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Upturn AI SWOT - About
LIND 
Lindblad Expeditions Holdings Inc (LIND)
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Upturn Advisory Summary
10/10/2025: LIND (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $15.33
1 Year Target Price $15.33
| 2 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -40.49% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 644.32M USD | Price to earnings Ratio - | 1Y Target Price 15.33 |
Price to earnings Ratio - | 1Y Target Price 15.33 | ||
Volume (30-day avg) 3 | Beta 2.59 | 52 Weeks Range 7.45 - 15.06 | Updated Date 10/12/2025 |
52 Weeks Range 7.45 - 15.06 | Updated Date 10/12/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.41% | Operating Margin (TTM) 2.62% |
Management Effectiveness
Return on Assets (TTM) 2.98% | Return on Equity (TTM) -1946.89% |
Valuation
Trailing PE - | Forward PE 19.23 | Enterprise Value 1107409351 | Price to Sales(TTM) 0.92 |
Enterprise Value 1107409351 | Price to Sales(TTM) 0.92 | ||
Enterprise Value to Revenue 1.58 | Enterprise Value to EBITDA 11.52 | Shares Outstanding 54789150 | Shares Floating 37642886 |
Shares Outstanding 54789150 | Shares Floating 37642886 | ||
Percent Insiders 31.93 | Percent Institutions 70.75 |
Upturn AI SWOT
Lindblad Expeditions Holdings Inc
Company Overview
History and Background
Lindblad Expeditions Holdings Inc. was founded in 1979 by Sven-Olof Lindblad. It pioneers expedition travel, focusing on immersive and educational voyages to remote and exotic destinations. Initially family-owned, it went public through a SPAC merger in 2015.
Core Business Areas
- Lindblad Expeditions: Offers expedition cruises and land-based tours. It delivers immersive experiences focused on natural history, cultural exchange, and conservation. Destinations include the Galu00e1pagos, Antarctica, Alaska, and the Arctic.
- Off Season Tourism: Offers hotel management services in the Galapagos. And various tourism expeditions.
Leadership and Structure
Sven-Olof Lindblad is the founder and Co-Chairman of the Board. Dolf Berle is the CEO. The company has a board of directors overseeing strategic direction.
Top Products and Market Share
Key Offerings
- Galapagos Expeditions: Offers immersive Galapagos expeditions. Market share is approximately 30% of the Galapagos expedition market. Competitors include Metropolitan Touring and Ecoventura. It is estimated it generated $100 million in revenue
- Antarctica Expeditions: Offers expeditions to Antarctica. Market share is approximately 10% of the Antarctica expedition market. Competitors include Hurtigruten and Quark Expeditions. It is estimated it generated $50 million in revenue
- Alaska Expeditions: Offers expeditions to Alaska. Market share is approximately 5% of the Alaska expedition market. Competitors include UnCruise Adventures and Alaskan Dream Cruises. It is estimated it generated $30 million in revenue
Market Dynamics
Industry Overview
The expedition travel industry is experiencing growth, driven by increasing demand for authentic and sustainable travel experiences. The market is fragmented, with a mix of large and small operators catering to diverse niches.
Positioning
Lindblad Expeditions is positioned as a premium expedition travel provider, emphasizing education, conservation, and high-quality service. Its competitive advantages include a strong brand reputation, experienced naturalists, and a partnership with National Geographic.
Total Addressable Market (TAM)
The TAM for expedition travel is estimated at $7-8 billion globally. Lindblad is positioned to capture a significant portion of this market, focusing on the premium segment.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Partnership with National Geographic
- Experienced naturalists and expedition leaders
- Focus on sustainability and responsible travel
- High customer satisfaction
Weaknesses
- High price point limiting accessibility
- Seasonality of some destinations
- Dependence on a premium market segment
- High operating costs
Opportunities
- Expanding into new destinations
- Developing new partnerships and collaborations
- Offering customized and specialized itineraries
- Increasing marketing efforts to attract a wider audience
- Capitalizing on growing demand for sustainable travel
Threats
- Economic downturns impacting discretionary spending
- Increased competition from other expedition travel operators
- Geopolitical instability and environmental risks
- Fluctuations in fuel prices and currency exchange rates
- Changing consumer preferences and travel trends
Competitors and Market Share
Key Competitors
- Viking Holdings Ltd. (Private)
- Royal Caribbean Cruises Ltd. (RCL)
- Hurtigruten Group (Private)
Competitive Landscape
Lindblad Expeditions differentiates itself through its partnership with National Geographic and focus on educational experiences. While Viking and Royal Caribbean offer broader cruise options, Lindblad targets a niche market seeking immersive and sustainable adventures. Hurtigruten has similar offerings. Lindblad's smaller scale compared to RCL can limit its pricing flexibility.
Major Acquisitions
Off Season Adventures
- Year: 2016
- Acquisition Price (USD millions): 13.5
- Strategic Rationale: To expand the breadth of adventure itineraries and offer small ship travel experiences.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is currently unavailable, but the company has expanded its fleet and destinations in recent years.
Future Projections: Future growth is projected to be driven by increasing demand for expedition travel and the company's expansion efforts. Analyst estimates are not available.
Recent Initiatives: Recent initiatives include expanding its fleet with new ships, developing new itineraries, and strengthening its partnership with National Geographic.
Summary
Lindblad Expeditions is a strong player in the expedition travel market, benefiting from a premium brand and National Geographic partnership. High prices and seasonality pose challenges, but expansion efforts and growing demand for sustainable travel provide opportunities. Competition remains intense and macroeconomic factors could impact discretionary spending. Overall, Lindblad needs to focus on expanding its appeal without diluting its brand.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Market research reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and competitive landscape are estimates based on available data and industry analysis.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lindblad Expeditions Holdings Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2015-07-09 | Senior VP & Assistant to CEO Ms. Pamela Fingleton | ||
Sector Consumer Cyclical | Industry Travel Services | Full time employees 1230 | Website https://www.expeditions.com |
Full time employees 1230 | Website https://www.expeditions.com | ||
Lindblad Expeditions Holdings, Inc. provides marine expedition adventures and travel experience worldwide. It operates through Lindblad and Land Experiences segments. The Lindblad segment provides ship-based expeditions aboard customized, nimble, and intimately-scaled vessels, which offers up-close experiences in the planet's wild and remote places, and capitals of culture; and offers expedition ship which is equipped with state-of-the-art tools for in-depth exploration with infrastructure and ports, such as Antarctica and the Arctic, and places that accessed by a ship comprising Galápagos Islands, Alaska, Baja California's Sea of Cortez and Panama, and foster engagement activities. The Land Experiences segment comprises natural habitats, which provides over 100 different expedition itineraries in more than 45 countries across seven continents, with eco-conscious expeditions and nature-focused, and small-group tours including polar bear tours and bear adventure; and DuVine provides intimate group cycling and adventure tours around the world with local cycling experts as guides in local cultural, cuisine, and accommodations. This segment also offers off the beaten path, including small group travel, led by local, and experienced guides with focus on wildlife, hiking national parks, and culture; and classic journey, a curated active small-group and private custom journeys centered around cinematic walks led by expert local guides over 50 countries across the world. In addition, it has an agreement with National Geographic Partners, LLC, which provides lecturers and National Geographic experts, including photographers, marine biologists, writers, naturalists, field researchers, and film crews; and partnered with World Wildlife Fund to offer conservation travel. Lindblad Expeditions Holdings, Inc. was founded in 1979 and is headquartered in New York, New York.
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