Added to YB: 2025-03-17
Pitch date: 2025-01-27
TRIP [bullish]
Tripadvisor, Inc.
-40.11%
current return
Author Info
No bio for this author
Company Info
Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.
Market Cap
$1.1B
Pitch Price
$17.65
Price Target
23.00 (+118%)
Dividend
N/A
EV/EBITDA
8.73
P/E
30.69
EV/Sales
0.70
Sector
Interactive Media and Services
Category
special_situation
Tripadvisor, Inc. - $TRIP
TRIP: Restructuring simplifies ownership, retiring 20% shares at $16.21. Strategic bidder offering $18-19/share, board seeking low-mid $20s. Post-restructure: 6.6x EV/EBITDA. Viator growth offsetting hotel meta decline. In-app booking, AI partnerships (Perplexity, OpenAI) provide upside. Risks: bidder walks, Google SEO changes, hotel meta deterioration.
Read full article (5 min)