TickerTalks
Browse all tickers →
TickerTalks›$TRIP
TRTRIP

Tripadvisor, Inc.

$TRIP·$1.5B·Internet Content & Information·Communication Services
$12.96+2.8%YTD-11.0%1Y-0.6%
Mentions · last 7 days
2026-06-11: 15 posts2026-06-12: 38 posts2026-06-13: 2 posts2026-06-14: 9 posts2026-06-15: 111 posts2026-06-16: 33 posts2026-06-17: 7 posts215+3%
Price updated 12h ago·X counts updated 2d ago
TRTRIP
Tripadvisor, Inc.$TRIP
$12.97+2.82%215 posts+3%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TRIP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-06-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Online travel name shedding TheFork for $700M to focus on core reviews/experiences; structural Google overhang continues.

Tripadvisor agreed to sell TheFork to American Express for $700M (June 16) — Jefferies framed the deal as 'accretive to valuation not outlook,' a clean monetization of the European restaurant-reservation asset at a healthy price relative to TRIP's full enterprise value. The June 15 8-K (Items 1.01, 7.01) reports the material definitive agreement. The remaining business simplifies to core Tripadvisor reviews/media plus Experiences & Dining (post-TheFork). At $12.97 the stock is -11% YTD but essentially flat T12M on a $1.47B market cap. Gross margin 77% reflects the asset-light advertising model; ROE 2.9%, ROIC 2.1% and debt-to-equity 2.0 are post-Trip.com-spinoff structure. The bear case is that even with the $700M proceeds, core Tripadvisor faces structural threats from Google's direct-booking-page features and Airbnb's expansion into experiences and dining; the offsetting case is that the asset-divestiture proceeds give the company optionality (buyback or further focus), and the legacy Tripadvisor reviews database remains a real moat for travel-research traffic.

sparse data

Read the AI verdict + X sentiment for $TRIP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Tripadvisor, Inc. functions as an online travel enterprise, organizing its operations into two main segments: Hotels, Media & Platform, and Experiences & Dining. Central to its business are the TripAdvisor-branded websites, including tripadvisor.com for the United States and localized versions available in 40 markets and 20 languages. The company also oversees a portfolio of other travel media brands, such as bokun.io, cruisecritic.com, flipkey.com, thefork.com, helloreco.com, holidaylettings.co.uk, holidaywatchdog.com, housetrip.com, jetsetter.com, niumba.com, seatguru.com, singleplatform.com, vacationhomerentals.com, and viator.com, which collectively furnish users with extensive resources for travel planning and execution. Beyond these offerings, Tripadvisor provides tools for consumers to research and book restaurant reservations in travel destinations, along with various vacation and short-term rental options, including entire homes, condominiums, villas, beach properties, cabins, and cottages. By December 31, 2020, the platform had accumulated one billion reviews and opinions across hotels, diverse accommodations, restaurants, experiences, airlines, and cruises. Tripadvisor, Inc. was established in 2000 and has its headquarters in Needham, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $TRIP.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk. Google's $920M/month SpaceX compute contract underscores how incumbent ad platforms simultaneously fund and benefit from AI infrastructure scale.

See how Internet Content & Information shapes $TRIP

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $TRIP's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
Free, forever. No credit card.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
-1.8%YTD
+3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
78.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.11$-0.03-266.7%
Q4 2025Feb 12, 2026$0.04$0.15-73.3%
Q3 2025Nov 6, 2025$0.65$0.58+12.1%
Q2 2025Aug 7, 2025$0.46$0.42+9.5%
Next earningsThu, Aug 6·consensus EPS $0.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$382.4M-3.9%51.1%-5.7%$-0.28$101.3M
Q4 FY25$411.0M0.0%59.1%-8.3%$-0.33$-122.0M
Q3 FY25$553.0M+3.9%92.6%12.7%$0.46$25.0M
Q2 FY25$529.0M+6.4%92.1%11.2%$0.29$177.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$1.32$1.10 – $1.5312
FY27$2.0B$1.9B – $2.0B$1.59$1.40 – $1.8312
FY28$2.1B$2.1B – $2.1B$2.07$0.64 – $2.899
FY29$2.2B$2.2B – $2.2B$3.32$3.21 – $3.394
FY30$2.3B$2.3B – $2.4B$7.47$7.23 – $7.644

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $TRIP is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 2Almir AmbeskovicCEO8.0K sh$98K
+ 13 other (7 inkinds · 6 exempts) in window

See when $TRIP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Tripadvisor, Inc. filed an 8-K (Items 1.01, 7.01) dated June 14, 2026, reporting entry into a material definitive agreement and furnishing Reg FD presentation materials. The excerpt is limited to cover-page boilerplate with no counterparty or deal terms visible. Given Tripadvisor's ongoing strategic review and potential sale discussions, a material agreement filing here is highly significant and warrants review of the full filing.

3New insider — initial holdingsMay 53
AI summary

Christiaan-Pepijn Rijvers filed a Form 3 (initial statement of beneficial ownership) for TripAdvisor, Inc. on May 5, 2026, reporting his ownership as of April 28, 2026 in his role as Chief Business Officer. He directly owns 871 shares of common stock. Routine insider ownership filing upon appointment — the small direct holding is typical for a newly onboarded officer whose compensation will primarily be in equity grants tracked in Table II.

8-KPress release / Reg FDApr 68-K — Item 7.01: Press release / Reg FD
SC 13D/AActivist amendmentApr 3SC 13D/A
8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 273
3New insider — initial holdingsMar 253
SC 13D/AActivist amendmentMar 23SC 13D/A
+ 15 other (4 8-Ks · 3 13Gs · 2 SC 13D/As · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TheFork Joins AmEx's Growing Global Dining Network in $700M Dealzacks.com·3d agoTripadvisor sale of TheFork seen as accretive to valuation not outlook, says Jefferiesproactiveinvestors.com·3d agoBlockmate Ventures chair: Wyoming AI data centre site draws hyperscaler interestproactiveinvestors.com·3d agoTripadvisor sale of TheFork seen as accretive to valuation not outlook, says Jefferiesproactiveinvestors.com·3d agoTripadvisor: Shifting Priorities And Strategies Support Its Valuationseekingalpha.com·3d ago

More in Internet Content & Information

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$META$GOOG$GOOGL$SNAP$DASH$RDDT$GENI
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport