Update shared on04 Aug 2025
Fair value Increased 12%Driven by sustained strong onboard spending, robust wellness facility usage, improved market sentiment, and reduced tariff risks, analysts have increased their confidence in OneSpaWorld Holdings, raising the consensus price target from $22.00 to $24.67.
Analyst Commentary
- Continued strong onboard spending and robust usage of wellness facilities on cruises.
- Absence of major issues impacting customer behavior or service uptake in recent weeks.
- Positive sentiment stemming from broader stock market recovery.
- Reduced perceived risk from tariff threats impacting the business.
- Increased confidence leading to an upward adjustment in target valuation multiples.
What's in the News
- Issued Q3 revenue guidance of $255 million–$260 million and reaffirmed full-year revenue guidance of $950 million–$970 million.
- Executed no share repurchases under the current buyback authorization.
- Removed from Russell Microcap Growth Benchmark Index, Russell 3000E Growth Benchmark, Russell 3000E Index, Russell Microcap Index, Russell 3000E Growth Index, and Russell Microcap Growth Index.
- Expected to report Q2 2025 results on July 30, 2025.
Valuation Changes
Summary of Valuation Changes for OneSpaWorld Holdings
- The Consensus Analyst Price Target has significantly risen from $22.00 to $24.67.
- The Consensus Revenue Growth forecasts for OneSpaWorld Holdings has significantly risen from 8.0% per annum to 8.9% per annum.
- The Future P/E for OneSpaWorld Holdings has risen from 24.78x to 26.09x.
Disclaimer
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