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Upturn AI SWOT - About
LIND 
Lindblad Expeditions Holdings Inc (LIND)
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Upturn Advisory Summary
09/11/2025: 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 -39.12% | Avg. Invested days 30 | 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 09/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 752.26M 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 2.64 | 52 Weeks Range 7.45 - 15.06 | Updated Date 09/12/2025 |
52 Weeks Range 7.45 - 15.06 | Updated Date 09/12/2025 | ||
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 1179457083 | Price to Sales(TTM) 1.07 |
Enterprise Value 1179457083 | Price to Sales(TTM) 1.07 | ||
Enterprise Value to Revenue 1.68 | Enterprise Value to EBITDA 12.27 | Shares Outstanding 54789200 | Shares Floating 37642886 |
Shares Outstanding 54789200 | Shares Floating 37642886 | ||
Percent Insiders 31.93 | Percent Institutions 77.49 |
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 pioneered expedition travel, focusing on sustainable and educational voyages to remote locations. The company has evolved from a family-owned business to a publicly traded entity, expanding its fleet and destinations.
Core Business Areas
- Lindblad Expeditions: Offers expedition cruises focusing on remote destinations and immersive experiences, leveraging partnerships with National Geographic.
- Off-Ship Activities: Provides activities like hiking, snorkeling, kayaking, and zodiac cruising as part of the expedition experience.
Leadership and Structure
Sven-Olof Lindblad serves as CEO. The company has a traditional corporate structure with executive leadership overseeing various departments like operations, marketing, and finance.
Top Products and Market Share
Key Offerings
- Expedition Cruises: These are the core product, providing immersive travel experiences in regions like Antarctica, Galapagos, Alaska, and the Arctic. Limited market share data available, highly competitive with other expedition cruise lines and luxury travel operators. Competitors include Hurtigruten, Ponant, Viking Expeditions.
- National Geographic Partnerships: Unique experiences are available, including photography and scientific experts on-board cruises to remote locations. Revenue is dependent upon total cruise bookings. Competitors include other smaller expedition cruise operators that don't have such brand awareness.
Market Dynamics
Industry Overview
The expedition cruise market is experiencing growth, driven by increasing demand for experiential travel and sustainable tourism. The market is competitive, with both established players and new entrants.
Positioning
Lindblad Expeditions is positioned as a leader in the expedition cruise market, known for its focus on education, sustainability, and partnerships with organizations like National Geographic.
Total Addressable Market (TAM)
The expedition cruise market is estimated to be worth billions. Lindblad Expeditions holds a strong position with brand recognition and a premium offering, allowing them to capture a substantial portion of the market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Partnership with National Geographic
- Experienced leadership team
- Focus on sustainability
- Loyal customer base
Weaknesses
- High operating costs
- Exposure to seasonality and geopolitical risks
- Limited scalability
- Reliance on niche market
Opportunities
- Expansion into new geographic markets
- Development of new expedition experiences
- Increased demand for sustainable travel
- Partnerships with other travel brands
- Growth in adventure tourism
Threats
- Increased competition
- Economic downturns
- Geopolitical instability
- Environmental regulations
- Natural disasters
Competitors and Market Share
Key Competitors
- Viking Holdings Ltd (Not Publicly Traded)
- Hurtigruten Group (Not Publicly Traded)
- Ponant (Not Publicly Traded)
Competitive Landscape
Lindblad Expeditions differentiates itself through its partnership with National Geographic, focus on education, and commitment to sustainability. However, competitors offer similar experiences and may have lower price points.
Major Acquisitions
Off the Beaten Path LLC
- Year: 2021
- Acquisition Price (USD millions): 9.4
- Strategic Rationale: This acquisition helped expand Lindblad Expeditions' land-based travel portfolio and strengthen its adventure travel offerings in North America.
Growth Trajectory and Initiatives
Historical Growth: Lindblad Expeditions has experienced growth through strategic acquisitions and expansion of its fleet and destinations.
Future Projections: Future growth projections are not available in this format. Refer to analyst reports for estimates.
Recent Initiatives: Recent initiatives include fleet modernization, expansion of partnerships, and investment in sustainable practices.
Summary
Lindblad Expeditions is a well-established company in the expedition cruise market with a strong brand and unique partnership with National Geographic. Its strengths lie in its reputation and focus on sustainable travel. However, the company faces challenges related to high operating costs, competition, and external factors like economic downturns. Lindblad Expeditions needs to continue innovating and expanding into new markets to maintain its competitive edge and ensure sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a financial professional.
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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