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Why These 15 Travel & Leisure Stocks Are Skyrocketing So Far In 2025

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So far, 2025 has been pretty good for the travel and leisure industry. The days of revenge travel seem to have staying power, with travelers planning to spend more and take longer trips.

Travelers in 2025 are expected to spend 9% more, and the global travel and tourism industry is projected to generate $955.9 billion in 2025 and grow at an annual rate of 3.9%. In addition, the global gambling market is expected to reach $618.69 billion in 2025 and grow 8.1%.

It’s tough to find the right stocks in these industries. No one can guarantee the companies that are truly poised to capitalize on these megatrends and deliver consistent returns. However, looking at the ones that have delivered the most gains so far this year is a good starting point.

An international traveler consulting the company’s app on their smartphone, illustrating their successful online marketplace.

Methodology

For this article, I screened the top-performing travel and leisure stocks year-to-date. Stocks that I have covered recently will be excluded from this list.

I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).

15. Light & Wonder Inc (NASDAQ:LNW)

Number of Hedge Fund Holders In Q3 2024: 30

Light & Wonder Inc (NASDAQ:LNW) makes gaming content for casinos and also has segments for digital gaming.

The stock has delivered solid gains so far as analysts have been upping their price targets in the months after its Q3 2024 report. It saw a 12% year-over-year increase in Q3 2024 revenue and Q4 results are scheduled to be released on February 25, 2025.

Also, Light & Wonder surged further in February after an Australian legal win. This win erased concerns about the company having troubles with previously sold games in Australia. Moreover, it secured a $1 billion revolving credit to increase liquidity.

The consensus price target of $108.5 implies 11.09% upside.

LNW stock is up 13.07% year-to-date.

14. Royal Caribbean Group (NYSE:RCL)

Number of Hedge Fund Holders In Q3 2024: 52

Royal Caribbean Group (NYSE:RCL) is a vacation company with a fleet of 66 ships across its five brands.

The stock has surged after it performed better than analysts expected in 2024. It also expects solid results this year. Royal Caribbean Group reported an EPS of $10.94 and adjusted EPS of $11.8. The company’s strong demand led to an expected adjusted earnings growth of 23% in 2025, with adjusted EPS projected to be in the range of $14.35 to $14.65.

Moreover, the company is expanding its vacation offerings with the launch of Celebrity River Cruises and new ships. It is set to begin taking bookings this year on its new river cruises, which are scheduled to start on 10 new ships in 2027. In 2025, capacity is expected to increase by 5% with the introduction of Star of the Seas and Celebrity Xcel.

The consensus price target of $284.12 implies 8.8% upside.

RCL stock is up 13.2% year-to-date.

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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.

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

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