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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.

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