Core Insights - Ariel Investments reported a strong performance for its Small Cap Concentrated Value Strategy in Q3 2025, with a gross return of +15.08%, outperforming both the Russell 2000 Value Index and the Russell 2000 Index [1] - Norwegian Cruise Line Holdings Ltd. (NCLH) showed resilience with strong quarterly results, driven by consumer demand and improved booking trends, despite a recent decline in stock value [2][3] Performance Summary - The Ariel Small Cap Concentrated Value Composite achieved a gross return of +15.08% and a net return of +14.93% in Q3 2025 [1] - The Russell 2000 Value Index and Russell 2000 Index returned +12.60% and +12.39%, respectively, indicating a strong relative performance by Ariel's strategy [1] Company Focus: Norwegian Cruise Line Holdings Ltd. (NCLH) - NCLH's stock experienced a one-month return of -17.51% and a 52-week decline of 31.91%, closing at $18.33 with a market cap of $8.345 billion on November 27, 2025 [2] - The company is enhancing its Caribbean capacity and improving its private island, Great Stirrup Cay, while also focusing on de-leveraging its balance sheet [3] - NCLH is positioned to exceed its long-range EPS target for 2026, benefiting from its Bermuda tax domicile exemption amidst global tax concerns [3] Investment Sentiment - NCLH is included in the portfolios of 58 hedge funds, an increase from 45 in the previous quarter, indicating growing interest [4] - Despite the potential of NCLH, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. is considered one of the most undervalued stocks on the NYSE, with Wells Fargo initiating coverage with an Overweight rating and a price target of $30, viewing the recent selloff as a buying opportunity [1][3]. Financial Performance - In Q3 2025, Norwegian Cruise Line achieved its highest quarterly revenue ever at $2.94 billion, a 4.69% increase compared to Q3 2024, driven by strong customer demand and a Load Factor of 106.4% [2][3]. - The company's Adjusted Net Income for the quarter was $596 million, with an Adjusted EPS of $1.20, surpassing estimates by $0.06 [2]. - Booking activity in Q3 was the strongest in the company's history, with bookings up over 20% year-over-year, and this trend continued into October [3]. Guidance and Future Outlook - Norwegian Cruise Line raised its full-year adjusted EPS guidance to $2.10, reflecting a 19% year-over-year increase [3]. Company Overview - Norwegian Cruise Line Holdings operates as a cruise company with brands including Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, serving markets in North America, Europe, the Asia-Pacific, and internationally [4].

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. is considered a cheap stock with potential for sustained double-digit earnings growth, as indicated by Wells Fargo's Overweight rating and a price target of $30 [1][3]. Financial Performance - The company reported a record quarterly revenue of $2.94 billion in Q3 2025, reflecting a year-over-year growth of 4.69% [3]. - Adjusted EPS for the quarter was $1.20, exceeding guidance by $0.06 [3]. - Full-year adjusted EPS guidance was raised to $2.10, representing a 19% year-over-year increase [4]. Market Positioning - Norwegian Cruise Line is focusing on attracting more families, which has led to higher load factors but some dilution in blended pricing due to increased children in cabins [4]. - The company operates multiple brands, including Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, across various regions including North America, Europe, and Asia-Pacific [5]. Analyst Sentiment - Following the Q3 earnings report, the company's share price declined, which Wells Fargo views as a favorable buying opportunity for investors [2].

Core Points - Norwegian Cruise Line Holdings Ltd. announced a donation of up to $100,000 for Hurricane Melissa relief efforts [1] - The company will donate $50,000 to the American Red Cross and match up to an additional $50,000 in employee and public contributions [2] - The donation is part of the company's Sail & Sustain program, focusing on "Strengthening Communities" [3] Company Overview - Norwegian Cruise Line Holdings Ltd. operates Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises with a fleet of 34 ships and over 71,000 berths [5] - The company plans to add 13 additional ships by 2036, increasing its fleet capacity by over 38,400 berths [5]

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. will report its third quarter 2025 financial results on November 4, 2025, with a conference call scheduled for 8:00 a.m. Eastern Time [1]. Company Overview - Norwegian Cruise Line Holdings Ltd. operates three brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, with a combined fleet of 34 ships and over 71,000 berths [3]. - The company plans to add 13 additional ships across its brands by 2036, which will increase its fleet capacity by over 38,400 berths [3]. Investor Relations - The conference call will be available via the Company's Investor Relations website, and a replay will be accessible for 30 days following the call [2]. - Contact information for investor relations includes Sarah Inmon at (786) 812-3233 and InvestorRelations@nclcorp.com [4].

Core Insights - The article discusses the 20 NYSE stocks with the lowest P/E ratios, highlighting the current market conditions where the S&P 500 has risen nearly 13% this year and is trading at about 23 times forward earnings estimates, significantly above its 10-year average of 18.7 [1][2]. Market Valuation - The S&P 500 is currently trading at a 41% premium compared to historical norms, indicating that investors are paying more for stocks than in the past [2]. - Federal Reserve Chair Jerome Powell noted that equity prices are "fairly highly valued," suggesting stretched valuations in the market [2]. Investment Strategy - Companies with lower P/E multiples are gaining attention as they may provide relative value and a margin of safety amid high growth expectations that could prove unfounded [4]. - The methodology for identifying the 20 NYSE stocks with the lowest P/E ratios involved selecting those with a forward P/E of less than 15 and sorting them by hedge fund ownership [7]. Company Highlights - **Affiliated Managers Group, Inc. (NYSE:AMG)**: - Forward P/E: 9.09 - Recently had its price target raised to $338 from $287, reflecting investor confidence in its strategy and potential for long-term earnings growth [9][10][12]. - **Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH)**: - Forward P/E: 10.65 - Price target increased from $27 to $31 due to better-than-expected EBITDA growth, although it still lags behind peers due to high leverage and lack of upgraded facilities [13][14][15]. - **Ford Motor Company (NYSE:F)**: - Forward P/E: 9.38 - Recently announced a recall of 115,539 vehicles due to a steering-column defect and plans to reduce jobs at its electric vehicle plant due to lower-than-expected demand [16][17][18][19].

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score assesses a company's financial health and future growth potential [4] - Momentum Score capitalizes on existing price trends and earnings outlook [5] - VGM Score combines all three styles to provide a comprehensive evaluation of stocks [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to aid in portfolio building [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [8] - There are over 800 top-rated stocks available, making the selection process potentially overwhelming for investors [9] Investment Strategy Recommendations - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - Stocks with a 3 (Hold) rank should also have Style Scores of A or B to maximize upside potential [10] - The direction of earnings estimate revisions is crucial when selecting stocks to invest in [11] Company Spotlight: Norwegian Cruise Line - Norwegian Cruise Line Holdings Ltd. is a leading cruise line operator with a Zacks Rank of 3 (Hold) and a VGM Score of A [12] - The company is projected to experience year-over-year earnings growth of 12.1% for the current fiscal year, with a Growth Style Score of B [13] - Recent upward revisions in earnings estimates and a strong average earnings surprise of +29.1% make NCLH a noteworthy consideration for growth investors [13]

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. will report its second quarter 2025 financial results on July 31, 2025, with a conference call scheduled for 8:00 a.m. Eastern Time to discuss the results [1][2]. Company Overview - Norwegian Cruise Line Holdings Ltd. operates three brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, with a combined fleet of 34 ships and over 71,000 berths [3]. - The company plans to add 13 additional ships across its brands by 2036, which will increase its fleet capacity by over 38,400 berths [3].

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. has successfully upsized its senior secured revolving credit facility from $1.7 billion to $2.486 billion, maintaining existing terms and a maturity date of 2030 [1][2] Group 1: Financial Strategy - The upsizing of the revolving credit facility enhances the company's liquidity and reflects the confidence of lending partners in its strategy and performance [2] - The enhanced revolver provides greater flexibility for the company to execute its strategic priorities and supports its long-term growth trajectory [2] Group 2: Company Overview - Norwegian Cruise Line Holdings Ltd. operates Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, with a combined fleet of 33 ships and approximately 70,050 berths [3] - The company plans to add 12 additional ships across its brands by 2036, which will increase its fleet capacity by over 37,500 berths [3]

Core Insights - Norwegian Cruise Line Holdings Ltd. (NCLH) released its 2024 Sail & Sustain report, highlighting its commitment to responsible business practices and its strategic vision "Charting the Course" [1][2] - The Sail & Sustain program is structured around five pillars: Caring for Nature, Sailing Safely, Empowering People, Strengthening Our Communities, and Operating with Integrity & Accountability [2] Company Overview - NCLH operates three brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, with a combined fleet of 33 ships and approximately 70,050 berths [4] - The company plans to add 12 additional ships by 2036, which will increase its fleet capacity by over 37,500 berths [4]