TickerTalks
Browse all tickers →
TickerTalks›$TRIP
TRTRIP

Tripadvisor, Inc.

$TRIP·$1.6B·Travel Services·Consumer Cyclical
$14.16-0.2%YTD+0.1%1Y-19.0%
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 3 posts2026-07-27: 2 posts2026-07-28: 12 posts2026-07-29: 12 posts2026-07-30: 16 posts2026-07-31: 10 posts62+42%
Price updated 1d ago·X counts updated 52m ago
TRTRIP
$TRIPTripadvisor, Inc.
$14.17-0.18%62 posts+42%
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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-31

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Tripadvisor sold TheFork to Amex for $700M — Aug 6 print into Starboard board-fight and short-squeeze setup.

Tripadvisor is the travel-review and services platform that has spent 2024-25 as a broken growth story — the 2026 setup is an active activist situation combined with a specific asset-sale catalyst that has transformed the equity's near-term thesis.

  • The TheFork sale is the specific catalyst: TripAdvisor announced the sale of TheFork to American Express for $700M cash, with net proceeds coming in close to gross as tax leakage was much lower than feared — meaning the equity has meaningfully improved cash-runway visibility, and the crystallized-value framing supports the multi-year sum-of-parts case.
  • The Starboard activist situation is real: Starboard reportedly taking four board seats in two weeks and forcing either a sale of Viator or a major buyback — meaning the activist pressure is specific and dated, and the two-week timeline creates real deal-catalyst optionality. Bulls note 12-15 days to cover plus fresh cash makes this a potential short-squeeze setup.
  • The fundamentals remain transitional: Q1 revenue $382M (-3.9% YoY, declining), 51% gross margin, but the mixed EPS surprises (-267%, -73%, +12%) reflect the transitional nature. Consensus FY26 EPS of $1.32 growing to $1.57 in FY27 supports continued profitability but with negative near-term revenue growth.

Aug 6 Q2 print is the direct catalyst — a beat above the $0.42 EPS consensus plus explicit Starboard-related strategic-action commentary and any specific Viator monetization update restarts the equity toward $19. Continued revenue decline with no Starboard action drops shares back to $12. The stock is up 25%+ since being pitched as a special situation — the multi-catalyst structure (TheFork sale, Starboard, short-squeeze) makes this a rich event-driven setup.

Agrees with X sentimentX captures the special-situation setup accurately — TheFork sale to American Express for $700M cash, tax leakage lower than feared, up 25%+ since pitched, 12-15 days to cover as short-squeeze framing, Starboard taking four board seats in two weeks. Fair take on the multi-catalyst thesis.

What to watch: Aug 6 Q2 earnings — a beat above $0.42 EPS plus explicit Starboard-related strategic-action commentary and any specific Viator monetization update restarts the equity toward $19. Continued revenue decline with no Starboard action drops shares back to $12.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-23

Tripadvisor chatter centers on the announced sale of TheFork to American Express for $700M cash, with bulls noting net proceeds came in close to gross as tax leakage was much lower than feared. The stock is up 25%+ since being pitched as a special situation, and posters are now framing TRIP as a potential short-squeeze candidate given 12-15 days to cover combined with the fresh cash infusion. The forward thesis hinges on Starboard taking four board seats in two weeks and forcing either a sale of Viator or a major buyback; one prominent special-situation investor is closing the trade as the catalyst has played out.

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.

World's largest travel review platform combining hotel/restaurant/experience search via Tripadvisor, TheFork, and Viator.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Services sits in its cycle right now — and what that implies for $TRIP.

Travel Services · Consumer Cyclical

No material change from last week — NCLH and Viking benefit from persistent experiential travel demand, premium pricing on onboard revenue, and 2027 itinerary pre-booking strength.

What this means for $TRIP

Partial — World's largest travel review platform combining hotel/restaurant/experience search via Tripadvisor, TheFork, and Viator; partial earnings exposure to internet content & information demand dynamics through its product portfolio.

Industry benchmark

8-name peer basket
-4.5%YTD
+4.7%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 $0.38

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 – $1.5412
FY27$2.0B$1.9B – $2.0B$1.57$1.38 – $1.8011
FY28$2.0B$2.0B – $2.0B$2.00$0.62 – $2.789
FY29$2.1B$2.0B – $2.2B$3.29$3.09 – $3.374
FY30$2.3B$2.2B – $2.3B$7.46$7.01 – $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.0.6×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.46%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.+9.9%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.+10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β0.875-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.

Insider activity

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

Recent transactions

SellJul 16Dalton Kristen AnnChief Strategy & Ops Officer7.9K sh$119KSellJun 2Almir AmbeskovicCEO8.0K sh$98K
+ 24 other (9 awards · 8 inkinds · 7 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

3New insider — initial holdingsJul 13
AI summary

Carl Sparks, a newly-appointed Director of TripAdvisor, Inc. (TRIP), filed a Form 3 on June 29, 2026, reporting no directly or indirectly owned securities as of the filing date. This is a routine initial insider ownership disclosure required upon election to the board and has no financial or operational significance.

3New insider — initial holdingsJul 13
AI summary

Laura Bisesto, a newly-appointed Director of TripAdvisor, Inc. (TRIP), filed a Form 3 on June 29, 2026, reporting no directly or indirectly owned securities as of the filing date. This is a routine initial insider ownership disclosure required upon election to the board and carries no financial or operational significance.

8-KShareholder voteJul 18-K — Item 5.07: Shareholder vote
AI summary

TripAdvisor, Inc. (TRIP) held its 2026 Annual Meeting of Stockholders on June 29, 2026, with 89,378,900 shares represented by proxy. The filing reports the submission of shareholder vote results (Item 5.07); specific tallies for director elections, auditor ratification, and other proposals are not included in the available excerpt. This is a routine annual governance filing with no material operational implications.

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
+ 18 other (4 8-Ks · 3 13Gs · 3 SC 13D/As · 2 3s) in window

Recent news

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

TripAdvisor: The Sum Beats The Wholeseekingalpha.com·5d agoTripadvisor to Host Second Quarter 2026 Financial Results Conference Call on August 6, 2026prnewswire.com·16d agoEcommerce earnings could provide catalyst for sector gains, Jefferies saysproactiveinvestors.com·19d agoAmplify Online Retail ETF Rides a Summer Surge in Performanceetftrends.com·30d agoKiN Hotel Thi Sach Edition Named Tripadvisor Travelers' Choice Awards Winner for 2026globenewswire.com·44d ago

More in Travel Services

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

$ABNB$NCLH$CCL$RCL$BKNG$VIK$EXPE$AHMA
Voices on X · top 1 · 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