MAR

Valued at a market cap of $16.3 billion, Host Hotels & Resorts, Inc. (HST) is the largest lodging real estate investment trust (REIT) in the United States, owning a portfolio of luxury and upper-upscale hotels and resorts across major urban, resort, and convention destinations. The Bethesda, Maryland-based company’s properties are primarily operated under globally recognized brands such as Marriott, Ritz-Carlton, Westin, Hyatt, Hilton, Four Seasons, and Sheraton through long-term management agreements. The REIT is scheduled to announce its fiscal 2026 Q2 earnings after the market closes on Wednesday, Aug. 5. Ahead of this event, analysts expect this lodging REIT to report an FFO of $0.62 per share, up 6.9% from $0.58 per share in the year-ago quarter. The company has surpassed Wall Street’s bottom-line estimates in each of the last four quarters. Micron Stock Is Off 31% From Its High. Why This Could Be the Best Time to Buy. Michael Saylor’s Bitcoin Treasury Company Strategy Is Falling Apart This Red-Hot AI Infrastructure Stock Just Made a Game-Changing Move. How to Play NBIS Here. Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For the current fiscal year, ending in December, analysts expect HST to report an FFO of $2.13 per share, up 2.9% from $2.07 per share in fiscal 2025. HST has gained 46.6% over the past 52 weeks, outpacing the S&P 500 Index's ($SPX) 20.3% return and the State Street Real Estate Select Sector SPDR ETF’s (XLRE) 8.9% uptick over the same time period. Host Hotels & Resorts has emerged as a notable beneficiary of the 2026 FIFA World Cup travel boom. Its Fairmont Mayakoba resort in Mexico was chosen to host national team delegations, while a surge in World Cup-driven travel demand prompted management to raise its full-year guidance for comparable hotel RevPAR and EBITDAre. Wall Street analysts are moderately optimistic about HST’s stock, with an overall "Moderate Buy" rating. Among 21 analysts covering the stock, 11 recommend "Strong Buy," one suggests a "Moderate Buy,” and nine advise "Hold.” The mean price target for HST is $24.64, indicating a potential upside of 4.3% from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this artic...

Most lodging companies are poised to report second-quarter results above Wall Street's projections,

Interested in Marriott International, Inc.? Here are five stocks we like better. U.S. tourism spending hit roughly $1.35 trillion in 2025, with baby boomers outspending other generations per trip as housing costs freeze many homeowners in place. Marriott International beat Q1 2026 earnings estimates and expects 35% growth in credit card fee revenue, but shares trade close to their consensus price target ahead of August 3 earnings. Viking Holdings' advance bookings for 2026 and 2027 are rising sharply year over year, making it a potential longer-term growth alternative to Marriott's dividend-backed stability. Spending on travel and tourism continues nearly unabated. Total U.S. tourism spending reached approximately $1.35 trillion in 2025, according to the U.S. Travel Association's Fall 2025 Forecast. Globally, that number reached a historic level of $2.1 trillion. Baby boomers had the highest per-trip spending among all generations. Around 23% spent $6,000 or more per trip, according to a 2025 Phocuswright survey. By comparison, 17% of millennials and younger travelers and 16% of Gen X reached that same spending level. → 3 Space Stocks That Could Outshine SpaceX After Its IPO At a time when investors are looking for alternatives outside of the technology/artificial intelligence (AI) trade, travel and tourism stocks are one area inside the beaten-down consumer discretionary sector to consider. Two names that have sector- and market-leading performance are Marriott International (NYSE: MAR) and Viking Holdings (NYSE: VIK). The word for 2026 may be affordability. It’s front and center for many American consumers heading into the 2026 midterm elections. Much of that debate centers around housing and is reflected in travel spending for both baby boomers and young adults. → These 3 Water ETFs Could be Quiet Winners From Infrastructure Spending A recent Bank of America analysis found baby boomers' spending grew 2% over the previous year, with much of it going toward travel and hotels. That's not surprising. About 54% of this generation's homeowners have no mortgage. With current mortgage rates still well above the sub-4% rates many boomers locked in years ago, there's little financial incentive to sell. Trading up or downsizing would mean swapping a paid-off house or a cheap, fixed-rate mortgage for a much more expensive one. The result: money that might have gone t...

With a market cap of $95.8 billion, Marriott International, Inc. (MAR) is one of the world's leading hospitality companies, operating a diverse portfolio of luxury, premium, select, midscale, extended stay, and all-inclusive brands. As of March 31, 2026, the company manages, franchises, and licenses more than 9,900 properties across 146 countries and territories, supported by its award-winning Marriott Bonvoy® travel platform. The Bethesda, Maryland-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, analysts expect Marriott to report an adjusted EPS of $3.03, up 14.3% from $2.65 in the year-ago quarter. The company has surpassed Wall Street's earnings estimates in three of the last four quarters while missing on another occasion. Elon Musk Dubs Him ‘Scam Altman’ Not Sam — Then Altman Clapped Back: ‘Homeboy You’re The One Selling Space Datacenters’ Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Short Seller Hunterbrook Attacked Bloom Energy’s Supply-Chain Claims. BE Stock Is Bruised, But Not Broken. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2026, analysts expect the hotel company to report an adjusted EPS of $11.64, an increase of 16.2% from $10.02 in fiscal 2025. MAR stock has soared 28.4% over the past 52 weeks, outpacing both the S&P 500 Index's ($SPX) 20.3% gain and the State Street Consumer Discretionary Select Sector SPDR ETF's (XLY) 6.4% return over the period. Marriott International shares rose 1.3% on May 6 after the company raised its 2026 revenue per available room (RevPAR) growth forecast to 2% - 3%, reflecting confidence in sustained U.S. travel demand, continued strength in international tourism supported by the FIFA World Cup, and resilient bookings across both luxury and budget properties. The company also reported better-than-expected Q1 2026 adjusted EPS of $2.72, with strong performance in U.S. and Canada luxury hotels and a rebound in its budget segment. Analysts' consensus view on MAR stock is cautiously optimistic, with an overall "Moderate Buy" rating. Among 25 analysts covering the stock, nine recommend "Strong Buy," two suggest "Moderate Buy," 13 indicate “Hold,” and one has a "Strong Sell." The average analyst price target is $387.79,...

BETHESDA, Md., July 13, 2026 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) will report second quarter 2026 earnings results on Monday, August 3, 2026, at approximately 7:00 a.m. Eastern Time (ET). The company will hold a conference call for the investment community on Monday, August 3, 2026, at 8:30 a.m. (ET). Marriott International's President and Chief Executive Officer, Anthony Capuano, and Executive Vice President and Chief Financial Officer, Jennifer Mason, will discuss the company's performance. The conference call will be webcast simultaneously via Marriott's investor relations website. Those wishing to access the call on the web should log on to http://www.marriott.com/investor, and select the link for the second quarter earnings call under "Recent and Upcoming Events." A replay will be available at that same website for one year. A transcript of the call will also be available on the company's website. The telephone dial-in number for the conference call is US Toll Free: 800-267-6316, or Global: +1 203-518-9783. Please use conference ID MAR2Q26 when dialing into the call. To help ensure you do not miss any of the conference call, please dial in or link to the call on the webcast 15 minutes prior to the scheduled start time. News media will be able to access the conference call in a listen-only mode. ABOUT MARRIOTT INTERNATIONALMarriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram. Marriott encourages investors, the media, and others interested in the company to review and subscribe to the information Marriott posts on its investor relations website at www.marriott.com/investor or Marriott's news center website at www.marriottnewscenter.com, which may be material. The contents of t...

This article first appeared on GuruFocus. HSBC identified 10 Buy-rated stocks it believes are well positioned ahead of the second-quarter earnings season, citing favorable trends across technology, financial, consumer and industrial sectors. HSBC named Amazon (NASDAQ:AMZN), Microsoft (MSFT), Meta Platforms (NASDAQ:META), Alphabet (GOOGL), AbbVie (ABBV), Caterpillar (CAT), Marriott International (MAR), Vertiv (VRT), NextPower (NXT) and Wells Fargo (WFC) as its preferred earnings-season ideas. The firm said the selections reflect company-specific growth drivers rather than a single sector theme. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. HSBC expects Amazon to benefit from continued cloud computing demand and AI infrastructure investments, while Microsoft could see further momentum from Azure AI services. The brokerage also pointed to Meta's AI-powered advertising tools, Alphabet's cloud and search businesses, and Vertiv's exposure to expanding data center spending. Outside technology, HSBC said AbbVie's immunology portfolio, Caterpillar's exposure to AI-related power demand, Marriott's asset-light business model and Wells Fargo's improving earnings outlook could support results. The brokerage also highlighted NextPower's project backlog and expansion efforts as potential growth catalysts heading into the reporting season.

Since July 2021, the S&P 500 has delivered a total return of 70.5%. But one standout stock has more than doubled the market - over the past five years, Marriott has surged 162% to $371 per share. Its momentum hasn’t stopped as it’s also gained 14.7% in the last six months thanks to its solid quarterly results, beating the S&P by 7.5%. Is now the time to buy Marriott, or should you be careful about including it in your portfolio? See what our analysts have to say in our full research report, it’s free. We’re glad investors have benefited from the price increase, but we’re cautious about Marriott. Here are three reasons you should be careful with MAR, plus one stock we’d rather own. In addition to reported revenue, RevPAR (revenue per available room) is a useful data point for analyzing Consumer Discretionary - Travel and Vacation Providers companies. This metric accounts for daily rates and occupancy levels, painting a holistic picture of Marriott’s demand characteristics. Marriott’s RevPAR came in at $197.07 in the latest quarter, and over the last two years, its year-on-year growth averaged 6.5%. This performance was underwhelming and suggests it might have to invest in new amenities such as restaurants and bars to attract customers - this isn’t ideal because expansions can complicate operations and be quite expensive (i.e., renovations and increased overhead). Free cash flow isn’t a prominently featured metric in company financials and earnings releases, but we think it’s telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Over the next year, analysts’ consensus estimates show they’re expecting Marriott’s free cash flow margin of 10.6% for the last 12 months to remain the same. A company’s ROIC, or return on invested capital, shows how much operating profit it makes compared to the money it has raised (debt and equity). Fortunately, Marriott’s ROIC averaged 3 percentage point increases each year over the last few years. This is a good sign, and we hope the company can continue improving. Marriott falls short of our quality standards. With its shares topping the market in recent months, the stock trades at 31.4× forward P/E (or $371 per share). This valuation tells us it’s a bit of a market darling with a lot of good news priced in - we think there are better stocks to buy right now. We’d recommen...

Marriott International (MAR) and Hilton Worldwide's (HLT) second-quarter revenue per available room

Delta Air Lines (DAL) flew past its second quarter estimates with the airway operator reporting revenue of $17.67 billion and adjusted earnings of $1.56 per share. While boasting strong demand, the airline is still contending with elevated fuel prices stemming from the US-Iran war. Yahoo Finance Senior Transports Reporter Pras Subramanian comes on Market Catalysts to analyze the biggest takeaways from Delta's earnings release.

A month has gone by since the last earnings report for Marriott International (MAR). Shares have added about 9.4% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Marriott due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Marriott reported first-quarter 2026 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis.The quarter reflected broad-based demand, with worldwide RevPAR rising 4.2%. Strength in fee generation and continued development momentum also supported results. Marriott’s adjusted earnings per share (EPS) of $2.72 beat the Zacks Consensus Estimate of $2.58. It increased 17.2% year over year from $2.32 reported in the prior-year quarter. Quarterly revenues of $6.65 billion beat the consensus mark of $6.59 billion. The top line moved up 6.2% on a year-over-year basis. Marriott’s asset-light model translated into higher fee generation in the quarter. Franchise fees rose to $872 million from $746 million in the prior-year period, benefiting from a combination of unit growth and improving systemwide performance.In the first quarter, Base management fees increased to $339 million compared with $325 million reported in the prior-year quarter. Our model projected the metric to be $330.4 million.Incentive management fees advanced to $222 million from $204 million in the year-ago period, supported by stronger results in the United States & Canada and broad-based improvement across international regions. Our model projected the metric to be $207.7 million. In the United States & Canada, comparable systemwide RevPAR increased 4.0% year over year. Management noted that performance strengthened through the quarter and was broad-based across customer segments and chain scales, pointing to resilient travel demand.International markets delivered additional upside, with RevPAR up 4.6% year over year despite the conflict in the Middle East affecting March trends. APEC led international performance, with first-quarter RevPAR increasing more than 7%, while RevPAR in Greater China increased by almost 6%, drive...

BETHESDA, Md., June 3, 2026 /PRNewswire/ -- Goldman Edwards today announced the relocation of its corporate headquarters from downtown Washington, D.C. to a new office location in the heart of Bethesda, Maryland. Effective immediately, Goldman Edwards' new headquarters will be located at: 7700 Wisconsin Avenue, Suite 300Bethesda, Maryland 20814 The company's previous headquarters was located at: 1629 K Street, N.W., Suite 300Washington, D.C. 20006 The move represents another major milestone in Goldman Edwards' continued growth and long-term strategic expansion across the federal technology and modernization market. The new office places Goldman Edwards directly adjacent to the iconic Marriott International global headquarters, positioning the company within one of the region's premier business and innovation corridors. "This move reflects the continued growth, momentum, and evolution of Goldman Edwards as we expand our footprint across the federal market," said Jerrod Moton, Chief Executive Officer of Goldman Edwards. "Being located in Bethesda alongside globally recognized organizations such as Marriott International further strengthens our presence within a thriving business and technology community." Moton added, "Our new headquarters better positions us for the future as we continue scaling our operations, attracting top-tier talent, supporting our government customers, and building strategic partnerships across both the commercial and federal sectors." The new headquarters was selected to support Goldman Edwards' expanding workforce, executive leadership growth, customer engagement activities, and modernization initiatives supporting federal and state agencies nationwide. Goldman Edwards continues to experience rapid growth across transportation, healthcare, cybersecurity, cloud modernization, enterprise IT, and digital transformation programs throughout the federal government. The company has recently expanded through major contract awards, strategic partnerships, and the addition of former senior government executives to its leadership team. "Our vision has always been to build a premier modernization and technology firm that bridges commercial innovation with government mission delivery," Moton said. "This new headquarters reflects that vision and represents the next chapter of growth for Goldman Edwards." The company noted that the Bethesda location...

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.