Jim Cramer Commented On Big Market Confusion & Discussed These 5 Stocks.

3. Royal Caribbean Cruises Ltd. (NYSE:RCL)

Number of Hedge Fund Holdings in Q4 2025: 53

The appearance of Royal Caribbean Cruises Ltd. (NYSE:RCL) on Jim Cramer’s radar marked a rare mention of a cruise ship stock. The CNBC TV host had regularly discussed the sector during 2025’s first half. Not only did he remain confident about the firms’ ability to weather the inflationary storm back then, but he also praised Royal Caribbean Cruises Ltd. (NYSE:RCL) on multiple occasions. Analysts started 2026 on a strong note for the firm. For instance, Tigress Financial raised the share price target to $425 from $415 and kept a Buy rating on February 6th. The financial firm commented that Royal Caribbean Cruises Ltd. (NYSE:RCL) was entering 2026 on a strong note when it came to bookings, destinations, and the investment return offered by ships. Cramer also praised the company:

“One of the things that we have to remember is the consumer and this is in some ways talking about the price of gasoline. One of the greatest bargains of the world is cruising, I spent a lot of time with Royal Caribbean, that’s Jason Liberty, does a fanstastic job. Royal Caribbean blew their numbers away, and once again, you can’t blow your numbers away unless you feel like you want to take a cruise. A lot of people were worried about Iran, two quarters ago. Turns out that it really was a blip. Congratulations to them.

“Jason Liberty would tell you that one night one a cruise ship is like one-fifth of a hotel. One-fifth.”

Renaissance Investment Management discussed Royal Caribbean Cruises Ltd. (NYSE:RCL) in its Q4 2025 investor letter:

“Conversely, we sold Royal Caribbean Group (NYSE:RCL) following a deterioration in our quantitative factor models. Much of our original investment thesis has come to fruition, with the company having benefited from a recovery in pricing power, strong bookings driven by demand for its new ships, and increased on-board spending, while its focus on cost controls has driven operating margin expansion. Looking ahead, after several years of accelerating revenue growth, we expect to see growth decelerate in 2026, while margin expansion has likely peaked. Consequently, we believe the risk-reward is no longer advantageous with valuation multiples at all-time highs.”