Core Insights - Marriott International Inc continues to outperform in the competitive hotel industry, maintaining a strong position against competitors like Hilton and Hyatt [1] - BMO Capital has reaffirmed its "Outperform" rating for Marriott, raising the price target from $370 to $400 [1] Financial Performance - Marriott reported revenue of $6.69 billion for Q4 2025, slightly above analysts' expectations of $6.67 billion, leading to an 8.5% stock surge to $359.35 [2][6] - The adjusted earnings per share (EPS) were $2.58, slightly below the consensus of $2.61, while worldwide revenue per available room (RevPAR) increased by 1.9% [3][6] - International RevPAR growth was 6.1%, which helped offset flat performance in the US and Canada [3] Future Projections - For Q1, Marriott projects adjusted EPS between $2.50 and $2.55, aligning with Wall Street expectations, and anticipates worldwide RevPAR growth of 1% to 2% [4] - For the full year, adjusted EPS is expected to range from $11.32 to $11.57, with RevPAR growth projected between 1.5% and 2.5% [4] Growth Strategy - Marriott aims for net room growth of 4.5% to 5% and plans for capital returns exceeding $4.3 billion [5] - The stock has fluctuated between a low of $347.36 and a high of $363.54, with a market capitalization of approximately $96.43 billion [5]
Marriott International Inc (NASDAQ:MAR) Sees Price Target Increase and Strong Revenue Growth