Royal Caribbean Cruises (RCL) News Today

Royal Caribbean Cruises Ltd. (RCL) — Shares are trading lower today on a mix of modest analyst upgrades and company growth news that are being offset by industry cost concerns and a trimmed long‑term earnings outlook. Investors are weighing short‑term earnings beat potential and fleet expansion against rising operating costs and a slightly reduced FY2026 EPS forecast.

• Positive Sentiment: William Blair nudged up near‑term EPS estimates (Q3 and Q4) and keeps an Outperform rating, supporting expectations for stronger near‑term profitability. Research Analysts Issue Forecasts for RCL Q3 Earnings
• Positive Sentiment: Celebrity Cruises (an RCL brand) took delivery of Celebrity Xcel and started construction on Celebrity Xcite — fleet additions that can drive future revenue and premium pricing power. CELEBRITY CRUISES TAKES DELIVERY OF CELEBRITY XCEL AND INTRODUCES CELEBRITY XCITE
• Neutral Sentiment: Zacks published a Q3 preview drilling into metric-level estimates — useful for gauging whether RCL can beat consensus when results arrive. Gear Up for Royal Caribbean (RCL) Q3 Earnings: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Royal Caribbean unveiled its Summer 2027 Alaska itineraries — a product/marketing update that supports future bookings but is unlikely to move near‑term earnings by itself. ROYAL CARIBBEAN REVEALS SUMMER 2027 ADVENTURES TO ALASKA
• Negative Sentiment: Analysts across the cruise sector warn that strong demand is colliding with rising costs (fuel, labor, supply), which could compress margins even if revenue holds up. Cruise Stocks Set Sail On Strong Demand As Analysts Warn Of Cost Swells
• Negative Sentiment: William Blair trimmed its FY2026 EPS forecast (from prior estimates), signaling some downside to longer‑term profit expectations despite near‑term beats. William Blair Brokers Increase Earnings Estimates for RCL