{
  "id": 9321586,
  "title": "UBS reiterates Buy on Royal Caribbean stock on TUI cruise data",
  "url": "https://urgent.news/2026/09/23/ubs-reiterates-buy-on-royal-caribbean-stock-on-tui-cruise-data",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-23T11:13:00.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/ubs-reiterates-buy-on-royal-caribbean-stock-on-tui-cruise-data-93CH-4912717"
  },
  "original_language": "en",
  "account": "UBS has reaffirmed its Buy rating and set a $367 price target on Royal Caribbean Cruises (RCL) stock, following TUI cruise data. The stock is currently priced at $234.89, near its 52-week low of $231.03 and below its 52-week high of $356.39. TUI Cruises, a joint venture partner, announced a 12% increase in capacity for the September quarter, driven by the addition of three ships over the past two years, raising the total to 19 ships. Daily rates rose by 2%, while occupancy remained unchanged. For the December 2026 and March 2027 quarters, capacity is expected to increase by 17%, with a 2% rise in daily rates. Occupancy is projected to be 6 points lower for the six-month period due to revised itineraries following the Middle East conflict, although bookings are improving as consumers book closer to departure dates. Despite a one-off EUR 65-70 million net financial loss due to cancellations of Mein Schiff 4 and Mein Schiff 5 from March to mid-May 2026, UBS anticipates a 12% growth in joint venture income per share for Royal Caribbean's September quarter, surpassing consensus expectations of flat growth. For the December quarter, UBS expects a 15% growth in joint venture income per share, slightly above consensus forecasts of 12% year-over-year growth.",
  "summary": null,
  "key_points": [
    "UBS reaffirms Buy rating on Royal Caribbean (RCL) stock",
    "TUI cruise data shows 12% capacity increase for September quarter",
    "UBS predicts 12% growth in joint venture income per share for September quarter"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}