Added to YB: 2026-10-02
Pitch date: 2026-09-28
SABR [neutral]
Sabre Corporation
-14.35%
current return
Author Info
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Company Info
Sabre Corporation, together with its subsidiaries, operates as a software and technology company for the travel industry in the United States, Europe, Asia-Pacific, and internationally.
Market Cap
$855.6M
Pitch Price
$2.09
Price Target
2.40 (+34%)
Dividend
N/A
EV/EBITDA
10.34
P/E
-10.87
EV/Sales
1.58
Sector
Hotels, Restaurants and Leisure
Category
turnaround
The Monday Morning Briefing: Micron and Nike Earnings on Deck - Sabre Corporation
SABR (monitor): Sabre is a high-operating-leverage turnaround: technology costs fell from $951M to $711M in 2023-25, operating income rose from $32M to $295M, and Constellation Software acquired ~12.7%. Yet at $2.26, cash interest consumes 79% of ~$600M EBITDA; a middle scenario yields only ~$2.40 by 2029, while screening prices are $1.15-$1.32. Second-half free cash flow near $81M and the November 17 investor day are the key tests.
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