MOS · Deep Dive

NCLH

Norwegian Cruise Line Holdings Ltd.
2026-05-25 07:11 ET · Analysis took 9.4s
$16.30 -1.0% Bullish
Norwegian Cruise Line Holdings Ltd. (NCLH) presents an intriguing opportunity at $16.30, with a stark contrast between its bearish composite score of -14/100 and bullish insider activity score of 96.0, suggesting a potential dislocation. The stock's forward P/E of 8.1 and 10% revenue growth projection imply a buying opportunity, especially with a Street target of $21 and expected move supported by recent insider purchases. The key risk is whether the market is pricing a sustainable rebound or merely a short-term oversold bounce, given the 1-month -11.9% and 3-month -32.0% returns.
Composite
-14
/ 100
1M
-11.9%
3M
-32.0%
6M
-6.9%
1Y
-6.5%
Trend
DOWN
Sharpe
-0.13

Fundamentals
Sector
Consumer Cyclical
Industry
Travel Services
Market Cap
$7B
Fwd P/E
8.1
Trail P/E
13.1
Beta
1.92
Short Interest
14.4%
Analyst Target
$21
Margin
6%
Rev Growth
10%
ROE
30%
D/E
661%
From 52w High
-40.0%
From 52w Low
+12.2%
Consensus
Buy

Research Digest
Norwegian Cruise Line Holdings (NCLH) rose 5.0% after announcing a cooperation agreement with activist investor Elliott Management, outlining $125 million in SG&A run-rate savings, and reporting Q1 results that exceeded earnings expectations. The stock has dropped over 9% this month amid rising fuel prices and a viral outbreak. The market may be mispricing the impact of these developments, with analyst target at $22.
Headlines
TheStr Analysis: Royal Caribbean's Perfect Day Mexico setback won't hurt
Simply Norwegian Cruise Line Holdings (NCLH) Is Up 5.0% After EPS Cut, Activist Deal And Cost Pivot - Has The Bull Case Changed
Barron Cruise Stocks Have Been Hit Hard. Norwegian Insiders See a Buying Opportunity.
StockS Frontier, Carnival, and Norwegian Cruise Line Shares Skyrocket, What You Need To Know
Barron Elliott Management Exits Two Tech Stocks and Boosts Its Hewlett Packard Enterprise Stake

Signals
Insider Activity
Score 96.0

Covered Calls
StrikeDTEPremiumAnn. ReturnOTM %Delta
$18.0 32d $0.60 42.3% 10.4% 0.06
$17.5 24d $0.59 55.0% 7.4% 0.10
$18.0 38d $0.82 48.6% 10.4% 0.08
MOS · Deep Dive · 2026-05-25 07:11 ET
Generated in 9.4s · mosbrief.com