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Dylan Jovine
3 Stocks to Play the Summer Travel Boom as Demand Surges Again
Author: Dan Schmidt. Posted: 2/10/2026.
Article Highlights
- A potential 2026 travel rebound is being fueled by improving demand drivers, including higher-end spending and a business travel recovery.
- Several travel names are already showing technical momentum, suggesting investors may be rotating into the group early.
- Hilton, Delta Air Lines, and Marriott are positioned to benefit if premium travel demand stays resilient.
The world is gearing up for a travel boom in 2026, and investors are beginning to shift their allocations accordingly. Travel is moving from a laggard to a leadership group as demand drivers reaccelerate and visibility improves across airlines and hotels.
With several major events on deck and premium spending holding up, the setup is improving even before the peak travel months arrive. The travel industry—one of the formerly downtrodden sectors—has produced outsized gains to start 2026, and several fundamental factors are driving the rally.
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Global Travel Demand Expected to be Strong in 2026
Pent-up demand, multiple catalysts, and favorable economic dynamics are converging to create a strong environment for global travel. Many stocks in this space have already started breaking out, and the outlook has improved after 2025's weak travel season. Key factors that have investors intrigued by travel stocks include:
- Return of Business Travel: You may be tired of hearing about the K-shaped economy, but that dynamic is boosting a lagging area of the industry. Business travel is rebounding significantly, resulting in higher spending, since corporate clients tend to occupy the upper tier of the K and opt for premium options. Analysts at Morgan Stanley anticipate corporate travel budgets growing 5% in 2026, while hotel room rates are projected to increase 3.9%.
- Global Sporting Events: 2026 is shaping up to be a big year for international sports, with some of the world's largest spectator events occurring within months of each other. The Winter Olympics in Milan are underway, followed next month by the World Baseball Classic (WBC). The biggest event, the 2026 FIFA World Cup, is scheduled for this summer across the U.S., Canada, and Mexico. It's been more than 20 years since the U.S. last hosted a World Cup, but the 1994 tournament attracted more than 3.5 million attendees.
- Sector Rotation: Market mechanics are also at play. The AI rally has started to cool, and some investors are seeking safer sectors such as consumer staples and financials. Travel stocks, with several catalysts on the horizon, are a natural landing spot for a portion of the capital rotating out of tech.
3 Travel Stocks Breaking Out This Month
If a breakout in travel stocks is imminent, it will likely get its start with these three companies. Each stock benefits from increased spending by more affluent clientele and shows technical momentum behind its move higher.
Hilton: Stock Breaking Out of Year-Long Consolidation
Hilton Worldwide Holdings Inc. (NYSE: HLT) is a premium brand with an asset-light business model that makes it an attractive play in the current market environment.
The company reported more than 515,000 rooms in its pipeline during its Q3 2025 report in October and is targeting 6–7% annual growth in 2026 and 2027.
Management also projects 2–3% growth in 2026 in the key Revenue per Available Room (RevPAR) metric, which was flat in 2025.
Investors have been watching closely for 2026 RevPAR guidance around the company's quarterly reports as a gauge of demand recovery.
Analysts were bullish on the stock ahead of earnings. The stock received five different price-target boosts last week, including new $330 targets from TD Cowen and Goldman Sachs.
The chart shows strong bullish momentum. After a summer Golden Cross, the stock spent much of the second half of 2025 in a tight range before breaking out above the 50-day simple moving average (SMA) in November. HLT shares have already reached several new all-time highs this year, and there could be more upside if the company reports strong upcoming results.
Delta Air Lines: Corporate Travel Boosting Earnings Growth
Delta Air Lines Inc. (NYSE: DAL) has climbed to new all-time highs this year, driven by strong earnings growth and a rebound in corporate travel.
The company released its Q4 2025 earnings report on January 13, posting a slight EPS beat and a slight revenue miss; the slowdown in sales growth can largely be attributed to the government shutdown.
More importantly, the company reported a record $4.6 billion free cash position and projects 20% year-over-year (YOY) EPS growth in 2026, driven by further increases in premium cabin revenue.
If economy-class demand recovers, the 20% EPS growth estimate could prove conservative. The stock's breakout is also backed by several technical signals, including firm support at the 50-day SMA and an uptrending Relative Strength Index (RSI).
Marriott: High-End Clientele and Loyalty Program Provide Solid Floor
Marriott International Inc. (NASDAQ: MAR) is another global premium hotel brand, and its Bonvoy loyalty program is widely regarded as the industry standard, with nearly 237 million members.
The company projects 2026 revenue to grow more than 6% YOY, and its RevPAR outlook has improved after just 0.5% growth in Q3 2025.
MAR shares spent most of the fall consolidating around the $270 mark in a very tight range before breaking out above the 50-day SMA in November.
The 50-day moving average is now acting as support, with the RSI trending upward—technicals that provide bullish momentum to the rally.
Marriott reported its Q4 results on Feb. 10, posting a strong revenue beat and a slight earnings miss; optimistic 2026 guidance sent the stock up about 8% after the release.
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