The situation continues to deteriorate for TripAdvisor's stock. It fell to a record low of $8.82 on Thursday, extending a downward trend that started in 2014, when shares peaked at $98.80.
Tripadvisor, Inc. has struggled to keep pace with rapid AI advancements in travel planning. Viator/Experiences has lost its global leadership position but is still No. 1 in the U.S. Copilot and ChatGPT have eroded TRIP's core site user engagement and relevance.
TRIP's Q2 results miss estimates, but better-than-expected adjusted EBITDA and progress on TheFork sale offer investors a brighter spot.
TripAdvisor NASDAQ: TRIP reported second-quarter results in line with its expectations as growth in its experiences business was offset by persistent search-related pressure in legacy offerings and uneven travel demand. The company also said it expects to complete the sale of restaurant reservation platform TheFork to American Express before the end of 2026.
Tripadvisor, Inc. (TRIP) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for TripAdvisor (TRIP) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
TripAdvisor (TRIP) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.46 per share a year ago.
Investors looking for stocks in the Internet - Commerce sector might want to consider either TripAdvisor (TRIP) or eBay (EBAY). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
TripAdvisor is now a simplified, cash-rich company post-TheFork sale, with activist-driven board control and clear catalysts ahead. Viator, TRIP's growth engine, is a global tours marketplace with $924M FY25 revenue and substantial digital penetration runway. The legacy Hotels segment is declining rapidly but remains a cash generator, with potential offset from AI data licensing deals.
Tripadvisor Inc (NASDAQ:TRIP) has agreed to sell its European restaurant reservations platform TheFork to American Express for $700 million in cash, a move that Jefferies says simplifies the company's structure but does not fully offset longer-term pressure in its core business. The deal, which Jefferies noted had been widely anticipated following Tripadvisor's earlier indication that it was exploring strategic alternatives for TheFork, is expected to close before the end of fiscal 2026.
Tripadvisor, Inc. has declined 33% but now appears to be bottoming, with rebound attempts supported by the planned $700M sale of TheFork to American Express. TRIP faces macro headwinds—stubborn inflation, rising costs, and stiff competition—yet Viator and TheFork segments remain growth drivers, leveraging app-driven, commission-based models. AI-driven product innovation and operational efficiency are central to TRIP's strategy, aiming to reduce SEO dependence and improve conversion rates amid ongoing margin pressures.