Deutsche Bank analyst Chris Woronka upgraded Norwegian Cruise Line (NCLH) to Buy with an unchanged price target of $66. The analyst sees "several ways" for the shares to work, including closing the relative valuation gap versus Royal Caribbean (RCL), the likely initiation of a dividend and the anticipated appointment of a new CFO that is well-regarded by the investment community. The analyst also believes the company's investor day on May 4 could serve as a near-term catalyst. He views Norwegian Cruise's current valuation as attractive.

Notable companies reporting before tomorrow's open, with earnings consensus, include Merck (MRK), consensus $1.87... Caterpillar (CAT), consensus $5.14... Comcast (CMSCA), consensus 99c... Honeywell (HON), consensus $2.17... Bristol-Myers (BMY), consensus ($4.44)... Altria (MO), consensus $1.15... Keurig Dr. Pepper (KDP), consensus 35c... GE Vernova (GEV), consensus (37c)... Royal Caribbean (RCL), consensus $1.33... Tractor Supply (TSCO), consensus $1.72... Mobileye (MBLY), consensus (6c)... Textron (TXT), consensus $1.23... LabCorp (LH), consensus $3.48... Southwest Airlines (LUV), consensus (34c)... American Airlines (AAL), consensus (29c)... Harley-Davidson (HOG), consensus $1.51.