Norwegian Cruise LineNCLH
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: 41,700
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
167% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 61
140% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 12 (+7) [Q4]
37% more capital invested
Capital invested by funds: $6.57B [Q3] → $9B (+$2.43B) [Q4]
17% more funds holding
Funds holding: 563 [Q3] → 656 (+93) [Q4]
16% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 173
6.51% more ownership
Funds ownership: 72.98% [Q3] → 79.48% (+6.51%) [Q4]
32% less call options, than puts
Call options by funds: $494M | Put options by funds: $730M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
B of A Securities Andrew Didora 81% 1-year accuracy 13 / 16 met price target | 39%upside $26 | Neutral Maintained | 7 Mar 2025 |
Macquarie Paul Golding 43% 1-year accuracy 23 / 54 met price target | 65%upside $31 | Outperform Maintained | 6 Mar 2025 |
Citigroup James Hardiman 28% 1-year accuracy 7 / 25 met price target | 81%upside $34 | Buy Maintained | 28 Feb 2025 |
Wells Fargo Daniel Politzer 41% 1-year accuracy 24 / 59 met price target | 49%upside $28 | Equal-Weight Maintained | 28 Feb 2025 |
Loop Capital Laura Champine 57% 1-year accuracy 16 / 28 met price target | 39%upside $26 | Hold Initiated | 4 Feb 2025 |
Financial journalist opinion
Based on 26 articles about NCLH published over the past 30 days
