Overview
Travel platform's Q4 revenue slightly missed analyst expectations, remaining flat yr/yr
Adjusted net income for Q4 missed analyst estimates
Company's experiences segment grew 10% yr/yr, offsetting declines in legacy offerings
Outlook
Tripadvisor expects investment in experiences to boost 2026 growth
Company exploring strategic alternatives for TheFork
Result Drivers
EXPERIENCES GROWTH - Experiences segment revenue increased 10% yr/yr, contributing nearly 50% of Group revenue and 30% of Group profit
LEGACY DECLINES - Revenue declines in legacy offerings offset growth in Experiences, with Hotels and Other down 15% yr/yr
STRATEGIC FOCUS - Co is focusing on Experiences for future growth and considering strategic alternatives for TheFork
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Miss* | $411 mln | $412.65 mln (14 Analysts) |
Q4 Adjusted EPS | $0.04 | ||
Q4 Adjusted Net Income | Miss | $5 mln | $19.36 mln (10 Analysts) |
Q4 Net Income | -$38 mln | ||
Q4 Adjusted EBITDA | $45 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 10 "hold" and 4 "sell" or "strong sell"
The average consensus recommendation for the leisure & recreation peer group is "buy."
Wall Street's median 12-month price target for Tripadvisor Inc is $17.00, about 39.8% above its February 11 closing price of $12.16
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 8 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)