Carnival Corporation & plc

Carnival Corporation & plc

CCLยทNYSE

$27.17

-1.7%
Consumer CyclicalLeisure

Carnival Corporation & plc operates as a leisure travel company. Its ships visit approximately 700 ports under the Carnival Cruise Line, Princess Cruises, Holland America Line, P&O Cruises (Australia), Seabourn, Costa Cruises, AIDA Cruises, P&O Cruises (UK), and Cunard brand names. The company also provides port destinations and other services, as well as owns and owns and operates hotels, lodges, glass-domed railcars, and motor coaches. It sells its cruises primarily through travel agents, tour operators, vacation planners, and websites. The company operates in the United States, Canada, Continental Europe, the United Kingdom, Australia, New Zealand, Asia, and internationally. It operates 87 ships with 223,000 lower berths. Carnival Corporation & plc was founded in 1972 and is headquartered in Miami, Florida.

At a Glance

Live Snapshot
Market Cap$37.63B
EPS2.1000
P/E Ratio12.94
Earnings Date06/23/2026
ccl

Carnival Corporation & plc Street Expectations Map

CCL ยท NYSE

Wall Street analysts project that CCL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 36.15, with estimates ranging from a low of 33.00 to a high of 40.00.

Lowest Target
33.00
21.46%
Consensus Target
36.15
33.05%
Highest Target
40.00
47.22%

The consensus 1-year price target stands at 36.15, with estimates ranging from a low of 33.00 to a high of 40.00.

Analyst Consensus Analysis

Upside Potential

+33.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

19.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Carnival Corporation & plc Forward Estimates of Revenue

CCL ยท NYSE
Latest Revenue
26.62B
FY 2025
Avg Estimate
27.86B
FY 2026
Estimate Range
27.53B - 28.04B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Carnival Corporation & plc Forward Estimates of Net Income

CCL ยท NYSE
Latest Net Income
2.76B
FY 2025
Avg Estimate
3.07B
FY 2026
Estimate Range
2.86B - 3.44B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Carnival Corporation & plc Forward Estimates of EPS

CCL ยท NYSE
Latest EPS
2.10
FY 2025
Avg Estimate
$2.22
FY 2026
Estimate Range
$2.04 - $2.45
Analyst Spread

Forward Growth Analysis

Projected Growth+5.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Carnival Corporation & plc Forward Estimates of EBIT

CCL ยท NYSE
Latest EBIT
4.12B
FY 2025
Avg Estimate
-5.42B
FY 2026
Estimate Range
-5.46B - -5.36B
Analyst Spread

Forward Growth Analysis

Projected Growth-231.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Carnival Corporation & plc Forward Estimates of EBITDA

CCL ยท NYSE
Latest EBITDA
6.91B
FY 2025
Avg Estimate
-2.62B
FY 2026
Estimate Range
-2.63B - -2.58B
Analyst Spread

Forward Growth Analysis

Projected Growth-137.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Carnival Corporation & plc Forward Estimates of SG&A Expense

CCL ยท NYSE
Latest SG&A Expense
3.40B
FY 2025
Avg Estimate
8.85B
FY 2026
Estimate Range
8.75B - 8.91B
Analyst Spread

Forward Growth Analysis

Projected Growth+160.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Carnival Corporation & plc Insider Positioning

CCL ยท NYSE

During the last 12 months, insiders have sold $13.91M worth of CCL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

55.1K

1.52M

Net Activity

-1.5M

-$1.52M

3-6 Months

Bought

0

0.00

Sold

361.8K

12.02M

Net Activity

-12.0M

-$12.02M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

12.5K

371.91K

Net Activity

-372K

-$372K

Top Buyers

No buying activity

Top Sellers

1
BD

Bernstein David

Officer: Cfo & Cao

361.8K sharesโ€ข1 transactions

$12.02M

2
DBA

Deynes Bettina Alejandra

Officer: Chief Human Resources Officer

43.1K sharesโ€ข1 transactions

$1.21M

3
BSJ

Band Sir Jonathon

Director

24.5K sharesโ€ข3 transactions

$686K

4
SS

Subotnick Stuart

Director

0 sharesโ€ข1 transactions

$0

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $13.91M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.52M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.