Norwegian Cruise Line (NYSE:NCLH) Given New $25.00 Price Target at Stifel Nicolaus

Posted by Stanley Muller on Aug 1st, 2026

Norwegian Cruise Line (NYSE:NCLH – Free Report) had its price objective lowered by Stifel Nicolaus from $26.00 to $25.00 in a research report report published on Friday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other equities analysts also recently issued reports on NCLH. Zacks Research raised shares of Norwegian Cruise Line from a “strong sell” rating to a “hold” rating in a report on Monday, July 6th. Freedom Capital upgraded shares of Norwegian Cruise Line to a “strong-buy” rating in a research note on Wednesday, June 3rd. Jefferies Financial Group boosted their target price on Norwegian Cruise Line from $16.00 to $18.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Barclays dropped their price target on Norwegian Cruise Line from $19.00 to $18.00 and set an “equal weight” rating for the company in a report on Friday. Finally, Weiss Ratings upgraded Norwegian Cruise Line from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and fourteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $21.05.

Check Out Our Latest Stock Report on NCLH

Norwegian Cruise Line Stock Performance

Shares of NYSE:NCLH opened at $18.55 on Friday. The business’s fifty day moving average price is $19.45 and its two-hundred day moving average price is $20.00. Norwegian Cruise Line has a fifty-two week low of $14.53 and a fifty-two week high of $27.18. The stock has a market capitalization of $8.51 billion, a price-to-earnings ratio of 11.59, a price-to-earnings-growth ratio of 1.11 and a beta of 1.87. The company has a debt-to-equity ratio of 5.40, a current ratio of 0.20 and a quick ratio of 0.18.

Norwegian Cruise Line (NYSE:NCLH – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.07. Norwegian Cruise Line had a return on equity of 41.38% and a net margin of 7.49%.The firm had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.65 billion. During the same period in the prior year, the company posted $0.51 earnings per share. The business’s revenue for the quarter was up 4.9% compared to the same quarter last year. 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. As a group, analysts predict that Norwegian Cruise Line will post 1.51 EPS for the current fiscal year.

Insider Activity at Norwegian Cruise Line

In related news, Director Stephen G. Pagliuca purchased 695,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were acquired at an average cost of $18.16 per share, with a total value of $12,621,200.00. Following the completion of the purchase, the director directly owned 703,912 shares of the company’s stock, valued at $12,783,041.92. This trade represents a 7,798.47% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jonathan Z. Cohen purchased 30,000 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was bought at an average cost of $15.83 per share, with a total value of $474,900.00. Following the acquisition, the director owned 38,912 shares of the company’s stock, valued at $615,976.96. This represents a 336.62% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased a total of 1,592,467 shares of company stock valued at $28,493,204 over the last ninety days. Company insiders own 0.25% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. SBI Securities Co. Ltd. raised its position in shares of Norwegian Cruise Line by 2.4% during the fourth quarter. SBI Securities Co. Ltd. now owns 18,110 shares of the company’s stock worth $404,000 after acquiring an additional 428 shares during the last quarter. Retirement Systems of Alabama boosted its holdings in Norwegian Cruise Line by 0.5% in the fourth quarter. Retirement Systems of Alabama now owns 96,848 shares of the company’s stock valued at $2,162,000 after acquiring an additional 443 shares during the last quarter. Oregon Public Employees Retirement Fund increased its position in Norwegian Cruise Line by 1.0% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 52,142 shares of the company’s stock worth $1,164,000 after purchasing an additional 500 shares during the period. New Mexico Educational Retirement Board raised its holdings in Norwegian Cruise Line by 2.5% during the 4th quarter. New Mexico Educational Retirement Board now owns 20,700 shares of the company’s stock worth $462,000 after purchasing an additional 500 shares during the last quarter. Finally, Prospera Financial Services Inc lifted its position in Norwegian Cruise Line by 1.8% during the 4th quarter. Prospera Financial Services Inc now owns 28,603 shares of the company’s stock valued at $638,000 after purchasing an additional 502 shares during the period. 69.58% of the stock is currently owned by institutional investors.

Norwegian Cruise Line News Summary

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

Positive Sentiment: Second-quarter earnings exceeded expectations. NCLH reported adjusted EPS of $0.48 versus the $0.41 consensus, while revenue increased 4.9% year over year to $2.64 billion, in line with estimates. Strong onboard spending and additional cruise capacity also supported the quarter. Norwegian Cruise Line Holdings Reports Second Quarter 2026 Financial Results
Positive Sentiment: Cost-reduction efforts could improve profitability. The company identified another $100 million in cost savings, with additional reductions expected. Management is also overhauling pricing and marketing to rebuild demand and improve commercial execution. NCLH Finds Another $100 Million in Cost Savings; More Expected
Positive Sentiment: Analysts still see upside. Citigroup and Wells Fargo each lowered their price targets to $22 while maintaining Buy or Overweight ratings. Stifel cut its target to $25 but retained a Buy rating, indicating that analysts view the recent weakness as excessive despite near-term risks. Analyst Price Target Updates
Neutral Sentiment: Asset and fleet adjustments provide limited support. NCLH sold Oceania Cruises’ Sirena, which may help streamline the fleet and generate cash, although the immediate financial impact was not disclosed. NCLH Sells Oceania Sirena
Negative Sentiment: Lower full-year guidance overshadowed the earnings beat. NCLH now expects 2026 EPS of $1.50, below the $1.63 analyst consensus. Management cited weaker demand, lower expected yields, operational challenges and higher fuel costs. Third-quarter EPS guidance of $0.90 is only slightly above consensus, offering limited near-term upside. Norwegian Cruise Q2 Earnings and Revenues Surpass Estimates
Negative Sentiment: The recovery timeline has lengthened. Management described the turnaround as being in its early stages, with bookings for the next 12 months running below expectations and a broader demand recovery potentially delayed until late 2027. This reinforces concerns that pricing pressure and weaker travel demand may persist. NCLH Demand Recovery May Not Arrive Until Late 2027

Norwegian Cruise Line Company Profile

(Get Free Report)

Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) is a global cruise operator offering a portfolio of premium brands that includes Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises. The company provides sea voyages and related onboard services such as dining, entertainment, shore excursions and destination experiences. Its fleet of modern vessels sails to more than 400 destinations across all seven continents, serving leisure travelers with itineraries ranging from short Caribbean getaways to extended world voyages.

Founded in 1966 by Knut Kloster and Ted Arison, the company pioneered the concept of “Freestyle Cruising,” which allows passengers greater flexibility in dining schedules, entertainment choices and onboard activities.