Marriott International is rated as a Buy with a fair value estimate of $400, reflecting its premium quality at a discount compared to Hilton. The company's earnings growth is fueled by strong fee revenue, expansion of its Bonvoy membership, income from co-branded credit cards, and aggressive share buybacks, even though revenue per available room (RevPAR) gains are modest. Net room growth, conversions, and a large development pipeline support sustained high-single-digit fee and EBITDA growth, with earnings per share expected to increase 11–14% annually through 2026–2027. Key risks include potential declines in RevPAR, challenges in executing the development pipeline, sustainability of credit card revenue, rising leverage, and valuation pressure from current high multiples.
Marriott International's price target was lowered from $365 to $343 despite beating Q2 profit expectations with $3.19 EPS. The company missed revenue estimates, reporting $7.07 billion against forecasts of $7.17-$7.26 billion, raising investor concer...
Marriott International introduced Ask Bonvoy, an AI-powered conversational search tool on its website and app, to enhance customer experience and drive direct bookings. The tool helps Marriott Bonvoy loyalty members explore over 10,000 properties wor...
Marriott International exceeded Q2 2026 earnings expectations, reporting an EPS of $3.19 versus the $3.08 consensus. The company's growth was driven by a 5% increase in Revenue Per Available Room (RevPAR) in the U.S. and Canada, contributing to a 3.4...
Marriott International's shares fell 4% after the company reported adjusted earnings of $3.19 per share for Q2, beating analyst expectations. However, revenue of $7.07 billion missed estimates, largely due to cost reimbursement revenue that doesn't r...
Marriott International reported a 3.4% global increase in RevPAR for Q2 2026, driven by 5% growth in the U.S. & Canada despite a 0.5% decline internationally due to Middle East conflict impacts. The company posted diluted EPS of $2.90 and adjusted EP...
