn National Gaming, and Royal Caribbean. According to TipRanks, Chaiken has an average return of 4.6% and a 47.88% success rate on recommended stocks.
In another report released on March 7, Truist Financial also maintained a Buy rating on the stock with a $140.00 price target.
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