Added to YB: 2026-08-26
Pitch date: 2026-08-20
LIND [neutral]
Lindblad Expeditions Holdings, Inc.
+0.79%
current return
Author Info
No bio for this author
Company Info
Lindblad Expeditions Holdings, Inc. provides marine expedition adventures and travel experience worldwide.
Market Cap
$2.0B
Pitch Price
$31.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.70
P/E
-91.03
EV/Sales
2.92
Sector
Hotels, Restaurants and Leisure
Category
N/A
The Sift No.3 - Needs More Research: Lindblad Expeditions Holdings, Inc.
LIND: (needs more research): Potential short: after a >125% run to $31.82 (17.0x NTM EV/EBITDA, $2.1B mkt cap), LIND's growth engine may be exhausting—occupancy rose from mid-70s to low-90s but mgmt calls ~90% normalized, so yield growth now hinges on price. Tell: guidance raise on revenue but not EBITDA ($130-140M held), suggesting weaker incremental economics as market extrapolates record occupancy/bookings too far. Needs more research.
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