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Marriott International Inc

Marriott International Inc

MAR
$366.24USD↓-1.32%-4.90 today

MARKET CAP

96.6B

P/E (TTM)

35.1x

FWD P/E

29.6x

DAY RANGE

$364 – $373

52W RANGE

$254
$411

AI Summary

Stalk
Sell NowHigh

MAR is in a Stage 4 decline regime marked by lower highs and lower lows, with an active Bearish Pivot Point and downward‐sloping EMAs signaling structural downside control. Medium‐term bias is bearish per Stage 4, and short‐term timing remains unfavorable for rallies, so execution is Sell Now into the 9/21 EMA resistance zone. Key risks include potential oversold bounces or early capitulation signs indicating exhaustion.

  • ↑Q1 revenue $6.65B (+6.2% YoY); EPS $2.72 beats $2.55 consensus
  • ↑Adjusted EBITDA rose 15% YoY to $1.4B on strong fee-driven model
  • ↓Middle East tensions could shave 100–125 bps off full-year RevPAR growth
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The case for & against

Bull & Bear analysis

Bullish

Marriott International, Inc. (NASDAQ: MAR) is a leading global lodging company, managing a broad portfolio that includes luxury, premium, and select service hotel brands. The company has established a strong market position and continues to capitalize on the increasing demand for travel, particularly in the luxury sector. Economic recovery post-pandemic has fueled demand, with Marriott focusing on enhancing customer experiences through innovative technology, including AI integration, and strategic expansion in high-demand markets.

Bull says

  • ↑Q1 revenue $6.65B (+6.2% YoY); EPS $2.72 beats $2.55 consensus
  • ↑Adjusted EBITDA rose 15% YoY to $1.4B on strong fee-driven model
  • ↑Pipeline of ~618k rooms and 35% jump in credit-card revenues
  • ↑Returns over $4.4B to shareholders in 2026 via buybacks and dividends
  • ↑Global RevPAR +4.2% YoY to $95.08; luxury RevPAR up ~6%
  • ↑AI integration and digital upgrades poised to boost efficiency

Bear says

  • ↓Middle East tensions could shave 100–125 bps off full-year RevPAR growth
  • ↓Government transient travel down 15% pressures select-service segment
  • ↓High leverage and elevated CapEx may strain financial flexibility
  • ↓Negative analyst revisions signal skepticism on future earnings
  • ↓Potential overvaluation amid negative dividend yield and rich multiples
  • ↓Airbnb competition and rising construction costs threaten expansion

Investment themes with MAR

Travel & Leisure↑ +0.20%

Consumer travel services and hospitality experiences

EXPE · ABNB · MAR

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-08-2026neutral

Transcript signals

Bull points

  • Look, we clearly have seen strength across all chain scales and segments in Q1. We're seeing that continue in the U.S. and Canada in April. So relative to our last guidance, we have raised US and Canada expectations.
  • in active negotiations with Visa, Chase, and Amex, and we do still expect to have new deals in place in the latter part of the year, which will bring benefits to the loyalty program for guests and owners and to our royalty fees.
  • Marriott's focus is to implement a unified enterprise-wide generative AI strategy, again, with a focus on elevating the experience of all of our core stakeholders, associates, guests, and owners.

Bear points

  • The reality is the Middle East accounts for 10% of global transit traffic demand. And so that ripple effect, particularly for a company like Marriott that has such a dominant footprint in markets like India, is something we've got to watch closely.
  • the pretty modest booking window of plus or minus three weeks for transient business is making it a little blurry right now, which may affect summer travel plans.
  • in the first few weeks of the conflict, we did see that U.S. travelers slowed their international bookings a bit, although those trends have normalized.
Read full transcript analysis ›