MAR

Marriott InternationalD

Nasdaq / Consumer Services

Quote time unavailable

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

25%

Probability

Target price

$388.50

Analysis reference price unavailable

Analysis 2026-02-12 · RankAlpha Sentiment AI

Most likely

Base case

50%

Probability

Target price

$328.00

Analysis reference price unavailable

Analysis 2026-02-12 · RankAlpha Sentiment AI

B-

Bear case

25%

Probability

Target price

$215.00

Analysis reference price unavailable

Analysis 2026-02-12 · RankAlpha Sentiment AI

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-02-12

AI commentary

Market tone is mixed-positive after the recent Q4 release: investors rewarded guidance/forceful pipeline commentary while analysts remain split on medium-term upside [#News-0][#SERP-1]. Price-target dispersion is wide, signaling disagreement on margins and international recovery timing [#SERP-4]. Short-term sentiment is reactive to analyst revisions and macro headlines; long-term sentiment hinges on fee revenue conversion and global travel normalization [#News-2].

RankAlpha Sentiment AI - 2026-02-12

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-02-10eventQ4 2025 earnings release and guidance (reported)High impact

Marriott reported Q4 2025 results and updated 2026 guidance on 2026-02-10; market reacted with a notable intraday move after results/guidance release [#News-0][#News-5].

2026-05-12catalystAnalyst revisions and target updates post-earningsMedium impact

Following the earnings/guidance update, analysts will revise 12-month targets and estimates over the next quarter; consensus shows wide dispersion today (low $215, median $328, high $388.5) which can drive volatility [#SERP-1][#SERP-4].

2027-02-12catalystSustained international travel recovery & fee revenue expansionHigh impact

Portfolio pipeline and management's long-term fee-based growth could materially lift valuation if global travel and group bookings continue recovering over the next 12 months (assumes steady macro/FX) [#News-2].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-02-12 • Updated nightlySource: Internal modelMethodology