Street View: Hilton poised for AI gains, premium travel demand rises
Hilton Worldwide Holdings HLT.N beat fourth-quarter profit estimates, helped by strong demand for premium travel
However, co forecasts 2026 room revenue growth below Wall Street expectations, reflecting lower spending by budget-conscious travelers
Shares of HLT up 2.2% at $332.3
INCREASED ROOM DEMAND & POTENTIAL AI BENEFITS
Truist notes that although HLT expects customer segment to be its top performer in 2026, ahead of leisure and individual business travel, the bank believes it will actually be the weakest of the three segments
JP Morgan says HLT's experiential/physical-location based business is well positioned to benefit from AI
Argus Research says recovery in business and leisure travel will lead to increased room demand, along with unit expansion and higher management fees; estimates FY26/27 earnings per share of $9.30/$10.70
Brokerage | New PT | Old PT |
Truist | $307 | $253 |
JP Morgan | $350 | $318 |
Argus Research | $380 | $350 |
TD Cowen | $350 | $330 |
Barclays | $350 | $309 |
Wells Fargo | $373 | $338 |
Mizuho | $321 | $266 |
Deutsche Bank | $332 | $299 |
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