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Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with Viking Holdings (VIK) currently holding a Momentum Style Score of B [2] - Style Scores complement the Zacks Rank, which has a strong track record of outperformance; VIK has a Zacks Rank of 2 (Buy) [3] Group 2: Performance Metrics - VIK shares have increased by 3.33% over the past week, while the Zacks Leisure and Recreation Services industry remained flat [5] - Over the past quarter, VIK shares have risen by 42.02%, and by 68.7% over the last year, significantly outperforming the S&P 500's increases of 18.84% and 15.9% respectively [6] - The average 20-day trading volume for VIK is 3,474,804 shares, indicating a bullish sign with rising stock prices [7] Group 3: Earnings Outlook - In the past two months, three earnings estimates for VIK have moved higher, with no downward revisions, boosting the consensus estimate from $2.41 to $2.46 [9] - For the next fiscal year, three estimates have also moved upwards, with no downward revisions noted [9] Group 4: Conclusion - Considering the performance metrics and earnings outlook, VIK is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank, helping investors identify securities likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [3] Growth Score - The Growth Style Score assesses a company's financial health and future growth potential based on historical and projected earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score evaluates stocks based on price trends and earnings estimate changes, aiding investors in timing their purchases of high-momentum stocks [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores, providing a comprehensive rating to help investors find stocks with attractive value, growth forecasts, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Stock to Watch: Viking Holdings - Viking Holdings Ltd, which went public in May 2024, raised $1.54 billion at approximately $24 per share, with $245.5 million of new investment representing 16% of total funds raised [11] - The company targets English-speaking travelers over 55 years old and does not allow guests under 18 on its cruises [11] - Viking Holdings has a Zacks Rank of 3 (Hold) and a VGM Score of B, with a Momentum Style Score of A, and shares have increased by 12.7% in the past four weeks [12] - Analysts have revised earnings estimates upwards, with the Zacks Consensus Estimate rising by $0.06 to $2.42 per share for fiscal 2025, and the company has an average earnings surprise of 12.5% [12][13]

Company Overview - Viking Holdings Ltd went public in May 2024, raising $1.54 billion at approximately $24 per share [11] - The company focuses on passenger shipping and other forms of passenger transport, targeting English-speaking travelers aged over 55 years [11] - Viking's cruises do not allow guests under 18 years old, indicating a niche market focus [11] Financial Performance - The new investment into Viking Holdings was $245.5 million, accounting for 16% of the total funds raised [11] - Viking Holdings has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a moderate investment outlook [12] - The company has a Value Style Score of B, supported by a forward P/E ratio of 23, which is attractive for value investors [12] - Four analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.05 to $2.41 per share [12] - Viking Holdings boasts an average earnings surprise of +12.5%, suggesting positive performance relative to expectations [12] Investment Considerations - With a solid Zacks Rank and top-tier Value and VGM Style Scores, Viking Holdings should be considered for investors' short lists [13]

Company Overview - Viking Holdings (VIK) shares have increased by approximately 13% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Fresh estimates for Viking have trended upward in the past month, indicating positive sentiment among analysts [2][4] - Viking currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4] VGM Scores - Viking has an average Growth Score of C and a similar score for momentum, while it received a B grade for value, placing it in the top 40% for that investment strategy [3] - The aggregate VGM Score for Viking is C, which is relevant for investors not focused on a single strategy [3] Industry Performance - Viking is part of the Zacks Leisure and Recreation Services industry, which includes Marriott Vacations Worldwide (VAC) [5] - Marriott Vacations Worldwide reported revenues of $1.2 billion for the last quarter, reflecting a year-over-year increase of 0.4% [6] - Marriott's expected earnings for the current quarter are $1.76 per share, representing a significant year-over-year increase of 60% [6]

Group 1 - The analyst downgraded Viking Holdings (NYSE: VIK) from buy to hold due to concerns about demand and competitive dynamics [1] - The analyst's investment background includes fundamental, technical, and momentum investing, indicating a diverse approach to investment strategies [1] - The article serves as a platform for tracking investment ideas and connecting with like-minded investors [1] Group 2 - There are no disclosed positions in any of the companies mentioned, and no plans to initiate any positions within the next 72 hours [2] - The article expresses the author's own opinions and is not compensated beyond the platform used [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that views may not reflect the platform's overall stance [3]

Company Performance - Viking Holdings (VIK) reported a loss of 24 cents per share in Q1 2025, which was better than the Zacks Consensus Estimate of a loss of 26 cents per share, compared to a loss of 3 cents per share in Q1 2024 [1] - Total revenues reached $897.1 million, exceeding the Zacks Consensus Estimate by 4.49% and showing a year-over-year increase of 24.9%, driven by increased Capacity Passenger Cruise Days (PCDs) and higher revenue per PCD [1] - Adjusted EBITDA for the quarter was $72.8 million, an increase of $77.3 million from Q1 2024, attributed to the growth in capacity of PCDs and higher revenue per PCD [2] Capacity and Demand - Capacity PCDs improved by 14.9% year-over-year due to the addition of two new river vessels and a new ocean ship delivered in 2024 [2] - The company experienced a 7.1% growth in Net Yield, indicating strong demand for travel experiences among its core demographic, with 92% of capacity already booked for the 2025 season [3] Financial Health - As of March 31, 2025, VIK had $2.8 billion in cash and cash equivalents, along with an undrawn revolver facility of $375 million, while the company's net debt stood at $2.9 billion [4] - Vessel operating expenses increased by 10.2% year-over-year, with expenses excluding fuel rising by 12.2%, reflecting the growth in fleet size [3] Industry Context - Norwegian Cruise Line Holdings Ltd. (NCLH) reported Q1 2025 results that missed the Zacks Consensus Estimate, with both earnings and revenues declining year-over-year [6] - Caesars Entertainment, Inc. (CZR) had mixed results in Q1 2025, with earnings missing estimates but revenues surpassing them, showing year-over-year improvement [8]

Company Overview - Viking Holdings Ltd went public in May 2024, raising $1.54 billion at approximately $24 per share [11] - The company focuses on passenger shipping and other forms of passenger transport, targeting English-speaking travelers aged over 55 years [11] - Viking's cruises do not allow guests under 18 years old [11] Financial Performance - The new investment into Viking Holdings was $245.5 million, accounting for 16% of the total funds raised [11] - The Zacks Consensus Estimate for fiscal 2025 has increased by $0.02 to $2.39 per share [12] - Viking Holdings has an average earnings surprise of 12.5% [12] Investment Ratings - Viking Holdings is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B [12] - The company has a Momentum Style Score of A, with shares up 5.5% over the past four weeks [12] - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Viking Holdings is recommended for investors' consideration [13]

Core Viewpoint - Stifel analyst Steven Wieczynski maintains a Buy rating on Viking Holdings Ltd, lowering the price forecast from $52 to $50 due to concerns over early 2026 pricing trends and macroeconomic uncertainty [1]. Financial Performance - Viking reported first-quarter total revenue of $897.1 million, reflecting a 24.9% increase compared to the same period in 2024 [1]. - The company aims for mid-single-digit yield growth for 2026, although the outcome remains uncertain [2]. Booking and Demand Insights - Viking's current 2026 booking levels are approximately 37% of inventory sold, which is ahead of forecasts [3]. - The company is not heavily relying on promotions to drive demand, indicating a strong position due to a longer booking window and a large customer base [3]. - Viking's response to booking strength concerns was reassuring, clarifying that FY25 pricing appeared inflated compared to FY24 due to the absence of a lower-yielding world cruise [4]. Marketing and Growth Potential - Viking has the capacity to drive demand through marketing without significantly increasing SG&A as a percentage of revenue, thanks to its direct marketing model [5]. - The company is projected to achieve strong EBITDA growth of approximately 18% annually through 2027 [5]. Stock Performance - Viking shares are trading lower by 2.62% to $43.59 as of the latest check [5].

Company Overview - Viking Holdings Inc. is a new entrant in the cruise line industry, known for its longships and child-free cruises, having completed its IPO in April 2024 [1] - The company reported its first-quarter earnings for 2025, indicating maturity and potential for future growth despite a premium valuation [1] Financial Performance - Viking achieved a revenue of $897.06 million, exceeding analysts' estimates of $841.18 million by over 6% and showing a year-over-year increase of 24.9% [2] - The company reported a loss of $0.24 per share, which was better than the expected loss of $0.27 and an improvement from the $0.74 loss reported in May 2024 [3] Demand and Capacity - Despite the first quarter being historically weak for cruise lines, Viking's capacity passenger cruise days increased by 14.9% with a 94.5% occupancy rate for the quarter [2] - The company has booked 92% of its capacity for the current season, although 2026 bookings are at 37%, slightly below last year's 39% [7] Fleet Expansion - Viking announced the delivery of its newest river ship, the Viking Thoth, in October, and plans to expand its Nile River fleet to 12 ships by 2027 [8] - The company is also set to take delivery of one ocean ship and nine river vessels in 2025, indicating a bullish outlook with favorable demand trends [9] Stock Performance - Viking's stock forecast shows a 12-month price target of $46.89, representing a 6.85% upside based on 18 analyst ratings [4] - The stock experienced a drop of nearly 7% post-earnings report but recovered some losses, suggesting potential support levels [11] Market Position - The cruise line targets a demographic with disposable income, focusing on a non-party atmosphere with no casinos and no passengers under 18 [6] - Despite concerns about passenger numbers being approximately 88,000 below estimates, there is no evidence of waning demand [7]