-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价下调97美元至290美元，基于2026年EV/EBITDA倍数13倍（此前为16倍），低于该股过去三年平均预期倍数15倍，反映出燃油成本上涨对盈利增长构成风险。我们将2026年每股收益预期从18.18美元下调至17.42美元，并将2027年每股收益预期从20.40美元下调至19.92美元。鉴于第一季度业绩，我们将评级从“买入”下调至“持有”。我们调整后的评级反映了我们对燃油成本上涨的看法，预计燃油成本上涨将使RCL 2026年的燃油支出比2月份的预期增加2亿美元。此外，地缘政治动荡抑制了高收益地中海和墨西哥西海岸航线的预订需求，这意味着第二季度和第三季度的净收益增长可能令人失望。尽管股价已低于三年平均水平，但我们认为盈利增长的前景已变得不那么乐观。不过，强劲的需求趋势和第一季度持续的净收益增长抵消了这一不利因素，表明需求依然坚挺。
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