Added to YB: 2026-08-05
Pitch date: 2026-07-31
NCLH [neutral]
Norwegian Cruise Line Holdings Ltd.
+5.63%
current return
Author Info
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Company Info
Norwegian Cruise Line Holdings Ltd., together with its subsidiaries, operates as a cruise company in North America, Europe, the Asia-Pacific, and internationally.
Market Cap
$9.1B
Pitch Price
$19.00
Price Target
25.00 (+27%)
Dividend
N/A
EV/EBITDA
9.11
P/E
12.46
EV/Sales
2.45
Sector
Hotels, Restaurants and Leisure
Category
turnaround
NCLH: STIFEL LOWERS PT TO 25 ON YIELD OUTLOOK, MAINTAINS BUY
NCLH (update): Stifel cuts PT to $25 (from $26), maintains Buy. Calls it a 'bad relationship' after 2026 yield guide lowered again despite conservative April framing. First credibility test: 3Q26 yields above guide, no 4Q26 cut. 2027 yield est +1-2%, cost gains fully embedded; yield inflection unlikely until mid-2027.
Read full article (1 min)