Travelzoo (TZOO) Aperçu de l'action
Travelzoo, avec ses filiales, est une société de médias Internet qui propose des voyages, des divertissements et des expériences locales dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
TZOO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$11.52
FV
5.2% sous-évalué décote intrinsèque10.02%
Revenue growth p.a.
379
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11users have followed this narrative
Travelzoo Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$10.92 |
| Plus haut sur 52 semaines | US$14.00 |
| Plus bas sur 52 semaines | US$4.72 |
| Bêta | 1.28 |
| Variation sur 1 mois | 1.77% |
| Variation sur 3 mois | 70.63% |
| Variation sur 1 an | -15.28% |
| Variation sur 3 ans | 27.72% |
| Variation sur 5 ans | -12.22% |
| Évolution depuis l'introduction en bourse | 68.00% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 02
Travelzoo: Its Upward Travel Is Quite Enough For Its Valuation And Technicals
Summary Travelzoo remains a hold as shares have been flat, reflecting fair valuation and limited upside. The transition to a hybrid advertising and subscription model has improved flexibility and resilience amid market volatility. Inflation poses both risks and opportunities, potentially increasing deal-seeking behavior but also pressuring marketing costs and subscriber growth. P/S valuation suggests TZOO is reasonably priced, but the limited gap to target price warrants waiting for a pullback before entry. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 16
TZOO: Share Repurchases And Higher Margins Will Support 2026 Earnings
Analysts have raised their fair value estimate for Travelzoo from $8.00 to $12.00, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples reflected in recent Street research. What’s in the News for Travelzoo Travelzoo announced new Club Offers for members in Germany, including weeklong villa stays in Croatia for six people from €1,399, Istanbul packages with flights and a private driver from €549 per person, and short breaks in Sauerland and the Mecklenburg Lake District with reported savings versus direct or market pricing.Recent updates
Seeking Alpha • Jul 02
Travelzoo: Its Upward Travel Is Quite Enough For Its Valuation And Technicals
Summary Travelzoo remains a hold as shares have been flat, reflecting fair valuation and limited upside. The transition to a hybrid advertising and subscription model has improved flexibility and resilience amid market volatility. Inflation poses both risks and opportunities, potentially increasing deal-seeking behavior but also pressuring marketing costs and subscriber growth. P/S valuation suggests TZOO is reasonably priced, but the limited gap to target price warrants waiting for a pullback before entry. Read the full article on Seeking AlphaMise à jour du récit • Jun 16
TZOO: Share Repurchases And Higher Margins Will Support 2026 Earnings
Analysts have raised their fair value estimate for Travelzoo from $8.00 to $12.00, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples reflected in recent Street research. What’s in the News for Travelzoo Travelzoo announced new Club Offers for members in Germany, including weeklong villa stays in Croatia for six people from €1,399, Istanbul packages with flights and a private driver from €549 per person, and short breaks in Sauerland and the Mecklenburg Lake District with reported savings versus direct or market pricing.
Mise à jour du récit • Jun 02
TZOO: Share Repurchases And Higher Margins Will Support Future Upside
Analysts have adjusted their price target on Travelzoo to $21.25 from $21.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors authorized a share repurchase plan on March 5, 2026, allowing the company to buy back up to 1,000,000 common shares using available cash (Key Developments).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • Oct 29
Increasing revenue at high costs relies on membership to convert to spend
Updating on Q3 25 resultsNouveau récit • 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.Article d’analyse • 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...Rendement pour les actionnaires
| TZOO | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | -6.3% | 3.1% | 0.8% |
| 1Y | -15.3% | 48.6% | 20.6% |
Rendement vs Industrie: TZOO a sous-performé le secteur US Interactive Media and Services qui a rapporté 48.6 % au cours de l'année écoulée.
Rendement vs marché: TZOO a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| TZOO volatility | |
|---|---|
| TZOO Average Weekly Movement | 10.1% |
| Interactive Media and Services Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: TZOO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TZOO ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1998 | 249 | Holger Bartel | www.travelzoo.com |
Travelzoo, avec ses filiales, est une société de médias Internet qui propose des voyages, des divertissements et des expériences locales dans le monde entier. Elle opère dans quatre secteurs : Travelzoo North America, Travelzoo Europe, Jack's Flight Club et New Initiatives. La société propose le site Web de Travelzoo, les bulletins d'information électroniques Travelzoo Top 20, les bulletins d'information électroniques autonomes, le réseau Travelzoo, les applications mobiles Travelzoo, le site Web de Jack's Flight Club, les applications mobiles Jack's Flight Club et les bulletins d'information Jack's Flight Club.
Travelzoo Résumé des fondamentaux
| TZOO statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$112.25m |
| Bénéfices(TTM) | US$4.01m |
| Recettes(TTM) | US$92.85m |
28.0x
Ratio P/E1.2x
Ratio P/SLe site TZOO est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TZOO compte de résultat (TTM) | |
|---|---|
| Recettes | US$92.85m |
| Coût des recettes | US$19.14m |
| Marge brute | US$73.71m |
| Autres dépenses | US$69.70m |
| Les revenus | US$4.01m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.39 |
| Marge brute | 79.39% |
| Marge bénéficiaire nette | 4.32% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de TZOO?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/12 01:47 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| 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 |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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 pour apprendre à 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
Travelzoo est couverte par 10 analystes. 4 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 |
|---|---|
| null null | Argus Research Company |
| Edward Woo | Ascendiant Capital Markets LLC |
| Patrick Sholl | Barrington Research Associates, Inc. |