TripAdvisor Inc
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ConsumerWhy Expedia Stock Rose 4% despite Weak Q1 Results
Expedia Group (NASDAQ:EXPE) stock gained around 4% in after-hours trading on Wednesday following its first-quarter results.
MiscellaneousTripAdvisor Rose 5.7% Due to Rating Upgrade from Davidson
TripAdvisor (TRIP) shares rose 5.7% on June 27 after D.A. Davidson upgraded its rating on the stock to a “buy.”
MiscellaneousWhy TripAdvisor Stock Has Lost 12.5% YTD
TripAdvisor (TRIP) has fallen 12.5% YTD. As of its June 19 closing price of $47.19, the stock is currently trading near its 52-week low of $42.01 reached on June 3. The majority of online travel booking agencies have also reported a decline or slower growth in their first-quarter revenues.
MiscellaneousWhy SunTrust Turned Bullish on TripAdvisor Stock
TripAdvisor (TRIP) rose ~2% on June 19 after SunTrust turned bullish on the stock. SunTrust analyst Naved Khan upgraded his rating on the vacation booking company to “buy” from “hold,” citing a robust revenue growth projection for its Experiences segment over the next several years.
Tech & Comm ServicesWhy TripAdvisor Lost ~14% of Its Market Value Last Week
Shares of online travel booking agency TripAdvisor (TRIP) fell 13.8% last week. The stock is currently trading near its 52-week low of $43.40 from October 10 last year.
Earnings ReportTripAdvisor’s Monthly Unique Visitors Fell in the First Quarter
TripAdvisor’s (TRIP) average monthly unique visitors fell 5% YoY to 411 million users in the first quarter due to its hotel marketing optimization initiatives.
Earnings ReportHow TripAdvisor’s Top Line Performed in the First Quarter
TripAdvisor (TRIP) reported a dismal top-line performance for the first quarter.
Earnings ReportTripAdvisor’s Q1 Earnings Beat Estimates, Revenues Come Up Short
On May 7, TripAdvisor (TRIP) reported mixed results for the first quarter.
Earnings ReportAnalyzing Expedia’s Key Revenue Metric Trends in Q1
Expedia’s air travel business accounted for 10% of the total first-quarter revenues. The segment’s first-quarter revenues grew 3% YoY.
ConsumerTripAdvisor Shares Fell More than 3% after Downgrade
On March 6, TripAdvisor (TRIP) shares fell more than 3%. Cowen slammed the online travel agency with a bear note.
ConsumerWhere Does Booking Holdings Stand among Peers?
Booking Holdings (BKNG) stock is currently trading at a discounted PE valuation multiple to its peers Ctrip.com International (CTRP), TripAdvisor (TRIP), and Expedia (EXPE).
ConsumerBooking’s Prepaid Business Model Drove Q4 Revenues Higher
Booking Holding’s (BKNG) fourth-quarter 2018 revenues jumped 14.6% YoY to $3.2 billion.
ConsumerBooking Stock Fell 11% on Weaker-Than-Expected Q1 Outlook
Booking Holdings stock (BKNG) plunged 11% on February 28 after the company issued dismal guidance for the first quarter of 2019.
ConsumerAnalysts Recommend ‘Buys’ on Booking Holdings ahead of Q4 Earnings
Booking Holdings (BKNG) has a consensus rating of ~2.18 from analysts polled by Reuters.
ConsumerBooking Holdings’ Prepaid Business Model to Drive Q4 Revenues
Apart from a healthy travel demand environment, Booking Holdings’ (BKNG) sustained focus on investing in marketing, alternative accommodations, people, and technology could continue driving its revenues.
Company & Industry OverviewsExpedia Has an Attractive Valuation Multiple
Expedia stock is trading at a PE ratio of 22.07x. At the current multiple, the stock is trading at a discounted valuation compared to its peers.
Company & Industry OverviewsWill Expedia Benefit from Online Travel Booking Demand?
The travel industry dynamics have changed drastically over the last decade. Travelers are shifting to online travel booking agencies.
Company & Industry OverviewsExpedia: Key Revenue Metric Trends in Q4
Lodging is the major revenue growth driver for Expedia. The business unit accounted for 69% of the company’s fourth-quarter revenues.
Company & Industry OverviewsAnalyzing Expedia’s Q4 Revenues
Expedia’s (EXPE) revenues rose 10% YoY (year-over-year) to $2.56 billion in the fourth quarter.
Company & Industry OverviewsHow Did Expedia Perform in Q4?
Expedia reported strong fourth-quarter results on February 7. The company’s adjusted EPS of $1.24 beat analysts’ expectation of $1.08.
ConsumerExpedia’s Share Price: Analysts Expect Strong Upside
Among the 32 analysts covering Expedia, seven recommended a “strong buy,” 15 recommended a “buy,” and ten recommended a “hold.”
Earnings ReportTripAdvisor’s Key Metrics Had a Mixed Performance in Q4
TripAdvisor registered a YoY (year-over-year) improvement in its average monthly unique visitors and revenue per hotel shopper.
ConsumerTripAdvisor: Non-Hotel Segment Drove Its Q4 Revenues
TripAdvisor’s (TRIP) fourth-quarter revenues grew 8% YoY (year-over-year) to $346 million and beat analysts’ forecast of $342.8 million.
ConsumerTripAdvisor Fell ~5% after Its Q4 Earnings
TripAdvisor (TRIP) shares fell ~5% during after-hours trading on February 12. The company reported lower-than-expected bottom-line results.
ConsumerExpedia: Analysts Turned Bullish after Its Strong Q4 Earnings
Most analysts have turned bullish on Expedia stock. Most analysts raised their target price after the company’s fourth-quarter results on February 7.
ConsumerAnalyzing Expedia’s Key Metrics in Q4
Lodging accounted for 69% of Expedia’s fourth-quarter revenues. Lodging is still the most important contributor to the company’s top line.
ConsumerExpedia: Travel Demand and Marketing Initiatives
In the fourth quarter, Expedia’s (EXPE) revenues of $2.56 billion beat analysts’ estimate of $2.54 billion and rose 10% YoY.
ConsumerWhy Does TripAdvisor Trade at a Premium Valuation to Peers?
At current market prices, TripAdvisor’s (TRIP) PE ratio stands at 39.7x, which is between its all-time high of 50.7x in July 2014 and its all-time low of 17.4x in October 2012.
Earnings ReportMarketing and Product Design to Drive TripAdvisor’s User Base
TripAdvisor’s (TRIP) sustained focus on enhancing its mobile-centric product designs along with marketing initiatives will likely continue to attract new users and drive overall user base.
ConsumerExpedia Is Likely to Post Double-Digit Earnings Growth in Q4
Expedia Group (EXPE) plans to report its fourth-quarter 2018 earnings results on February 7.
Company & Industry OverviewsWhat Analysts Expect from Expedia’s Q4 Top and Bottom Line
Wall Street analysts expect Expedia (EXPE) to continue benefiting from a healthy travel demand environment.
Company & Industry OverviewsWhat’s Driving Wall Street’s Bullish Stance on Expedia Stock?
Expedia (EXPE) could be an intriguing investment choice, according to Wall Street analysts’ latest ratings.
Company & Industry OverviewsExpedia to Benefit from Rising Online Travel Demand
With such a massive product portfolio and partnerships, Expedia is well positioned to capitalize on the growth opportunities in the travel industry.
ConsumerGoldman Upgrades Expedia’s Rating, Sees ~24% Upside in the Stock
Goldman Sachs (GS) analyst Heath Terry upgraded his rating on Expedia (EXPE) to “buy” from “neutral.”
Company & Industry OverviewsNon-Hotel Segment: TripAdvisor’s Key Revenue Growth Driver
For 2018, analysts expect TripAdvisor to report non-hotel revenues of $449 million—YoY (year-over-year) growth of ~25%.
Company & Industry OverviewsWhere Expedia Stands among Its Peers
Currently, Expedia’s (EXPE) PE multiple stands at 20.63x. At its current multiple, the stock is trading at a premium valuation to its peers.
Company & Industry OverviewsExpedia’s Q4 2018 Results: What Do Analysts Expect?
Analysts expect Expedia (EXPE) to continue to benefit from an environment of healthy travel demand.
Company & Industry OverviewsBreaking Down Expedia’s Q3 2018 Revenue
Expedia’s (EXPE) revenue rose 10.5% YoY (year-over-year) to $3.28 billion in the third quarter.
Company & Industry OverviewsExpedia to Gain from Rising Online Travel Platform Demand
Expedia (EXPE) is a leading online travel booking company that has relationships with over 200,000 hotel owners across 200 countries.
ConsumerWall Street Expects Expedia Stock to Surge More than 30%
Expedia (EXPE) could be an intriguing stock to watch, according to Wall Street analysts’ latest ratings.
Company & Industry OverviewsOnline Travel Agencies’ Stocks Fell on November 9
On November 9, most online travel agency shares fell after CNN Business reported deep concerns about the slowing Chinese economy.
ConsumerTripAdvisor Stock Rose 15%, Q3 Earnings Crushed the Estimates
On November 8, TripAdvisor stock rose more than 15%. The company announced its third-quarter earnings on November 7 after the market closed.
Basic MaterialsElection Over, Market Still Undecided
We know the nation is politically divided, and now the market is showing us its split personality as well.
ConsumerCtrip’s Q3 Earnings and Revenues Beat Analysts’ Estimates
Ctrip.com International (CTRP) posted strong third-quarter results yesterday.
ConsumerTripAdvisor Shares Rose 8% Due to Strong Q3 Earnings Growth
TripAdvisor’s third-quarter revenues grew 4% YoY to $458 million due to its Non-Hotel business segment’s strong performance.
ConsumerBooking Holdings Stock Rose on Better-than-Expected Q4 Forecast
Booking Holdings stock jumped over 6% in after-hours trading yesterday on its better-than-expected earnings outlook for the fourth quarter of 2018.
Company & Industry OverviewsWhat’s at Stake as Google Adds More Travel Planning Tools?
Alphabet’s (GOOGL) Google has recently launched a new set of tools for online travel planning and hotel booking.
Basic MaterialsTripAdvisor: S&P 500’s Top Gainer on May 9
TripAdvisor, which is an American travel and restaurant website company, was the S&P 500’s top gainer on May 9.
Company & Industry OverviewsWho Gained the Most in the Consumer Sector Last Week?
Coty (COTY) released its fiscal 2Q18 results before the market opened on February 8. Its revenue increased 14.8% YoY to $2.63 billion.
Company & Industry OverviewsTripAdvisor: S&P 500’s Top Gainer on February 6
TripAdvisor was the S&P 500’s top gainer on February 6. TripAdvisor regained strength this week and started on a stronger note.
Company & Industry OverviewsTripAdvisor: S&P 500’s Top Gainer in the Week Ending November 24
TripAdvisor was the S&P 500’s top gainer in the week ending November 24. It started the week on a stable note and rose as the week progressed.
Company & Industry OverviewsTripAdvisor Stock Continues Its Declining Trend
Year-to-date through November 10, 2017, TripAdvisor stock has fallen 31.9%.
Company & Industry OverviewsTripAdvisor Valuation: What Is Priced In?
Currently, TripAdvisor’s (TRIP) forward price-to-earnings ratio stands at 28.0x, which is lower than the 35.6x average valuation seen since its initial stock listing in 2011.
Company & Industry OverviewsChart in Focus: TripAdvisor’s Leverage after 3Q17
At the end of 3Q17, TripAdvisor had $763.0 million in cash and short-term investments on its balance sheet—lower than the ~$904.0 million it had at the end of 2016.
Company & Industry OverviewsRevenue Weakness Impacts TripAdvisor’s Profitability
TripAdvisor’s (TRIP) 3Q17 adjusted EBITDA declined 17.0% YoY to $95.0 million.
Company & Industry OverviewsHow Can TripAdvisor Overcome Weakness in Hotel Bookings?
In 3Q17, TripAdvisor’s revenues grew 4.3% year-over-year to $439.0 million.
ConsumerWhat Analysts Recommend for Priceline after 3Q17 Results
Of the 31 analysts rating Priceline’s stock after the company’s 3Q17 earnings report, 19.4% (six analysts) have issued a “strong buy” rating and 58.1% (18 analysts) have issued a “buy” rating.
ConsumerWhat Analysts Estimate for Priceline in 4Q17
After Priceline (PCLN) released its 3Q17 results, analysts’ estimates for 2017 and 2018 were revised downwards. For the fourth quarter of 2017, sales are expected to grow 14.8% year-over-year or YoY to $2.7 billion.
ConsumerPriceline’s Increasing Leverage: What You Need to Know
A large part of Priceline’s (PCLN) growth in the past has come from acquiring smaller companies all over the world. It had to raise debt to finance some of these acquisitions.
ConsumerPriceline’s Key Metric Growth Is Slowing Down
Hotel accommodations have historically driven Priceline’s growth. During the third quarter of the year, Priceline’s global accommodation business booked 178 million room nights.
ConsumerWhy Priceline Stock Fell 14% after 3Q17 Earnings
The Priceline Group (PCLN) reported its third-quarter financial results after market hours on November 6. PCLN beat analyst estimates for both revenues and earnings.
ConsumerPriceline’s Valuation: What Is Priced In?
Priceline (PCLN) trades at a forward PE (price-to-earnings) multiple of 25.2x.
ConsumerWhy Priceline’s Margin Is on a Downtrend
For 3Q17, Priceline’s management expects its gross profit to increase 15.5%–20.5%.
ConsumerAssessing Priceline’s Revenue Growth in 2017
Analysts expect Priceline’s fiscal 2017 revenues to grow 16.7% YoY to $12.5 billion, which is slightly lower than the 16.5% YoY growth seen in 2016.
ConsumerChart in Focus: Priceline’s Booking Guidance for 3Q17
In 2Q17, Priceline’s (PCLN) gross bookings grew 16.4% year-over-year to $20.8 billion.
Company & Industry OverviewsQuest Diagnostics: S&P 500’s Top Loser on September 25
Quest Diagnostics was the S&P 500’s top loser on September 25. On September 25, Quest Diagnostics fell 7.4% to $94.38—the lowest close in seven months.
Company & Industry OverviewsHow Did Expedia’s Stock Price React to This Change?
On the day that Dara Khosrowshahi’s departure was announced, Expedia (EXPE) stock fell as much as 4.5%. Investors weren’t certain about Expedia’s future.
Company & Industry OverviewsMark Okerstrom Is Expedia’s New CEO
When former CEO Dara Khosrowshahi left Expedia to join Uber, Mark Okerstrom seemed like the obvious choice for the vacant CEO position.
Company & Industry OverviewsDara Khosrowshahi Left Expedia for Uber
After a 12-year stint at Expedia (EXPE), Dara Khosrowshahi resigned as the CEO to join Uber. Uber’s search for a new CEO started in June 2017.
ConsumerWall Street’s Ratings for TripAdvisor after 2Q16 Earnings
Of the 24 analysts rating TripAdvisor (TRIP) stock after 2Q17, 8.3% (two analysts) have issued a “buy” rating, and 70.8% (17 analysts) have issued a “hold.”
ConsumerWhat Do Analysts Estimate for TripAdvisor in 2017?
For 3Q17, TRIP’s EBITDA is expected to fall 14.0% YoY to $98.0 million. For 4Q17, EBITDA is expected to fall 1.9% YoY to $56.9 million.
ConsumerWhy TripAdvisor’s Margin May Fall in 2017
TripAdvisor’s (TRIP) 2Q17 adjusted EBITDA rose from $73.0 million in 2Q16 to $101.0 million in 2Q17, a 6.0% rise YoY.
ConsumerTripAdvisor’s Revenue Aided by Non-Hotel Segment
For the second quarter of 2017, TripAdvisor’s (TRIP) revenue rose 8.4% YoY (year-over-year) to $424.0 million.
ConsumerTripAdvisor’s Valuation: What It Means for Investors
Currently, TripAdvisor’s (TRIP) forward PE ratio is 34.5x, which is mid-level to its all-time high of 50.69x in July 2014 and its all-time low of 17.4 in October 2012.
ConsumerWhat Do TripAdvisor’s Key Metric Trends Suggest?
TripAdvisor’s (TRIP) average monthly unique visitors in 2Q17 rose 18.0% YoY (year-over-year) to 414.0 million users compared to 2Q16.
ConsumerAnalysts’ Recommendations for Priceline ahead of 2Q17 Earnings
According to a Reuters consensus, of the 31 analysts tracking Priceline Group (PCLN), 23.3%, or seven analysts, have a “strong buy” rating for the stock.
ConsumerPriceline Valuation: What’s Priced In?
Currently, Priceline (PCLN) trades at a forward PE (price-to-earnings) multiple of 27.3x. That’s higher than its average valuation of 22.0x since November 2008.
ConsumerWhy Priceline’s Second-Quarter Margin Is Expected to Fall
For 2Q17, analysts are estimating Priceline’s (PCLN) EBITDA to rise 6.7% YoY (year-over-year) to $925.4 million.
ConsumerWhat Priceline’s Key Metrics Suggest
For the first quarter of 2017, Priceline’s (PCLN) gross bookings have risen 24.2% YoY (year-over-year) to $20.7 billion.
ConsumerHow Priceline Can Grow Its Revenue in 2017
For 2Q17, analysts are estimating that Priceline’s (PCLN) revenue will rise 16.7% YoY to $3.0 billion, which is higher than 12.6% in 1Q17.
Earnings ReportWhat Analysts Recommend for Priceline ahead of Its 1Q17 Results
Out of the 31 analysts tracking Priceline (PCLN), seven analysts have a “strong buy” recommendation on the stock, and 18 analysts have a “buy” recommendation on the stock.
Earnings ReportWhat Investors Are Willing to Pay for Priceline Stock
Priceline (PCLN) trades at a forward PE multiple of 17.1x. This is higher than its average valuation of 20x since November 2008.
Earnings ReportAssessing Whether Priceline’s Margins Can Expand in 1Q17
Priceline (PCLN) expects its 1Q17 EBITDA to be ~$550 million–$580 million. It also expects its gross profit to increase 9.5%–14.5%
Earnings ReportAfter a Stellar 2016, Can Priceline’s Revenues Grow in 2017?
For 1Q17, analysts are estimating Priceline’s (PCLN) revenues to grow 13.8% year-over-year to $2.4 billion, lower than the 16.7% YoY growth seen in 1Q16.
Macroeconomic AnalysisDemand Outpaced Supply, Hotel Occupancy Remained Flat in 2016
According to data released by data company STR for 2016, occupancy rates saw a year-over-year (or YoY) rise of 0.1% to 65.5%.
Earnings ReportPriceline’s Valuations for 2017: What Is Priced In?
Priceline (PCLN) currently trades at a forward PE (price-to-earnings) multiple of 25.2x.
Earnings ReportHow Market Share Gains Can Boost Priceline’s Revenue Growth Rate
Priceline’s (PCLN) fiscal 2016 performance was subdued by the dollar’s appreciation. Because Priceline has a widespread international presence, it’s prone to currency fluctuation risks.
Earnings ReportPriceline Stock at an All-Time High: Can It Keep Rising?
Priceline (PCLN) reported its 4Q16 results on February 27, 2017. Priceline reported earnings per share of $13.50, a 34.7% increase YoY, which beat analyst estimates of $12.85 per share.
MiscellaneousWhy Did Priceline Acquire Momondo?
After the unconventional acquisition of Opentable, Momondo was a logical addition as it adds to the travel database of Kayak’s existing portfolio.
MiscellaneousHow Has the Market Reacted to Priceline’s Acquisition of Momondo?
Year-to-date through February 23, 2017, Priceline (PCLN) stock has risen 11.7%, outperforming rivals Expedia and TripAdvisor (TRIP).
MiscellaneousWho Could Win the Online Travel Industry Race?
With its metasearch brands—Kayak, Momondo, and Skyscanner (through Ctrip)—Priceline seems to have a larger share of the pie, leaving little on the table when Expedia goes shopping.
MiscellaneousWhat the Momondo Acquisition Means for Priceline and Expedia
Momondo is estimated to have generated $125 million in revenues for the last 12 months, which means a price-to-sales multiple of 4.4x.
MiscellaneousPriceline’s String of Acquisitions Continues with Momondo
Earlier this month, the Priceline Group (PCLN) signed a deal to acquire Momondo Group. Priceline will acquire all outstanding shares of Momondo for $550 million in an all-cash deal.
Earnings ReportWill Market Share Gains Continue to Drive PCLN’s Revenue Growth?
For 4Q16, analysts expect Priceline’s (PCLN) revenue to rise 16.2%, less than the 18.9% growth the company saw in 3Q16.
Earnings ReportAnalyst Estimates for TripAdvisor in 2017
Of the 28 analysts rating TripAdvisor (TRIP) stock after the company’s 4Q16 earnings report, two analysts issued a “buy” rating, 23 analysts issued a “hold” rating, and three analysts issued a “sell” rating.
Earnings ReportTripAdvisor’s Valuation: What Does It Mean for Investors?
Currently, TripAdvisor (TRIP) has a forward EV-to-EBITDA ratio of 17.9x—lower than its average of 18.5x.
Earnings ReportAssessing Whether TripAdvisor’s Leverage Could Rise in 2017
For 2016, TripAdvisors (TRIP) cash flow from operations fell 6.9% to ~$1.1 billion compared to ~$1.2 billion in 2015.
Earnings ReportWhy TripAdvisor’s Margins Could Decline in 2017
TripAdvisor’s (TRIP) adjusted EBITDA decreased from $466 million in 2015 to $352 million in 2016, a decline of 24% year-over-year.
Earnings ReportTripAdvisor’s 4Q16 Revenues Rose 2.7% YoY to $316 Million
For 4Q16, TripAdvisor’s (TRIP) revenues rose 2.7% year-over-year to $316 million.
Earnings ReportWhat Investors Are Willing to Pay for Expedia
Expedia (EXPE) currently trades at a forward PE multiple of 22.5x. This multiple is significantly higher than its average valuation multiple of 14.8x since November 2008.