{"id":4393,"date":"2026-04-07T15:15:53","date_gmt":"2026-04-07T15:15:53","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=4393"},"modified":"2026-04-07T15:15:53","modified_gmt":"2026-04-07T15:15:53","slug":"josh-brown-names-top-travel-stocks-poised-to-weather-geopolitical-risks","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=4393","title":{"rendered":"Josh Brown names top travel stocks poised to weather geopolitical risks"},"content":{"rendered":"
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Travel stocks remain in focus this week as escalations continue between the US and Iran, with the Trump administration threatening to soon hit Tehran \u201cextremely hard”.<\/p>\n

Geopolitical friction often serves as a major headwind for the travel industry as it drives up jet fuel prices<\/a> \u2013 its highest variable cost \u2013 and forces expensive flight rerouting.<\/p>\n

Additionally, heightened conflict also dampens consumer confidence, leading to cancelled bookings and reduced demand as travellers avoid uncertainty \u2013 ultimately squeezing airlines and hospitality profit margins.<\/p>\n

Still, market expert Josh Brown, the chief executive of Ritholtz Wealth Management, believes the following three travel stocks are strongly positioned to remain resilient amidst the US-Iran war.<\/p>\n

Hilton Hotels (NYSE: HLT)<\/h2>\n

Hilton has proven to be a powerhouse compounder, delivering an annualised total return of roughly 23% over the last decade; a percentage gain that matches or exceeds the performance of tech titans like Meta Platforms (META) and Microsoft (MSFT).<\/p>\n

By functioning mostly as a loyalty points business (asset-light model), HLT maintains high profit margins with lower real estate risk.<\/p>\n

In 2025, the company achieved a net unit growth rate of 6.7% and expanded its operational footprint to over 9,000 hotels. <\/p>\n

Financially, Hilton Hotels expects<\/a> its per-share earnings to grow by 14% on a year-over-year basis, while its expectations for revenue growth currently sit at 9%.<\/p>\n

According to Josh Brown, HLT stock is showing strength above the $305 level \u2013 as long as it holds above its 200-day moving average (MA) near the $280 level, the long-term uptrend remains intact.  <\/p>\n

Viking Holdings (NYSE: VIK)<\/h2>\n

Josh Brown sees Viking stock as the technical leader in cruise travel, demonstrating a \u201ccontrolled\u201d consolidation following a stellar 2025, where total revenue went up nearly 22% to $6.5 billion.<\/p>\n

VIK entered the new year with immense momentum \u2013 as of mid-February, it had already booked 86% of its annual capacity, representing $5.96 billion in advance bookings.<\/p>\n

With a 54% repeat guest rate and more than 50% of bookings made directly, Viking has effectively insulated its margins from rising customer acquisition costs.<\/p>\n

Investors should watch for a push back toward all-time highs near $80, with a major support floor established around the $65-$70 range, Brown revealed in a recent segment of CNBC<\/em>.<\/p>\n

Delta Air Lines Inc (NYSE: DAL)<\/h2>\n

The airline industry has benefited from a persistent shift toward premium travel. <\/p>\n

DAL shares<\/a> at a compelling P\/E ratio of less than 9x currently remain a top pick due to resilience in luxury cabin spending.<\/p>\n

Delta Air Lines performance in 2025 was marked by record-breaking traffic and high-margin sales streams \u2013 providing a cushion for its share price that sits near the $66 level at the time of writing.<\/p>\n

While the market monitors geopolitical tensions and fuel volatility, this airline major is supported by a consumer base that prioritises experiences over physical goods.<\/p>\n

A 1.14% dividend yield makes Delta Air Lines even more attractive to own for the long-term, Josh Brown concluded.<\/p>\n

The post Josh Brown names top travel stocks poised to weather geopolitical risks<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Travel stocks remain in focus this week as escalations continue between the US and Iran, with the Trump administration threatening to soon hit Tehran \u201cextremely hard”.Geopolitical friction often serves as a major headwind for the travel industry as it drives up jet fuel prices \u2013 its highest variable cost \u2013 and forces expensive flight rerouting.Additionally,…<\/p>\n","protected":false},"author":1,"featured_media":4394,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-4393","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4393","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4393"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4393\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/4394"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4393"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4393"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}