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Turnaround Imminent For Norwegian Cruises? 2 Analysts Share Takeaways From Investor Event

Turnaround Imminent For Norwegian Cruises? 2 Analysts Share Takeaways From Investor Event

挪威邮轮即将迎来转机?2 位分析师分享投资者活动的启示
Benzinga ·  05/21 14:47

Shares of Norwegian Cruise Line Holdings (NYSE:NCLH) jumped over 7% on Monday after the company hosted its "Charting the Course" investor event. Amid management's upward revision of 2024 Adjusted EPS from $1.32 to $1.42, two analysts shared their takeaways of Norwegian's ability to outperform Wall Street expectations.

挪威邮轮控股公司(纽约证券交易所代码:NCLH)的股价周一上涨了7%以上,此前该公司举办了 “规划方向” 投资者活动。在管理层将2024年调整后每股收益从1.32美元上调至1.42美元的情况下,两位分析师分享了他们对挪威表现超出华尔街预期的能力的总结。

The Norwegian Cruise Analysts:

挪威邮轮分析师:

  • Stifel analyst Steven M. Wieczynski reiterated his Buy rating on Norwegian, raising his price target from $25 to $26.
  • Goldman Sachs analyst Lizzie Dove maintained her Neutral rating on Norwegian and raised the price target from $19 to $21.
  • Stifel分析师史蒂芬·维钦斯基重申了对挪威的买入评级,将目标股价从25美元上调至26美元。
  • 高盛分析师丽兹·多夫维持对挪威的中性评级,并将目标股价从19美元上调至21美元。

Stifel Analyst on Norwegian Cruise: Wieczynski insisted that Norwegian management's guidance could still be conservative, particularly in the long term with cost savings. Norwegian's 2026 EPS guidance is approximately $2.45.

Stifel挪威邮轮分析师:维钦斯基坚持认为,挪威管理层的指导仍然可以保守,尤其是从长远来看,可以节省成本。挪威航空2026年的每股收益预期约为2.45美元。

"Bottom line is we think they are super-conservative and honestly we believe their 2026 adjusted EPS could be well above $3/share," Wieczynski said. "Now a lot goes into that statement, but if the consumer stays somewhat healthy for the foreseeable future, we don't see a reason why these long-term targets won't be met and exceeded, very similar to long-range targets that Royal Caribbean Group (NYSE:RCL) (RCL/Buy) has laid out in the past."

维钦斯基说:“最重要的是,我们认为他们非常保守,说实话,我们认为他们2026年调整后的每股收益可能远高于每股3美元。”“现在该声明中有很多内容,但是如果消费者在可预见的将来保持一定的健康,我们看不出这些长期目标得不到实现和超过的原因,这与皇家加勒比集团(纽约证券交易所代码:RCL)(RCL/Buy)过去制定的长期目标非常相似。”

Wieczynski also emphasized the ongoing strength of Norwegian's fundamental operations as a reason to be optimistic.

维钦斯基还强调,挪威基本面业务的持续强劲是持乐观态度的理由。

"Revised 2024 guidance seems pretty fair to us, but we sense the market is going to speculate if this is as good as it gets for the company. In short, we would say absolutely not. Let's try and keep this simple. Bookings remain strong. Pricing remains strong. Onboard metrics remain strong. There is no slowdown in booking activity through early-2025," said the analyst.

“修订后的2024年指导方针对我们来说似乎相当公平,但我们感觉到市场将猜测这是否对公司有利。简而言之,我们会说绝对不是。让我们试着把这个简单化。预订量仍然强劲。定价仍然强劲。船上指标仍然强劲。到2025年初,预订活动不会放缓,” 分析师说。

Goldman Analyst on Norwegian Cruise: Dove was less optimistic about Norwegian's ability to outperform guidance in 2024, citing "geopolitical headwinds" in the short term. However, the analyst stated that the company will still experience future growth.

高盛挪威邮轮分析师:多芬对挪威航空在2024年跑赢预期的能力不那么乐观,理由是短期内有 “地缘政治不利因素”。但是,该分析师表示,该公司仍将经历未来的增长。

"NCLH's confidence on pricing, long-term LSD-MSD net yield growth and cruise category expansion further corroborates our view that 2024 is not "peak cruise" and there are several industry pricing/demand tailwinds still to come," said Dove.

多夫说:“NCLH对定价、长期LSD-MSD净收益增长和邮轮类别扩张的信心进一步证实了我们的观点,即2024年不是 “航行高峰”,还有一些行业定价/需求不利因素尚待到来。”

The analyst estimated a 2026 Adj EPS of $2.45, in line with management estimates. Dove also commented on potential cost savings.

该分析师估计,2026年调整后的每股收益为2.45美元,与管理层的估计一致。多芬还评论了潜在的成本节约。

"While we were encouraged by the cost savings plan, we would have liked a little more detail on the cadence and quantity of these savings, which leaves us a little below NCLH's long term EBITDA margin guidance pending further proof points and execution," Dove said.

多夫说:“尽管成本节约计划令我们感到鼓舞,但我们希望更多地了解这些节省的节奏和数量,这使我们略低于NCLH的长期息税折旧摊销前利润率指导,等待进一步的证据和执行。”

NCLH Price Action: NCLH traded at $16.97, up 0.18% on the day at the time of publication.

NCLH价格走势:NCLH的交易价格为16.97美元,在发布时当天上涨0.18%。

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