Norwegian Cruise Line (NYSE:NCLH) Raised to “Strong-Buy” at TD Cowen

Norwegian Cruise Line (NYSE:NCLH) was upgraded by analysts at TD Cowen to a “strong-buy” rating in a research report issued to clients and investors on Tuesday, Zacks reports.

Several other brokerages also recently issued reports on NCLH. Mizuho reissued a “neutral” rating and set a $17.00 price objective (down from $22.00) on shares of Norwegian Cruise Line in a research note on Tuesday, August 18th. Jefferies Financial Group boosted their price target on Norwegian Cruise Line from $16.00 to $18.00 and gave the company a “hold” rating in a report on Friday, July 17th. Citigroup reduced their price target on Norwegian Cruise Line from $25.00 to $22.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. BMO Capital Markets assumed coverage on Norwegian Cruise Line in a report on Tuesday, July 7th. They set a “market perform” rating and a $21.00 price objective on the stock. Finally, Bank of America reaffirmed a “neutral” rating on shares of Norwegian Cruise Line in a research report on Friday, July 31st. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $20.95.

Norwegian Cruise Line Price Performance

Shares of NYSE:NCLH opened at $14.54 on Tuesday. The company has a debt-to-equity ratio of 5.40, a quick ratio of 0.17 and a current ratio of 0.20. The business’s fifty day moving average price is $18.27 and its two-hundred day moving average price is $18.95. The stock has a market cap of $6.68 billion, a PE ratio of 9.09, a price-to-earnings-growth ratio of 0.85 and a beta of 1.88. Norwegian Cruise Line has a one year low of $14.45 and a one year high of $27.18.

Norwegian Cruise Line (NYSE:NCLH) last issued its quarterly earnings data on Thursday, July 30th. The company reported $0.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.07. The business had revenue of $2.64 billion for the quarter, compared to the consensus estimate of $2.65 billion. Norwegian Cruise Line had a return on equity of 41.38% and a net margin of 7.49%.The business’s revenue was up 4.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.51 earnings per share. Norwegian Cruise Line has set its Q3 2026 guidance at 0.900-0.900 EPS and its FY 2026 guidance at 1.500-1.500 EPS. On average, analysts forecast that Norwegian Cruise Line will post 1.37 EPS for the current fiscal year.

Hedge Funds Weigh In On Norwegian Cruise Line

A number of hedge funds have recently made changes to their positions in the business. SHP Wealth Management acquired a new stake in Norwegian Cruise Line in the 4th quarter valued at $26,000. MUFG Securities EMEA plc purchased a new stake in shares of Norwegian Cruise Line in the second quarter worth about $26,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Norwegian Cruise Line in the fourth quarter valued at about $31,000. Clearstead Advisors LLC raised its holdings in shares of Norwegian Cruise Line by 130.2% during the 4th quarter. Clearstead Advisors LLC now owns 1,607 shares of the company’s stock valued at $36,000 after buying an additional 909 shares during the period. Finally, Hilton Head Capital Partners LLC acquired a new position in Norwegian Cruise Line during the 4th quarter worth approximately $45,000. Hedge funds and other institutional investors own 69.58% of the company’s stock.

Norwegian Cruise Line News Roundup

Here are the key news stories impacting Norwegian Cruise Line this week:

• Positive Sentiment: Norwegian Cruise Line’s new water park at its private island is receiving strong customer reviews. Favorable guest feedback could support demand, onboard spending and the company’s ability to market its private-island experience. Norwegian Cruise Lines lands strong reviews for the new water park on its private island
• Positive Sentiment: Citi initiated or reiterated a Buy view on NCLH, signaling confidence in the stock’s valuation and potential recovery despite its recent weakness. Norwegian Cruise Line NCLH Gets a Buy from Citi
• Neutral Sentiment: Norwegian’s decline has occurred alongside weakness in other cruise stocks, including Carnival and Royal Caribbean, suggesting sector-wide and macroeconomic selling rather than an isolated NCLH-specific event. Why Did NKE, OPEN, NCLH Stocks Slump To 52-Week Lows Today?
• Negative Sentiment: Rising crude oil prices are undermining the fuel-cost relief thesis for cruise operators. Higher fuel expenses could pressure Norwegian’s margins and cash flow, particularly given its substantial leverage. Norwegian Slides 3% as Rising Oil Undercuts Fuel-Cost Relief Hopes
• Negative Sentiment: NCLH fell more than the broader market and reached a 52-week low, reflecting persistent investor concerns about cruise demand, operating costs and the wider economic backdrop. Why Norwegian Cruise Line NCLH Dipped More Than Broader Market Today

About Norwegian Cruise Line

Norwegian Cruise Line Holdings Ltd. is a global cruise company headquartered in Miami, Florida. Through its three brands—Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises—the company offers ocean voyages to destinations around the world, including the Caribbean, Alaska, Europe, Asia, South America, Australia and New Zealand, and expedition regions.

Norwegian Cruise Line serves the contemporary and premium cruise markets and is known for its “Freestyle Cruising” approach, which emphasizes flexible dining and relaxed onboard experiences.