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Upturn AI SWOT - About
LIND 
Lindblad Expeditions Holdings Inc (LIND)
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Upturn Advisory Summary
08/28/2025: LIND (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -34.24% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 821.84M 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 2.72 | 52 Weeks Range 7.45 - 15.06 | Updated Date 08/29/2025 |
52 Weeks Range 7.45 - 15.06 | Updated Date 08/29/2025 | ||
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 2025-08-04 | When - | Estimate -0.28 | Actual -0.18 |
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 1239999094 | Price to Sales(TTM) 1.17 |
Enterprise Value 1239999094 | Price to Sales(TTM) 1.17 | ||
Enterprise Value to Revenue 1.77 | Enterprise Value to EBITDA 12.9 | Shares Outstanding 54789200 | Shares Floating 37606725 |
Shares Outstanding 54789200 | Shares Floating 37606725 | ||
Percent Insiders 31.96 | Percent Institutions 76.75 |
Upturn AI SWOT
Lindblad Expeditions Holdings Inc
Company Overview
History and Background
Lindblad Expeditions Holdings Inc. was founded in 1958 by Lars-Eric Lindblad. It pioneered expedition travel, focusing on remote and exotic destinations. Over the years, it has grown through acquisitions and partnerships, maintaining a commitment to conservation and education.
Core Business Areas
- Expedition Cruising: Offers small-ship expedition cruises to destinations such as Antarctica, Galapagos, Alaska, and the Arctic. These cruises focus on immersive experiences, natural history, and wildlife viewing.
- Land-Based Adventures: Provides land-based tours and safaris in regions such as Africa, South America, and Asia, often in partnership with National Geographic.
Leadership and Structure
Sven-Olof Lindblad is the CEO. The company has a board of directors and a management team overseeing various departments, including operations, marketing, and finance. A partnership with National Geographic is critical to the business.
Top Products and Market Share
Key Offerings
- Antarctica Expeditions: Small-ship cruises to Antarctica, offering wildlife viewing and scientific exploration. Competitors include Hurtigruten Expeditions, Quark Expeditions, and Silversea Expeditions. Market share data is difficult to ascertain precisely due to the niche nature of the market, but Lindblad is considered a leader in this region.
- Galapagos Expeditions: Small-ship cruises to the Galapagos Islands, focusing on unique flora and fauna. Competitors include Metropolitan Touring, Ecoventura and Quasar Expeditions. Galapagos generates considerable revenue for Lindblad, being a hallmark destination. Market share data is difficult to ascertain precisely due to the niche nature of the market, but Lindblad is considered a leader in this region.
- Alaska Expeditions: Small-ship cruises to Alaska's Inside Passage, offering wildlife viewing, glacier exploration, and cultural experiences. Competitors include UnCruise Adventures, Alaskan Dream Cruises, and small ships from larger cruise lines. Lindblad is recognized as a top tour operator of Alaska Expeditions.
Market Dynamics
Industry Overview
The expedition travel industry is growing, driven by increasing demand for sustainable and immersive travel experiences. Demand is particularly high for unique destinations with high biodiversity. The market is fragmented, with a mix of established players and smaller, specialized operators.
Positioning
Lindblad Expeditions Holdings Inc. is positioned as a premium expedition travel company, known for its focus on education, conservation, and partnership with National Geographic. This niche segment offers less price competition compared to mass-market cruises.
Total Addressable Market (TAM)
The global adventure tourism market is estimated at hundreds of billions of dollars. Lindblad's focus on the higher-end segment of expedition cruising means its TAM is smaller, but it is positioned as a leader within that niche, focusing on delivering high-end quality expeditions with the added value of partnerships such as the one with National Geographic.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Partnership with National Geographic
- Experienced expedition teams
- Focus on sustainability
- High customer loyalty
Weaknesses
- High operating costs
- Seasonality of operations
- Dependence on specific destinations
- Vulnerability to geopolitical events
- Premium pricing limits market reach
Opportunities
- Expansion into new destinations
- Increased demand for sustainable travel
- Growing interest in expedition cruising
- Development of new partnerships
- Leveraging technology for enhanced experiences
Threats
- Economic downturns affecting discretionary spending
- Increased competition from other expedition operators
- Climate change impacting destinations
- Geopolitical instability
- Regulatory changes affecting travel
Competitors and Market Share
Key Competitors
- CCL
- NCLH
- RCL
Competitive Landscape
Lindblad Expeditions Holdings Inc. differentiates itself through its focus on education, conservation, and partnership with National Geographic. While the large cruise lines have a greater market share, Lindblad stands out among the niche.
Major Acquisitions
Off the Beaten Path LLC
- Year: 2021
- Acquisition Price (USD millions): 19.4
- Strategic Rationale: To expand its North American land-based adventure offerings.
Growth Trajectory and Initiatives
Historical Growth: Lindblad Expeditions Holdings Inc. has experienced growth in recent years, driven by increasing demand for expedition travel. However, the travel industry is cyclical, and growth may vary from year to year.
Future Projections: Future growth is projected to continue, driven by expansion into new markets and increased demand for sustainable travel. Financial analysts track the company closely, but exact projections depend on various market conditions.
Recent Initiatives: Lindblad has focused on fleet upgrades, expanding their destinations, and strengthening partnerships with organizations like National Geographic to enhance their product offerings.
Summary
Lindblad Expeditions Holdings Inc. is a strong brand in the niche expedition travel market, leveraging its partnership with National Geographic and focus on sustainable tourism. Its high operating costs and vulnerability to external factors like economic downturns and geopolitical instability are risks to consider. Expansion into new destinations and leveraging technology can fuel future growth, however the market it has entered is highly competitive with large competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Press Releases
- Financial News Websites
- Company Website
Disclaimers:
The data provided is based on publicly available information and may not be entirely accurate. Market share estimates are approximate. This is not financial advice.
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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