Added to YB: 2026-09-24
Pitch date: 2026-09-21
SABR [neutral]
Sabre Corporation
-5.42%
current return
Author Info
No bio for this author
Company Info
Sabre Corporation, together with its subsidiaries, operates as a software and technology company for the travel industry in the United States, Europe, Asia-Pacific, and internationally.
Market Cap
$912.1M
Pitch Price
$2.40
Price Target
2.44 (+7%)
Dividend
N/A
EV/EBITDA
10.47
P/E
-11.58
EV/Sales
1.60
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Constellation Bought In. Why I’m Not Yet Buying at $2.26. - $SABR
SABR (needs more research): Sabre is a watch rather than a buy at $2.26: even 25% adjusted EBITDA growth between 2026 and 2029 yields only about 2% annual appreciation in the central 6.5× exit case, versus almost 24% with a stronger valuation. Constellation Software’s 12.7% stake and board involvement warrant attention, but cash generation, customer economics and financing remain unproven; the modeled funding gap through 2029 is $781M-$1.033B.
Read full article (9 min)