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Sabre CorporationInforme acción NasdaqGS:SABR

Capitalización bursátil US$604.8m
Precio de las acciones
US$1.53
US$1.9
19.3% infravalorado descuento intrínseco
1Y-42.0%
7D-1.3%
1D
Valor de la cartera
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Sabre Corporation

Informe acción NasdaqGS:SABR

Capitalización de mercado: US$604.8m

Sabre (SABR) Resumen de Acciones

Sabre Corporation, junto con sus filiales, opera como empresa de software y tecnología para el sector de los viajes en Estados Unidos, Europa, Asia-Pacífico e internacionalmente. Saber más

Análisis fundamental de SABR
Puntuación del snowflake
Valoración6/6
Crecimiento futuro0/6
Rendimiento pasado0/6
Salud financiera1/6
Dividendos0/6

SABR Community Fair Values

Create Narrative

See what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Sabre Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Sabre
Precios históricos de las acciones
Precio actual de la acciónUS$1.53
Máximo en las últimas 52 semanasUS$3.52
Mínimo de 52 semanasUS$0.81
Beta1.01
Cambio en 1 mes-15.93%
Variación en 3 meses64.50%
Cambio de 1 año-42.05%
Variación en 3 años-51.89%
Variación en 5 años-89.52%
Variación desde la OPV-90.73%

Noticias y actualizaciones recientes

Actualización de narrativa May 02

SABR: AI First Travel Platform And Bookings Outlook Will Shape Future Upside Potential

The analyst price target for Sabre is updated lower by $0.02, reflecting slightly softer long term growth and margin expectations as analysts factor in reduced outer year booking forecasts and free cash flow, as well as more cautious views on the potential profitability of AI driven distribution for global distribution systems. Analyst Commentary Bullish Takeaways Bullish analysts still see room for Sabre to outperform Global Distribution System peers on air bookings, highlighting expectations for Sabre bookings growth to run ahead of broader industry forecasts in future years.
Actualización de narrativa Apr 16

SABR: AI Distribution Skepticism Will Pressure Long Term Booking Economics

Sabre's updated analyst price target has moved from $2.00 to $1.50 as analysts factor in lower long term growth and free cash flow expectations, along with more cautious booking forecasts and P/E assumptions for the Global Distribution System space. Analyst Commentary Recent Street research reflects a more cautious stance on Sabre, with several price target cuts and at least one rating downgrade.
Actualización de narrativa Apr 02

SABR: AI First Travel Platform And Booking Share Gains Will Unlock Upside

Analyst price targets for Sabre have been revised lower by $0.50 to $2.40, reflecting updated views on outer year growth, free cash flow and booking assumptions, as well as more cautious expectations around potential returns from AI-driven distribution. Analyst Commentary Recent research shows a mixed set of views on Sabre, with lower price targets reflecting more cautious assumptions on growth, bookings and free cash flow, while some analysts still see room for the company to outperform parts of the Global Distribution System market on air bookings.

Recent updates

Actualización de narrativa May 02

SABR: AI First Travel Platform And Bookings Outlook Will Shape Future Upside Potential

The analyst price target for Sabre is updated lower by $0.02, reflecting slightly softer long term growth and margin expectations as analysts factor in reduced outer year booking forecasts and free cash flow, as well as more cautious views on the potential profitability of AI driven distribution for global distribution systems. Analyst Commentary Bullish Takeaways Bullish analysts still see room for Sabre to outperform Global Distribution System peers on air bookings, highlighting expectations for Sabre bookings growth to run ahead of broader industry forecasts in future years.
Actualización de narrativa Apr 16

SABR: AI Distribution Skepticism Will Pressure Long Term Booking Economics

Sabre's updated analyst price target has moved from $2.00 to $1.50 as analysts factor in lower long term growth and free cash flow expectations, along with more cautious booking forecasts and P/E assumptions for the Global Distribution System space. Analyst Commentary Recent Street research reflects a more cautious stance on Sabre, with several price target cuts and at least one rating downgrade.
Actualización de narrativa Apr 02

SABR: AI First Travel Platform And Booking Share Gains Will Unlock Upside

Analyst price targets for Sabre have been revised lower by $0.50 to $2.40, reflecting updated views on outer year growth, free cash flow and booking assumptions, as well as more cautious expectations around potential returns from AI-driven distribution. Analyst Commentary Recent research shows a mixed set of views on Sabre, with lower price targets reflecting more cautious assumptions on growth, bookings and free cash flow, while some analysts still see room for the company to outperform parts of the Global Distribution System market on air bookings.
Actualización de narrativa Mar 19

SABR: AI Travel Platform And Air Booking Gains Will Drive Future Upside

Narrative Update on Sabre Analysts have trimmed the Sabre price target from $3.00 to $2.40, reflecting more cautious expectations for long term growth and free cash flow, even as they still see the company outpacing Global Distribution System peers on air bookings. Analyst Commentary Recent Street research on Sabre has shifted toward more cautious price targets and ratings, but there are still some constructive signals that matter for how you think about the stock's risk and reward trade off.
Actualización de narrativa Mar 04

SABR: AI Travel Distribution Shift Will Eventually Unlock Upside Potential

Analysts have trimmed their fair value estimate for Sabre from about $2.46 to roughly $2.13. This reflects lower price targets on the stock and growing skepticism about the earnings potential of global distribution systems from AI driven distribution.
Actualización de narrativa Feb 17

SABR: AI Travel Assistant Partnerships Will Drive Future Upside Potential

Analysts nudged their price target for Sabre slightly higher to $2.46, reflecting small adjustments to assumptions around the discount rate, long term revenue growth, profit margins, and future P/E multiples. What's in the News Sabre, PayPal, and Mindtrip agreed to work together on an AI powered travel assistant that lets consumers move from trip inspiration to booking and post booking management in a single conversational flow.
Artículo de análisis Feb 15

Benign Growth For Sabre Corporation (NASDAQ:SABR) Underpins Stock's 26% Plummet

To the annoyance of some shareholders, Sabre Corporation ( NASDAQ:SABR ) shares are down a considerable 26% in the last...
Artículo de análisis Feb 09

There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Actualización de narrativa Feb 03

SABR: AI Travel Retailing And China Expansion Will Drive Strong Upside

Analysts have trimmed their price target on Sabre by about $0.10, reflecting updated assumptions around slightly softer revenue growth, a small adjustment to long term profit margin, and a lower future P/E multiple. What's in the News Sabre signed an agreement with Shanghai Fuxun Information Technology that is expected to add more than 100,000 domestic Chinese hotels, including over 70 local hotel chains and independent properties, into SabreMosaic Travel Marketplace.
Seeking Alpha Jan 28

Sabre: Shares Implode While Some Green Shoots Emerge

Summary Sabre Corporation trades near all-time lows, pressured by stagnant revenues, heavy debt, and persistent losses despite recent operational improvements. Divestment of the hospitality business for $1.1 billion reduced net debt by 20% and fetched a strong EBITDA multiple, providing temporary relief. Despite margin gains and narrowing losses, Sabre faces skepticism due to lagging sales growth, high leverage, and existential threats from evolving travel tech. I remain highly cautious; while bottom-line improvement is possible, Sabre's business model and competitive positioning remain in serious question. Read the full article on Seeking Alpha
Actualización de narrativa Jan 20

SABR: AI Travel Retailing And New Airline Deals Will Support Future Earnings

Narrative Update on Sabre The analyst price target for Sabre has been adjusted to reflect modest tweaks in revenue growth, profit margin and future P/E assumptions. Analysts point to slightly stronger operational expectations as the key driver of the revised valuation.
Actualización de narrativa Jan 06

SABR: AI Travel Retailing And Airline Partnerships Will Support Stronger Future Earnings

Analysts have raised their price target on Sabre to US$3.00 from US$3.00, reflecting updated assumptions for revenue growth, profit margins and future P/E that aim to better align the valuation with their latest expectations. What's in the News Sabre launched SabreMosaic Concierge IQ, a generative AI chat solution that lets airline customers plan, book, change trips, redeem loyalty points, and manage issues like refunds or bag tracking in a single conversation across web, apps, and messaging channels (Product Related Announcements).
Actualización de narrativa Dec 23

SABR: AI Travel Retailing Advances Will Drive Stronger Margins And Earnings

Analysts have reduced their price target on Sabre to reflect a lower fair value estimate of approximately 3.0 relative to the prior 3.9, as they factor in slower projected revenue growth despite expectations for stronger profit margins and a more reasonable future P/E multiple. What's in the News Launched SabreMosaic Concierge IQ, a generative AI chat solution that lets travelers plan, book, rebook, and manage end to end trips in a single conversation across web, apps, and messaging channels, aiming to drive personalized offers and incremental airline revenue (Key Developments).
Actualización de narrativa Dec 08

SABR: AI Travel Retailing And Dynamic Pricing Will Drive Strong Upside

Analysts have lowered their price target on Sabre by approximately 7 percent to reflect a more conservative view on revenue growth, profit margins, and valuation multiples amid a slightly higher perceived risk profile. What's in the News Sabre launches SabreMosaic Concierge IQ, a generative AI chat solution that lets travelers plan, book, rebook, and manage trips in a single conversation across multiple channels while enabling airlines to personalize offers and drive incremental revenue (Key Developments).
Artículo de análisis Nov 25

Revenues Working Against Sabre Corporation's (NASDAQ:SABR) Share Price Following 26% Dive

Sabre Corporation ( NASDAQ:SABR ) shareholders won't be pleased to see that the share price has had a very rough month...
Artículo de análisis Sep 26

Sabre (NASDAQ:SABR) Is Looking To Continue Growing Its Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Actualización de narrativa Aug 23

Global Travel Trends And AI Adoption Will Transform Distribution

Sabre's consensus price target has been cut from $3.52 to $2.76 as recent disappointing earnings, reduced guidance, and concerns over management credibility outweigh otherwise stable industry fundamentals. Analyst Commentary Bullish analysts highlight resilient industry fundamentals, noting that fears of airline profit warnings and the impact of tariffs have not materialized into an industry downturn.
Artículo de análisis Aug 13

Little Excitement Around Sabre Corporation's (NASDAQ:SABR) Revenues As Shares Take 38% Pounding

The Sabre Corporation ( NASDAQ:SABR ) share price has fared very poorly over the last month, falling by a substantial...
Actualización de narrativa Aug 08

Global Travel Trends And AI Adoption Will Transform Distribution

Despite airline traffic growth and resilient travel demand supporting industry recovery, Sabre’s consensus price target has been revised down from $4.66 to $4.03, reflecting cautious sentiment despite some improving fundamentals. Analyst Commentary Earlier industry fears regarding profit warnings and tariff impacts have not materialized.
Artículo de análisis Jun 29

Sabre Corporation (NASDAQ:SABR) Shares Fly 26% But Investors Aren't Buying For Growth

Sabre Corporation ( NASDAQ:SABR ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Jun 12

There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
User avatar
Nueva narrativa May 03

Google Cloud Migration And Emirates Partnership Will Improve Operations

Migration to cloud infrastructure and advanced technology focus are expected to improve operational efficiency and drive sustainable revenue growth.
Artículo de análisis Apr 10

Why Investors Shouldn't Be Surprised By Sabre Corporation's (NASDAQ:SABR) 30% Share Price Plunge

The Sabre Corporation ( NASDAQ:SABR ) share price has fared very poorly over the last month, falling by a substantial...
Seeking Alpha Mar 09

Sabre: Almost No Room For Errors

Summary Sabre's stock performance has been disappointing, with a -59% loss over five years and currently trading at $4 per share, fully valued. SABR's financials show mixed results, with revenue growth slowing and significant interest expenses impacting profitability despite improved net loss margins. Management's FY 2025 targets include high-single digit revenue growth and adjusted EBITDA expansion, driven by double-digit transaction growth and cost efficiencies from cloud transformation. Risks include potential gross margin contraction and lower booking fees, but SABR's liquidity remains stable, and the market has priced in high expectations. Read the full article on Seeking Alpha
Artículo de análisis Feb 23

Sabre Corporation (NASDAQ:SABR) Surges 32% Yet Its Low P/S Is No Reason For Excitement

Sabre Corporation ( NASDAQ:SABR ) shares have had a really impressive month, gaining 32% after a shaky period...
Seeking Alpha Dec 23

Sabre: Attempting Turnaround Takeoff With Commercial Wins

Summary Sabre Corporation's operational performance faltered post-COVID as the company lost share of airline bookings, leading to a weak revenue recovery. Extremely high debt has caused massive further issues. Recent commercial wins and tight R&D cost control could pave the way for a turnaround, already showing in stronger Q3 bookings and earnings growth. I estimate Sabre's stock to have a neutral risk-to-reward, likely split into high-upside or high-downside scenarios given the leveraged balance sheet. Read the full article on Seeking Alpha
Artículo de análisis Sep 28

There's No Escaping Sabre Corporation's (NASDAQ:SABR) Muted Revenues Despite A 26% Share Price Rise

Sabre Corporation ( NASDAQ:SABR ) shares have continued their recent momentum with a 26% gain in the last month alone...
Artículo de análisis Aug 30

Returns On Capital At Sabre (NASDAQ:SABR) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Aug 05

Earnings Update: Here's Why Analysts Just Lifted Their Sabre Corporation (NASDAQ:SABR) Price Target To US$4.43

It's been a mediocre week for Sabre Corporation ( NASDAQ:SABR ) shareholders, with the stock dropping 11% to US$3.14 in...
Artículo de análisis Aug 02

Sabre Corporation's (NASDAQ:SABR) Intrinsic Value Is Potentially 19% Below Its Share Price

Key Insights The projected fair value for Sabre is US$2.67 based on 2 Stage Free Cash Flow to Equity Sabre is estimated...
Seeking Alpha Jul 22

Sabre Is Being Disrupted By New Distribution Capability

Summary Sabre's Global Distribution System business, which accounts for 70% of its revenue, is threatened by the implementation of New Distribution Capability. The airline industry has long disliked GDSs, and some airlines are trying to push Sabre out of the value chain. Although Sabre is adapting by offering NDC-enabled GDS bookings, they are likely less lucrative than typical GDS bookings. Sabre faces new competition from NDC aggregators. Sabre's intrinsic value is $1.63/share in my base case, but the range of possible outcomes is wide because Sabre is overleveraged. Read the full article on Seeking Alpha
Artículo de análisis Jul 12

Improved Revenues Required Before Sabre Corporation (NASDAQ:SABR) Shares Find Their Feet

Sabre Corporation's ( NASDAQ:SABR ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...
Artículo de análisis Jun 23

Is There Now An Opportunity In Sabre Corporation (NASDAQ:SABR)?

While Sabre Corporation ( NASDAQ:SABR ) might not have the largest market cap around , it led the NASDAQGS gainers with...
Artículo de análisis May 23

Sabre (NASDAQ:SABR) Has Some Difficulty Using Its Capital Effectively

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Apr 09

Sabre: Heavily Undervalued And Developing Well, Yet We Are Cautious

Summary Sabre's revenue growth has been highly volatile, impacted by market share growth, acquisitions, and the Covid-19 pandemic, with revenue currently significantly below FY19. In addition to revenue, its margins are considerably below historical levels, forcing the Management to raise debt and cripple the business. Both factors create significant risk. The industry is forecast to grow well, and Sabre’s recent performance illustrates this. Management’s strategy should deliver value, making FY25F a very important year for its future. SABR is heavily undervalued, with the potential to generate its entire market cap in FCF in the next 5 years. The issue is the risk associated with margin improvement and economic conditions. We suggest investors remain patient and monitor Q1’25 for how growth and margins progress. Are economic conditions weighing on demand? Is EBITDA-M moving toward 15%? Read the full article on Seeking Alpha
Artículo de análisis Mar 11

Sabre Corporation (NASDAQ:SABR) Not Doing Enough For Some Investors As Its Shares Slump 49%

Sabre Corporation ( NASDAQ:SABR ) shareholders that were waiting for something to happen have been dealt a blow with a...

Rentabilidad de los accionistas

SABRUS HospitalityMercado US
7D-1.3%-0.4%1.2%
1Y-42.0%-4.4%28.7%

Rentabilidad vs. Industria: Los resultados de SABR fueron inferiores a los de la industria US Hospitality, que obtuvo un rendimiento del -4.4% el año pasado.

Rentabilidad vs. Mercado: SABR obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is SABR's price volatile compared to industry and market?
SABR volatility
SABR Average Weekly Movement16.8%
Hospitality Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de SABR ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SABR(17%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20064,650Kurt Ekertwww.sabre.com

Sabre Corporation, junto con sus filiales, opera como empresa de software y tecnología para el sector de los viajes en Estados Unidos, Europa, Asia-Pacífico e internacionalmente. Ofrece el mercado Sabre Mosaic, un mercado de viajes de empresa a empresa que proporciona soluciones de viajes para proveedores y compradores de viajes. La empresa también proporciona productos y soluciones de tecnología de software para aerolíneas y otros proveedores de viajes, incluidos sistemas de reserva para aerolíneas de coste completo y bajo coste, productos comerciales y de operaciones, soluciones para agencias y soluciones de inteligencia basadas en datos.

Resumen de fundamentos de Sabre Corporation

¿Cómo se comparan los beneficios e ingresos de Sabre con su capitalización de mercado?
Estadísticas fundamentales de SABR
Capitalización bursátilUS$604.83m
Beneficios(TTM)-US$241.74m
Ingresos (TTM)US$2.83b
0.2x
Ratio precio-ventas (PS)
-2.5x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SABR
IngresosUS$2.83b
Coste de los ingresosUS$1.23b
Beneficio brutoUS$1.60b
Otros gastosUS$1.84b
Beneficios-US$241.74m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.61
Margen bruto56.54%
Margen de beneficio neto-8.54%
Ratio deuda/patrimonio-420.7%

¿Cómo se ha desempeñado SABR a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 10:48
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sabre Corporation está cubierta por 17 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Georgios KertsosBerenberg
Alexander IrvingBernstein
Richard ClarkeBernstein