Viking Holdings Ltd

Informe acción NYSE:VIK

Capitalización de mercado: US$38.7b

Viking Holdings Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Viking Holdings de 23.5% y 12.7% por año respectivamente. Se prevé que el BPA crezca en un 23% al año. Se espera que la rentabilidad financiera sea de 59.1% en 3 años.

Información clave

23.5%

Tasa de crecimiento de los beneficios

22.95%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Hospitality18.1%
Tasa de crecimiento de los ingresos12.7%
Rentabilidad financiera futura59.13%
Cobertura de analistas

Good

Última actualización15 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis May 23

Viking Holdings Ltd (NYSE:VIK) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Viking Holdings Ltd ( NYSE:VIK ) defied analyst predictions to release its quarterly results, which were ahead of...

Recent updates

Seeking Alpha 14h

Viking Holdings: Smooth Sailing In Volatile Sector Environment

Summary Viking Holdings Ltd. announced yet another strong quarterly report from Q1, led by sector-leading operational momentum and good capacity investments. While the Iran conflict weighs on cruise line operators, strong bookings suggest that VIK is sailing smoothly past macroeconomic volatility. I estimate VIK stock to have a fair value of $84.3. Read the full article on Seeking Alpha
Actualización de narrativa May 01

VIK: New Low Emission Fleet Expansion Will Support A Balanced Outlook

Analysts have adjusted their price target on Viking Holdings to $86.11 from $82.50, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Viking announced that its new Nile River ships, Viking Ptah and Viking Sekhmet, have been floated out in Cairo, entering the final construction phase before their planned 2026 debut on the 12-day Pharaohs & Pyramids itinerary.
Actualización de narrativa Apr 16

VIK: Future Earnings Will Likely Lag Expanding Fleet And Itinerary Plans

Analysts have raised their fair value estimate for Viking Holdings from $59.00 to approximately $70.58, citing updated assumptions related to discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Viking announced that its two newest Nile River ships, the Viking Ptah and Viking Sekhmet, have been floated out in Cairo and are moving into final construction before their planned debuts in September and November 2026 on the 12-day Pharaohs & Pyramids itinerary.
Actualización de narrativa Apr 02

VIK: New Ships And Partnerships Will Support A Balanced Forward Outlook

Analysts have raised their fair value estimate for Viking Holdings slightly, from about $81.94 to $82.50, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E. What's in the News Viking reported the float out of its two newest Nile River ships, Viking Ptah and Viking Sekhmet.
Actualización de narrativa Mar 19

VIK: New Partnerships And Itineraries Will Support A Stronger Forward Outlook

Analysts have increased their price target on Viking Holdings by about $1.80 per share, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Viking took delivery of the Viking Eldir, a 190 guest Longship built at Meyer’s Neptun Werft in Germany.
Actualización de narrativa Mar 05

VIK: Sports Ties And Heritage Access Will Support Balanced Forward Outlook

Analysts have raised their fair value price target for Viking Holdings from $74.06 to $80.11, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Viking opened bookings for new 2027 river cruise itineraries on the Mississippi and Ohio rivers, including the 15 day Bayous, Blues & Bluegrass route between New Orleans and Louisville and the 8 day Mississippi & Ohio River Explorer between Memphis and Louisville, broadening its destination focused offerings in North America.
Actualización de narrativa Feb 18

VIK: Sports Partnerships And Heritage Experiences Will Support Balanced Future Outlook

Analysts have raised their price target on Viking Holdings to $74.06 from $73.56, citing slightly revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the main factors behind the change. What's in the News Viking opened bookings for new 2027 river itineraries on the Mississippi and Ohio rivers, including the 15 day Bayous, Blues & Bluegrass route between New Orleans and Louisville and the 8 day Mississippi & Ohio River Explorer between Memphis and Louisville, expanding its destination focused offerings in North America.
Actualización de narrativa Feb 04

VIK: Sports Partnerships And Heritage Experiences Will Support Balanced Long Term Outlook

Analysts have nudged their implied fair value estimate for Viking Holdings higher by about $1.50 per share, reflecting small adjustments to revenue growth, profit margin expectations, and the future P/E assumption in their updated models. What's in the News Viking and the PGA TOUR agreed to a new multi year marketing partnership that makes Viking the Official Cruise Line of the PGA TOUR and PGA TOUR Champions, with the agreement running through 2030 and focused on brand awareness campaigns across PGA TOUR media and digital platforms (Key Developments).
Actualización de narrativa Jan 21

VIK: Future Profitability Assumptions Will Likely Remain Too Optimistic

Analysts have maintained their fair value estimate for Viking Holdings at US$59.00, with updated assumptions that include slight changes to revenue growth, profit margin, discount rate, and future P/E expectations that support the revised price target rationale. What's in the News Viking and the PGA TOUR entered a new multi-year marketing partnership that names Viking as the Official Cruise Line of the PGA TOUR and PGA TOUR Champions, with the agreement currently running through 2030 (Key Developments).
Actualización de narrativa Jan 06

VIK: Expanding Fleet And Sustainable Projects Will Support Balanced Long Term Outlook

Analysts have nudged their price target on Viking Holdings higher, with updated fair value moving from about US$69.16 to roughly US$72.06. They cite adjustments to assumptions for the discount rate, revenue growth, profit margin, and future P/E.
Actualización de narrativa Dec 23

VIK: Future Margin Assumptions Will Likely Prove Overly Optimistic

Analysts have raised their fair value estimate for Viking Holdings by 11 percent, from 53.00 dollars to 59.00 dollars. They cite slightly stronger expected revenue growth, higher long term profit margins, a modestly lower discount rate, and a lower assumed future price to earnings multiple that still supports meaningful upside.
Actualización de narrativa Dec 08

VIK: Expanding River Fleet Will Shape Balanced Long Term Performance

Analysts have modestly raised their price target on Viking Holdings, increasing estimated fair value by about $1 to roughly $69 per share, citing slightly stronger projected revenue growth and profit margins that more than offset a marginal uptick in the assumed discount rate and a small trim to future valuation multiples. What's in the News Viking named nine new river ships, including its 100th vessel, in a ceremony in Basel, Switzerland, marking a milestone of more than 100 ships across its river, ocean and expedition fleet, the largest in the cruise industry (Key Developments) Newly named ships will expand capacity on key European itineraries.
Actualización de narrativa Nov 24

VIK: Fleet Expansion And Measured Outlook Will Shape Future Performance

Analysts have raised their price target for Viking Holdings to $68.32, up from $66.35. They cited expectations for slightly improved revenue growth and lower discount rates, despite modestly softer profit margin and valuation forecasts.
Actualización de narrativa Sep 13

Global Expansion Will Unlock Premium Travel Experiences

With both net profit margin and discount rate largely unchanged, the consensus analyst price target for Viking Holdings has seen only a marginal increase, rising from $65.24 to $66.35. What's in the News Viking continues aggressive fleet expansion with new river ships delivered in Portugal (Viking Gyda) and Egypt (Viking Amun), plus plans for 27 additional river ships by 2028 and 10 more ocean ships by 2031.
Actualización de narrativa Aug 22

Sustainable Fleet Expansion And New Markets Will Shape Future Success

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.
Artículo de análisis May 23

Viking Holdings Ltd (NYSE:VIK) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Viking Holdings Ltd ( NYSE:VIK ) defied analyst predictions to release its quarterly results, which were ahead of...
User avatar
Nueva narrativa May 04

New River And Ocean Ships Will Raise Capacity In 2025

Strong advanced bookings and high guest loyalty are driving revenue growth and reducing customer acquisition costs.
Seeking Alpha Feb 10

Viking Holdings' Competitive Position Comes At A Price

Summary Viking Holdings operates a growing fleet of cruise ships, carving a niche in cultural experiences for relatively affluent customers. The carved niche has created healthy and growing earnings. Viking is well-positioned competitively to capture industry growth, with many competitors being financially more distressed and the company operating a very well-perceived brand. The good competitive positioning comes at a steep price, and I estimate VIK stock to have -12% downside to a fair value of around $46.7. Read the full article on Seeking Alpha
Seeking Alpha Nov 29

Viking Holdings: No Signs Of Demand Slowing Down

Summary I maintain a buy rating for VIK due to strong demand, robust forward booking metrics, and justified premium valuation versus peers. 3Q24 earnings showed solid revenue growth, improved margins, and significant net debt reduction, with revenue up ~48% from pre-COVID levels. Demand remains strong, driven by organic growth, with passenger cruise days and revenue per PCD both increasing, and advance bookings up 26% y/y. VIK's growing cash pile and decreasing net debt-to-EBITDA ratio suggest potential for future capital allocation to shareholders, enhancing returns. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

Viking Holdings: Under-The-Radar Cruise Player With Meaningful Upside Potential

Summary Initiating coverage on Viking Holdings with a “Buy” rating and 24-month horizon, citing attractive valuation and growth potential. Viking's clear demographic focus on affluent, English-speaking adults over 55 and strong market share in North America support bullish outlook. Significant fleet expansion and robust order book through 2030, coupled with strong balance sheet and cash flows, ensure sustained revenue growth. Macroeconomic policies and lower interest rates will bolster consumer confidence, making VIK stock a compelling buy despite medium financial risk. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

Viking Holdings: A Niche Player In Cruise Industry

Summary Viking Holdings operates smaller ships offering cultural and educational experiences, targeting the affluent, well-educated, and older demographic. Company's financials show increased profits despite a slight drop in occupancy rates, with plans for significant capacity and revenue growth in the future. Company's valuation is high compared to industry peers, with potential risks in a cyclical industry and global economic slowdown impacting operations and heavy debt load. Read the full article on Seeking Alpha
Seeking Alpha May 03

Viking Holdings IPO: Smooth Sailing

Summary Viking Holdings' shares have seen a solid public offering. The luxury (river) cruise operator has carved out a nice niche for itself. Much good news has been priced in after opening-day gains, making me cautious to step in here. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:VIK - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20289,6402,2862,5823,4967
12/31/20278,6951,9172,2342,97815
12/31/20267,3901,4641,7882,56612
3/31/20266,6581,1991,3032,715N/A
12/31/20256,5011,1481,5332,560N/A
9/30/20256,1279386742,093N/A
6/30/20255,8066947792,258N/A
3/31/20255,5132921,2392,207N/A
12/31/20245,3341321,1652,082N/A
9/30/20245,104-2661,3511,815N/A
6/30/20244,932-1,3171,0321,441N/A
3/31/20244,800-1,2329631,609N/A
12/31/20234,710-9816951,371N/A
9/30/20234,472-5585451,462N/A
12/31/20223,176237-584373N/A
12/31/2021625-1,165-258702N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (23.5% al año) de VIK es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (23.5% al año) de VIK crezcan más rápidamente que el mercado US (16.7% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de VIK crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (12.7% al año) de VIK crezcan más rápidamente que los del mercado US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 12.7% al año) de VIK crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de VIK sea muy elevada dentro de 3 años (59.1%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/15 23:50
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Viking Holdings Ltd está cubierta por 22 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brandt MontourBarclays
Xian Siew Hew SamBNP Paribas
Andrew DidoraBofA Global Research