Tripadvisor, Inc.

NasdaqGS:TRIP Stok Raporu

Piyasa değeri: US$1.2b

Tripadvisor Yönetim

Yönetim kriter kontrolleri 3/4

Tripadvisor CEO'su Matt Goldberg, Jul2022 tarihinde atandı, in görev süresi 3.83 yıldır. in toplam yıllık tazminatı $ 10.09M olup, şirket hissesi ve opsiyonları dahil olmak üzere 8.9% maaş ve 91.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.21% ine doğrudan sahiptir ve bu hisseler $ 2.51M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.6 yıl ve 7.2 yıldır.

Anahtar bilgiler

Matt Goldberg

İcra Kurulu Başkanı

US$10.1m

Toplam tazminat

CEO maaş yüzdesi8.92%
CEO görev süresi3.8yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi3.6yrs
Yönetim Kurulu ortalama görev süresi7.2yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi May 07

TRIP: Execution Headwinds In Core Business Will Continue To Limit Upside

Tripadvisor's analyst price target has been reduced by a few dollars, with analysts generally citing pressure on the core Hotel & Other segment, tougher AI related sentiment around online travel agents, and uncertainty about execution despite potential value from assets like Viator and TheFork. Analyst Commentary Recent research on Tripadvisor has skewed cautious, with several bearish analysts cutting price targets and reiterating Neutral views.
Analiz Güncellemesi Apr 21

TRIP: Activist Board Changes And Experiences Focus Will Unlock Undervalued Potential

Analysts have trimmed the Tripadvisor fair value estimate from $24.10 to $22.00. This reflects updated assumptions for slightly softer revenue growth, modestly lower profit margins, a higher discount rate and a higher future P/E multiple that is broadly consistent with the recent wave of reduced Street price targets on the stock.
Analiz Güncellemesi Apr 07

TRIP: Activist Board Changes Will Likely Fail To Resolve Execution Risks

The analyst price target for Tripadvisor is now set closer to $14, with recent revisions clustering in the $11 to $14 range, as analysts factor in a clearer catalyst path highlighted by BofA, alongside concerns about legacy segment pressures, competitive gaps in Experiences, AI-related de-rating across online travel agents, and potential distractions from activist-driven board changes. Analyst Commentary Recent research on Tripadvisor shows a split view.
Analiz Güncellemesi Mar 24

TRIP: Activist Board Shake Up Will Likely Fail To Offset Structural Headwinds

Analysts have reduced Tripadvisor's price target by several dollars to a range of $11 to $14. This reflects updated sum-of-the-parts valuations for the core business, Viator and TheFork, along with ongoing concerns about pressures in legacy segments and competitive momentum in Experiences.
Analiz Güncellemesi Mar 08

TRIP: Activist Board Fight And Legacy Pressure Will Limit Near Term Upside

Analysts have cut their blended fair value estimate for Tripadvisor from $12.00 to $8.50. This reflects a series of lower Street price targets as they weigh ongoing pressure in legacy operations, a higher discount rate, more conservative growth and margin assumptions, and uncertainty around activist involvement and asset sales.
Analiz Güncellemesi Feb 22

TRIP: Activist Board Shake Up Will Refocus Experiences And Portfolio Simplification

The consensus analyst price target for Tripadvisor has shifted lower by about $2.60 to roughly $14.40, as analysts factor in softer expectations for core profitability and growth, alongside ongoing segment pressures and potential activist-driven changes to the board. Analyst Commentary Recent research updates on Tripadvisor cluster around Neutral ratings, but the reasoning behind those views gives you a useful checklist of what is working and what still needs to improve in the story.
Seeking Alpha Feb 18

Tripadvisor: A Focus On Experiences Won't Stop The Bleeding

Summary Tripadvisor remains a "Sell" as core hotel bookings underperform and competitive threats intensify, eroding brand value and market share. Q4 results disappointed, with flat revenue, sharp hotel booking declines, and adjusted EBITDA margins falling 670 bps year-over-year. Cost savings are insufficient, with only $85 million targeted (4% of revenue), while buybacks were poorly timed and failed to signal confidence. Potential upside from strategic actions or valuation appears limited, as fundamentals continue to deteriorate and experiences growth faces mounting competition. Read the full article on Seeking Alpha
Analiz Makalesi Feb 17

Tripadvisor, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

There's been a major selloff in Tripadvisor, Inc. ( NASDAQ:TRIP ) shares in the week since it released its full-year...
Analiz Güncellemesi Feb 08

TRIP: Experiences Pivot And Cost Cuts Will Reshape Risk Reward Profile

Analysts have trimmed their price targets on Tripadvisor, with our fair value estimate moving from $18.16 to $16.97 as they factor in a higher discount rate, more moderate revenue growth assumptions, and only slight changes to profit margin and future P/E expectations. Analyst Commentary Recent Street research on Tripadvisor has leaned more cautious on the stock's upside, with several firms lowering price targets while one higher profile upgrade reflects a more balanced risk and reward profile.
Analiz Güncellemesi Jan 24

TRIP: Experiences Shift And Workforce Cuts Will Restrain Near Term Upside

Analysts have trimmed their fair value estimate on Tripadvisor from $13.50 to $12.00. This reflects updated assumptions for slower revenue growth, softer profit margins, a higher discount rate and a higher future P/E multiple, despite ongoing interest in the company's shift toward experiences and AI enabled offerings.
Analiz Makalesi Sep 05

We Ran A Stock Scan For Earnings Growth And Tripadvisor (NASDAQ:TRIP) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analiz Makalesi Jul 11

After Leaping 27% Tripadvisor, Inc. (NASDAQ:TRIP) Shares Are Not Flying Under The Radar

Despite an already strong run, Tripadvisor, Inc. ( NASDAQ:TRIP ) shares have been powering on, with a gain of 27% in...
Analiz Makalesi Jul 02

What Does Tripadvisor, Inc.'s (NASDAQ:TRIP) Share Price Indicate?

Tripadvisor, Inc. ( NASDAQ:TRIP ), is not the largest company out there, but it led the NASDAQGS gainers with a...
Analiz Makalesi May 11

Tripadvisor, Inc. (NASDAQ:TRIP) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable

Tripadvisor, Inc. ( NASDAQ:TRIP ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...
Analiz Makalesi Apr 09

Here's Why Tripadvisor (NASDAQ:TRIP) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analiz Makalesi Mar 11

Some Confidence Is Lacking In Tripadvisor, Inc. (NASDAQ:TRIP) As Shares Slide 27%

Tripadvisor, Inc. ( NASDAQ:TRIP ) shareholders won't be pleased to see that the share price has had a very rough month...
Analiz Makalesi Feb 27

Tripadvisor's (NASDAQ:TRIP) Soft Earnings Are Actually Better Than They Appear

The most recent earnings report from Tripadvisor, Inc. ( NASDAQ:TRIP ) was disappointing for shareholders. Despite the...
Seeking Alpha Feb 21

Tripadvisor: Don't Be Tempted - Maintaining Sell

Summary Tripadvisor reported positive earnings results for Q4, beating on EPS and revenue, but guiding for flat to declining revenue in Q1 of 2025. Viator segment is the growth engine for Tripadvisor, and TheFork is on its way up, but Brand Tripadvisor revenue has been sliding and is expected to continue to do so. Management's guidance for stabilizing Brand Tripadvisor by 2025 and returning to profitability by 2026 is too long-term to excite investors now. I hereon share my sentiment on Tripadvisor and why I don’t expect a near-term upside on the stock. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

The Take Over, The Break's Over - Sell Tripadvisor

Summary I'm downgrading Tripadvisor to a sell after the stock price almost nearly fulfilled the buyout premium and considering the higher risk profile if the deal doesn't go through. Liberty Media's majority vote and ongoing securities fraud investigation add risk to the takeover deal, making the stock less attractive to jump into at $17.90. Viator is Tripadvisor's growth engine, but it alone won't support outperformance, in my opinion, especially with strong competitors in the travel industry. Analysts show little positive sentiment, with a majority holding or selling, and I share that bearish sentiment. I share hereon my thoughts on Tripadvisor and why I see limited upside for the near term. Read the full article on Seeking Alpha
Analiz Makalesi Jan 22

Tripadvisor, Inc.'s (NASDAQ:TRIP) Shares May Have Run Too Fast Too Soon

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Interactive Media and Services industry in the...
Seeking Alpha Jan 17

Tripadvisor: Trim This Stock Amid Deteriorating Performance

Summary I am downgrading Tripadvisor, Inc. to neutral due to decelerating revenue trends and lack of meaningful catalysts for growth. Tripadvisor's merger with Liberty Tripadvisor, positioned as a buyback, reduces structural complexity but drains critical liquidity, impacting growth prospects. Meanwhile, fundamentals for the business continue to decline, with Tripadvisor and Viator both seeing decelerating trends. TRIP stock's valuation is appealing at <6x forward revenue, but its discount versus peers reflects its waning profitability while competitors are growing. Read the full article on Seeking Alpha
Analiz Makalesi Jan 01

Tripadvisor's (NASDAQ:TRIP) Returns On Capital Not Reflecting Well On The Business

What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...
Seeking Alpha Dec 18

An Elephant In The Room With The Tripadvisor Majority Vote Holders

Summary Tripadvisor's ownership structure gives Liberty TripAdvisor Holdings a majority vote despite having only a 21% economic interest. Liberty TripAdvisor Holdings faces significant financial challenges, risking its "going concern" status due to upcoming debt and preferred stock maturities in March 2025. Tripadvisor itself is financially healthy, but Liberty TripAdvisor Holdings lacks the cash to meet obligations without accessing Tripadvisor's funds. Potential resolutions include dividends from Tripadvisor, external funding, or bankruptcy, with the belief that a solution will be a catalyst for future gains. Read the full article on Seeking Alpha
Analiz Makalesi Nov 26

At US$14.21, Is It Time To Put Tripadvisor, Inc. (NASDAQ:TRIP) On Your Watch List?

While Tripadvisor, Inc. ( NASDAQ:TRIP ) might not have the largest market cap around , it received a lot of attention...
Seeking Alpha Nov 08

TripAdvisor: Isn't Worth The Trip; Sell

Summary TripAdvisor's stock plummeted after actively seeking a sale but failed to find a buyer, highlighting the market's (duly) skepticism about its competitive edge. Valuation challenges arise as profitable segments aren't growing and growing segments aren't profitable. TRIP is outcompeted by large competitors that enjoy network effects better. Its user-generated content is also challenged by AI tools and social media. Investment advice: TripAdvisor is not worth the trip. Read the full article on Seeking Alpha
Analiz Makalesi Oct 15

Tripadvisor, Inc.'s (NASDAQ:TRIP) Share Price Not Quite Adding Up

It's not a stretch to say that Tripadvisor, Inc.'s ( NASDAQ:TRIP ) price-to-sales (or "P/S") ratio of 1.1x right now...
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Yeni Analiz Sep 11

Shifting To Sustainable Models And High-Engagement Products Fuels Growth In Travel Tech

Diversifying from traditional hotel offerings to focus on high engagement products and services reveals a strategy for sustainable revenue growth.
Analiz Makalesi Aug 14

Shareholders Will Be Pleased With The Quality of Tripadvisor's (NASDAQ:TRIP) Earnings

Even though Tripadvisor, Inc. ( NASDAQ:TRIP ) posted strong earnings, investors appeared to be underwhelmed. We have...
Seeking Alpha Aug 05

Tripadvisor: High Conviction Buy -Will Heavy Tourist Activist Lead To Powerful Guidance

Summary Tripadvisor management's decision to terminate exploration of a company sale brought the stock back into play in May. Q2 expectations are muted due to a tough comp and the Early Easter holiday this year. The Olympics, the travel surge to parts of Europe including Spain, and the easier Q3 guidance raise the likelihood that TRIP shares rally after Q2 results are discussed. TRIP is my Top Pick at this moment. Read the full article on Seeking Alpha
Analiz Makalesi Aug 05

Does Tripadvisor (NASDAQ:TRIP) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Jul 12

Be Wary Of Tripadvisor (NASDAQ:TRIP) And Its Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Analiz Makalesi May 09

Tripadvisor, Inc.'s (NASDAQ:TRIP) 33% Share Price Plunge Could Signal Some Risk

Tripadvisor, Inc. ( NASDAQ:TRIP ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha May 08

Tripadvisor Plummet On M&A Rejection Brings The Stock Back Into Play

Summary Tripadvisor shares have fallen over 35% after the company rejected the idea of being acquired in the near term. This provides an excelled opportunity for investors who believe in Tripadvisor's standalone business. Viator, a subsidiary of Tripadvisor, represents almost 50% of revenues and is a growth engine for the company. I'm very excited about the potential for this division. Read the full article on Seeking Alpha
Analiz Makalesi Apr 24

Is Tripadvisor (NASDAQ:TRIP) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Apr 08

Why Tripadvisor, Inc. (NASDAQ:TRIP) Could Be Worth Watching

Tripadvisor, Inc. ( NASDAQ:TRIP ), is not the largest company out there, but it saw a significant share price rise of...
Seeking Alpha Mar 27

Tripadvisor: Appears Fully Valued After Takeover News

Summary Tripadvisor's stock performance has been underwhelming overall, with volatility over the past five years. The company's fundamentals are decent, with revenue back to pre-COVID levels and steady liquidity. Its tour business, Viator, could be a catalyst for future growth. Since the news of Apollo takeover interest broke, its share price has appreciated considerably, making it expensive today. Read the full article on Seeking Alpha
Analiz Makalesi Mar 24

Tripadvisor, Inc.'s (NASDAQ:TRIP) Intrinsic Value Is Potentially 46% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tripadvisor fair value estimate is US$41.66 Current share...
Analiz Makalesi Feb 14

Subdued Growth No Barrier To Tripadvisor, Inc. (NASDAQ:TRIP) With Shares Advancing 30%

The Tripadvisor, Inc. ( NASDAQ:TRIP ) share price has done very well over the last month, posting an excellent gain of...

CEO Tazminat Analizi

Matt Goldberg'un ücretlendirmesi Tripadvisor'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$19m

Dec 31 2025US$10mUS$900k

US$40m

Sep 30 2025n/an/a

US$79m

Jun 30 2025n/an/a

US$65m

Mar 31 2025n/an/a

US$53m

Dec 31 2024US$10mUS$900k

US$5m

Sep 30 2024n/an/a

US$36m

Jun 30 2024n/an/a

US$24m

Mar 31 2024n/an/a

US$24m

Dec 31 2023US$2mUS$900k

US$10m

Sep 30 2023n/an/a

-US$24m

Jun 30 2023n/an/a

-US$26m

Mar 31 2023n/an/a

-US$19m

Dec 31 2022US$14mUS$388k

US$20m

Tazminat ve Piyasa: Matt 'nin toplam tazminatı ($USD 10.09M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.48M ).

Tazminat ve Kazançlar: Matt 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Matt Goldberg (54 yo)

3.8yrs
Görev süresi
US$10,086,426
Tazminat

Mr. Matthew Goldberg, also known as Matt, has been President and Chief Executive Officer of TripAdvisor LLC since July 2022. Mr. Goldberg has been the Founding Director of Dataphilanthropy since April 2021...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Matthew Goldberg
President3.8yrsUS$10.09m0.21%
$ 2.5m
Michael Noonan
Chief Financial Officer3.6yrsUS$4.50m0.11%
$ 1.4m
Kristen Dalton
Chief Strategy & Operations Officerless than a yearUS$2.86m0.10%
$ 1.2m
Almir Ambeskovic
Chief Executive Officer & President of TheFork5.3yrsUS$3.25m0.032%
$ 393.0k
Angela White
Vice President of Investor Relationsno dataVeri yokVeri yok
Kate Forrestall
Chief People Officer1.4yrsVeri yokVeri yok
Pepijn Rijvers
Chief Business Officerless than a yearVeri yok0.010%
$ 125.2k
Barry Diller
Special Advisorno dataUS$15.56kVeri yok
3.6yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: TRIP 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Matthew Goldberg
President4.3yrsUS$10.09m0.21%
$ 2.5m
Gregory Maffei
Chairman of the Board13.3yrsUS$389.99k0.12%
$ 1.4m
Robert Wiesenthal
Independent Director14.4yrsUS$329.99k0.075%
$ 910.2k
Albert Rosenthaler
Director10.3yrsUS$299.99k0.080%
$ 968.5k
Jeremy Philips
Lead Independent Director14.4yrsUS$319.99k0.075%
$ 910.2k
Betsy Morgan
Independent Director7.2yrsUS$324.99k0.066%
$ 799.3k
Dhiren Fonseca
Directorless than a yearVeri yok0.013%
$ 163.8k
Katryn Blake
Independent Director7.2yrsUS$319.99k0.066%
$ 799.3k
Andrew Cates
Directorless than a yearVeri yok0.0086%
$ 104.0k
Alex Dichter
Directorless than a yearUS$158.35kVeri yok
7.2yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TRIP 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 14:45
Gün Sonu Hisse Fiyatı2026/05/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tripadvisor, Inc. 40 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Trevor YoungBarclays
Anthony DiClementeBarclays
Frederick MoranBenchmark Company