Travelzoo

NasdaqGS:TZOO 株式レポート

時価総額：US$60.0m

Travelzoo 将来の成長

Future 基準チェック /36

Travelzooは、99.4%と7.2%でそれぞれ年率99.4%で利益と収益が成長すると予測される一方、EPSはgrowで104.9%年率。

主要情報

99.4%

収益成長率

104.94%

EPS成長率

Interactive Media and Services 収益成長4.4%
収益成長率7.2%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日20 Aug 2026

今後の成長に関する最新情報

分析記事 • Jul 31

Travelzoo Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

One of the biggest stories of last week was how Travelzoo ( NASDAQ:TZOO ) shares plunged 29% in the week since its...

Recent updates

分析記事 • Jul 31

Travelzoo Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

One of the biggest stories of last week was how Travelzoo ( NASDAQ:TZOO ) shares plunged 29% in the week since its...
ナラティブ更新 • Jul 30

TZOO: Membership Investments And Higher Margins Will Support 2026 Earnings

Analysts have trimmed the Travelzoo fair value estimate from $12.00 to $9.50, citing lower price targets tied to softer Q2 revenue, increased spending on subscriber and membership growth, and a reset in investor expectations rather than a change in the long term franchise view. Analyst Commentary Recent Street commentary on Travelzoo highlights a more cautious tone as bearish analysts recalibrate expectations.
Seeking Alpha • Jul 29

Travelzoo: This Pivot Isn't Working (Rating Downgrade)

Summary Travelzoo reported dismal Q2 results, prompting a downgrade to sell as revenue turned negative and margins deteriorated. TZOO's pivot to a members-only model faces mounting competition from OTA loyalty programs, weakening its consumer value proposition. Escalating marketing spend has failed to drive member growth, while cash reserves have fallen below $10 million, heightening financial risk. With superior alternatives available and a precarious outlook, I recommend steering clear of TZOO amid likely continued underperformance. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • Oct 29

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

Updating on Q3 25 results
新しいナラティブ • 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.

業績と収益の成長予測

NasdaqGS:TZOO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281068N/AN/A1
12/31/20271057N/A104
12/31/202694-1N/A44
6/30/202692033N/A
3/31/202693466N/A
12/31/202592566N/A
9/30/20259081212N/A
6/30/202588111818N/A
3/31/202585122020N/A
12/31/202484142121N/A
9/30/202484141415N/A
6/30/202485131313N/A
3/31/202485121515N/A
12/31/202384121011N/A
9/30/2023821177N/A
6/30/20237710-10N/A
3/31/2023748-16-16N/A
12/31/2022717-25-23N/A
9/30/2022661-40-38N/A
6/30/2022653-48-47N/A
3/31/2022675-25-24N/A
12/31/2021631-8-8N/A
9/30/20216241919N/A
6/30/20216005556N/A
3/31/202148-85959N/A
12/31/202054-104747N/A
9/30/202066-84747N/A
6/30/202076-52323N/A
3/31/2020964N/A5N/A
12/31/201910512N/A11N/A
9/30/201910712N/A7N/A
6/30/201910810N/A6N/A
3/31/20191107N/A9N/A
12/31/20181115N/A5N/A
9/30/20181114N/A4N/A
6/30/20181113N/A5N/A
3/31/20181093N/A2N/A
12/31/20171072N/A2N/A
9/30/20171062N/A5N/A
6/30/20171084N/A3N/A
3/31/20171125N/A8N/A
12/31/20161146N/A9N/A
9/30/20161205N/A5N/A
6/30/201612613N/A7N/A
3/31/201613312N/A4N/A
12/31/20151249N/A4N/A
9/30/201514410N/A0N/A

アナリストによる今後の成長予測

収入対貯蓄率: TZOOの予測収益成長率 (年間99.4% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: TZOOの収益 ( 99.4% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: TZOOの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TZOOの収益 ( 7.2% ) US市場 ( 13.4% ) よりも低い成長が予測されています。

高い収益成長: TZOOの収益 ( 7.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TZOOの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/14 19:20
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

Travelzoo 4 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。10

アナリスト機関
null nullArgus Research Company
Edward WooAscendiant Capital Markets LLC
Patrick ShollBarrington Research Associates, Inc.