Stifel raises Lindblad Expeditions stock price target to $18 on strong Q2

Published 05/08/2025, 14:12
Stifel raises Lindblad Expeditions stock price target to $18 on strong Q2

Investing.com - Stifel has raised its price target on Lindblad Expeditions Holdings (NASDAQ:LIND) to $18.00 from $17.00 while maintaining a Buy rating, citing the company’s strong quarterly performance. The new target represents significant upside from the current stock price of $12.35, with InvestingPro data showing the stock has already delivered an impressive 69.88% return over the past year.

The research firm highlighted that Lindblad’s recent quarter showed significant operational improvements, including load factors increasing by approximately 800 basis points and EBITDA margins rising by about 700 basis points. The company’s revenue grew 18.74% year-over-year, reaching $702.28 million, with EBITDA now standing at $100.21 million.

Stifel noted that while Lindblad reduced its guidance for the second half of 2025, investors should focus more on the company’s strong quarterly results and what they indicate about long-term EBITDA potential.

The firm expressed optimism about Lindblad’s 2026 booking trends, mentioning that the company recently experienced its highest booking week ever, suggesting strong future demand.

Stifel analysts believe Lindblad’s existing assets could potentially generate EBITDA exceeding $150 million, and they expect the company’s new management to announce long-term financial targets soon.

In other recent news, Lindblad Expeditions Holdings Inc. reported its financial results for the second quarter of 2025, exceeding analysts’ expectations. The company posted an earnings per share (EPS) of -$0.18, which was better than the anticipated -$0.28. Additionally, Lindblad’s revenue reached $167.9 million, surpassing the forecasted $159.18 million. These results indicate a positive performance for the company, as it managed to deliver a 35.71% positive earnings surprise. The announcement of these results came as a favorable development for investors, reflecting strong operational performance. While the financial figures were the primary focus, there were no recent updates on mergers or acquisitions involving Lindblad Expeditions. Analyst firms have not provided recent upgrades or downgrades for the company. These developments underscore Lindblad’s ability to outperform market expectations.

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