Update shared on04 Aug 2025
Fair value Increased 14%Driven by a notable improvement in net profit margin, Norwegian Cruise Line Holdings’ consensus analyst price target has been raised from $26.26 to $30.02.
What's in the News
- Norwegian Cruise Line issued operating guidance for Q3 and FY25, projecting occupancy of 105.5% and 103.0%, and capacity days of 6.40 million and 24.50 million respectively.
- Q2 2025 results showed occupancy at 103.9%, with 738,635 passengers carried; for the first six months, occupancy was 102.8% on 1,407,734 passengers, both slightly lower than prior year.
- Announced second phase of expansion at Great Stirrup Cay, Bahamas, including Great Tides Waterpark (opening summer 2026) and new amenities such as a two-ship pier, pool, family splash pad, and tram (opening by end of 2025).
- Added to multiple value-oriented Russell indexes, including the Russell 1000, 2500, 3000, Midcap, and 3000E Value benchmarks.
- Oceania Cruises (a subsidiary) introduced a new Nikkei menu to its Red Ginger restaurant, rolling out across the fleet by early 2026, enhancing culinary offerings and guest experience.
Valuation Changes
Summary of Valuation Changes for Norwegian Cruise Line Holdings
- The Consensus Analyst Price Target has significantly risen from $26.26 to $30.02.
- The Net Profit Margin for Norwegian Cruise Line Holdings has significantly risen from 11.70% to 13.34%.
- The Future P/E for Norwegian Cruise Line Holdings remained effectively unchanged, moving only marginally from 11.85x to 11.62x.
Disclaimer
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