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Cruise stocks: Q3 earnings preview

Sun, 25 Oct 2026 10:00:00 -0400

Royal Caribbean Cruises Ltd (NYSE: RCL) and Norwegian Cruise Line Holdings Ltd (NYSE: NCLH) are both reporting Q3 earnings in the coming week on Tuesday and Thursday, respectively. In its preview into their earnings, TD Cowen has presented updated models and new fine-tuned estimates for 2H26 and beyond, as well as highlighted themes to focus on for each.

RCL is rated Buy at TD Cowen, with a price target of $340, while NCLH is rated Buy with a price target of $20.

Royal Caribbean Cruises

Firm analysts say RCL’s raised price target of $340 reflects 12x2028 EV/EBITDA. The firm estimates FY26 adjusted EPS

Cruise stocks: Q3 earnings preview

Sun, 25 Oct 2026 10:00:00 -0400

RCL is rated Buy at TD Cowen, with a price target of $340, while NCLH is rated Buy with a price target of $20.

Royal Caribbean Cruises

Firm analysts say RCL’s raised price target of $340 reflects 12x2028 EV/EBITDA. The firm estimates FY26 adjusted EPS

Cruise stocks: Q3 earnings preview

Sun, 25 Oct 2026 10:00:00 -0400

RCL is rated Buy at TD Cowen, with a price target of $340, while NCLH is rated Buy with a price target of $20.

Royal Caribbean Cruises

Firm analysts say RCL’s raised price target of $340 reflects 12x2028 EV/EBITDA. The firm estimates FY26 adjusted EPS

Cruise stocks: Q3 earnings preview

Sun, 25 Oct 2026 10:00:00 -0400

RCL is rated Buy at TD Cowen, with a price target of $340, while NCLH is rated Buy with a price target of $20.

Royal Caribbean Cruises

Firm analysts say RCL’s raised price target of $340 reflects 12x2028 EV/EBITDA. The firm estimates FY26 adjusted EPS

Norwegian Cruise Line cut to Underweight by JPMorgan ahead of earnings

Fri, 23 Oct 2026 07:46:17 -0400

Investing.com -- JPMorgan downgraded Norwegian Cruise Line Holdings to Underweight and lowered its price target to $11 ahead of the cruise operator’s earnings next week.

For the third quarter, analyst Matthew Boss models net yields down 7.9%, in line with the Street and ahead of management’s guidance for a decline of 8.9%. He forecasts EPS of 93 cents, compared with the Street’s 90 cents. JPMorgan expects management to reaffirm its full-year 2026 forecast.

The bank’s caution centers on 2027. JPMorgan models flat constant-currency net yield growth, below the Street’s 0.8%. It forecasts a 5.3% decline in the

Norwegian Cruise Line cut to Underweight by JPMorgan ahead of earnings

Fri, 23 Oct 2026 07:46:17 -0400

Investing.com -- JPMorgan downgraded Norwegian Cruise Line Holdings to Underweight and lowered its price target to $11 ahead of the cruise operator’s earnings next week.

The bank’s caution centers on 2027. JPMorgan models flat constant-currency net yield growth, below the Street’s 0.8%. It forecasts a 5.3% decline in the

JPMorgan Downgrades Norwegian Cruise (NCLH) to Underweight

Fri, 23 Oct 2026 05:59:39 -0400

(Updated - October 23, 2026 5:59 AM EDT)

JPMorgan analyst Matthew Boss downgraded Norwegian Cruise (NYSE: NCLH) from Neutral to Underweight with a price target of $11.00 (from $13.00).

The analyst comments: “Looking ahead, we expect mgmt to reaffirm its FY26 forecast modeling a -6.5% 4Q c/c decline (vs. Street -6.2% c/c) and 4Q NCC ex-Fuel +1.1% c/c growth (vs. Street +0.9% c/c), equating to an adj. EPS loss of -$0.12 (vs. Street -$0.09 & mgmt’s implied -$0.11 outlook) with our delta driven by fuel expense. Recall, a key point in our 9/24 Recent Fieldwork & Mgmt Takes: 3Q In-Line w/ 4Q

JPMorgan Downgrades Norwegian Cruise (NCLH) to Underweight

Fri, 23 Oct 2026 05:59:39 -0400

(Updated - October 23, 2026 5:59 AM EDT)

JPMorgan analyst Matthew Boss downgraded Norwegian Cruise (NYSE: NCLH) from Neutral to Underweight with a price target of $11.00 (from $13.00).

NORWEGIAN CRUISE LINE® OPENS FOR SALE NORWEGIAN BELLA™ - THE NEWEST SHIP TO SAIL FROM EUROPE BEGINNING MAY 2028

Tue, 20 Oct 2026 10:56:00 -0400

– Itineraries Include Seven-Day, Bucket-List Worthy Voyages to the Mediterranean from Barcelona, Spain –

– Norwegian Bella^™ to be the Grand Finale in NCL's Groundbreaking Prima Class –

MIAMI, Oct. 20, 2026 /PRNewswire/ --

NORWEGIAN CRUISE LINE® OPENS FOR SALE NORWEGIAN BELLA™ - THE NEWEST SHIP TO SAIL FROM EUROPE BEGINNING MAY 2028

Tue, 20 Oct 2026 10:56:00 -0400

– Itineraries Include Seven-Day, Bucket-List Worthy Voyages to the Mediterranean from Barcelona, Spain –

– Norwegian Bella^™ to be the Grand Finale in NCL's Groundbreaking Prima Class –

MIAMI, Oct. 20, 2026 /PRNewswire/ --

Norwegian Cruise (NCLH) PT Lowered to $20 at TD Cowen

Tue, 20 Oct 2026 09:14:55 -0400

TD Cowen analyst Tom Fitzgerald lowered the price target on Norwegian Cruise (NYSE: NCLH) to $20.00 (from $24.00) while maintaining a Buy rating.

Norwegian Cruise (NCLH) PT Lowered to $16 at Susquehanna

Tue, 20 Oct 2026 07:12:20 -0400

Susquehanna analyst Christopher Stathoulopoulos lowered the price target on Norwegian Cruise (NYSE: NCLH) to $16.00 (from $17.00) while maintaining a Neutral rating.

Melius sees cruise lines poised for calmer waters in 3Q26 earnings

Thu, 15 Oct 2026 16:29:20 -0400

Investing.com -- Cruise line stocks are positioned for improved performance as the sector prepares to report third-quarter 2026 earnings, according to Melius analyst Conor Cunningham. After a challenging year marked by elevated Caribbean supply and disruptions from the Iran war, the industry appears ready to turn a corner.

In a note to clients dated October 12, 2026, Cunningham outlined a more favorable setup for cruise operators heading into earnings season. The analyst noted that 2026 has been a mixed year for the sector, with headwinds stemming from both macro factors and self-inflicted challenges. However, consumers are moving back toward value-oriented travel

Melius sees cruise lines poised for calmer waters in 3Q26 earnings

Thu, 15 Oct 2026 16:29:20 -0400

Melius sees cruise lines poised for calmer waters in 3Q26 earnings

Thu, 15 Oct 2026 16:29:20 -0400

Form 8-K Norwegian Cruise Line For: Oct 15

Thu, 15 Oct 2026 16:18:00 -0400

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Norwegian Cruise Line Holdings to Hold Conference Call on Third Quarter 2026 Financial Results

Thu, 15 Oct 2026 16:15:00 -0400

MIAMI, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (together with NCL Corporation Ltd., “Norwegian Cruise Line Holdings” or the “Company”) announced today it will report third quarter 2026 financial results on Thursday, October 29, 2026 at 6:30 a.m. Eastern Time with a conference call and webcast to discuss results at 8:30 a.m. Eastern Time.

The conference call will be webcast via the Company’s Investor Relations website, https://www.nclhltd.com/investors. A replay of the webcast will be available here on the Company’s website for

Norwegian Cruise Line Holdings to Hold Conference Call on Third Quarter 2026 Financial Results

Thu, 15 Oct 2026 16:15:00 -0400

The conference call will be webcast via the Company’s Investor Relations website, https://www.nclhltd.com/investors. A replay of the webcast will be available here on the Company’s website for

Norwegian Cruise (NCLH) PT Lowered to $22 at Stifel

Wed, 14 Oct 2026 10:51:20 -0400

Stifel analyst Steven Wieczynski lowered the price target on Norwegian Cruise (NYSE: NCLH) to $22.00 (from $25.00) while maintaining a Buy rating.

The analyst comments "Unlike the last couple NCLH print/guides, there should be less drama around this one given the fact they already “preannounced”. We say “preannounced” because NCLH didn’t specifically quantify the actual upside relative to their 3Q26 yield/EBITDA/EPS guidance. But look, with any turnaround story baby steps and patience are needed and a “beat” is a “beat” in our book. Does this “beat” mean NCLH’s turnaround is complete and their new/revamped marketing strategy around their core Norwegian brand

Norwegian Cruise (NCLH) PT Lowered to $22 at Stifel

Wed, 14 Oct 2026 10:51:20 -0400

Stifel analyst Steven Wieczynski lowered the price target on Norwegian Cruise (NYSE: NCLH) to $22.00 (from $25.00) while maintaining a Buy rating.

Norwegian Cruise (NCLH) PT Lowered to $18 at Wells Fargo

Mon, 12 Oct 2026 06:24:35 -0400

Wells Fargo analyst Trey Bowers lowered the price target on Norwegian Cruise (NYSE: NCLH) to $18.00 (from $20.00) while maintaining a Overweight rating.

Oceania Cruises® Showcases 2027 and 2028 European Voyages

Thu, 01 Oct 2026 09:00:00 -0400

Destination-Rich Voyages Span Northern Europe, the Mediterranean, Adriatic and Aegean, Including the First-Ever Full Winter Season in the Mediterranean aboard Oceania Allura™

MIAMI, Oct. 1, 2026 /PRNewswire/ -- Oceania Cruises®, the world's leading destination- and culinary-focused luxury cruise line, has unveiled an expansive collection of 2027 and 2028 European voyages, offering guests more opportunities to

Oceania Cruises® Showcases 2027 and 2028 European Voyages

Thu, 01 Oct 2026 09:00:00 -0400

Destination-Rich Voyages Span Northern Europe, the Mediterranean, Adriatic and Aegean, Including the First-Ever Full Winter Season in the Mediterranean aboard Oceania Allura™

NCL Corporation Ltd. Announces Upsizing and Pricing of $950.0 Million of Senior Notes

Wed, 30 Sep 2026 18:12:00 -0400

MIAMI, Sept. 30, 2026 (GLOBE NEWSWIRE) -- NCL Corporation Ltd. (“NCLC”), a subsidiary of Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (“NCLH”), announced today that it has priced $950.0 million aggregate principal amount of its 8.750% senior notes due 2031 (the “Notes”), which were offered in a private offering (the “Offering”) that is exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”). The aggregate principal amount of Notes to be issued was increased to $950.0 million from the previously announced $750.0 million.

The Offering is expected to close

NCL Corporation Ltd. Announces Upsizing and Pricing of $950.0 Million of Senior Notes

Wed, 30 Sep 2026 18:12:00 -0400

The Offering is expected to close