Sabre Gestion
Gestion contrôle des critères 3/4
Le PDG Sabre est Kurt Ekert, nommé en Jan2022, a un mandat de 4.33 ans. La rémunération annuelle totale est $ 7.41M, composée du salaire de 12.1% et des bonus 87.9%, y compris les actions et options de la société. détient directement 0.23% des actions de la société, d'une valeur de $ 1.60M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4 ans et 5.1 ans.
Informations clés
Kurt Ekert
Directeur général
US$7.4m
Rémunération totale
| Pourcentage du salaire du PDG | 12.15% |
| Durée du mandat du directeur général | 4.3yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.1yrs |
Mises à jour récentes de la gestion
Recent updates
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.
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.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.
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.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.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.Benign Growth For Sabre Corporation (NASDAQ:SABR) Underpins Stock's 26% Plummet
Feb 15
There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital
Feb 09SABR: 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.Sabre: Shares Implode While Some Green Shoots Emerge
Jan 28SABR: 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.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).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).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).Revenues Working Against Sabre Corporation's (NASDAQ:SABR) Share Price Following 26% Dive
Nov 25Sabre (NASDAQ:SABR) Is Looking To Continue Growing Its Returns On Capital
Sep 26Global 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.Little Excitement Around Sabre Corporation's (NASDAQ:SABR) Revenues As Shares Take 38% Pounding
Aug 13Global 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.Sabre Corporation (NASDAQ:SABR) Shares Fly 26% But Investors Aren't Buying For Growth
Jun 29There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital
Jun 12
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.Why Investors Shouldn't Be Surprised By Sabre Corporation's (NASDAQ:SABR) 30% Share Price Plunge
Apr 10Sabre: Almost No Room For Errors
Mar 09Sabre Corporation (NASDAQ:SABR) Surges 32% Yet Its Low P/S Is No Reason For Excitement
Feb 23Sabre: Attempting Turnaround Takeoff With Commercial Wins
Dec 23There's No Escaping Sabre Corporation's (NASDAQ:SABR) Muted Revenues Despite A 26% Share Price Rise
Sep 28Returns On Capital At Sabre (NASDAQ:SABR) Have Hit The Brakes
Aug 30Earnings Update: Here's Why Analysts Just Lifted Their Sabre Corporation (NASDAQ:SABR) Price Target To US$4.43
Aug 05Sabre Corporation's (NASDAQ:SABR) Intrinsic Value Is Potentially 19% Below Its Share Price
Aug 02Sabre Is Being Disrupted By New Distribution Capability
Jul 22Improved Revenues Required Before Sabre Corporation (NASDAQ:SABR) Shares Find Their Feet
Jul 12Is There Now An Opportunity In Sabre Corporation (NASDAQ:SABR)?
Jun 23Sabre (NASDAQ:SABR) Has Some Difficulty Using Its Capital Effectively
May 23Sabre: Heavily Undervalued And Developing Well, Yet We Are Cautious
Apr 09Sabre Corporation (NASDAQ:SABR) Not Doing Enough For Some Investors As Its Shares Slump 49%
Mar 11Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | US$7m | US$900k | -US$255m |
| Sep 30 2025 | n/a | n/a | -US$235m |
| Jun 30 2025 | n/a | n/a | -US$346m |
| Mar 31 2025 | n/a | n/a | -US$215m |
| Dec 31 2024 | US$9m | US$900k | -US$272m |
| Sep 30 2024 | n/a | n/a | -US$297m |
| Jun 30 2024 | n/a | n/a | -US$446m |
| Mar 31 2024 | n/a | n/a | -US$506m |
| Dec 31 2023 | US$8m | US$852k | -US$491m |
| Sep 30 2023 | n/a | n/a | -US$610m |
| Jun 30 2023 | n/a | n/a | -US$539m |
| Mar 31 2023 | n/a | n/a | -US$602m |
| Dec 31 2022 | US$6m | US$750k | -US$456m |
Rémunération vs marché: La rémunération totale de Kurt ($USD 7.41M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.73M ).
Rémunération et revenus: La rémunération de Kurt a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Kurt Ekert (54 yo)
4.3yrs
Titularisation
US$7,409,848
Compensation
Mr. Kurt J. Ekert serves as President at Sabre GLBL Inc. since January 2021 and also serves as its Chief Executive Officer & Director since 2023. He has been President of Sabre Corporation since January 03...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 4.3yrs | US$7.41m | 0.23% $ 1.6m | |
| Executive VP & CFO | 3.8yrs | US$3.84m | 0.14% $ 949.9k | |
| Executive VP & Chief Marketing Officer | 1yr | US$5.50m | 0.19% $ 1.3m | |
| Executive VP & Chief Commercial Officer - Travel Solutions | 10.8yrs | US$3.80m | 0.12% $ 821.1k | |
| Executive VP and Chief Product & Technology Officer - Travel Solutions | no data | US$3.35m | 0.077% $ 532.9k | |
| Senior VP & Chief Accounting Officer | 12yrs | pas de données | 0.038% $ 262.4k | |
| Executive VP & Chief Information Officer | 8.8yrs | US$3.23m | 0.090% $ 625.3k | |
| Executive VP & Chief Administrative Officer | 2.3yrs | US$3.11m | 0.13% $ 907.4k | |
| Senior VP of Investor Relations & Treasurer | no data | pas de données | pas de données | |
| Executive VP & Chief Legal Officer | 1.6yrs | pas de données | 0.021% $ 149.3k | |
| Managing Director of UK | 7.4yrs | pas de données | pas de données | |
| Global Head - Lodging | 2.5yrs | pas de données | pas de données |
4.0yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SABR est considérée comme expérimentée (ancienneté moyenne 4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 3.1yrs | US$7.41m | 0.23% $ 1.6m | |
| Independent Director | 8.4yrs | US$247.37k | 0.044% $ 303.4k | |
| Independent Director | 1.3yrs | US$275.00k | 0% $ 0 | |
| Independent Director | 11.4yrs | US$249.75k | 0.020% $ 137.2k | |
| Independent Director | 5.1yrs | US$232.86k | 0.025% $ 173.2k | |
| Independent Director | 5.8yrs | US$242.86k | 0.042% $ 295.4k | |
| Independent Director | 1.1yrs | US$198.71k | 0% $ 0 | |
| Independent Director | less than a year | pas de données | pas de données | |
| Independent Director | 2.3yrs | US$237.88k | 0.0075% $ 52.3k | |
| Independent Non-Executive Chairman | 6.1yrs | US$397.86k | 0.028% $ 192.2k | |
| Independent Director | 5.1yrs | US$237.86k | 0.020% $ 136.6k |
5.1yrs
Durée moyenne de l'emploi
58yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SABR sont considérés comme expérimentés (ancienneté moyenne 5.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 23:30 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sabre Corporation est couverte par 17 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Georgios Kertsos | Berenberg |
| Alexander Irving | Bernstein |
| Richard Clarke | Bernstein |