Viking is a best of breed company, says Jim Cramer
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer makes a bullish case for Viking Holdings after its post-earnings decline. He argues the voucher-related selloff is overblown and highlights strong bookings, excellent results, and a premium but reasonable valuation. He recommends buying the stock into recent weakness.
- Viking sold off more than 20% from its August high after issuing vouchers for disrupted river cruises.
- Cramer says the voucher program builds guest satisfaction and long-term loyalty.
- Bookings for the rest of the year and 2027 are described as incredibly strong.
- Stifel analysts reportedly said investors should buy the correction.
- Viking trades at about 26.5 times earnings with roughly 25% earnings growth.
- Cramer calls Viking a best-of-breed luxury cruise brand worth owning.
Идеи
Buy Viking into weakness; best-of-breed growth.
Cramer argues the selloff in Viking Holdings is overblown and the stock should be bought into weakness. He says the voucher program shows Viking understands its upscale clientele and builds long-term loyalty, while the quarter itself was excellent with incredibly strong bookings for the rest of the year and 2027. He also cites Stifel's call that investors should buy the correction and notes Viking trades at about 26.5 times earnings with earnings growing around 25%, which he views as reasonable for a best-of-breed luxury cruise brand.
Далее
This CNBC video, published August 31, 2026, features Jim Cramer discussing VIK. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: VIK