Sabre

SABR · NASDAQ

$1.57−$0.07 (−4.27%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $1.64

SABR analyst rating

HoldConsensus of 1 analyst over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold1
Underperform0
Sell0

12-month price target · 6 analysts

Average $2.18 (+38.9% upside)

Low: $1.77
Now: $1.57
High: $2.73

Upgrades and downgrades

The latest rating actions, newest first

SABR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Bernstein	Mar 3, 2026	Downgrade	Outperform → Market Perform	$1.50	100%

The case for and against

Updated Sep 4, 2024

Bull case

Sabre's strong market position is underscored by its status as the number-two player in air booking volume share within the global distribution system industry, which has seen a 0.8% market share increase, excluding impacts from Expedia. The company's Hospitality Solutions revenue reached $304.2 million in 2023, reflecting a significant year-over-year growth of 19.5% and contributing to 10.5% of total revenue, indicating successful diversification. Furthermore, Sabre's EBITDA is poised for expansion, driven by double-digit growth in hospitality solutions, gains in market share from its distribution strategy, and enhancements in transaction fees, which averaged $5.80 per booking, marking a 7.9% increase from the previous year.

Bear case

Sabre's revenue has declined by 27% since 2019, significantly underperforming compared to competitors such as Amadeus, which only saw a 5% decline, indicating a troubling trend in market share and business stability. The company is now experiencing a slowdown in booking growth, expected to remain flat, coupled with a substantial 15.1% year-over-year decrease in IT Solutions revenue, driven partly by external geopolitical factors. Additionally, Sabre's financial outlook has worsened, with a lowered FY25 EBITDA estimate due to rising SG&A expenses aimed at accelerating product development, suggesting ongoing challenges in maintaining profitability.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.