Bank of America has upgraded its rating on Tripadvisor Inc (NASDAQ:TRIP) to ‘Buy' from ‘Neutral,' citing accelerating activist involvement and increasing strategic optionality across the company's portfolio. The firm set a price target of $15, compared with Tripadvisor's closing price of $9.95 on Thursday.
Tripadvisor remains a Buy supported by activist involvement and strategic restructuring despite recent share price weakness. Q4 results showed stable top-line sales, margin pressure from higher marketing, and strong growth in Experiences and TheFork segments. Starboard Value is driving operational improvements and exploring strategic alternatives, which could unlock significant shareholder value.
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Activist investor Starboard Value plans to push for a shake-up of Tripadvisor's board, The Wall Street Journal reported on Monday citing people familiar with the matter.
The travel-site operator's stock recently fell after quarterly earnings missed analyst expectations.
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.
TRIP misses on Q4 earnings as hotel and ad declines offset growth in Experiences and TheFork, reporting an operating loss and guiding for more hotel weakness.
Tripadvisor, Inc. (TRIP) Q4 2025 Earnings Call Transcript
It whiffed significantly on the bottom line in its fourth quarter. It also narrowly missed on revenue.
TripAdvisor (TRIP) came out with quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.3 per share a year ago.
TripAdvisor (TRIP) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
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 offers value investors a better bang for their buck right now?