<p>嘉年华公司（Carnival Corporation）纽约证券交易所代码：CCL 的股票将在 2025 年上涨，因为它超出了指导预期，展现出强劲的业务势头，产生了充足的现金流，并且比预期更快地减少了债务。这一组合使得公司有望提前一年实现其目标，这一点至关重要，因为债务评级。由于疫情的影响，公司在 2020 年失去了投资级评级，目前正接近重新获得评级。</p>
<p>2025 年第一季度创纪录的亮点之一是加速的债务减少。公司不仅偿还了 55 亿美元的债务，还重组了部分剩余负担，延长了到期时间并降低了利率。这导致每年节省了数百万的利息支出，这些节省可能会在年内进一步用于减少债务。</p>
<p>获取 <strong>Carnival Co. &amp;</strong> 的提醒：</p>
<p>尽管债务减少影响了现金余额，但公司仍然资本充足，股本保持稳定，现金流逐步改善，年比年增长。关键在于盈利质量和财务健康状况正在改善，并预计在 2025 年继续改善，从而提升资本回报的前景。公司目前专注于减少债务，但一旦实现财务目标，将转向包括资本回报。</p>
<h2>嘉年华的超预期季度被谨慎的指导所掩盖</h2>
<p>嘉年华在 2025 财年第一季度表现良好，收入增长 7.4%，达到 58.1 亿美元，超出 MarketBeat 报告的共识 70 百万美元。增长的动力来自于乘客需求和船上消费，这促进了超出预期的运营表现。内部效率、需求和消费趋势使毛收益提高了 25%，净收益提高了 7%，推动了杠杆底线结果。运营收入几乎增长了 100%，达到 5.43 亿美元，利润率超过 2019 年的峰值。由于加速的债务减少，GAAP 收益出现亏损，但调整后的每股收益为 0.13 美元，超过预期的十美分。</p>
<p>公司的指导良好，但分析师认为较为谨慎。公司提高了年度收入和收益预测，为第二季度提供了良好的前景，得益于创纪录的第一季度存款和 2025/2026 年的预订趋势。预计调整后的净收入将增长超过 30%，比 12 月的指导增加了两位数，但比共识低一美分，导致许多分析师下调了他们的估计和股票价格目标。</p>
<h2>分析师情绪稳定；集团预测嘉年华股票有 30% 的上涨空间</h2>
<p>一些分析师在第一季度发布和指导更新后下调了他们的价格目标，而其他分析师则提高了目标，使得共识估计保持平稳，范围缩小。共识预测上涨 35%，覆盖率增加，适度买入评级在过去两个季度内稳固。</p>
<p>机构持股趋势与嘉年华公司在第一季度低点附近提供价值的前景一致。该集团拥有近 70% 的股票，自 2024 年第二季度以来一直在净买入，并在年底和 2025 年第一季度增加了活动。2025 年第一季度的活动包括增加卖出，但被三年来的高买入所抵消，净买入约为 6.65 亿美元，占市值的 2.4%，当时交易价格接近 21 美元。</p>
<h2>嘉年华触底；准备在 2025 年反弹</h2>
<p>嘉年华的股价受到对增长放缓或疲软增长的担忧影响，但这些担忧在第一季度发布后并不成立。公司不仅在扩大其酒店业务，还在改善现金流质量和减少债务，这些因素相互影响。</p>
<p>可能的结果是，债务减少将在 2025 财年继续加速。关于股价，CCL 股票的市场似乎在 3 月初触底，目前在分析师共识的可能目标范围内向上移动。关键阻力点在于 22.30 美元的移动平均线聚集区；如果市场能够突破该点，直到 2023 年的高点将会顺利航行。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250324082102_chart-ccl-3242025.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250324082102_chart-ccl-3242025.png"/></p>
<h2>你现在应该投资 1000 美元在嘉年华公司吗？</h2>
<p>在你考虑嘉年华公司之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而嘉年华公司并不在名单上。</p>
<p>虽然嘉年华公司目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>在这里查看这五只股票</p>

嘉年华邮轮

嘉年华存托凭证

<p>嘉年华公司（Carnival Corporation）的股票预计将在 2025 年反弹，主要受强劲的业务势头和加速的债务减少推动。尽管指导意见谨慎，该公司在第一季度的表现超出预期，收入增长 7.4%，达到 58.1 亿美元。分析师预测该股票有 30% 的上涨空间，机构持股趋势显示出接近近期低点的价值。股票价格正在从 3 月初的低点恢复，关键阻力位在 22.30 美元。总体而言，嘉年华的财务健康状况正在改善，为未来潜在的资本回报奠定基础</p>

<p>Carnival Corporation NYSE: CCL stock will cruise to higher price points in 2025 because it is outperforming its guidance, exhibits robust business momentum, produces ample cash flow, and reduces its debt faster than expected. The combination has the company on track to reach its goals a full year ahead of forecasts, which is critical because of the debt ratings. The company lost its investment-grade ratings in 2020 because of the pandemic’s impact and is within reach of reclaiming them.</p>
<div class="lb-trans"><p>嘉年华公司（Carnival Corporation）纽约证券交易所代码：CCL 的股票将在 2025 年上涨，因为它超出了指导预期，展现出强劲的业务势头，产生了充足的现金流，并且比预期更快地减少了债务。这一组合使得公司有望提前一年实现其目标，这一点至关重要，因为债务评级。由于疫情的影响，公司在 2020 年失去了投资级评级，目前正接近重新获得评级。</p>
</div><p>Among the highlights from the record-setting first quarter of 2025 is accelerated debt reduction. The company not only paid down $5.5 billion in debt but also restructured some of its remaining load, extending the time to maturity and reducing the rates. This resulted in millions in annual interest expense savings, which will likely be used to reduce debt further as the year progresses.</p>
<div class="lb-trans"><p>2025 年第一季度创纪录的亮点之一是加速的债务减少。公司不仅偿还了 55 亿美元的债务，还重组了部分剩余负担，延长了到期时间并降低了利率。这导致每年节省了数百万的利息支出，这些节省可能会在年内进一步用于减少债务。</p>
</div><p>Get <strong>Carnival Co. &amp;</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Carnival Co. &amp;</strong> 的提醒：</p>
</div><p>While debt reduction impacted the cash balance, the company remains well-capitalized, equity has held steady, and cash flow is improving sequentially and year-over-year. The takeaway is that earnings quality and financial health are improving and are expected to continue in 2025, improving the outlook for capital returns. The company focuses on debt reduction now but will shift to include capital return once its financial goals are met.</p>
<div class="lb-trans"><p>尽管债务减少影响了现金余额，但公司仍然资本充足，股本保持稳定，现金流逐步改善，年比年增长。关键在于盈利质量和财务健康状况正在改善，并预计在 2025 年继续改善，从而提升资本回报的前景。公司目前专注于减少债务，但一旦实现财务目标，将转向包括资本回报。</p>
</div><h2>Carnival’s Beat-and-Raise Quarter Overshadowed by Cautious Guidance</h2>
<div class="lb-trans"><h2>嘉年华的超预期季度被谨慎的指导所掩盖</h2>
</div><p>Carnival had a solid FQ1, with revenue growing 7.4% to $5.81 billion to beat MarketBeat’s reported consensus by $70 million. The strength was driven by demand for passage compounded by on-board spending, which aided better-than-expected operating performance. Internal efficiencies, demand, and spending trends improved gross yield by 25% and net by 7% to drive leverage bottom-line results. The operating income rose nearly 100% to $543 million, with a margin exceeding the peak 2019 result. The GAAP earnings are a loss due to the accelerated debt reduction, but adjusted EPS came in at $0.13 or more than a dime above forecast.</p>
<div class="lb-trans"><p>嘉年华在 2025 财年第一季度表现良好，收入增长 7.4%，达到 58.1 亿美元，超出 MarketBeat 报告的共识 70 百万美元。增长的动力来自于乘客需求和船上消费，这促进了超出预期的运营表现。内部效率、需求和消费趋势使毛收益提高了 25%，净收益提高了 7%，推动了杠杆底线结果。运营收入几乎增长了 100%，达到 5.43 亿美元，利润率超过 2019 年的峰值。由于加速的债务减少，GAAP 收益出现亏损，但调整后的每股收益为 0.13 美元，超过预期的十美分。</p>
</div><p>The company's guidance is good but viewed as cautious by analysts. The company raised its revenue and earnings forecasts for the year, offering a solid outlook for Q2 supported by record-level Q1 deposits and 2025/2026 booking trends. Adjusted net income is expected to grow more than 30%, a double-digit increase from the December guide, but it fell short of consensus by a penny, leading many analysts to lower their estimates and stock price targets.</p>
<div class="lb-trans"><p>公司的指导良好，但分析师认为较为谨慎。公司提高了年度收入和收益预测，为第二季度提供了良好的前景，得益于创纪录的第一季度存款和 2025/2026 年的预订趋势。预计调整后的净收入将增长超过 30%，比 12 月的指导增加了两位数，但比共识低一美分，导致许多分析师下调了他们的估计和股票价格目标。</p>
</div><h2>Analysts Sentiment Firms; Group Forecasts a 30% Upside for Carnival Stock</h2>
<div class="lb-trans"><h2>分析师情绪稳定；集团预测嘉年华股票有 30% 的上涨空间</h2>
</div><p>Some, but not all, analysts lowered their price targets following the Q1 release and guidance update. The other lifted theirs, leaving the consensus estimate flat and the range narrowing. The consensus forecasts a 35% upside, with coverage increasing and the Moderate Buy rating firming over the last two quarters.</p>
<div class="lb-trans"><p>一些分析师在第一季度发布和指导更新后下调了他们的价格目标，而其他分析师则提高了目标，使得共识估计保持平稳，范围缩小。共识预测上涨 35%，覆盖率增加，适度买入评级在过去两个季度内稳固。</p>
</div><p>Institutional ownership trends align with the outlook that Carnival Corporation provides value near Q1 lows. The group owns nearly 70% of the stock and has bought on balance since Q2 2024 and ramped their activity through year’s end and into Q1 2025. The Q1 2025 activity includes an increase in selling but is offset by a three-year high in buying, which netted roughly $0.665 billion or 2.4% of the market cap when trading near $21.</p>
<div class="lb-trans"><p>机构持股趋势与嘉年华公司在第一季度低点附近提供价值的前景一致。该集团拥有近 70% 的股票，自 2024 年第二季度以来一直在净买入，并在年底和 2025 年第一季度增加了活动。2025 年第一季度的活动包括增加卖出，但被三年来的高买入所抵消，净买入约为 6.65 亿美元，占市值的 2.4%，当时交易价格接近 21 美元。</p>
</div><h2>Carnival Hits Bottom; Ready to Rebound in 2025</h2>
<div class="lb-trans"><h2>嘉年华触底；准备在 2025 年反弹</h2>
</div><p>Carnival’s stock price was impacted by fears of slowing or sluggish growth that are unfounded in light of the Q1 release. The company is not only growing its hospitality business but also improving its cash flow quality and reducing debt, which are compounding influences on each other.</p>
<div class="lb-trans"><p>嘉年华的股价受到对增长放缓或疲软增长的担忧影响，但这些担忧在第一季度发布后并不成立。公司不仅在扩大其酒店业务，还在改善现金流质量和减少债务，这些因素相互影响。</p>
</div><p>The likely outcome is that debt reduction will continue to accelerate in F2025. Regarding the stock price, the market for CCL stock appears to have hit bottom in early March and is now moving higher within a range with the analysts’ consensus as the likely target. The critical resistance point is near the cluster of moving averages at $22.30; if the market can get above there, it should be smooth sailing until 2023’s highs are reached.</p>
<div class="lb-trans"><p>可能的结果是，债务减少将在 2025 财年继续加速。关于股价，CCL 股票的市场似乎在 3 月初触底，目前在分析师共识的可能目标范围内向上移动。关键阻力点在于 22.30 美元的移动平均线聚集区；如果市场能够突破该点，直到 2023 年的高点将会顺利航行。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250324082102_chart-ccl-3242025.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20250324082102_chart-ccl-3242025.png"/></p>
<h2>Should You Invest $1,000 in Carnival Co. &amp; Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在嘉年华公司吗？</h2>
</div><p>Before you consider Carnival Co. &amp;, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑嘉年华公司之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Carnival Co. &amp; wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而嘉年华公司并不在名单上。</p>
</div><p>While Carnival Co. &amp; currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然嘉年华公司目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

嘉年华公司今年将航行至更高的价格水平