Analysts Conflicted on These Consumer Cyclical Names: National Vision Holdings (EYE), Marriott Vacations Worldwide Corporation (VAC) and Mercadolibre (MELI)

Business Insider

12-05-2025

Companies in the Consumer Cyclical sector have received a lot of coverage today as analysts weigh in on National Vision Holdings (EYE – Research Report), Marriott Vacations Worldwide Corporation (VAC – Research Report) and Mercadolibre (MELI – Research Report).
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National Vision Holdings (EYE)
Barclays analyst Adrienne Yih maintained a Hold rating on National Vision Holdings on May 9 and set a price target of $17.00. The company's shares closed last Friday at $17.17.
According to TipRanks.com, Yih is a 4-star analyst with an average return of 5.0% and a 48.5% success rate. Yih covers the NA sector, focusing on stocks such as Dick's Sporting Goods, Canada Goose Holdings, and Lululemon Athletica.
Currently, the analyst consensus on National Vision Holdings is a Moderate Buy with an average price target of $17.83, representing a 3.5% upside. In a report issued on May 7, Morgan Stanley also maintained a Hold rating on the stock with a $17.00 price target.
Marriott Vacations Worldwide Corporation (VAC)
In a report issued on May 9, Brandt Montour from Barclays maintained a Buy rating on Marriott Vacations Worldwide Corporation, with a price target of $88.00. The company's shares closed last Friday at $64.65, close to its 52-week low of $63.46.
According to TipRanks.com, Montour is a 4-star analyst with an average return of 6.1% and a 47.3% success rate. Montour covers the NA sector, focusing on stocks such as Six Flags Entertainment Corporation, Hilton Worldwide Holdings, and Wyndham Hotels & Resorts.
The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Marriott Vacations Worldwide Corporation with a $84.57 average price target, representing a 31.0% upside. In a report issued on May 8, Truist Financial also maintained a Buy rating on the stock.
Mercadolibre (MELI)
In a report released yesterday, Andrew R. Ruben from Morgan Stanley reiterated a Buy rating on Mercadolibre, with a price target of $2850.00. The company's shares closed last Friday at $2450.00.
Mercadolibre has an analyst consensus of Strong Buy, with a price target consensus of $2751.25, implying a 13.5% upside from current levels. In a report issued on May 7, BTIG also maintained a Buy rating on the stock with a $2750.00 price target.