Iran Peace Deal Sends Oil Lower: Top 8 Travel Stocks to Buy Now

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6. Norwegian Cruise Line Holdings Ltd (NYSE:NCLH)

Number of Hedge Fund Holders: 55

On June 16, Citi raised the firm’s price target on Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) to $25 from $21 and reiterated a Buy rating. The firm believes that after the Iran deal, fuel prices have fallen, which can help cruise operators reduce costs and improve profits. As a result, Citi raised its forecasts and price target for NCLH.

For the full year 2026, Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) lowered its forecasts. The company expects net yields to fall by 3% to 5%. It also lowered its adjusted EPS guidance, which is now projected in the range of $1.45 to $1.79. For the second quarter, net yield is estimated to fall by 3.6%. This is due to escalating conflict in the Middle East, which will result in higher fuel prices. As a result, travel demand will face pressure, and the company’s operating expenses are expected to increase. On a positive front, the company is investing in its Great Stirrup Cay destination, with a new water park to drive future demand. The park is expected to open in late summer 2026.

Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) operates as a cruise company in North America, Europe, the Asia Pacific, and internationally. The company provides itineraries to different destinations such as Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, the Caribbean, and Alaska. The company also provides amenities and activities, including various accommodations, dining venues, bars, and so on. The company was founded in 1966 and is headquartered in Miami, Florida.

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