Travelzoo

Informe acción NasdaqGS:TZOO

Capitalización de mercado: US$97.6m

Travelzoo Dividendos y recompras

Dividendo controles de criterios 0/6

Travelzoo no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

7.6%

Rendimiento de la recompra

Rendimiento total para el accionista7.6%
Rendimiento futuro de los dividendosn/a
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Actualización de narrativa Apr 29

TZOO: Buybacks And Mixed Street Views Will Support Future Upside Potential

Narrative Update on Travelzoo The analyst fair value estimate for Travelzoo has moved from $20.00 to $21.00. Analysts point to updated assumptions for revenue growth, profit margins, and a lower future P/E multiple following recent revisions to Street price targets around the Q4 results.
Seeking Alpha Apr 24

Travelzoo: Improved Earnings On Seasonally Cheaper CAC, But Its Economics Don't Seem Attractive

Summary Travelzoo delivered sequential improvement in operating income for 1Q26, driven by lower G&A and S&M expenses. Despite higher revenues, TZOO's margins declined YoY, and membership economics remain questionable due to high CAC and churn rates. Membership revenue growth is offset by significant marketing spend and potentially high churn, raising doubts about long-term profitability. I maintain a Hold rating on TZOO, citing inconsistent economics and elevated risks to global travel in 2026. Read the full article on Seeking Alpha
Actualización de narrativa Apr 14

TZOO: Reset Forecasts And Buyback Plan Will Support Long Term Upside

Analysts now frame Travelzoo around a $20 price target, in line with the updated fair value estimate, after revising long term forecasts and valuation inputs following softer than expected Q4 results and reduced expectations for 2026 and 2027. Analyst Commentary Recent research updates on Travelzoo focus on lower price targets and revised long term expectations following softer than expected Q4 results and reduced outlooks for 2026 and 2027.
Actualización de narrativa Mar 31

TZOO: Subscriber Momentum And Buybacks Will Support 2026 Earnings Recovery

Analysts have cut Travelzoo's blended price target, with recent moves from $21 to $20 and from $13 to $8, citing softer Q4 results and reduced expectations for 2026 and 2027. Analyst Commentary Bearish analysts have reacted to the softer Q4 results by trimming longer term expectations and resetting price targets, signalling more caution around execution and growth visibility.
Actualización de narrativa Mar 17

TZOO: Reset Expectations Will Support 2026 Upside As Buyback Program Advances

Narrative Update on Travelzoo The analyst price target for Travelzoo has been reduced from $22.25 to $20.00, as analysts factor in softer than expected Q4 results and lowered expectations for 2026 and 2027 that also affect updated profit margin and P/E assumptions. Analyst Commentary Recent Street research reflects a mixed but engaged view on Travelzoo, with price targets adjusted to align with softer than expected Q4 results and revised expectations for 2026 and 2027.
Actualización de narrativa Mar 03

TZOO: Subscriber Expansion Will Drive 2026 Earnings Despite Softer Q4 Reset

Analysts have lowered their fair value estimate for Travelzoo from $13.00 to $8.00, citing revised assumptions for revenue growth and profit margins following softer than expected Q4 results and reduced long-term forecasts reflected in recent price target cuts to $20 and $8. Analyst Commentary Bearish analysts have responded to the softer than expected Q4 results by trimming their longer term assumptions, which feeds directly into lower valuation estimates and more cautious sentiment on the stock.
Actualización de narrativa Feb 24

Update on Q4/FY25 Results

Average cost to acquire members improved from $40 to $34, making each member acquisition immediately profitable without any additional spend. Membership costs also increased to $50/year adding additional room for profitable membership acquisition, though I would prefer TravelZoo focus revenue generation on customer spend once acquired (thereby demonstrating the value of the membership and lowering customer churn) rather than on profitable acquisition.
Actualización de narrativa Feb 16

TZOO: Subscriber Expansion Will Support 2026 Earnings Despite Reset 2025 Expectations

Analysts have trimmed their price target on Travelzoo to $23 from $26, pointing to updated 2025 estimates after the Q3 report, while still highlighting subscriber growth as a key support for the longer term outlook. Analyst Commentary Recent Street research reflects a more cautious tone on Travelzoo, with price targets adjusted to reflect updated 2025 estimates following the Q3 report.
Actualización de narrativa Feb 02

TZOO: Subscriber Momentum Will Support 2026 Upside Despite Near Term Estimate Cuts

Analysts have lowered their price target for Travelzoo from $26 to $23, citing reduced 2025 estimates after the Q3 report. They still identify subscriber growth as a key factor in their outlook for 2026.
Actualización de narrativa Jan 19

TZOO: Subscriber Expansion Will Support 2026 Upside Despite Reduced Forecasts

Analysts have trimmed their average price target on Travelzoo to about $22, down from prior targets closer to $26, as they recalibrate expectations following softer Q3 results and reduced forecasts for 2025 and 2026. Analyst Commentary Recent research updates on Travelzoo reflect a more cautious stance after softer Q3 results and reduced forecasts for 2025 and 2026, even as some analysts still see room for attractive upside if execution improves.
Actualización de narrativa Jan 04

TZOO: Subscriber Expansion Will Drive 2026 Membership Monetization Upside Despite Forecast Reset

Analysts have nudged our Travelzoo price target slightly lower to $22.25, reflecting trimmed near term 2025 and 2026 forecasts after softer Q3 results, while still acknowledging subscriber driven growth potential into 2026. Analyst Commentary Street research following the Q3 release reflects a more cautious stance on near term execution while maintaining a constructive long term view on Travelzoo's growth algorithm.
Actualización de narrativa Dec 19

TZOO Subscriber Momentum Will Drive Earnings Despite Near Term Execution Risks

We lower our price target on Travelzoo to $13 from $17, as analysts factor in softer near term growth, reduced profit margin expectations, and higher required returns, despite confidence that subscriber momentum can still support solid performance into 2026. Analyst Commentary Bearish analysts have trimmed their price targets following the latest quarterly update, citing a combination of softer than expected near term trends and more conservative long term assumptions.
Actualización de narrativa Dec 05

TZOO: Subscriber Momentum Will Drive Paid Membership Upside After Forecast Reset

Analysts have trimmed their price target on Travelzoo to approximately $22 per share from about $24 previously, citing reduced 2025 and 2026 forecasts following softer Q3 results, while maintaining confidence in subscriber driven growth over the longer term. Analyst Commentary Recent Street research reflects a recalibration of expectations for Travelzoo, with lower price targets and revised forecasts for 2025 and 2026 following softer than anticipated Q3 results.
Actualización de narrativa Nov 20

TZOO: Subscriber Growth Will Drive Recovery Despite Near-Term Forecast Cuts

Analysts have revised their price target for Travelzoo downward from $25.25 to $22.25. They cited softer-than-expected Q3 results and lowered growth projections for 2025, although expectations for 2026 remain positive.
Artículo de análisis Nov 05

Not Many Are Piling Into Travelzoo (NASDAQ:TZOO) Stock Yet As It Plummets 25%

Travelzoo ( NASDAQ:TZOO ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
Actualización de narrativa Oct 29

Increasing revenue at high costs relies on membership to convert to spend

Updating on Q3 25 results
Nueva narrativa Jul 30

Oversold on misunderstood earnings

Travelzoo's recent drop due to lower profit margins (based on higher customer acquisition costs) is fundamentally misunderstood. Travelzoo acquires a new customer for $38, and that customer pays $40 for membership, leading to an immediate net gain of $2.
Artículo de análisis Apr 27

Is Travelzoo (NASDAQ:TZOO) Potentially Undervalued?

While Travelzoo ( NASDAQ:TZOO ) might not have the largest market cap around , it saw a double-digit share price rise...
Seeking Alpha Apr 21

Travelzoo: There Is Hope, But Wait For Technicals

Summary Travelzoo still shows promise, despite its weaker performance last Q4. Its unique and flexible business model is somewhat challenging to emulate, as many travelers rely on it. It's quite underpriced with a slight upside, as the DCF Model suggests. Technical risks are still evident, despite a potential shift in market sentiments, so a hold rating is logical today. Read the full article on Seeking Alpha
Artículo de análisis Apr 05

Market Cool On Travelzoo's (NASDAQ:TZOO) Earnings Pushing Shares 27% Lower

Unfortunately for some shareholders, the Travelzoo ( NASDAQ:TZOO ) share price has dived 27% in the last thirty days...
Seeking Alpha Mar 13

Travelzoo: An Exciting Outlook, But Some Red Flags Remain

Summary Travelzoo has shown impressive alpha generation, surging over 43% in the past year, trouncing other travel tech and micro-cap stocks, although the pace has dipped. Revenue growth isn't currently taking place with the core advertising business declining, but a greater contribution of recurring membership fees should start leaving their presence felt shortly. TZOO's cost base is rather well controlled, and it has also improved its performance on the cash generation front, which will help fund investments in the metaverse and share buybacks. The stock's valuations based on earnings through FY26 EPS look very compelling. However, TZOO is currently in the midst of strong bearish pressure, and it doesn't also help that the CEO resorted to insider selling this month. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de TZOO han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de TZOO han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Travelzoo vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de TZOO con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (TZOO)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Interactive Media and Services)0.3%
Analista de previsiones (TZOO) (hasta 3 años)n/a

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de TZOO en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de TZOO en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de TZOO para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que TZOO no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 19:18
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

Travelzoo está cubierta por 10 analistas. 4 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
null nullArgus Research Company
Edward WooAscendiant Capital Markets LLC
Patrick ShollBarrington Research Associates, Inc.