Narrative updates are currently in beta.

Back to narrative

Update shared on22 Aug 2025

Fair value Increased 5.55%
AnalystConsensusTarget's Fair Value
US$64.88
6.9% undervalued intrinsic discount
22 Aug
US$60.39
Loading
1Y
69.5%
7D
-0.5%

Viking Holdings' consensus price target has increased, reflecting higher valuation expectations as indicated by a rising future P/E ratio, despite a slight decline in net profit margin, with the fair value now set at $64.88.


What's in the News


  • Viking is executing significant fleet expansion, including the delivery of the new Nile river ship Viking Amun and additional planned ships in Egypt, alongside a committed orderbook targeting 112 river ships by 2028 and 23 ocean/expedition ships by 2031.
  • The company is advancing next-generation sustainability with plans to debut the world’s first hydrogen-powered cruise ship, Viking Libra, in 2026 and follow with additional hydrogen-powered vessels.
  • Major new product announcements include the float-out of ocean ship Viking Mira, the naming and delivery of Viking Vesta, and the launch of India river cruises with the upcoming Viking Brahmaputra.
  • Viking has introduced 14 new ocean itineraries for 2026–2027, expanding its Mediterranean, UK, Ireland, and Scandinavia offerings.
  • Shares have been added to multiple Russell indexes, and Viking completed a $1.35 billion follow-on equity offering while instituting a 60-day lock-up period for key shareholders and insiders.

Valuation Changes


Summary of Valuation Changes for Viking Holdings

  • The Consensus Analyst Price Target has risen from $61.47 to $64.88.
  • The Future P/E for Viking Holdings has risen from 18.35x to 19.96x.
  • The Net Profit Margin for Viking Holdings has fallen from 24.68% to 23.26%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.