Las Vegas Sands vs Carnival
This page compares Las Vegas Sands and Carnival, examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, generates value, and positions itself within the broader entertainment and travel sectors. Educational content, not financial advice.
This page compares Las Vegas Sands and Carnival, examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how ...
Why It's Moving
LVS Dips to 20-Day Low as Investors Rotate Out of Gaming Ahead of Q4 Earnings
- Barclays, Morgan Stanley, and BofA analysts hiked price targets to $65-$70, citing easy year-over-year comps from stimulus and tax refunds boosting regional gaming exposure.
- Gaming sector faces 'muted' 2026 outlook with rates favoring goods over services, plus stretched consumers after years of inflation, per analyst notes.
- Stock shows short-term weakness with 10.9% 30-day decline despite 38% one-year gains, as market anticipates earnings amid neutral-to-positive Wall Street views.
Carnival (CCL) Snags Zacks Buy Upgrade as Earnings Outlook Sparks Fresh Momentum
- Zacks upgraded CCL to Buy on January 21, citing a 6% rise in consensus estimates over three months for fiscal 2026 earnings of $2.52 per share.
- Analysts project strong upside with an average price target of $38, reflecting confidence in debt reduction and record 2025 net income over $3 billion.
- Stock trades undervalued at roughly 11x forward earnings, positioning CCL for potential re-rating as balance sheet strengthens post-peak debt slash of $10 billion.
LVS Dips to 20-Day Low as Investors Rotate Out of Gaming Ahead of Q4 Earnings
- Barclays, Morgan Stanley, and BofA analysts hiked price targets to $65-$70, citing easy year-over-year comps from stimulus and tax refunds boosting regional gaming exposure.
- Gaming sector faces 'muted' 2026 outlook with rates favoring goods over services, plus stretched consumers after years of inflation, per analyst notes.
- Stock shows short-term weakness with 10.9% 30-day decline despite 38% one-year gains, as market anticipates earnings amid neutral-to-positive Wall Street views.
Carnival (CCL) Snags Zacks Buy Upgrade as Earnings Outlook Sparks Fresh Momentum
- Zacks upgraded CCL to Buy on January 21, citing a 6% rise in consensus estimates over three months for fiscal 2026 earnings of $2.52 per share.
- Analysts project strong upside with an average price target of $38, reflecting confidence in debt reduction and record 2025 net income over $3 billion.
- Stock trades undervalued at roughly 11x forward earnings, positioning CCL for potential re-rating as balance sheet strengthens post-peak debt slash of $10 billion.
Investment Analysis
Pros
- Las Vegas Sands has demonstrated strong profitability, with a return on equity above 40% in recent quarters, outpacing historical averages.
- The company operates leading integrated resorts in high-growth Asian markets, including Macao and Singapore, which are key drivers of revenue.
- Recent financial results show robust net revenue and adjusted property EBITDA growth, reflecting strong operational performance and recovery in tourism.
Considerations
- Las Vegas Sands is exposed to regulatory and geopolitical risks in Macao, where changes in gaming laws could impact future earnings.
- The stock exhibits high price volatility, with significant swings observed over the past year, increasing investment risk.
- The company's earnings and stock performance remain sensitive to fluctuations in tourism and consumer spending, particularly in Asia.
Carnival
CCL
Pros
- Carnival Corporation benefits from a diversified global cruise fleet, allowing it to capture demand across multiple regions and customer segments.
- The company has a strong balance sheet with improved liquidity, supporting its recovery from pandemic-related disruptions.
- Carnival has seen a rebound in bookings and occupancy rates, reflecting renewed consumer confidence in the cruise industry.
Considerations
- Carnival remains exposed to volatile fuel prices and global economic conditions, which can pressure margins and profitability.
- The cruise sector faces ongoing regulatory scrutiny and environmental compliance costs, which may increase operational expenses.
- The company's stock performance is highly cyclical, with earnings closely tied to seasonal demand and travel trends.
Related Market Insights
Travel Stocks: The Recovery Play That's Finally Taking Off
Explore top travel stocks poised for growth as the industry stages a remarkable comeback. Discover opportunities in cruises, hotels, and airlines with Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Travel Stocks: The Recovery Play That's Finally Taking Off
Explore top travel stocks poised for growth as the industry stages a remarkable comeback. Discover opportunities in cruises, hotels, and airlines with Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Las Vegas Sands (LVS) Next Earnings Date
Las Vegas Sands (LVS) is scheduled to release its next earnings report for Q4 2025 after market close on Wednesday, January 28, 2026. The company will host a conference call at 1:30 p.m. Pacific Time to discuss the results. This follows their historical pattern of late-January releases for the prior year's fourth quarter.
Carnival (CCL) Next Earnings Date
Carnival Corporation (CCL) next earnings date is estimated for March 20, 2026, based on historical reporting patterns. This release will cover the Q1 fiscal 2026 quarter ending February 2026. The date remains unconfirmed by the company, with estimates ranging from March 19 to March 27 across analyst sources.
Las Vegas Sands (LVS) Next Earnings Date
Las Vegas Sands (LVS) is scheduled to release its next earnings report for Q4 2025 after market close on Wednesday, January 28, 2026. The company will host a conference call at 1:30 p.m. Pacific Time to discuss the results. This follows their historical pattern of late-January releases for the prior year's fourth quarter.
Carnival (CCL) Next Earnings Date
Carnival Corporation (CCL) next earnings date is estimated for March 20, 2026, based on historical reporting patterns. This release will cover the Q1 fiscal 2026 quarter ending February 2026. The date remains unconfirmed by the company, with estimates ranging from March 19 to March 27 across analyst sources.
Which Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketBuy LVS or CCL in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Las Vegas Sands vs Live Nation
Las Vegas Sands vs Live Nation
Las Vegas Sands vs Expedia
Las Vegas Sands vs Expedia
Las Vegas Sands vs Tractor Supply
Las Vegas Sands vs Tractor Supply