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Momentum In Core Segments And New Brands Will Drive Broader Expansion

Published
24 Sep 24
Updated
07 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
19.9%
7D
1.8%

Author's Valuation

US$74.2713.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Increased 1.49%

TNL: Consistent Earnings Beats And Expanding Brands Will Drive Upside Momentum

Travel + Leisure's analyst price target has increased modestly, rising by just over $1 to $74.27. Analysts cite ongoing strength in core segments and newly expanding brands as key factors supporting the adjustment.

Shared on 24 Oct 25

Fair value Increased 8.49%

Analysts have raised their average price target for Travel + Leisure from $67.45 to $73.18. They cite stronger segment momentum, improving sales efficiency, and a promising outlook for new brand initiatives as key reasons for the adjustment.

Shared on 31 Jul 25

Fair value Decreased 0.31%

With consensus estimates for both revenue growth (3.9% per annum) and net profit margin (11.60%) holding steady, analysts maintained their fair value assessment of Travel + Leisure, leaving the price target unchanged at $67.67. What's in the News Repurchased 1,497,472 shares for $70.01 million, completing a cumulative buyback of 132,414,788 shares for $6,728.24 million since the 2010 authorization.

Shared on 30 Apr 25

Fair value Increased 6.98%

Shared on 23 Apr 25

Fair value Decreased 1.19%

AnalystConsensusTarget has decreased revenue growth from 3.0% to 2.6%.

Shared on 17 Apr 25

Fair value Decreased 1.34%

AnalystConsensusTarget has decreased revenue growth from 3.6% to 3.0%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 4.81%

AnalystConsensusTarget has decreased revenue growth from 4.5% to 3.7% and decreased future PE multiple from 10.3x to 9.2x.