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Bull vs Bear: Norwegian Cruise Line (NCLH) After Earnings

7 min2 mars 2026

Ivan Feinseth and Assia Georgieva break down Norwegian Cruise Line (NCLH) earnings. The stock fell after the report but also on the news of the U.S. striking Iran. Ivan anticipated a “kitchen-sink quarter” after a change in leadership and maintains a Strong Buy rating. He also notes that they have the youngest and most up-to-date fleet in the sector. Assia is more negative, citing how the company was cutting prices and possible “self-cannibalization” as it changes routes.


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