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MAMAR

Marriott International, Inc.

$MAR·$99B·Travel Lodging·Consumer Cyclical
$372.83-0.7%YTD+20.9%1Y+41.3%
Mentions · last 7 days
2026-07-25: 5 posts2026-07-26: 1 posts2026-07-27: 5 posts2026-07-28: 6 posts2026-07-29: 5 posts2026-07-30: 10 posts2026-07-31: 13 posts45
Price updated 5h ago·X counts updated 3h ago
MAMAR
$MARMarriott International, Inc.
$372.83-0.71%45 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MAR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-31

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Marriott reports Monday at the 77th percentile of its 52-week range — the global lodging franchise is coiling into a real catalyst.

Marriott International is the largest global hotel franchise with over 30 brands spanning luxury to select-service. This year has been steady — up 21% YTD and 39% T12M — as global travel demand and pricing continued to compound.

  • The Q1 fundamentals are steady: revenue of $6.65B grew 6% YoY with 20% gross margins and 16% operating margins, EPS of $2.41 — the pattern of an asset-light lodging franchise where RevPAR growth and pipeline expansion drive both revenue growth and modest margin expansion, with FY26 consensus at $27.9B revenue growing to $29.5B in FY27.
  • The forward setup is attractive: FY26 consensus of $11.62 EPS growing to $13.03 in FY27, so at 32x forward earnings MAR is priced for continued low-teens EPS growth — a workable multiple given the multi-year global-lodging pipeline growth and asset-light model.
  • The technical setup is coiling: shares at the 77th percentile of the 52-week range, right at both moving averages — the specific pattern where Monday's Q2 print (consensus $3.03 EPS) becomes the referee for whether the global-lodging thesis warrants continued multiple expansion.

The stock is at $375.48 with Monday's Q2 print as the immediate catalyst. What extends the move is a beat plus specific North America RevPAR growth commentary or international-pipeline expansion datapoint; what breaks the setup is a soft print, group/leisure demand weakness, or any specific franchise-fee deceleration commentary that questions the multi-year growth trajectory.

What to watch: Monday's Aug 3 Q2 print — specifically North America RevPAR growth, international-pipeline expansion, and any FY26 guidance revision. A beat plus rising RevPAR extends the coiling; a soft print, group/leisure weakness, or franchise-fee deceleration breaks the setup.

On the calendar: 2026-08-03 — Q2 2026 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Marriott International, Inc. is a leading global hospitality firm responsible for managing, franchising, and licensing a wide range of accommodation options, including hotels, residential units, and timeshare resorts, on an international scale. The company segments its extensive operations into North America (covering the U.S. and Canada) and its various international divisions. Under its corporate umbrella, Marriott oversees a diverse collection of esteemed brands, such as JW Marriott, The Ritz-Carlton, W Hotels, Sheraton, Westin, and Courtyard, among many others. As of February 15, 2022, its impressive network encompassed nearly 8,000 properties—specifically 7,989 establishments—operating across 139 countries and territories under 30 distinct hotel brand names. Established in 1927, Marriott International, Inc. maintains its corporate headquarters in Bethesda, Maryland.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Lodging sits in its cycle right now — and what that implies for $MAR.

Travel Lodging · Consumer Cyclical

No material change from last week — Hyatt's premium hospitality positioning and World Cup 2026 event demand are sustaining RevPAR growth above pre-pandemic levels. Leisure travel resilience and group meeting recovery continue to support premium hotel pricing power.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-8.9%YTD
+4.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
39.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-74.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$2.72$2.56+6.3%
Q4 2025Feb 10, 2026$2.58$2.60-0.8%
Q3 2025Nov 4, 2025$2.47$2.38+3.8%
Q2 2025Aug 5, 2025$2.65$2.61+1.5%
Next earningsMon, Aug 3·consensus EPS $3.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.7B+6.2%20.2%16.0%$2.41$728.0M
Q4 FY25$6.7B+4.1%16.5%11.6%$1.66$657.0M
Q3 FY25$6.5B+3.7%21.9%18.2%$2.68$951.0M
Q2 FY25$6.7B+4.7%26.9%18.3%$2.78$778.0M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$27.9B$27.4B – $28.5B$11.62$11.41 – $12.1716
FY27$29.5B$28.6B – $30.6B$13.03$12.54 – $14.3216
FY28$30.7B$27.8B – $32.8B$14.48$13.59 – $15.3712
FY29$30.9B$29.2B – $32.2B$16.32$15.21 – $17.2511
FY30$29.0B$27.5B – $30.3B$20.28$18.91 – $21.456

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 228.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 18Peggy RoeEVP & Chf. Customer Officer3.0K sh$1.1MSellMay 13Yibing MaoPres. Greater China4.8K sh$1.7MSellFeb 19Rajeev MenonPresident3.5K sh$1.2MSellFeb 17Drew PintoEVP, Chf. Rev & Technology4.0K sh$1.4MSellFeb 17Anthony CapuanoCEO63.0K sh$22.6M
+ 29 other (15 awards · 8 inkinds · 6 gifts) in window

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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

How To Earn $500 A Month From Marriott Stock Ahead Of Q2 Earningsbenzinga.com·17h agoMarriott to Report Q2 Earnings: What's in Store for the Stock?zacks.com·3d agoUnveiling Marriott (MAR) Q2 Outlook: Wall Street Estimates for Key Metricszacks.com·3d agoMarriott International (MAR) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·5d agoMarriott International Caribbean & Latin America Invites Travelers to Embrace This Season's Top Luxury Travel Trendsprnewswire.com·5d ago

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