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: 35,900
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
45% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 55
35% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 147
17% more capital invested
Capital invested by funds: $5.64B [Q2] → $6.57B (+$938M) [Q3]
4.87% more ownership
Funds ownership: 69.92% [Q2] → 74.8% (+4.87%) [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]
48% less call options, than puts
Call options by funds: $313M | Put options by funds: $598M
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Loop Capital Laura Champine 65% 1-year accuracy 17 / 26 met price target | 8%downside $26 | Hold Initiated | 4 Feb 2025 |
Macquarie Paul Golding 65% 1-year accuracy 30 / 46 met price target | 6%upside $30 | Outperform Maintained | 17 Jan 2025 |
JP Morgan Matthew Boss 58% 1-year accuracy 42 / 73 met price target | 6%upside $30 | Neutral Maintained | 17 Dec 2024 |
Barclays Brandt Montour 54% 1-year accuracy 44 / 82 met price target | 13%upside $32 | Overweight Upgraded | 13 Dec 2024 |
Goldman Sachs Lizzie Dove 70% 1-year accuracy 19 / 27 met price target | 24%upside $35 | Buy Upgraded | 10 Dec 2024 |
Financial journalist opinion
Based on 19 articles about NCLH published over the past 30 days









