Key Stats for Marriott Stock
- Price Change: +8.5%
- Current Price: ~$359
- TIKR Model Target: $390
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What Happened?
Marriott International (MAR) skyrocketed 9.1% to close near $359 on Tuesday.
Marriott hit a new all-time high as investors piled into the stock following a stellar fourth-quarter earnings report.
The rally was ignited by a powerful combination of operational strength and shareholder-friendly capital allocation.
The company reported Q4 revenue of $6.69 billion, beating Wall Street expectations, driven by resilient demand in its luxury and leisure segments.
Investors were particularly thrilled by the company’s aggressive return of capital.
Marriott confirmed it returned over $4 billion to shareholders in 2025 through dividends and share repurchases, a figure that underscores the incredible cash-generating power of its asset-light model.
Despite broader macroeconomic fears, CEO Anthony Capuano noted that higher-end consumers remain “resilient,” continuing to prioritize experiences over goods.
This sentiment was echoed by analysts at StockStory, who highlighted the company’s optimistic forecast for 2026, with adjusted EBITDA guidance surpassing estimates.
The bullish thesis is further supported by the upcoming 2026 FIFA World Cup, which management expects to contribute significantly to global RevPAR.
See analysts’ growth forecasts and price targets for Marriott stock (It’s free!) >>>
Is Marriott Undervalued Today?
During the earnings call, CEO Anthony Capuano laid out the bullish case for the company’s long-term trajectory.
He stated: “Our team produced excellent results in 2025… Marriott’s industry-leading global portfolio stood at nearly 1.78 million rooms.”
CFO Leeny Oberg emphasized the financial strength, noting: “We returned over $4 billion to shareholders… Full year adjusted EBITDA rose 8% to $5.38 billion.”
Oberg also provided optimistic guidance for the future: “For full year 2026, net rooms growth is expected to accelerate up to 4.5% to 5%.”
Read the full Marriott Transcript on TIKR to see the 2026 Outlook >>>
According to TIKR’s Advanced Valuation Model, the stock still has room to run despite hitting new highs.
- Target Price: $390
- Current Price: ~$359
- Potential Upside: +8.7%
Valuation Deep Dive
The investment case for Marriott is a “quality compounder” story.
With the stock trading at ~$359, the market is pricing in a “soft landing” for the economy, but the $390 target assumes Marriott continues to take market share globally.
- The Asset-Light Moat: Marriott’s franchise model allows it to grow rapidly with minimal capital investment, generating massive Free Cash Flow that is returned to shareholders.
- The Pipeline Power: With a record 610,000 rooms in development, Marriott has clear visibility into years of fee growth that competitors cannot match.
- The Value Gap: The $390 target reflects the premium valuation Marriott deserves as the dominant player in the global hospitality industry.
If Marriott can hit its target of 13-15% adjusted EPS growth in 2026, the path to $390 is paved by consistent execution.
Conclusion: Five-star performance. With further upside potential to $390, Marriott International remains a top pick for investors seeking high-quality growth and reliable capital returns in the travel sector.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
