Viking (VIK) is uniquely positioned to navigate periods of low water in Europe, given its scale and ability to execute ship swaps with its fleet of identical river vessels, UBS Securities said in a note Tuesday.
The investment firm said its estimates for the company are largely unchanged, expecting earnings per share of $3.23, $4.28, and $5.50 for 2026, 2027, and 2028, respectively.
The firm said it is upwardly revising its price target driven by a re-rating of multiple, given sustained return on invested capital and growth profile.
UBS Securities reiterated its buy rating on the stock and boosted its price target to $121 per share from $100.
Shares of Viking were down 1.8% in Wednesday trading.
Price: $96.53, Change: $-1.76, Percent Change: -1.79%