Investing in growth stocks is a great way to grow your portfolio in the long run. But it can be difficult to predict which ones will take off in value and which one's won't. And that's why it might make sense to invest in multiple growth stocks, to ensure you aren't placing all your hopes on just a single company. Three stocks that possess a lot of long-term potential and are cheap buys right now are Carnival (CCL -2.14%), AstraZeneca (AZN 0.33%), and Block (XYZ -1.70%). At less than $100 per share, here's ...

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]

Core Insights - Viking Holdings (VIK) reported revenue of $897.06 million for Q1 2025, marking a year-over-year increase of 24.9% and exceeding the Zacks Consensus Estimate by 4.49% [1] - The company reported an EPS of -$0.24, which is a decline from -$0.03 a year ago, but it surpassed the consensus EPS estimate of -$0.26 by 7.69% [1] Financial Performance Metrics - Viking's occupancy rate was 94.5%, slightly above the three-analyst average estimate of 94.3% [4] - The net yield was reported at $544, compared to the average estimate of $538.03 from three analysts [4] - Capacity PCDs reached 1,192,367 Days, exceeding the average estimate of 1,176,407 Days [4] - PCDs totaled 1,126,858 Days, also above the average estimate of 1,112,065 Days [4] - Onboard and other revenue was $62.09 million, slightly below the average estimate of $62.62 million from five analysts [4] - Cruise and land revenue was reported at $834.97 million, significantly higher than the average estimate of $796.13 million from five analysts [4] Stock Performance - Viking's shares have returned +25.5% over the past month, outperforming the Zacks S&P 500 composite's +13.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 increased by 24.9% year over year to almost $900 million, driven by increased capacity, higher occupancy, and higher revenue per passenger cruise day (PCD) [19][20] - Adjusted gross margin rose by 23.8% year over year to $613 million, resulting in a net yield of $544, which is 7.1% higher than Q1 2024 [19][20] - Adjusted EBITDA for Q1 totaled $73 million, improving by over $77 million compared to the same quarter last year, marking a significant year-over-year increase [20] Business Line Data and Key Metrics Changes - **River Segment**: Capacity PCDs increased by 22.3% year over year, with occupancy at 93.9%, about 180 basis points higher than last year. Adjusted gross margin grew by 21.5% year over year, while net yield was $593, down 2.7% year over year [21] - **Ocean Segment**: Capacity PCDs increased by 10.4% year over year, with occupancy at 94.4%. Adjusted gross margin increased by 25.3% year over year to $395 million, and net yield was $499, up 13.6% compared to the previous year [22] Market Data and Key Metrics Changes - Advanced bookings for 2025 reached $5.5 billion, which is 21% higher than the previous year at the same point in time, with 92% of capacity booked [26] - For 2026, 37% of capacity is already booked with $2.7 billion in advanced bookings, which is 11% higher than the 2025 season at the same point in time [27] Company Strategy and Development Direction - The company focuses on disciplined execution of its growth strategy, emphasizing direct marketing to stimulate demand without resorting to pricing promotions [12][56] - The company is committed to expanding its fleet, with plans for additional ocean and river vessels, reflecting a strategic expansion across both offerings [34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the business model and consumer demand, noting that bookings have remained strong despite macroeconomic uncertainties [9][15] - The company highlighted a strong balance sheet with a net debt to EBITDA ratio of two times, providing stability and flexibility for future investments [14][23] Other Important Information - The company announced the construction of the Viking Libra, the world's first hydrogen-powered cruise ship, set for delivery next year [16][17] - The company has a total cash and cash equivalents of $2.8 billion as of March 31, 2025, with an undrawn revolver facility of $375 million [23] Q&A Session Summary Question: Pricing and Promotions - The company has not turned to pricing promotions for future seasons, indicating that pricing dynamics are nuanced and dependent on inventory sold [38][39] Question: Booking Window Changes - Management confirmed that there have been no material changes to the booking window, which remains similar to prior years [40][41] Question: Diverging Net Yield Growth - Management explained that the ocean segment typically operates year-round, while the river segment has a seasonal nature, affecting yield comparisons [46][48] Question: Consumer Demand and Marketing Strategy - Management emphasized that direct consumer engagement is the primary strategy to stimulate demand, rather than adjusting pricing [55][56] Question: Geopolitical Situations and Capacity - The company is prepared to reactivate vessels currently laid up in Russia if geopolitical conditions improve, which would contribute positively to EBITDA [103] Question: Cost Management - The company focuses on efficient vessel design and strong internal discipline to manage costs, aiming to enhance margins while maintaining product quality [115][117]

Viking Holdings (VIK) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Speaker0 Good morning. My name is Paul, and I will be your conference operator today. At this time, I would like to welcome everyone to Viking's First Quarter twenty twenty five Earnings Conference Call. As a reminder, this call is being Thank you. I would now like to turn the program to your host for today's conference, Vice President of Investor Relations, Carolla Mangalini. Speaker1 Good morning, everyone, and welcome to Viking's First ...

Shares of Carnival Corporation & plc (CCL) have been cruising higher, surging 28.7% in the past month compared with the Zacks Leisure and Recreation Services industry’s 23.2% growth. Over the same timeframe, the stock has outperformed the S&P 500’s growth of 11.6%.Carnival’s recent stock surge has been supported by a combination of strong earnings performance, improved macro sentiment, and growing institutional interest. Investor optimism has also grown amid easing trade tensions between the United States a ...

Operational Highlights - Occupancy in April was 69%, an increase of 4% compared to April 2024 [3] - Average Cabin Revenue (ACR) rose by nearly 30% year-over-year [3] - Total ticket revenue grew by over 20% year-over-year, despite reduced capacity due to Havila Castor being in dry-dock [3] Booking Position - As of the end of April, 60% of 2025 capacity is booked, representing about 80% of the full-year targeted cabin nights [3] - Occupancy for Q2 2025 is at 72%, compared to a final 69% in Q2 last year [3] - 21% of 2026 capacity is already booked at significantly higher average prices (ACR) than in 2025 [3] Revenue Growth and Margin Expansion - Forward bookings indicate continued revenue growth and EBITDA margin expansion into 2026 [3] - Booking distribution is more balanced across north and south routes than last year, allowing for further sales closer to departure [3] - Full year occupancy for 2025 is expected to trend higher moving forward due to Q4 campaigns starting about three months later [3]

Snail, Inc. (SNAL) reported first-quarter 2025 results, with earnings and revenues beating the Zacks Consensus Estimate. The top line increased year over year, while the bottom line declined from the prior-year quarter’s figure. Following the results, SNAL’s shares lost 2.5% in the after-hours trading session yesterday.For the first quarter, the company reported robust user engagement. Daily active users on Steam and Epic platforms climbed 16% year over year to 243,000, driven by the release of new maps and ...

Core Viewpoint - Cunard continues its partnership with the Royal Canadian Geographical Society (RCGS) for the Alaska 2025 season, featuring a lineup of expert speakers on select voyages starting June 12, 2025 [1][2][3] Company Overview - Cunard is a luxury British cruise line with a history of 185 years, known for providing unforgettable experiences through fine dining, entertainment, and exceptional service [7] - The company currently operates four ships: Queen Mary 2, Queen Elizabeth, Queen Victoria, and the newly launched Queen Anne [8] Partnership Details - The collaboration with RCGS aims to enhance the educational experience for guests, featuring explorers, naturalists, and other experts who will share their knowledge and stories [3][4] - This partnership, which began in 2023, has been well-received by guests, and Cunard is excited to continue it for a third season in Alaska [3] Speaker Lineup - The 2025 speaker lineup includes notable figures such as: - George Kourounis, a worldwide explorer and storm chaser [4] - Laval St. Germain, an airline captain and Everest summiter [4] - Andrew Fuestel, a professional astronaut with three spaceflights [4] - Sunniva Sorby, a polar ambassador and explorer [4] - Additional speakers include TV personalities and adventurers, enhancing the diverse range of expertise available to guests [5] Educational Programming - Cunard's Insights enrichment program will allow guests to immerse themselves in the Alaskan experience while learning from the RCGS speakers [2][3] - The programming is designed to provide intellectual enrichment and create lasting memories for guests [3]

Core Insights - Oceania Cruises offers over 40 holiday voyages, including the new ship Oceania Allura™, allowing guests to celebrate the festive season in various global destinations [1][3] - The holiday experience on Oceania Cruises is designed to provide a luxurious escape with reimagined festive traditions, including Christmas carolers, evening entertainment, and special celebrations for Hanukkah [2][3] Holiday Voyage Offerings - The holiday voyages range from 7 to 197 days, catering to different schedules and adventure levels, with options including Caribbean New Year's voyages and extensive journeys across continents [3][4] - Highlighted voyages for the 2025-2026 season include: - **Indian Ocean Opus**: 24 days from Cape Town to Singapore, departing December 2, 2025 [5] - **South Pacific Archipelagos**: 19 days from Sydney to Papeete, departing December 10, 2025 [6] - **Outrigger's Route to Bali**: 24 days from Papeete to Bali, departing December 17, 2025 [7] - **Yachting Treasures**: 10 days from Miami to Miami, departing December 19, 2025 [8] - **Antarctic Triumph**: 20 days from Santiago de Chile to Buenos Aires, departing December 21, 2025 [9] - **Holiday Havens**: 14 days from Miami to Miami aboard Oceania Allura, departing December 21, 2025 [10][11] Grand Voyages - The 2025-2026 Grand Voyages include: - **Iberian & Island Dreams**: 25 days from Barcelona to Miami, departing December 2, 2025 [12] - **Spanning the Americas**: 77 days from Los Angeles to San Diego, departing December 20, 2025 [13] - The 2026-2027 Grand Voyages feature: - **Ramblas to Renaissance**: 26 days from Barcelona to Rome, departing December 9, 2026 [17] - **Corals & Kiwi Coasts**: 40 days from Sydney to Auckland, departing December 15, 2026 [18] Additional Offerings - Oceania Cruises' "Your World Included™" program enhances the luxury cruise experience with amenities such as gourmet dining, unlimited WiFi, and fitness classes [19] - The company operates eight small luxurious ships, accommodating a maximum of 1,250 guests, and offers destination-rich itineraries across more than 600 ports globally [21]