Core Viewpoint - Activist investors are targeting Norwegian Cruise Line and TripAdvisor, aiming to address operational inefficiencies and enhance shareholder value through strategic changes. Norwegian Cruise Line - Norwegian Cruise Line (NCLH) has a market cap of $11 billion and recently saw a 10% stake acquisition by activist investor Paul Singer of Elliott Management, who criticized the company's poor execution and cost controls [2][4] - Elliott Management is advocating for a new board with more travel experience and a stronger CEO, following the appointment of a new CEO with a background in the restaurant industry [3] - The company is projected to achieve over $4 billion in adjusted EBITDA by 2027, with potential for significant upside due to its modern fleet and favorable industry conditions [4] - Norwegian Cruise Line is the smallest of the major public cruise operators, focusing on the luxury market, which may allow for cost reductions through staff optimization [5] TripAdvisor - TripAdvisor (TRIP) has a market cap of $1.2 billion and has recently attracted a 9% stake from activist investor Starboard Value, which criticized the company's slow adoption of AI technologies [7][8] - Starboard Value plans to nominate its own board members at the upcoming annual meeting and suggests that TripAdvisor should consider a sale [8] - The stock has lost approximately 75% of its value over the past five years and over 80% in the last decade, indicating challenges in monetizing its platform effectively [9][10] - With a low forward P/E ratio of 7.5, TripAdvisor may be an attractive investment opportunity, although the risk of disruption from AI remains a significant concern [10]

We recently published an article titled 10 Best Cruise Stocks to Buy Right Now. On February 6, Tigress Financial raised its price target on Royal Caribbean Cruises Ltd. (NYSE:RCL) to $425 from $415 while reiterating a Buy rating. The firm highlighted that Royal Caribbean’s 2025 performance reflects a multi-year growth trajectory characterized by record revenue, earnings, and cash flow generation. Margin expansion has been supported by destination-focused assets and the implementation of AI-driven pricing ...

We recently published an article titled 10 Best Cruise Stocks to Buy Right Now. In January 2026, Viking Holdings Ltd (NYSE:VIK) entered into a multi-year marketing partnership with the PGA TOUR running through 2030, naming Viking the Official Cruise Line of the PGA TOUR and PGA TOUR Champions. The agreement provides substantial brand exposure across the TOUR’s media and digital platforms, aligning Viking with a global audience of affluent golf enthusiasts. This strategic partnership enhances brand visibil ...

We recently published an article titled 10 Best Cruise Stocks to Buy Right Now. On January 22, Truist raised its price target on Carnival Corporation & plc (NYSE:CCL) to $34 from $31 and maintained a Hold rating as part of a broader cruise sector update. Based on extensive discussions with senior travel industry executives and analysis of forward booking and pricing data, the firm noted that supply in the contemporary and mass-market segments remains modestly above demand, suggesting tempered expectations ...

Carnival will unify its parallel listings in New York and London and redomicile to Bermuda, the cruise operator said on Friday. ...

In this article, we will discuss 10 Best Cruise Stocks to Buy Right Now.Cruise stocks are regaining investor attention as the industry enters 2026 with record-breaking demand, firm pricing, and rising onboard spending. North American passenger volumes are projected to reach 21.7 million, reflecting a decisive shift from pandemic-era survival to sustained expansion. Prominent cruise operators are reporting occupancy levels above 100%, meaning cabins frequently accommodate more than two guests. This high load ...

Key Takeaways Planet Fitness is set to report Q4 results, with EPS and revenues projected to rise year over year.PLNT expects growth from new clubs, equipment sales and higher-tier Black Card memberships.PLNT faces pressure from elevated attrition and rising operating costs tied to expansion.Planet Fitness, Inc. (PLNT) is scheduled to report fourth-quarter 2025 results on Feb. 24, before the opening bell.In the last reported quarter, the company’s earnings and revenues beat the Zacks Consensus Estimate by 1 ...

Norwegian Cruise Line (NCLH) remains mired in the aftermath of the pandemic, failing to regain its pre-2020 momentum amid lingering operational challenges and market headwinds. As the worst-performing cruise stock over the past six years, NCLH has lagged far behind peers, with shares plummeting amid debt burdens and subdued demand recovery. Activist investor Elliott Management seeks to raise NCLH from the depths. It recently amassed a stake exceeding 10% and is pushing for sweeping reforms, including boa ...

Core Viewpoint - Carnival Corporation & plc has announced a quarterly cash dividend of $0.15 per share, payable on February 27, 2026, to shareholders of record on February 13, 2026 [1] Group 1: Dividend Announcement - The dividend of $0.15 (U.S.) per share will be paid in U.S. dollars to holders of Carnival Corporation common stock or Carnival plc ADSs [1] - For Carnival plc ordinary shares, the dividend will be payable in sterling unless shareholders elect to receive it in U.S. dollars by February 13, 2026 [1] - The conversion rate for dividends payable in sterling will be based on the exchange rate quoted by Bloomberg at 12 noon London time on February 17, 2026, with the rate being US$1 = 73.72457 pence [1] - Consequently, the dividend payable in sterling will amount to 11.05869 pence per share [1] Group 2: Company Overview - Carnival Corporation & plc is recognized as the largest global cruise company and one of the largest leisure travel companies [1] - The company operates a portfolio of world-class cruise lines, including AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises, Princess Cruises, and Seabourn [1]

It’s anything but smooth sailing for Norwegian Cruise Line and its new CEO. The company, which has struggled recently to keep up with rivals like Royal Caribbean and Carnival, announced last week that former Subway Restaurants chief executive John Chidsey was taking over as CEO, effective immediately. Stocks fell more than 7% on Friday after the news, and that wasn’t the worst of it. On Tuesday, activist investor Elliott Investment Management, which says it now holds a stake of more than 10% in Norwegian ...