Viking Holdings Ltd is scheduled to report second-quarter earnings on Wednesday, with analysts projecting a profit of $0.95 per share for the period ended June, a rebound from a $0.11 loss in the seasonally weaker first quarter. The cruise operator beat first-quarter expectations by 68% and posted revenue of $1.05 billion, up 20.8% year-over-year.
The stock, last quoted at $99.86, carries a consensus price target of $109.15, implying 9.3% upside potential. Of the 21 analysts covering the company, 18 rate the shares a buy. Over the past 60 days, earnings-per-share estimates have risen 0.81%.
Price targets have been raised by several major firms in recent weeks. Stifel lifted its target to $125, while Wells Fargo increased its valuation to $128. Goldman Sachs raised its target to $120 and added Viking to its U.S. Conviction List in late July.
Pricing momentum remains a key focus. Viking disclosed in May that advance bookings for 2027 are running about 12% higher year-over-year. Stifel analyst Steven Wieczynski expects near-term pricing gains to settle in the 8–9% range, moderating to 5–7% growth longer term. Bernstein estimates underlying pricing increases of roughly 9.5% for ocean cruises and 6.5% for river itineraries, compared with a consensus yield growth expectation of about 6%.
Capacity expansion continues with the delivery of new vessels, including the Viking Ptah in Egypt and Viking Dagur in Europe. Bookings have also opened for 2028–2029 ocean voyages, signaling confidence in sustained demand despite potential macroeconomic headwinds.
