Marriott International is expected to report Q1 2026 revenue of $6.59 billion and earnings per share of $2.60 on May 6, with its stock currently trading at $357.90 against an average analyst price target of $369.00. Investors are primarily focused on global RevPAR (Revenue Per Available Room) growth, which management has guided to increase by 1% to 2% year-over-year.
Market sentiment remains bolstered by a record development pipeline of 610,000 rooms and a significant 35% step-up in co-branded credit card royalties expected throughout 2026. Analysts are also closely monitoring the recovery of international business travel and the expansion of the luxury wellness platform to offset potential North American leisure cooling.