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Stifel Nicolaus Remains Bullish on Marriott Vacations Worldwide Corporation (VAC)

Marriott Vacations Worldwide Corporation (NYSE:VAC) is one of the best cheap small cap stocks to invest in now. Marriott Vacations Worldwide Corporation (NYSE:VAC) received a rating update from Stifel Nicolaus analyst Simon Yarmak on December 5, who maintained a Buy rating on the stock with a $70 price target.

In a separate development, the company announced leadership changes on November 11 and November 10. On November 11, it announced the retirement of Brian E. Miller, President, Vacation Ownership, on December 31, 2025, after which he would remain an advisor to the company’s President and Chief Executive Officer through March 27, 2026.

On November 10, Marriott Vacations Worldwide Corporation (NYSE:VAC) announced that its Board of Directors appointed Matthew (Matt) E. Avril, an independent director of MVW, as Interim President and Chief Executive Officer, effective immediately. The appointment came after the departure of John Geller as President and CEO of MVW and as a director of the Company. Management reported that the Board of Directors has commenced the search for a permanent President and CEO.

Separately, Marriott Vacations Worldwide Corporation (NYSE:VAC) announced its fiscal Q3 2925 results on November 5, stating that the consolidated contract sales reached $439 million in the quarter. Net loss attributable to common stockholders in the quarter was $2 million, and diluted loss per share was $0.07.

Management stated that it is “not satisfied” with the company’s performance and is taking concrete steps to expedite a return to growth. These include a realignment of sales and marketing field incentives to support strong productivity, implementation of FICO-based screening to drive improved VPGs and improve lead quality, and the curbing of third-party commercial rental activity to propel higher owner arrivals and satisfaction. Marriott Vacations Worldwide Corporation (NYSE:VAC) continues to expect a $150 million to $200 million Adjusted EBITDA benefit by the end of 2026 from its modernization program.

Marriott Vacations Worldwide Corporation (NYSE:VAC) is a global vacation company involved in vacation ownership, rental and resort and property management, and other related products, services, and businesses. Its operations are divided into the Vacation Ownership and Exchange & Third-Party Management segments.

While we acknowledge the potential of VAC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VAC and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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