eDreams ODIGEO（1ED）株式概要eDreams ODIGEO S.A.は、その子会社とともに、フランス、ヨーロッパ北部および南部、そして国際的なオンライン旅行会社として事業を展開している。 詳細1ED ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績3/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より27.8%で取引されている 過去5年間の収益は年間71.9%増加しました。 リスク分析今後3年間の収益は年平均31.2%減少すると予測されている。 多額の負債を抱えている German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る1ED Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW497,212 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG497,212 investors already sharing narrativesYour Fair Value€Current Price€4.892.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-124m823m2016201920222025202620282031Revenue €822.7mEarnings €64.3mAdvancedSet Fair ValueView all narrativeseDreams ODIGEO S.A. 競合他社TUISymbol: XTRA:TUI1Market cap: €3.7bMHP HotelSymbol: MUN:CDZ0Market cap: €64.9mAngler GamingSymbol: DB:0QMMarket cap: €323.9mZEAL NetworkSymbol: XTRA:TIMAMarket cap: €930.5m価格と性能株価の高値、安値、推移の概要eDreams ODIGEO過去の株価現在の株価€4.8952週高値€9.1052週安値€2.69ベータ1.171ヶ月の変化6.65%3ヶ月変化52.10%1年変化-39.63%3年間の変化n/a5年間の変化n/aIPOからの変化144.50%最新ニュースお知らせ • Jul 02eDreams ODIGEO S.A. to Report Q1, 2027 Results on Sep 01, 2026eDreams ODIGEO S.A. announced that they will report Q1, 2027 results on Sep 01, 2026お知らせ • Jun 22eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026. Location: calle principe de vergara 187, plaza de rodrigo uria, madrid, SpainValuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.61, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 6x in the Hospitality industry in Germany. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.50 per share.Reported Earnings • May 28Full year 2026 earnings released: EPS: €0.47 (vs €0.37 in FY 2025)Full year 2026 results: EPS: €0.47 (up from €0.37 in FY 2025). Revenue: €668.5m (flat on FY 2025). Net income: €52.2m (up 16% from FY 2025). Profit margin: 7.8% (up from 6.7% in FY 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany.お知らせ • May 22eDreams ODIGEO Unveils AI Infrastructure Delivering Faster Innovation and Productivity SurgeeDreams ODIGEO hosted an intensive technical deep dive session on AI for the global investment community. The Company announced agentic AI has accelerated software engineering capabilities by 5x and significantly increased the speed of new platform feature delivery. 100% of all new code in advanced teams is now AI-generated under human command and design, allowing for increased resourcing of high-value initiatives. The AI-first infrastructure has delivered a 47% year-on-year increase in engineering productivity, enabling the business to scale its innovation. The Company revealed that its AI-first engineering model has fundamentally redefined its innovation velocity. eDO’s AI infrastructure now enables technical teams to bring new business concepts to market with a five-fold acceleration. In the Company’s most advanced development teams, 100% of all new code is now AI-generated under human command and design, allowing for increased resourcing of high-value business initiatives. This strategic shift has delivered a 47% year-on-year increase in engineering productivity, creating significant operational leverage and enabling technical talent to lead the Company’s most complex value-creation projects. Management detailed how eDO’s technical maturity has transformed conversational AI platforms such as Gemini and ChatGPT into a vast acquisition opportunity. While these platforms excel at conversational discovery, the structural complexity of travel, including complex IATA licensing, financial guarantees, sophisticated multi-inventory management, or 24/7 operational customer support, positions eDO as the indispensable fulfilment layer that makes the agentic era work. By deploying over 100 Model Context Protocols (MCPs) - an open standard that enables AI models to securely and consistently connect to external data, tools, and software - eDO has integrated its complex booking engine directly into global ecosystems. This allows horizontal AI assistants to move beyond dialogue and actually complete secure, real-world bookings on eDO’s platform, effectively making conversational AI another channel in the Company’s multi-source acquisition architecture. This industrial scale engine is supported by an architecture that ingests more than 100 terabytes of high quality information every day. This represents roughly 50 billion pages of uncompressed text; if printed and stacked, a single day’s data flow would reach 5,000 kilometres into space. This scale enables the technical team to command a constant supply of refined data to power its 247 global apps and websites.お知らせ • May 15eDreams ODIGEO S.A. to Report Fiscal Year 2026 Results on May 28, 2026eDreams ODIGEO S.A. announced that they will report fiscal year 2026 results at 8:30 AM, Central European Standard Time on May 28, 2026最新情報をもっと見るRecent updatesお知らせ • Jul 02eDreams ODIGEO S.A. to Report Q1, 2027 Results on Sep 01, 2026eDreams ODIGEO S.A. announced that they will report Q1, 2027 results on Sep 01, 2026お知らせ • Jun 22eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026. Location: calle principe de vergara 187, plaza de rodrigo uria, madrid, SpainValuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.61, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 6x in the Hospitality industry in Germany. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.50 per share.Reported Earnings • May 28Full year 2026 earnings released: EPS: €0.47 (vs €0.37 in FY 2025)Full year 2026 results: EPS: €0.47 (up from €0.37 in FY 2025). Revenue: €668.5m (flat on FY 2025). Net income: €52.2m (up 16% from FY 2025). Profit margin: 7.8% (up from 6.7% in FY 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany.お知らせ • May 22eDreams ODIGEO Unveils AI Infrastructure Delivering Faster Innovation and Productivity SurgeeDreams ODIGEO hosted an intensive technical deep dive session on AI for the global investment community. The Company announced agentic AI has accelerated software engineering capabilities by 5x and significantly increased the speed of new platform feature delivery. 100% of all new code in advanced teams is now AI-generated under human command and design, allowing for increased resourcing of high-value initiatives. The AI-first infrastructure has delivered a 47% year-on-year increase in engineering productivity, enabling the business to scale its innovation. The Company revealed that its AI-first engineering model has fundamentally redefined its innovation velocity. eDO’s AI infrastructure now enables technical teams to bring new business concepts to market with a five-fold acceleration. In the Company’s most advanced development teams, 100% of all new code is now AI-generated under human command and design, allowing for increased resourcing of high-value business initiatives. This strategic shift has delivered a 47% year-on-year increase in engineering productivity, creating significant operational leverage and enabling technical talent to lead the Company’s most complex value-creation projects. Management detailed how eDO’s technical maturity has transformed conversational AI platforms such as Gemini and ChatGPT into a vast acquisition opportunity. While these platforms excel at conversational discovery, the structural complexity of travel, including complex IATA licensing, financial guarantees, sophisticated multi-inventory management, or 24/7 operational customer support, positions eDO as the indispensable fulfilment layer that makes the agentic era work. By deploying over 100 Model Context Protocols (MCPs) - an open standard that enables AI models to securely and consistently connect to external data, tools, and software - eDO has integrated its complex booking engine directly into global ecosystems. This allows horizontal AI assistants to move beyond dialogue and actually complete secure, real-world bookings on eDO’s platform, effectively making conversational AI another channel in the Company’s multi-source acquisition architecture. This industrial scale engine is supported by an architecture that ingests more than 100 terabytes of high quality information every day. This represents roughly 50 billion pages of uncompressed text; if printed and stacked, a single day’s data flow would reach 5,000 kilometres into space. This scale enables the technical team to command a constant supply of refined data to power its 247 global apps and websites.お知らせ • May 15eDreams ODIGEO S.A. to Report Fiscal Year 2026 Results on May 28, 2026eDreams ODIGEO S.A. announced that they will report fiscal year 2026 results at 8:30 AM, Central European Standard Time on May 28, 2026お知らせ • Apr 23EDreams ODIGEO Scales Agentic AI Ecosystem By Integrating Conversational Planning And Immediate Booking FulfilmentEDreams ODIGEO announced the latest advancement in its large suite of AI capabilities with the deployment of enhanced agentic capabilities. As part of this expansion, the Company has introduced a proprietary AI trip planner feature within its mobile applications. Initially launched in English before broader expansion, the feature utilises natural language processing to generate detailed, day-by-day itineraries based on specific user requests and preferences, including recommended activities and local experiences. By integrating this tool directly into the booking interface, eDO allows users to transition seamlessly from planning to booking execution within a single interface, leveraging the Company’s extensive global travel inventory. While conversational AI provides the most visible interface for these advancements, eDO’s leadership is anchored in a diverse bedrock of intelligence tools that optimise and personalise every stage of the traveller journey. To meet users where they are, eDO has also recently integrated into the ChatGPT app ecosystem. This strategic presence allows users to search for flights directly within the ChatGPT interface via conversational prompts. Once a traveller is ready to purchase, they are redirected to eDO’s proprietary platforms to complete their booking, combining the power of general-purpose AI with the Company's deep travel expertise and industry-leading inventory. Building on more than a decade of AI investment, the Company has successfully scaled its agentic voice AI to manage global support volumes with unprecedented efficiency. eDO’s advanced agentic architecture now processes 90% of inbound inquiries across five core languages. This comprehensive multi-language AI support establishes a new benchmark for global scalability, moving far beyond the English-only limitations prevalent across the sector. This transition has delivered measurable gains in the customer experience, including a 33% reduction in transfer rates as the system accurately identifies customer intent at the start of the call, significantly reducing department transfers. Furthermore, resolution velocity has improved by 15%, meaning customers spend less time on the phone to resolve their inquiries. This rapid global deployment saw the Company move from single-language testing to full production across five languages in just weeks. For the over 7,800,000 members of eDreams Prime, these AI advancements serve as a critical capacity optimiser. By automating routine interactions through agentic support, eDO increases the bandwidth of human specialists to focus on high-value, complex tasks. This ensures that as the Company scales toward its target of 13,000,000 Prime members by 2030, service quality remains premium.お知らせ • Jan 22eDreams ODIGEO Announces Major Expansion of Its Artificial Intelligence Capabilities with the Successful Deployment of Autonomous Agentic SystemseDreams ODIGEO announced a major expansion of its artificial intelligence capabilities with the successful deployment of autonomous agentic systems for independently executing bookings and deliver voice supported customer service. Unlike traditional conversational AI systems that primarily offer search results, eDO has successfully scaled its capabilities to an agentic model that autonomously manages the entire lifecycle of a travel booking. This innovation allows the AI architecture to execute complex tasks and take direct action. In addition to bookings, eDO has successfully launched the first use cases of agentic customer support via voice. By combining conversational power with a system specifically designed to ensure fact-grounding and accuracy, the solution has delivered double-digit improvements in customer satisfaction and accuracy rates. This ensures that interactions are reliable, meeting the high standards expected by travellers while eliminating common AI "hallucinations". A core driver of this innovation is eDO's leadership as a fully AI-native organisation, where more than 30% of the Company's new code is now generated by AI. This level of automation provides a massive productivity leap, free up world-class tech teams to focus on pioneering high-value innovations. Beyond code generation, the Company has also deployed Generative AI content models to boost its front-end customer acquisition and personalisation capabilities, including the automatic creation of high-quality, visual assets for various performance marketing channels. This industrial-scale efficiency is a key enabler for the Company's strategic roadmap to reach 13 million Prime members by 2030.お知らせ • Jan 12eDreams ODIGEO S.A. to Report Q3, 2026 Results on Feb 26, 2026eDreams ODIGEO S.A. announced that they will report Q3, 2026 results on Feb 26, 2026お知らせ • Oct 04eDreams ODIGEO S.A. to Report Q2, 2026 Results on Nov 19, 2025eDreams ODIGEO S.A. announced that they will report Q2, 2026 results on Nov 19, 2025お知らせ • Jul 11eDreams ODIGEO S.A. to Report Q1, 2026 Results on Sep 02, 2025eDreams ODIGEO S.A. announced that they will report Q1, 2026 results Pre-Market on Sep 02, 2025お知らせ • May 30eDreams ODIGEO S.A., Annual General Meeting, Jul 08, 2025eDreams ODIGEO S.A., Annual General Meeting, Jul 08, 2025. Location: calle principe de vergara 187, plaza de rodrigo uria., madrid Spainお知らせ • May 23eDreams ODIGEO S.A. to Report Fiscal Year 2025 Results on May 29, 2025eDreams ODIGEO S.A. announced that they will report fiscal year 2025 results on May 29, 2025お知らせ • May 22eDreams ODIGEO S.A. (BME:EDR) announces an Equity Buyback for €20 million worth of its shares.eDreams ODIGEO S.A. (BME:EDR) announces a share repurchase program. Under the program, the company will repurchase up to €20 million worth of its shares. The purpose of the program is to further enhance shareholder value.お知らせ • Feb 19eDreams ODIGEO S.A. to Report Q3, 2025 Results on Feb 20, 2025eDreams ODIGEO S.A. announced that they will report Q3, 2025 results at 8:30 AM, Central European Standard Time on Feb 20, 2025お知らせ • Oct 22eDreams ODIGEO S.A. to Report Q2, 2025 Results on Nov 20, 2024eDreams ODIGEO S.A. announced that they will report Q2, 2025 results on Nov 20, 2024Reported Earnings • Sep 06First quarter 2025 earnings released: €0.01 loss per share (vs €0.033 profit in 1Q 2024)First quarter 2025 results: €0.01 loss per share (down from €0.033 profit in 1Q 2024). Revenue: €160.0m (down 3.3% from 1Q 2024). Net loss: €1.18m (down 129% from profit in 1Q 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany.お知らせ • Aug 21eDreams ODIGEO S.A., Annual General Meeting, Sep 27, 2024eDreams ODIGEO S.A., Annual General Meeting, Sep 27, 2024. Location: calle principe de vergara 187, plaza de rodrigo uria, madrid., Spainお知らせ • Aug 05eDreams ODIGEO S.A. to Report Q1, 2025 Results on Sep 03, 2024eDreams ODIGEO S.A. announced that they will report Q1, 2025 results on Sep 03, 2024Board Change • Jul 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Carmen Perez was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.株主還元1EDDE HospitalityDE 市場7D3.9%1.9%4.1%1Y-39.6%30.3%2.9%株主還元を見る業界別リターン: 1ED過去 1 年間で30.3 % の収益を上げたGerman Hospitality業界を下回りました。リターン対市場: 1EDは、過去 1 年間で2.9 % のリターンを上げたGerman市場を下回りました。価格変動Is 1ED's price volatile compared to industry and market?1ED volatility1ED Average Weekly Movement10.4%Hospitality Industry Average Movement6.4%Market Average Movement5.6%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%安定した株価: 1EDの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1EDの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19991,831Dana Dunnewww.edreamsodigeo.comeDreams ODIGEO S.A.は、その子会社とともに、フランス、北欧、南欧、そして国際的なオンライン旅行会社として事業を展開している。eDreams、Opodo、GO Voyages、Liligo.com、Travellinkのブランドでオンライン旅行代理店サービスを提供している。また、マーケティング、管理、ITコンサルティング、メタサーチサービスも提供している。同社の旅行および旅行関連サービスにより、顧客は定期便や格安航空券、ホテル、クルーズ、レンタカー、ダイナミックパッケージ、旅行保険などのお得な情報にアクセスできる。同社は以前はLuxGEO Parent S.a.r.l.として知られていたが、2014年1月にeDreams ODIGEO S.A.に社名を変更した。 eDreams ODIGEO S.A.は1999年に設立され、スペインのマドリードに本社を置いている。もっと見るeDreams ODIGEO S.A. 基礎のまとめeDreams ODIGEO の収益と売上を時価総額と比較するとどうか。1ED 基礎統計学時価総額€523.68m収益（TTM）€52.22m売上高(TTM)€668.52m10.0xPER（株価収益率0.8xP/Sレシオ1ED は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ED 損益計算書（TTM）収益€668.52m売上原価€100.25m売上総利益€568.27mその他の費用€516.05m収益€52.22m直近の収益報告Mar 31, 2026次回決算日Sep 01, 2026一株当たり利益（EPS）0.49グロス・マージン85.00%純利益率7.81%有利子負債／自己資本比率151.1%1ED の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 13:42終値2026/07/03 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋eDreams ODIGEO S.A. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Carlos Javier Treviño PeinadorBanco SantanderAndrew RossBarclaysBeatriz Rodriguez FernandezBestinver Sociedad De Valores, S.A8 その他のアナリストを表示
お知らせ • Jul 02eDreams ODIGEO S.A. to Report Q1, 2027 Results on Sep 01, 2026eDreams ODIGEO S.A. announced that they will report Q1, 2027 results on Sep 01, 2026
お知らせ • Jun 22eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026. Location: calle principe de vergara 187, plaza de rodrigo uria, madrid, Spain
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.61, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 6x in the Hospitality industry in Germany. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.50 per share.
Reported Earnings • May 28Full year 2026 earnings released: EPS: €0.47 (vs €0.37 in FY 2025)Full year 2026 results: EPS: €0.47 (up from €0.37 in FY 2025). Revenue: €668.5m (flat on FY 2025). Net income: €52.2m (up 16% from FY 2025). Profit margin: 7.8% (up from 6.7% in FY 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany.
お知らせ • May 22eDreams ODIGEO Unveils AI Infrastructure Delivering Faster Innovation and Productivity SurgeeDreams ODIGEO hosted an intensive technical deep dive session on AI for the global investment community. The Company announced agentic AI has accelerated software engineering capabilities by 5x and significantly increased the speed of new platform feature delivery. 100% of all new code in advanced teams is now AI-generated under human command and design, allowing for increased resourcing of high-value initiatives. The AI-first infrastructure has delivered a 47% year-on-year increase in engineering productivity, enabling the business to scale its innovation. The Company revealed that its AI-first engineering model has fundamentally redefined its innovation velocity. eDO’s AI infrastructure now enables technical teams to bring new business concepts to market with a five-fold acceleration. In the Company’s most advanced development teams, 100% of all new code is now AI-generated under human command and design, allowing for increased resourcing of high-value business initiatives. This strategic shift has delivered a 47% year-on-year increase in engineering productivity, creating significant operational leverage and enabling technical talent to lead the Company’s most complex value-creation projects. Management detailed how eDO’s technical maturity has transformed conversational AI platforms such as Gemini and ChatGPT into a vast acquisition opportunity. While these platforms excel at conversational discovery, the structural complexity of travel, including complex IATA licensing, financial guarantees, sophisticated multi-inventory management, or 24/7 operational customer support, positions eDO as the indispensable fulfilment layer that makes the agentic era work. By deploying over 100 Model Context Protocols (MCPs) - an open standard that enables AI models to securely and consistently connect to external data, tools, and software - eDO has integrated its complex booking engine directly into global ecosystems. This allows horizontal AI assistants to move beyond dialogue and actually complete secure, real-world bookings on eDO’s platform, effectively making conversational AI another channel in the Company’s multi-source acquisition architecture. This industrial scale engine is supported by an architecture that ingests more than 100 terabytes of high quality information every day. This represents roughly 50 billion pages of uncompressed text; if printed and stacked, a single day’s data flow would reach 5,000 kilometres into space. This scale enables the technical team to command a constant supply of refined data to power its 247 global apps and websites.
お知らせ • May 15eDreams ODIGEO S.A. to Report Fiscal Year 2026 Results on May 28, 2026eDreams ODIGEO S.A. announced that they will report fiscal year 2026 results at 8:30 AM, Central European Standard Time on May 28, 2026
お知らせ • Jul 02eDreams ODIGEO S.A. to Report Q1, 2027 Results on Sep 01, 2026eDreams ODIGEO S.A. announced that they will report Q1, 2027 results on Sep 01, 2026
お知らせ • Jun 22eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026eDreams ODIGEO S.A., Annual General Meeting, Jul 21, 2026. Location: calle principe de vergara 187, plaza de rodrigo uria, madrid, Spain
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.61, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 6x in the Hospitality industry in Germany. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.50 per share.
Reported Earnings • May 28Full year 2026 earnings released: EPS: €0.47 (vs €0.37 in FY 2025)Full year 2026 results: EPS: €0.47 (up from €0.37 in FY 2025). Revenue: €668.5m (flat on FY 2025). Net income: €52.2m (up 16% from FY 2025). Profit margin: 7.8% (up from 6.7% in FY 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany.
お知らせ • May 22eDreams ODIGEO Unveils AI Infrastructure Delivering Faster Innovation and Productivity SurgeeDreams ODIGEO hosted an intensive technical deep dive session on AI for the global investment community. The Company announced agentic AI has accelerated software engineering capabilities by 5x and significantly increased the speed of new platform feature delivery. 100% of all new code in advanced teams is now AI-generated under human command and design, allowing for increased resourcing of high-value initiatives. The AI-first infrastructure has delivered a 47% year-on-year increase in engineering productivity, enabling the business to scale its innovation. The Company revealed that its AI-first engineering model has fundamentally redefined its innovation velocity. eDO’s AI infrastructure now enables technical teams to bring new business concepts to market with a five-fold acceleration. In the Company’s most advanced development teams, 100% of all new code is now AI-generated under human command and design, allowing for increased resourcing of high-value business initiatives. This strategic shift has delivered a 47% year-on-year increase in engineering productivity, creating significant operational leverage and enabling technical talent to lead the Company’s most complex value-creation projects. Management detailed how eDO’s technical maturity has transformed conversational AI platforms such as Gemini and ChatGPT into a vast acquisition opportunity. While these platforms excel at conversational discovery, the structural complexity of travel, including complex IATA licensing, financial guarantees, sophisticated multi-inventory management, or 24/7 operational customer support, positions eDO as the indispensable fulfilment layer that makes the agentic era work. By deploying over 100 Model Context Protocols (MCPs) - an open standard that enables AI models to securely and consistently connect to external data, tools, and software - eDO has integrated its complex booking engine directly into global ecosystems. This allows horizontal AI assistants to move beyond dialogue and actually complete secure, real-world bookings on eDO’s platform, effectively making conversational AI another channel in the Company’s multi-source acquisition architecture. This industrial scale engine is supported by an architecture that ingests more than 100 terabytes of high quality information every day. This represents roughly 50 billion pages of uncompressed text; if printed and stacked, a single day’s data flow would reach 5,000 kilometres into space. This scale enables the technical team to command a constant supply of refined data to power its 247 global apps and websites.
お知らせ • May 15eDreams ODIGEO S.A. to Report Fiscal Year 2026 Results on May 28, 2026eDreams ODIGEO S.A. announced that they will report fiscal year 2026 results at 8:30 AM, Central European Standard Time on May 28, 2026
お知らせ • Apr 23EDreams ODIGEO Scales Agentic AI Ecosystem By Integrating Conversational Planning And Immediate Booking FulfilmentEDreams ODIGEO announced the latest advancement in its large suite of AI capabilities with the deployment of enhanced agentic capabilities. As part of this expansion, the Company has introduced a proprietary AI trip planner feature within its mobile applications. Initially launched in English before broader expansion, the feature utilises natural language processing to generate detailed, day-by-day itineraries based on specific user requests and preferences, including recommended activities and local experiences. By integrating this tool directly into the booking interface, eDO allows users to transition seamlessly from planning to booking execution within a single interface, leveraging the Company’s extensive global travel inventory. While conversational AI provides the most visible interface for these advancements, eDO’s leadership is anchored in a diverse bedrock of intelligence tools that optimise and personalise every stage of the traveller journey. To meet users where they are, eDO has also recently integrated into the ChatGPT app ecosystem. This strategic presence allows users to search for flights directly within the ChatGPT interface via conversational prompts. Once a traveller is ready to purchase, they are redirected to eDO’s proprietary platforms to complete their booking, combining the power of general-purpose AI with the Company's deep travel expertise and industry-leading inventory. Building on more than a decade of AI investment, the Company has successfully scaled its agentic voice AI to manage global support volumes with unprecedented efficiency. eDO’s advanced agentic architecture now processes 90% of inbound inquiries across five core languages. This comprehensive multi-language AI support establishes a new benchmark for global scalability, moving far beyond the English-only limitations prevalent across the sector. This transition has delivered measurable gains in the customer experience, including a 33% reduction in transfer rates as the system accurately identifies customer intent at the start of the call, significantly reducing department transfers. Furthermore, resolution velocity has improved by 15%, meaning customers spend less time on the phone to resolve their inquiries. This rapid global deployment saw the Company move from single-language testing to full production across five languages in just weeks. For the over 7,800,000 members of eDreams Prime, these AI advancements serve as a critical capacity optimiser. By automating routine interactions through agentic support, eDO increases the bandwidth of human specialists to focus on high-value, complex tasks. This ensures that as the Company scales toward its target of 13,000,000 Prime members by 2030, service quality remains premium.
お知らせ • Jan 22eDreams ODIGEO Announces Major Expansion of Its Artificial Intelligence Capabilities with the Successful Deployment of Autonomous Agentic SystemseDreams ODIGEO announced a major expansion of its artificial intelligence capabilities with the successful deployment of autonomous agentic systems for independently executing bookings and deliver voice supported customer service. Unlike traditional conversational AI systems that primarily offer search results, eDO has successfully scaled its capabilities to an agentic model that autonomously manages the entire lifecycle of a travel booking. This innovation allows the AI architecture to execute complex tasks and take direct action. In addition to bookings, eDO has successfully launched the first use cases of agentic customer support via voice. By combining conversational power with a system specifically designed to ensure fact-grounding and accuracy, the solution has delivered double-digit improvements in customer satisfaction and accuracy rates. This ensures that interactions are reliable, meeting the high standards expected by travellers while eliminating common AI "hallucinations". A core driver of this innovation is eDO's leadership as a fully AI-native organisation, where more than 30% of the Company's new code is now generated by AI. This level of automation provides a massive productivity leap, free up world-class tech teams to focus on pioneering high-value innovations. Beyond code generation, the Company has also deployed Generative AI content models to boost its front-end customer acquisition and personalisation capabilities, including the automatic creation of high-quality, visual assets for various performance marketing channels. This industrial-scale efficiency is a key enabler for the Company's strategic roadmap to reach 13 million Prime members by 2030.
お知らせ • Jan 12eDreams ODIGEO S.A. to Report Q3, 2026 Results on Feb 26, 2026eDreams ODIGEO S.A. announced that they will report Q3, 2026 results on Feb 26, 2026
お知らせ • Oct 04eDreams ODIGEO S.A. to Report Q2, 2026 Results on Nov 19, 2025eDreams ODIGEO S.A. announced that they will report Q2, 2026 results on Nov 19, 2025
お知らせ • Jul 11eDreams ODIGEO S.A. to Report Q1, 2026 Results on Sep 02, 2025eDreams ODIGEO S.A. announced that they will report Q1, 2026 results Pre-Market on Sep 02, 2025
お知らせ • May 30eDreams ODIGEO S.A., Annual General Meeting, Jul 08, 2025eDreams ODIGEO S.A., Annual General Meeting, Jul 08, 2025. Location: calle principe de vergara 187, plaza de rodrigo uria., madrid Spain
お知らせ • May 23eDreams ODIGEO S.A. to Report Fiscal Year 2025 Results on May 29, 2025eDreams ODIGEO S.A. announced that they will report fiscal year 2025 results on May 29, 2025
お知らせ • May 22eDreams ODIGEO S.A. (BME:EDR) announces an Equity Buyback for €20 million worth of its shares.eDreams ODIGEO S.A. (BME:EDR) announces a share repurchase program. Under the program, the company will repurchase up to €20 million worth of its shares. The purpose of the program is to further enhance shareholder value.
お知らせ • Feb 19eDreams ODIGEO S.A. to Report Q3, 2025 Results on Feb 20, 2025eDreams ODIGEO S.A. announced that they will report Q3, 2025 results at 8:30 AM, Central European Standard Time on Feb 20, 2025
お知らせ • Oct 22eDreams ODIGEO S.A. to Report Q2, 2025 Results on Nov 20, 2024eDreams ODIGEO S.A. announced that they will report Q2, 2025 results on Nov 20, 2024
Reported Earnings • Sep 06First quarter 2025 earnings released: €0.01 loss per share (vs €0.033 profit in 1Q 2024)First quarter 2025 results: €0.01 loss per share (down from €0.033 profit in 1Q 2024). Revenue: €160.0m (down 3.3% from 1Q 2024). Net loss: €1.18m (down 129% from profit in 1Q 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany.
お知らせ • Aug 21eDreams ODIGEO S.A., Annual General Meeting, Sep 27, 2024eDreams ODIGEO S.A., Annual General Meeting, Sep 27, 2024. Location: calle principe de vergara 187, plaza de rodrigo uria, madrid., Spain
お知らせ • Aug 05eDreams ODIGEO S.A. to Report Q1, 2025 Results on Sep 03, 2024eDreams ODIGEO S.A. announced that they will report Q1, 2025 results on Sep 03, 2024
Board Change • Jul 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Carmen Perez was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
