Travelzoo

NasdaqGS:TZOO Stok Raporu

Piyasa değeri: US$103.1m

Travelzoo Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Travelzoo kazanç ve gelirinin sırasıyla yıllık 38.1% ve 7.6% oranında artması tahmin edilirken, EPS'nin yıllık 26.2% oranında büyümesi bekleniyor.

Anahtar bilgiler

38.1%

Kazanç büyüme oranı

26.22%

EPS büyüme oranı

Interactive Media and Services kazanç büyümesi12.2%
Gelir büyüme oranı7.6%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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 Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • Oct 29

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

Updating on Q3 25 results
Yeni Anlatı • 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.
Analiz Makalesi • 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 Alpha
Analiz Makalesi • 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:TZOO - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202811110N/AN/A1
12/31/202710910N/A114
12/31/2026996N/A164
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
3/31/202096445N/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
6/30/20151473N/A-2N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: TZOO 'nin tahmini kazanç büyümesi (yıllık 38.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: TZOO şirketinin kazançlarının (yıllık 38.1% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: TZOO şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: TZOO şirketinin gelirinin (yıllık 7.6% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: TZOO şirketinin gelirinin (yıllık 7.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: TZOO 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 09:54
Gün Sonu Hisse Fiyatı2026/05/22 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

Travelzoo 10 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullArgus Research Company
Edward WooAscendiant Capital Markets LLC
Patrick ShollBarrington Research Associates, Inc.