LINDBLAD EXPEDITIONS HOLDINGS, INC.
Lindblad operates marine expeditions and land-based adventure travel for individual and family travelers. Its Lindblad segment offers ship-based voyages on owned and chartered vessels to destinations around the world, including the Arctic, Antarctica, the Galápagos Islands and Alaska. The company also operates a Land Experiences segment with Natural Habitat, Off the Beaten Path, DuVine, Classic Journeys and Thomson Group. These brands offer nature and conservation trips, small-group and custom journeys, cycling and walking tours, Tanzanian safaris and Kilimanjaro treks. Lindblad makes money by selling expedition voyages, tours, trips and other travel experiences, with additional guest spending on items such as trip extensions, optional activities, insurance and onboard purchases. Its National Geographic relationship includes co-selling, co-marketing and branding arrangements for expeditions. Lindblad is headquartered in New York, New York.
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Stifel raised its price target for Lindblad Expeditions (LIND) to $43 from $37, maintaining a Buy rating. The company reported Q3 2026 results and raised its full-year 2026 EBITDA outlook, though Q4 guidance was below consensus. Revenue grew 12.1% YoY to $269.2M, and adjusted EBITDA rose 12% to $64.1M. The stock has risen 200% over 12 months, but recent results sparked a decline due to fuel cost concerns.
Lindblad Expeditions Holdings reported Q3 2026 revenue of $269.2M, up 12%, and net income of $24.2M. The company acquired majority stakes in White Desert and Echo Charlie, expanding its luxury travel offerings. CEO Natalya Leahy highlighted growth and innovation. Lindblad's segment net yield rose 6% to $1,398, and occupancy increased to 91%.
Nippon Life Insurance bought $6.26M of Corebridge Financial (CRBG) shares at $35.14 each. HF Sinclair (DINO) CEO Franklin Myers acquired $1.11M in shares. XBiotech (XBIT) director John Simard bought $711K in shares. Liberty Energy (LBRT) director Ken Babcock purchased $223K in shares. Berkshire Hathaway sold $69.03M in DaVita (DVA) shares. Talos Energy (TALO) saw a $27.7M share sale by a major owner. Charles Schwab sold $18.1M in SCHWAB (SCHW) shares.
Over the past 7 days, AlphAI's AI scored 17 news stories mentioning LIND (LINDBLAD EXPEDITIONS HOLDINGS, INC.). Coverage has skewed bullish: 16 bullish, 0 neutral, and 1 bearish.
Recent LIND coverage spans financial news, insider activity and earnings.
In the last 30 days, LIND insiders filed 21 SEC Form 4 transactions — no purchases and 21 sales ($26.5M). The most active reporter was Lindblad Sven-Olof with 21 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The price‑target increase reflects Stifel's bullish view on Lindblad's earnings beat and higher yield outlook.
Strong quarterly results and raised guidance may support price appreciation
Insider sell may slightly dampen sentiment.
This is a large, scheduled insider sale that may modestly pressure sentiment, but it is explicitly tied to a pre-arranged 10b5-1 plan.
The insider sale may signal confidence concerns, creating short‑term selling pressure.
AlphAI scores every news story that mentions LIND with an AI model for sentiment and relevance, and aggregates insider trades from LINDBLAD EXPEDITIONS HOLDINGS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Stifel raised its price target for Lindblad Expeditions (LIND) to $43 from $37, maintaining a Buy rating. The company reported Q3 2026 results and raised its full-year 2026 EBITDA outlook, though Q4 guidance was below consensus. Revenue grew 12.1% YoY to $269.2M, and adjusted EBITDA rose 12% to $64.1M. The stock has risen 200% over 12 months, but recent results sparked a decline due to fuel cost concerns.
Lindblad Expeditions Holdings reported Q3 2026 revenue of $269.2M, up 12%, and net income of $24.2M. The company acquired majority stakes in White Desert and Echo Charlie, expanding its luxury travel offerings. CEO Natalya Leahy highlighted growth and innovation. Lindblad's segment net yield rose 6% to $1,398, and occupancy increased to 91%.
Nippon Life Insurance bought $6.26M of Corebridge Financial (CRBG) shares at $35.14 each. HF Sinclair (DINO) CEO Franklin Myers acquired $1.11M in shares. XBiotech (XBIT) director John Simard bought $711K in shares. Liberty Energy (LBRT) director Ken Babcock purchased $223K in shares. Berkshire Hathaway sold $69.03M in DaVita (DVA) shares. Talos Energy (TALO) saw a $27.7M share sale by a major owner. Charles Schwab sold $18.1M in SCHWAB (SCHW) shares.
Lindblad Sven-Olof sold 230,197 shares of LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) at an average of $35.86 ($35.16–$37.19, $8.25M total) across 6 trades over 2026-10-27 to 2026-10-29 under a Rule 10b5-1 trading plan.
Lindblad Sven-Olof sold 116,129 shares of LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) at an average of $34.67 ($34.19–$35.71, $4.03M total) across 5 trades over 2026-10-23 to 2026-10-26 under a Rule 10b5-1 trading plan.
Insider activity reported for several US public companies. Agora's CEO bought $168,304 in shares, Rapport Therapeutics saw two directors buy shares totaling $346,168, Corebridge Financial's 10% owner bought $6.77M, and BNY Mellon Strategic Municipals had a director buy $262,611. Sells included United Therapeutics' CEO selling $5.32M, Innsuites' CEO selling $2.01B, Arista Networks' CTO selling $7.84M, Lindblad Expeditions' director selling $8.64M, and Braze's CTO selling $13.22M.
Lindblad Expeditions' director and 10% owner, Sven-Olof, sold 240,989 shares from October 20-22, 2026, at prices between $34.4994 and $36.4912, totaling $8.64M. He now owns 10.28M shares. The sales were made under a Rule 10b5-1 trading plan.
Lindblad Sven-Olof sold 240,989 shares of LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) at an average of $35.85 ($34.50–$36.49, $8.64M total) across 7 trades over 2026-10-20 to 2026-10-22 under a Rule 10b5-1 trading plan.
Glenbrook Capital bought $706,056 in SenesTech (SNES) shares at $0.63-$0.89. Applied Digital (APLD) insiders bought $6.7M shares at $18.04-$18.86. Wayfair (W) insiders sold $26M shares at $110-$112.92. Talos (TALO) and Aflac (AFL) also saw insider sales.
Lindblad Sven-Olof sold 162,685 shares of LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) at an average of $34.51 ($34.29–$35.31, $5.61M total) across 3 trades over 2026-10-16 to 2026-10-19 under a Rule 10b5-1 trading plan.
