Norwegian Cruise LineNCLH
NCLH
About: Norwegian Cruise Line is the world's third-largest publicly traded cruise company by berths (around 70,000). It operates 33 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 12 passenger vessels on order among its brands through 2036, representing 37,500 incremental berths, Norwegian is increasing capacity faster than its peers, expanding its brand globally. Norwegian sails to around 700 global destinations.
Employees: 41,700
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 185
0.05% less ownership
Funds ownership: 79.43% [Q4 2024] → 79.38% (-0.05%) [Q1 2025]
5% less funds holding
Funds holding: 661 [Q4 2024] → 631 (-30) [Q1 2025]
13% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 111
26% less capital invested
Capital invested by funds: $8.99B [Q4 2024] → $6.62B (-$2.38B) [Q1 2025]
34% less call options, than puts
Call options by funds: $304M | Put options by funds: $462M
58% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 5 (-7) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18
20%
downside
Avg. target
$24
6%
upside
High target
$29
28%
upside
11 analyst ratings
8 positive
73%
3 neutral
27%
0 negative
0%
Barclays Brandt Montour | 11%upside $25 | Overweight Maintained | 9 Jul 2025 |
Jefferies David Katz | 28%upside $29 | Buy Maintained | 7 Jul 2025 |
UBS Robin Farley | 2%upside $23 | Neutral Maintained | 30 Jun 2025 |
Citigroup James Hardiman | 11%upside $25 | Buy Maintained | 5 Jun 2025 |
Truist Securities Patrick Scholes | 19%upside $27 | Buy Maintained | 19 May 2025 |
Financial journalist opinion
Based on 15 articles about NCLH published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Norwegian Cruise Line Holdings Ltd. (NCLH) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Norwegian Cruise Line (NCLH). This makes it worthwhile to examine what the stock has in store.
Neutral
PRNewsWire
1 day ago
Oceania Cruises® Takes Delivery of Eighth Luxury Ship, Oceania Allura™
At the Delivery Ceremony, Oceania Cruises confirmed an existing ship order for two additional Sonata Class Vessels MIAMI , July 10, 2025 /PRNewswire/ -- Oceania Cruises ®, the world's leading culinary- and destination-focused luxury cruise line, has taken delivery of Oceania Allura™, its eighth elegant boutique ship. The 1,200-guest Oceania Allura, built at the world-renowned Fincantieri Shipyard in Genoa, is the second ship in Oceania Cruises' Allura Class and heralds the evolution of Oceania Cruises' legacy of offering culinary- and destination-immersive travel experiences.
Negative
Zacks Investment Research
4 days ago
Brokers Suggest Investing in Norwegian Cruise Line (NCLH): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Positive
Zacks Investment Research
1 week ago
Norwegian Cruise Line (NCLH) Surpasses Market Returns: Some Facts Worth Knowing
In the most recent trading session, Norwegian Cruise Line (NCLH) closed at $21.37, indicating a +1.86% shift from the previous trading day.
Negative
WSJ
1 week ago
Cruise Lines Spar With Mexico Over Taxes That Raise Trip Prices
A new passenger tax goes into effect on July 1 as the government negotiates with Royal Caribbean and other companies.
Neutral
GlobeNewsWire
2 weeks ago
Norwegian Cruise Line Holdings Announces Upsize of its Revolving Credit Facility
MIAMI, June 26, 2025 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (together with NCL Corporation Ltd., “Norwegian Cruise Line Holdings” or the “Company”) announced that it has successfully upsized its existing senior secured revolving credit facility from $1.7 billion to $2.486 billion, with the existing terms and maturity date of 2030 unchanged.
Positive
Zacks Investment Research
2 weeks ago
Investors Heavily Search Norwegian Cruise Line Holdings Ltd. (NCLH): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to Norwegian Cruise Line (NCLH). This makes it worthwhile to examine what the stock has in store.
Positive
Seeking Alpha
2 weeks ago
Norwegian Cruise Lines: A Bargain In Plain Sight
Norwegian Cruise Lines is undervalued at a 9x PE ratio, trading well below its 52-week-high, despite resilient industry fundamentals. Concerns about consumer spending, recession, and Iran conflict are overblown; cruising remains attractive and relatively recession-resistant. New ship launches and expanding capacity position Norwegian for strong growth, with solid earnings and revenue estimates for coming years.
Negative
Barrons
2 weeks ago
Carnival Reports Earnings Tuesday. Fuel Prices Aren't the Only Problem for Cruise Stocks.
Carnival stock is 5% down in 2025 heading into second-quarter earnings Tuesday. Tariff uncertainty and the impact of the Israel-Iran war will be in focus.
Neutral
PRNewsWire
2 weeks ago
OCEANIA CRUISES® NAMES A COLLECTION OF FOOD & WINE BEST NEW CHEFS AS GODPARENTS OF NEWEST SHIP, OCEANIA ALLURA™
A group of alumni of the prestigious program will join the christening ceremony held in Miami on November 13 MIAMI , June 23, 2025 /PRNewswire/ -- Oceania Cruises ®, the world's leading culinary- and destination focused luxury cruise line, will team up with a selection of Food & Wine Best New Chefs alumni who will serve as Godparents of its newest ship, Oceania Allura™, debuting in July 2025. In a groundbreaking move that reflects the brand's unwavering dedication to gastronomy and innovation, Oceania Allura will be christened not by one Godmother, but by a group of Food & Wine Best New Chefs alumni.
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