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 7,321 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
0.03% less ownership
Funds ownership: 79.43% [Q4 2024] → 79.41% (-0.03%) [Q1 2025]
5% less funds holding
Funds holding: 662 [Q4 2024] → 632 (-30) [Q1 2025]
13% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 112
26% less capital invested
Capital invested by funds: $8.99B [Q4 2024] → $6.62B (-$2.37B) [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
24%
downside
Avg. target
$24
4%
upside
High target
$30
27%
upside
11 analyst ratings
8 positive
73%
3 neutral
27%
0 negative
0%
Citigroup James Hardiman | 27%upside $30 | Buy Maintained | 16 Jul 2025 |
Barclays Brandt Montour | 6%upside $25 | Overweight Maintained | 9 Jul 2025 |
Jefferies David Katz | 23%upside $29 | Buy Maintained | 7 Jul 2025 |
UBS Robin Farley | 3%downside $23 | Neutral Maintained | 30 Jun 2025 |
Truist Securities Patrick Scholes | 14%upside $27 | Buy Maintained | 19 May 2025 |
Financial journalist opinion
Based on 17 articles about NCLH published over the past 30 days
Positive
Seeking Alpha
6 hours ago
Norwegian Cruise Line: Deep-Value Buy Thesis Remains Compelling - Reiterate Buy
NCLH remains attractively valued despite lagging its cruise peers, with the discounted P/E and the robust EPS growth potential supporting a reiterated buy rating. This is well supported by the management's aggressive fleet expansion and new private island investments, albeit triggering a prolonged balance sheet recovery. With NCLH reporting their FQ2'25 earnings call soon, we urge readers to closely monitor its near-term execution, since they previously report a "softening in its 12-month forward booked position."
Neutral
PRNewsWire
1 day ago
Oceania Cruises® Set to Delight Gourmands with Debut of New Gérard Bertrand Food and Wine Pairing Experience
The Latest Addition to an Expansive Collection of Culinary Pairing Journeys Promises an Unmatched Gourmet Adventure at Sea Paired with World Famous Wines MIAMI , July 17, 2025 /PRNewswire/ -- Oceania Cruises®, the world's leading culinary- and destination-focused luxury cruise line, will unveil an exclusive Gérard Bertrand Food and Wine Pairing lunch, an immersive new signature experience designed to further elevate the brand's renowned food and wine offerings. Debuting aboard Oceania Allura™ during her highly anticipated inaugural voyage, which sets sail on July 18, 2025, the experience will also launch on Oceania Vista® in September, and will be available aboard Oceania Marina™ and Oceania Riviera™ by 2026.
Neutral
Zacks Investment Research
2 days ago
Why Norwegian Cruise Line (NCLH) Dipped More Than Broader Market Today
In the latest trading session, Norwegian Cruise Line (NCLH) closed at $22.74, marking a -2.28% move from the previous day.
Neutral
GlobeNewsWire
4 days ago
Norwegian Cruise Line Holdings to Hold Conference Call on Second Quarter 2025 Financial Results
MIAMI, July 14, 2025 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (together with NCL Corporation Ltd.
Positive
Zacks Investment Research
1 week 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 week 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
1 week 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
2 weeks 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
2 weeks 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
3 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.
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