Norwegian Cruise Line Stock Falls After CEO Change. Why It Got Downgraded. -- Barrons.com

Dow Jones

02/14

By Callum Keown

Norwegian Cruise Line stock fell 6% early Friday after the cruise operator announced a new CEO and the shares got a downgrade.

Norwegian said former Subway Restaurants CEO John Chidsey, a company director, has succeeded Harry Sommer at the helm with immediate effect, in a statement late Thursday. It said Chidsey has a proven record of leading global, consumer-facing companies through transformation.

The stock has underperformed its competitors, falling 16% over the past year, compared to Royal Caribbean's 27% rise and Carnival's 23% gain.

J.P. Morgan analyst Matthew Boss downgraded the stock to Neutral from Overweight in a note late Thursday. His price target fell to $20 from $28. Boss said the bank was lowering its assumption for Norwegian's first-quarter net yield growth for the third time, citing its own research.

He added that J.P. Morgan's own tracker had noticed an increase in promotional activity from Norwegian -- both in frequency and the depth of discounts. The bank also lowered its full-year margin outlook.

Truist analyst C. Patrick Scholes said that while the CEO departure wasn't a 100% surprise, "there was not a particularly loud drumbeat from angry investors and/or activists demanding action from the board."

He did, however, note that Norwegian's operations and financial performance have lagged its peers. Scholes maintained a Buy rating with a price target of $26.

Write to Callum Keown at callum.keown@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

February 13, 2026 11:04 ET (16:04 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 13, 2026 11:04 ET (16:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Norwegian Cruise Line Stock Falls After CEO Change. 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Why It Got Downgraded. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-14 00:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Callum Keown \n</p>\n<p>\n  Norwegian Cruise Line stock fell 6% early Friday after the cruise operator announced a new CEO and the shares got a downgrade. \n</p>\n<p>\n  Norwegian said former Subway Restaurants CEO John Chidsey, a company director, has succeeded Harry Sommer at the helm with immediate effect, in a statement late Thursday. It said Chidsey has a proven record of leading global, consumer-facing companies through transformation. \n</p>\n<p>\n  The stock has underperformed its competitors, falling 16% over the past year, compared to Royal Caribbean's 27% rise and Carnival's 23% gain. \n</p>\n<p>\n  J.P. Morgan analyst Matthew Boss downgraded the stock to Neutral from Overweight in a note late Thursday. His price target fell to $20 from $28. Boss said the bank was lowering its assumption for Norwegian's first-quarter net yield growth for the third time, citing its own research. \n</p>\n<p>\n  He added that J.P. Morgan's own tracker had noticed an increase in promotional activity from Norwegian -- both in frequency and the depth of discounts. The bank also lowered its full-year margin outlook. \n</p>\n<p>\n  Truist analyst C. Patrick Scholes said that while the CEO departure wasn't a 100% surprise, \"there was not a particularly loud drumbeat from angry investors and/or activists demanding action from the board.\" \n</p>\n<p>\n  He did, however, note that Norwegian's operations and financial performance have lagged its peers. Scholes maintained a Buy rating with a price target of $26. \n</p>\n<p>\n  Write to Callum Keown at callum.keown@dowjones.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 13, 2026 11:04 ET (16:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NCLH","symbol_name":"挪威邮轮","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2611169682","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2611169682","pubTimestamp":1770998640,"columns":[{"name":"高层变动","id":29,"label_key":"executive"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Norwegian Cruise Line stock fell 6% early Friday after the cruise operator announced a new CEO and the shares got a downgrade.Norwegian said former Subway Restaurants CEO John Chidsey, a company director, has succeeded Harry Sommer at the helm with immediate effect, in a statement late Thursday. It said Chidsey has a proven record of leading global, consumer-facing companies through transformation.The stock has underperformed its competitors, falling 16% over the past year, compared to Royal Caribbean's 27% rise and Carnival's 23% gain.J.P. Morgan analyst Matthew Boss downgraded the stock to Neutral from Overweight in a note late Thursday. His price target fell to $20 from $28. Boss said the bank was lowering its assumption for Norwegian's first-quarter net yield growth for the third time, citing its own research.He added that J.P. Morgan's own tracker had noticed an increase in promotional activity from Norwegian -- both in frequency and the depth of discounts. The bank also lowered i","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"NCLH":"挪威邮轮"},"translate_title":"首席执行官变动后，挪威邮轮公司股价下跌。为什么它被降级了。——Barrons.com","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NCLH":1.5},"content_text":"By Callum Keown \n\n\n  Norwegian Cruise Line stock fell 6% early Friday after the cruise operator announced a new CEO and the shares got a downgrade. \n\n\n  Norwegian said former Subway Restaurants CEO John Chidsey, a company director, has succeeded Harry Sommer at the helm with immediate effect, in a statement late Thursday. It said Chidsey has a proven record of leading global, consumer-facing companies through transformation. \n\n\n  The stock has underperformed its competitors, falling 16% over the past year, compared to Royal Caribbean's 27% rise and Carnival's 23% gain. \n\n\n  J.P. Morgan analyst Matthew Boss downgraded the stock to Neutral from Overweight in a note late Thursday. His price target fell to $20 from $28. Boss said the bank was lowering its assumption for Norwegian's first-quarter net yield growth for the third time, citing its own research. \n\n\n  He added that J.P. Morgan's own tracker had noticed an increase in promotional activity from Norwegian -- both in frequency and the depth of discounts. The bank also lowered its full-year margin outlook. \n\n\n  Truist analyst C. Patrick Scholes said that while the CEO departure wasn't a 100% surprise, \"there was not a particularly loud drumbeat from angry investors and/or activists demanding action from the board.\" \n\n\n  He did, however, note that Norwegian's operations and financial performance have lagged its peers. Scholes maintained a Buy rating with a price target of $26. \n\n\n  Write to Callum Keown at callum.keown@dowjones.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 13, 2026 11:04 ET (16:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}