BUZZ-Street View: Hilton poised for AI gains, premium travel demand rises

Reuters
Yesterday
BUZZ-Street View: Hilton poised for AI gains, premium travel demand rises

** Hilton Worldwide Holdings HLT.N beat fourth-quarter profit estimates, helped by strong demand for premium travel

** However, co forecasts 2026 room revenue growth below Wall Street expectations, reflecting lower spending by budget-conscious travelers

** Shares of HLT up 2.2% at $332.3

INCREASED ROOM DEMAND & POTENTIAL AI BENEFITS

** Truist notes that although HLT expects customer segment to be its top performer in 2026, ahead of leisure and individual business travel, the bank believes it will actually be the weakest of the three segments

** JP Morgan says HLT's experiential/physical-location based business is well positioned to benefit from AI

** Argus Research says recovery in business and leisure travel will lead to increased room demand, along with unit expansion and higher management fees; estimates FY26/27 earnings per share of $9.30/$10.70

Brokerage

New PT

Old PT

Truist

$307

$253

JP Morgan

$350

$318

Argus Research

$380

$350

TD Cowen

$350

$330

Barclays

$350

$309

Wells Fargo

$373

$338

Mizuho

$321

$266

Deutsche Bank

$332

$299

(Reporting by Megavarshini G. Somasundaram in Bengaluru)

((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10