Group 1 - Royal Caribbean Cruises Ltd. (NYSE:RCL) is highlighted as a stock on Jim Cramer's radar, particularly in the context of discussions surrounding Carnival Corporation's earnings report [1][2] - Jefferies has lowered its price target for RCL shares to $275 from $286 while maintaining a Buy rating, indicating a positive outlook despite the price adjustment [2] - Wells Fargo initiated coverage on RCL with a price target of $320, citing strong return on invested capital (ROIC) and earnings growth as key factors for the company's potential [2] Group 2 - Cramer has expressed concerns about RCL's performance, stating that it has "not been as good" compared to its peers like Carnival Cruise and Disney's cruise business [3] - The cruise sector, including RCL, has been perceived as having "lost its luster," indicating potential challenges in the industry [2][3] - Despite the potential of RCL as an investment, there is a belief that certain AI stocks may offer higher returns with limited downside risk, suggesting a competitive investment landscape [3]

Core Viewpoint - Royal Caribbean Cruises Ltd. (NYSE:RCL) is recognized as one of the best consumer cyclical stocks, with a strong position in the cruise industry and a wide range of travel destinations [1] Analyst Recommendations - As of November 28th, 16 out of 27 analysts recommend buying RCL shares, with 6 holding, 4 strongly buying, and 1 selling [2] - The average target share price for RCL is set at $336.08 [2] Recent Analyst Commentary - Analysts from Bernstein noted a softening in cruise ship prices in November compared to October, attributing this to higher supply, with RCL's group-wide prices down by 5% year-over-year [3] - Bernstein maintained an Outperform rating with a price target of $360 for RCL [3] - Wells Fargo initiated coverage with an Outperform rating and a price target of $320, highlighting RCL as a "Top Idea" due to its cost controls and projected earnings multiple of 17x for 2027 [3] Supply Dynamics - Bernstein's analysis pointed to oversupply in the Caribbean region as a factor for price weakness, which RCL's CEO acknowledged during a Q3 earnings call, stating that the increase in supply is manageable and that RCL's differentiated assets help maintain demand [4]