Added to YB: 2026-10-05
Pitch date: 2026-10-01
SABR [bullish]
Sabre Corporation
-10.5%
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
$2.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.34
P/E
-10.87
EV/Sales
1.58
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Portfolioupdate Q3 - 2026 - +40,4% YTD - Sabre Corporation
SABR (added to position): Sabre delivered results ahead of expectations and raised full-year guidance by $15 million for adjusted EBITDA and $5 million for free cash flow, while FY2027 remains on track for positive FCF despite reduced revenue and booking assumptions after the war escalated. New 2032 notes at 9.875% extend the maturity wall, although tender premiums mean no net interest savings through maturity; the position was increased slightly.
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