Sabre Corporation

NasdaqGS:SABR Voorraadrapport

Marktkapitalisatie: US$739.0m

Sabre Beheer

Beheer criteriumcontroles 3/4

De CEO Sabre is Kurt Ekert, benoemd in Jan2022, heeft een ambtstermijn van 4.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.41M, bestaande uit 12.1% salaris en 87.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.23% van de aandelen van het bedrijf, ter waarde $ 1.70M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4 jaar en 5.1 jaar.

Belangrijke informatie

Kurt Ekert

Algemeen directeur

US$7.4m

Totale compensatie

Percentage CEO-salaris12.15%
Dienstverband CEO4.3yrs
Eigendom CEO0.2%
Management gemiddelde ambtstermijn4yrs
Gemiddelde ambtstermijn bestuur5.1yrs

Recente managementupdates

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
Benign Growth For Sabre Corporation (NASDAQ:SABR) Underpins Stock's 26% Plummet

There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

Feb 09
There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

SABR: 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 28

SABR: 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 25
Revenues Working Against Sabre Corporation's (NASDAQ:SABR) Share Price Following 26% Dive

Sabre (NASDAQ:SABR) Is Looking To Continue Growing Its Returns On Capital

Sep 26
Sabre (NASDAQ:SABR) Is Looking To Continue Growing Its Returns On Capital

Global 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 13
Little Excitement Around Sabre Corporation's (NASDAQ:SABR) Revenues As Shares Take 38% Pounding

Global 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 29
Sabre Corporation (NASDAQ:SABR) Shares Fly 26% But Investors Aren't Buying For Growth

There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

Jun 12
There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital
User avatar

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 10
Why Investors Shouldn't Be Surprised By Sabre Corporation's (NASDAQ:SABR) 30% Share Price Plunge

Sabre: Almost No Room For Errors

Mar 09

Sabre Corporation (NASDAQ:SABR) Surges 32% Yet Its Low P/S Is No Reason For Excitement

Feb 23
Sabre Corporation (NASDAQ:SABR) Surges 32% Yet Its Low P/S Is No Reason For Excitement

Sabre: Attempting Turnaround Takeoff With Commercial Wins

Dec 23

There's No Escaping Sabre Corporation's (NASDAQ:SABR) Muted Revenues Despite A 26% Share Price Rise

Sep 28
There's No Escaping Sabre Corporation's (NASDAQ:SABR) Muted Revenues Despite A 26% Share Price Rise

Returns On Capital At Sabre (NASDAQ:SABR) Have Hit The Brakes

Aug 30
Returns On Capital At Sabre (NASDAQ:SABR) Have Hit The Brakes

Earnings Update: Here's Why Analysts Just Lifted Their Sabre Corporation (NASDAQ:SABR) Price Target To US$4.43

Aug 05
Earnings Update: Here's Why Analysts Just Lifted Their Sabre Corporation (NASDAQ:SABR) Price Target To US$4.43

Sabre Corporation's (NASDAQ:SABR) Intrinsic Value Is Potentially 19% Below Its Share Price

Aug 02
Sabre Corporation's (NASDAQ:SABR) Intrinsic Value Is Potentially 19% Below Its Share Price

Sabre Is Being Disrupted By New Distribution Capability

Jul 22

Improved Revenues Required Before Sabre Corporation (NASDAQ:SABR) Shares Find Their Feet

Jul 12
Improved Revenues Required Before Sabre Corporation (NASDAQ:SABR) Shares Find Their Feet

Is There Now An Opportunity In Sabre Corporation (NASDAQ:SABR)?

Jun 23
Is There Now An Opportunity In Sabre Corporation (NASDAQ:SABR)?

Sabre (NASDAQ:SABR) Has Some Difficulty Using Its Capital Effectively

May 23
Sabre (NASDAQ:SABR) Has Some Difficulty Using Its Capital Effectively

Sabre: Heavily Undervalued And Developing Well, Yet We Are Cautious

Apr 09

Sabre Corporation (NASDAQ:SABR) Not Doing Enough For Some Investors As Its Shares Slump 49%

Mar 11
Sabre Corporation (NASDAQ:SABR) Not Doing Enough For Some Investors As Its Shares Slump 49%

Analyse CEO-vergoeding

Hoe is Kurt Ekert's beloning veranderd ten opzichte van Sabre's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025US$7mUS$900k

-US$255m

Sep 30 2025n/an/a

-US$235m

Jun 30 2025n/an/a

-US$346m

Mar 31 2025n/an/a

-US$215m

Dec 31 2024US$9mUS$900k

-US$272m

Sep 30 2024n/an/a

-US$297m

Jun 30 2024n/an/a

-US$446m

Mar 31 2024n/an/a

-US$506m

Dec 31 2023US$8mUS$852k

-US$491m

Sep 30 2023n/an/a

-US$610m

Jun 30 2023n/an/a

-US$539m

Mar 31 2023n/an/a

-US$602m

Dec 31 2022US$6mUS$750k

-US$456m

Compensatie versus markt: De totale vergoeding ($USD 7.41M ) Kurt } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 3.73M ).

Compensatie versus inkomsten: De vergoeding van Kurt is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Kurt Ekert (54 yo)

4.3yrs
Tenure
US$7,409,848
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Kurt Ekert
CEO, President & Director4.3yrsUS$7.41m0.23%
$ 1.7m
Michael Randolfi
Executive VP & CFO3.8yrsUS$3.84m0.14%
$ 1.0m
Jennifer Catto
Executive VP & Chief Marketing Officer1yrUS$5.50m0.19%
$ 1.4m
Roshan Mendis
Executive VP & Chief Commercial Officer - Travel Solutions10.8yrsUS$3.80m0.12%
$ 872.4k
Garry Wiseman
Executive VP and Chief Product & Technology Officer - Travel Solutionsno dataUS$3.35m0.077%
$ 566.2k
Jami Kindle
Senior VP & Chief Accounting Officer12yrsgeen gegevens0.038%
$ 278.8k
Joseph DiFonzo
Executive VP & Chief Information Officer8.8yrsUS$3.23m0.090%
$ 664.4k
Shawn Williams
Executive VP & Chief Administrative Officer2.3yrsUS$3.11m0.13%
$ 964.1k
Brian Evans
Senior VP of Investor Relations & Treasurerno datageen gegevensgeen gegevens
Rochelle Boas
Executive VP & Chief Legal Officer1.6yrsgeen gegevens0.021%
$ 158.6k
Richard Addey
Managing Director of UK7.4yrsgeen gegevensgeen gegevens
Chinmai Sharma
Global Head - Lodging2.5yrsgeen gegevensgeen gegevens
4.0yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van SABR wordt beschouwd als ervaren (gemiddelde ambtstermijn 4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Kurt Ekert
CEO, President & Director3.1yrsUS$7.41m0.23%
$ 1.7m
Herve Couturier
Independent Director8.4yrsUS$247.37k0.044%
$ 322.3k
Eric Kelly
Independent Director1.3yrsUS$275.00k0%
$ 0
George Bravante
Independent Director11.4yrsUS$249.75k0.020%
$ 145.7k
Wendi Sturgis
Independent Director5.1yrsUS$232.86k0.025%
$ 184.1k
John Scott
Independent Director5.8yrsUS$242.86k0.042%
$ 313.9k
Ashan Willy
Independent Director1.1yrsUS$198.71k0%
$ 0
Damian McKay
Independent Directorless than a yeargeen gegevensgeen gegevens
Elaine Paul
Independent Director2.3yrsUS$237.88k0.0075%
$ 55.6k
Gail Mandel
Independent Non-Executive Chairman6.1yrsUS$397.86k0.028%
$ 204.2k
Phyllis Newhouse
Independent Director5.1yrsUS$237.86k0.020%
$ 145.1k
5.1yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van SABR wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.1 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/05 18:01
Aandelenkoers aan het einde van de dag2026/05/05 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Sabre Corporation wordt gevolgd door 17 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Georgios KertsosBerenberg
Alexander IrvingBernstein
Richard ClarkeBernstein