Norwegian Cruise LineNCLH
NCLH
About: Norwegian Cruise Line is the world's third-largest publicly traded cruise company by berths (around 66,500). It operates 32 ships across three brands—Norwegian, Oceania, and Regent Seven Seas—offering both freestyle and luxury cruising. The company redeployed its entire fleet as of May 2022. With 13 passenger vessels on order among its brands through 2036, representing 41,000 incremental berths, Norwegian is increasing capacity faster than its peers, expanding its brand globally. Norwegian sails to around 700 global destinations.
Employees: 35,900
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 147
25% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 64
17% more capital invested
Capital invested by funds: $5.61B [Q2] → $6.55B (+$933M) [Q3]
4.84% more ownership
Funds ownership: 69.64% [Q2] → 74.48% (+4.84%) [Q3]
3% more funds holding
Funds holding: 544 [Q2] → 560 (+16) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]
47% less call options, than puts
Call options by funds: $311M | Put options by funds: $591M
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$24
11%
downside
Avg. target
$30
11%
upside
High target
$36
34%
upside
14 analyst ratings
8 positive
57%
5 neutral
36%
1 negative
7%
JP Morgan Matthew Boss 50% 1-year accuracy 32 / 64 met price target | 11%upside $30 | Neutral Maintained | 17 Dec 2024 |
Barclays Brandt Montour 52% 1-year accuracy 44 / 85 met price target | 19%upside $32 | Overweight Upgraded | 13 Dec 2024 |
Goldman Sachs Lizzie Dove 54% 1-year accuracy 14 / 26 met price target | 30%upside $35 | Buy Upgraded | 10 Dec 2024 |
Truist Securities Patrick Scholes 57% 1-year accuracy 43 / 76 met price target | 30%upside $35 | Buy Maintained | 2 Dec 2024 |
B of A Securities Andrew Didora 63% 1-year accuracy 10 / 16 met price target | 8%upside $29 | Neutral Maintained | 13 Nov 2024 |
Financial journalist opinion
Based on 26 articles about NCLH published over the past 30 days
Positive
CNBC Television
1 day ago
Norwegian Cruise Line CEO on consumer demand and strength of the economy
Harry Sommer, Norwegian Cruise Line CEO, and CNBC's Seema Mody join 'The Exchange' to discuss the state of the consumer, his outlook on Norwegian and the cruise industry going into next year, and more.
Neutral
PRNewsWire
2 days ago
NORWEGIAN CRUISE LINE ® ANNOUNCES ALL-NEW AND EXPANDED GUEST EXPERIENCES ABOARD NORWEGIAN BLISS ® AND NORWEGIAN BREAKAWAY ®
- Guests Will Have More to Do and More to Enjoy with the World's First-Ever Immersive Cinema and Dining Offering at Sea, 'Silver Screen Bistro,' to Premiere Exclusively Aboard Norwegian Breakaway, and a Brand-New Outdoor Venue, 'Horizon Park,' to Debut on Both Ships - - Norwegian Bliss' Updates Begin Jan. 17, 2025 Prior to Launching Her Caribbean Season, While Norwegian Breakaway's Enhancements to Start on Feb. 19, 2025 Before Commencing a Series of Immersive European Itineraries - MIAMI , Dec. 18, 2024 /PRNewswire/ -- Norwegian Cruise Line (NCL) , the innovator in global cruise travel, today announced that Norwegian Bliss and Norwegian Breakaway and will each undergo significant updates to offer more onboard guest experiences, including a brand-new cinema and dining experience, Silver Screen Bistro; a new outdoor recreational concept, Horizon Park; as well as the extension of popular dining venues such as Cagney's Steakhouse and Teppanyaki; and expanded accommodations including The Haven by Norwegian®. "At Norwegian Cruise Line, our guests and what they value most is critical in order for us to develop experiences.
Negative
Zacks Investment Research
2 days ago
Are Consumer Discretionary Stocks Lagging Norwegian Cruise Line (NCLH) This Year?
Here is how Norwegian Cruise Line (NCLH) and Adidas AG (ADDYY) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
4 days ago
NCLH Stock Up 36% in 3 Months: Time to Lock in Gains or Ride the Wave?
Norwegian Cruise benefits from fleet expansion and robust demand for its premium services.
Neutral
Business Wire
5 days ago
Chase Freedom® Celebrates 15 Years of Rotating Cash Back Categories, Kicking Off 2025 With: Norwegian Cruise Lines, Grocery Stores, Fitness Clubs and Self-Care Services
WILMINGTON, Del.--(BUSINESS WIRE)--Move over New Year's resolutions, Chase Freedom wants cardmembers to treat themselves not just this quarter, but all year long. Today, Chase Freedom® announced its latest Q1 categories, offering cardmembers the opportunity to celebrate 15 incredible years of rotating cash back categories. It's a yearlong birthday celebration cardmembers won't want to miss. To kick off the birthday festivities for this quarter, cardmembers can take advantage of 5% cash back acr.
Positive
WSJ
5 days ago
Cruise Lines Are Basking in Holiday Cheer
This ‘wave season' is shaping up to be not only the strongest since the pandemic but also the best ever.
Positive
Benzinga
1 week ago
Norwegian Cruise Line Benefits From Re-energized Consumer Spending And Cost Savings Program, Analyst Says
Barclays analyst Brandt Montour highlights that the re-energized consumer and low tariff exposure will benefit the travel and experiences sectors in 2025.
Positive
Zacks Investment Research
1 week ago
Should Value Investors Buy Norwegian Cruise Line (NCLH) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
1 week ago
Why Norwegian Cruise Line (NCLH) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Positive
MarketBeat
1 week ago
Analysts Expect This Cruise Stock To Rally Another 30%
Shares of Norwegian Cruise Line Holdings Ltd NYSE: NCLH have been on an absolute heater since August. After a lackluster first half where shares traded in a tight range with no clear direction, they've surged nearly 90% in the past four months.
Charts implemented using Lightweight Charts™