Norwegian Cruise Line Holdings (NCLH) Buy,…

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Norwegian Cruise Line Holdings (NCLH)

21.22

+1.19 (5.94%)

as of Jul 28, 2026, 8:00:00 pm Market Open.

98 watching

Investor Insights

Jul 29, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Norwegian Cruise Line Holdings (NCLH) is under pressure to improve its performance in line with its competitors, Royal Caribbean and Viking, as highlighted by activist investor Elliott Management. Elliott's suggestion for NCLH to consider a sale to Disney is noteworthy, especially given Disney's need for additional cruise ships. This strategic move could potentially alleviate the lengthy process of new shipbuilding, providing a quicker solution to meet market demands. With Elliott's proven track record of fostering growth and making impactful changes in companies, the spotlight is now on NCLH to adapt and respond to these recommendations. Stakeholder actions and strategic decisions in the near future will be critical in determining NCLH's trajectory in the competitive cruise industry.

Consensus

Sell

Valuation

Undervalued

Similar

RCL, RoyalCaribbean

COMMENT

Their CEO published an open letter to the CDC today, essentially daring them to let them cruise again on June 4. Shares shot up 7% today. Can this plan work?

COMMENT

The government is discriminating against the cruise lines who are willing to fulfill any steps to make their ships safe, like vaccinating all staff.

BUY

Cruise line stocks? He and his wife take cruises, and he's booked one for the future. An again population will drive demand and will return. His favourite is Norwegian, which has better profitability and a great brand. This has bounced back already, but more room to rise back. The same profitability may not return though.

DON'T BUY

Will it return to $55 (pre-Covid)? They've issued so much new dilutive stock, so he doesn't know if they can return to $55 in a year's time, maybe more like two or more years. He himself wants to take a cruise again and is confident that the company will take safety precautions to assure customers.

HOLD

The Federal Reserve effectively backstopped their bonds to keep the cruise lines going until a vaccine appeared. Then, Pfizer announced positive vaccine results today and NCLH popped 27%. But this has gone as far as it can go.

DON'T BUY

The cruise industry is decimated. Carries over $10.6 billion in debt, as a $40 billion company. They will rely on a government bailout to survive. This is a speculative stock. Who knows when people return to cruises? He predicts cruises will be cheap. Wouldn't touch this, but maybe you can buy it below $10 (March levels). Avoid!

BUY

NCLH has enough cash to last two years and the CEO knows how to raise capital. There's a lot of panicking among travel stocks, lots of selling, so take advantage and buy into that panic. This is a buy if you have a two-year outlook.

BUY

Stocks to buy when there's a vaccine Cruiselines bottomed months ago. NCLH is the best, because they raised enough cash to endure.Look at cruiselines for the best value as we head towards a vaccine and recovery; not the airline, because there's too much competition. Cruises have little excess capacity and are offerings tons of deal.

DON'T BUY

Carnival vs. Norwegian cruiselines He's not buying any cruiselines. Carnival just raised $6 billion, so they have the capital to ride this out, so it's better. But look at another sector or industry.

COMMENT

The airlines and luxury goods stocks are in the same basket as the cruiselines during the coronavirus outbreak. These stocks will be fine eventually. The emerging middle class wants to travel. Travel is strong. The chart hasn't moved in three years, so you got to time your entries and exits to capitalize.

PAST TOP PICK

(A Top Pick Oct 12/17, Down 18%) Sold it many months ago. It's been stagnant the past year. Long-term, there are opportunities in the cruise industry, because of aging demographics, only 20% of Americans have been a cruise and even fewer Asians have.

TOP PICK

The world’s third-largest cruise company by berth, in terms of number of total beds. Operates about 25 ships across 3 different brands. They plan to introduce 7 more ships through 2025, meaning they are going to increase capacity much faster than Royal or Carnival. Has a lot of runway when it comes to China, Europe, etc. because they are not as well exposed there. They have freestyle cruising which allows the older demographics to bring families on board. (Analysts’ price target is $65.)

COMMENT

Think of the cruise industry as a cyclical. When the economy is doing well, you can invest in the bottom of the cycle and ride the trade. Entry price is very critical here.

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Norwegian Cruise Line Holdings (NCLH)