TripAdvisorTRIP
About: Tripadvisor is the world's leading travel metasearch company. Its platform offers 1 billion reviews and information on several million accommodations, restaurants, experiences, airlines, and cruises. In 2024, 52% of revenue came from the company's core Brand Tripadvisor segment, which includes hotel revenue generated through advertising on its metasearch platform. Viator, its experiences brand, was 46% of sales in 2024, and TheFork, its dining brand, represented 10% of revenue (about 8% of sales were intersegment, which are eliminated from consolidated revenue).
Employees: 2,860
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
25% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 40
11% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 92
6% more capital invested
Capital invested by funds: $1.47B [Q3] → $1.55B (+$82.1M) [Q4]
3% more funds holding
Funds holding: 275 [Q3] → 284 (+9) [Q4]
2.41% more ownership
Funds ownership: 80.72% [Q3] → 83.13% (+2.41%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
76% less call options, than puts
Call options by funds: $43.9M | Put options by funds: $181M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JP Morgan Doug Anmuth 58% 1-year accuracy 31 / 53 met price target | 7%downside $11 | Underweight Maintained | 8 Apr 2025 |
B. Riley Securities Naved Khan 38% 1-year accuracy 9 / 24 met price target | 51%upside $18 | Neutral Maintained | 10 Mar 2025 |
Cantor Fitzgerald Deepak Mathivanan 44% 1-year accuracy 26 / 59 met price target | 9%upside $13 | Underweight Maintained | 21 Feb 2025 |
DA Davidson Tom White 27% 1-year accuracy 8 / 30 met price target | 35%upside $16 | Neutral Maintained | 20 Feb 2025 |
Financial journalist opinion
Based on 6 articles about TRIP published over the past 30 days
