Travelzoo (TZOO) Aandelenoverzicht
Travelzoo is, samen met haar dochterondernemingen, actief als een internetmediabedrijf dat wereldwijd reizen, entertainment en lokale ervaringen aanbiedt. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
TZOO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$11.52
FV
17.6% ondergewaardeerd intrinsieke korting10.02%
Revenue growth p.a.
373
users have viewed this narrative6users have liked this narrative
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11users have followed this narrative
Travelzoo Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$9.49 |
| 52 Week Hoogtepunt | US$14.18 |
| 52 Week Laag | US$4.72 |
| Bèta | 1.27 |
| 1 maand verandering | 29.82% |
| 3 maanden verandering | 75.74% |
| 1 Jaar Verandering | -28.32% |
| 3 jaar verandering | 13.52% |
| 5 jaar verandering | -44.18% |
| Verandering sinds IPO | 46.00% |
Recent nieuws en updates
Narratiefupdate • 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.Seeking Alpha • Apr 24
Travelzoo: Improved Earnings On Seasonally Cheaper CAC, But Its Economics Don't Seem Attractive
Summary Travelzoo delivered sequential improvement in operating income for 1Q26, driven by lower G&A and S&M expenses. Despite higher revenues, TZOO's margins declined YoY, and membership economics remain questionable due to high CAC and churn rates. Membership revenue growth is offset by significant marketing spend and potentially high churn, raising doubts about long-term profitability. I maintain a Hold rating on TZOO, citing inconsistent economics and elevated risks to global travel in 2026. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • 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.Seeking Alpha • Apr 24
Travelzoo: Improved Earnings On Seasonally Cheaper CAC, But Its Economics Don't Seem Attractive
Summary Travelzoo delivered sequential improvement in operating income for 1Q26, driven by lower G&A and S&M expenses. Despite higher revenues, TZOO's margins declined YoY, and membership economics remain questionable due to high CAC and churn rates. Membership revenue growth is offset by significant marketing spend and potentially high churn, raising doubts about long-term profitability. I maintain a Hold rating on TZOO, citing inconsistent economics and elevated risks to global travel in 2026. Read the full article on Seeking AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • Oct 29
Increasing revenue at high costs relies on membership to convert to spend
Updating on Q3 25 resultsNieuw narratief • 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.Analyseartikel • 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...Seeking Alpha • Apr 21
Travelzoo: There Is Hope, But Wait For Technicals
Summary Travelzoo still shows promise, despite its weaker performance last Q4. Its unique and flexible business model is somewhat challenging to emulate, as many travelers rely on it. It's quite underpriced with a slight upside, as the DCF Model suggests. Technical risks are still evident, despite a potential shift in market sentiments, so a hold rating is logical today. Read the full article on Seeking AlphaAnalyseartikel • Apr 05
Market Cool On Travelzoo's (NASDAQ:TZOO) Earnings Pushing Shares 27% Lower
Unfortunately for some shareholders, the Travelzoo ( NASDAQ:TZOO ) share price has dived 27% in the last thirty days...Seeking Alpha • Mar 13
Travelzoo: An Exciting Outlook, But Some Red Flags Remain
Summary Travelzoo has shown impressive alpha generation, surging over 43% in the past year, trouncing other travel tech and micro-cap stocks, although the pace has dipped. Revenue growth isn't currently taking place with the core advertising business declining, but a greater contribution of recurring membership fees should start leaving their presence felt shortly. TZOO's cost base is rather well controlled, and it has also improved its performance on the cash generation front, which will help fund investments in the metaverse and share buybacks. The stock's valuations based on earnings through FY26 EPS look very compelling. However, TZOO is currently in the midst of strong bearish pressure, and it doesn't also help that the CEO resorted to insider selling this month. Read the full article on Seeking AlphaRendement voor aandeelhouders
| TZOO | US Interactive Media and Services | US Markt | |
|---|---|---|---|
| 7D | 5.1% | -3.1% | -0.3% |
| 1Y | -28.3% | 68.4% | 26.7% |
Rendement versus industrie: TZOO presteerde slechter dan de US Interactive Media and Services -sector, die het afgelopen jaar een rendement van 68.4 % opleverde.
Rendement versus markt: TZOO presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.7 % opleverde.
Prijsvolatiliteit
| TZOO volatility | |
|---|---|
| TZOO Average Weekly Movement | 11.3% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: TZOO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 11% ) van TZOO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1998 | 249 | Holger Bartel | www.travelzoo.com |
Travelzoo is, samen met haar dochterondernemingen, actief als internetmediabedrijf dat wereldwijd reizen, entertainment en lokale ervaringen aanbiedt. Het is actief in vier segmenten: Travelzoo Noord-Amerika, Travelzoo Europa, Jack's Flight Club en Nieuwe Initiatieven. Het bedrijf biedt de Travelzoo website, Travelzoo Top 20 e-mail nieuwsbrieven, zelfstandige e-mail nieuwsbrieven, Travelzoo Network, Travelzoo mobiele applicaties, Jack's Flight Club website, Jack's Flight Club mobiele applicaties en Jack's Flight Club nieuwsbrieven.
Travelzoo Samenvatting
| TZOO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$95.91m |
| Inkomsten(TTM) | US$4.01m |
| Inkomsten(TTM) | US$92.85m |
24.3x
Koers/Winstverhouding1.1x
P/S-verhoudingIs TZOO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TZOO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$92.85m |
| Kosten van inkomsten | US$19.14m |
| Brutowinst | US$73.71m |
| Overige uitgaven | US$69.70m |
| Inkomsten | US$4.01m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.39 |
| Brutomarge | 79.39% |
| Nettowinstmarge | 4.32% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde TZOO op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 21:34 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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
Travelzoo wordt gevolgd door 10 analisten. 4 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.
| Analist | Instelling |
|---|---|
| null null | Argus Research Company |
| Edward Woo | Ascendiant Capital Markets LLC |
| Patrick Sholl | Barrington Research Associates, Inc. |