Sabre (SABR): Buy, Sell, or Hold Post Q3 Earnings?

What Happened?

Shares of travel technology company Sabre fell 8.2% in the afternoon session after the travel industry reacted to a proposal for a one-year cap on credit-card interest rates. 

This plan, which would limit rates to 10 percent, triggered a sell-off in shares of major U.S. airlines, including Delta Air Lines and United Airlines. The market anxiety stemmed from concerns about the potential impact on airline revenue streams tied to co-branded credit card partnerships. As a key technology provider for the travel sector, Sabre's stock also felt the pressure from the broader industry downturn.

The shares closed the day at $1.35, down 8.5% from previous close.

What Is The Market Telling Us

Sabre’s shares are extremely volatile and have had 35 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 7 days ago when the stock gained 6.4% on the news that investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves as a long-term economic positive.

Sabre is up 2.9% since the beginning of the year, but at $1.37 per share, it is still trading 69.7% below its 52-week high of $4.52 from February 2025. Investors who bought $1,000 worth of Sabre’s shares 5 years ago would now be looking at an investment worth $109.39.

What Happened?

A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. 

Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves as a long-term economic positive.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Travel and Vacation Providers company Sabre jumped 6.4%. Is now the time to buy Sabre? Access our full analysis report here, it’s free for active Edge members.
• Specialized Consumer Services company WeightWatchers jumped 4.5%. Is now the time to buy WeightWatchers? Access our full analysis report here, it’s free for active Edge members.
• Footwear company Genesco jumped 6.2%. Is now the time to buy Genesco? Access our full analysis report here, it’s free for active Edge members.
• Apparel and Accessories company VF Corp jumped 4.3%. Is now the time to buy VF Corp? Access our full analysis report here, it’s free for active Edge members.
• Education Services company Lincoln Educational jumped 5.9%. Is now the time to buy Lincoln Educational? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Sabre (SABR)

Sabre’s shares are extremely volatile and have had 34 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 28 days ago when the stock dropped 7.6% on the news that the company's recent downward revision of its full-year financial forecast continued to weigh on investor sentiment. 

This followed the company's third-quarter report from about a month prior, which presented mixed results. While revenue surpassed estimates, the adjusted loss per share missed expectations. More significantly, Sabre lowered its guidance for the full year 2025. The company revised its revenue projection from a low single-digit percentage increase to flat year-over-year. Additionally, the forecast for pro-forma free cash flow was substantially reduced to approximately $70 million from a previous range of $100-$140 million. These adjustments signaled a weaker financial performance than previously anticipated by the company.

Sabre is up 4.5% since the beginning of the year, but at $1.39 per share, it is still trading 69.2% below its 52-week high of $4.52 from February 2025. Investors who bought $1,000 worth of Sabre’s shares 5 years ago would now be looking at an investment worth $115.93.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at travel and vacation providers stocks, starting with American Airlines .

Airlines, hotels, resorts, and cruise line companies often sell experiences rather than tangible products, and in the last decade-plus, consumers have slowly shifted from buying "things" (wasteful) to buying "experiences" (memorable). In addition, the internet has introduced new ways of approaching leisure and lodging such as booking homes and longer-term accommodations. Traditional airlines, hotel, resorts, and cruise line companies must innovate to stay relevant in a market rife with innovation.

The 17 travel and vacation providers stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 5% on average since the latest earnings results.

American Airlines

One of the ‘Big Four’ airlines in the US, American Airlines is a major global air carrier that serves both business and leisure travelers through its domestic and international flights.

American Airlines reported revenues of $13.69 billion, flat year on year. This print was in line with analysts’ expectations, and overall, it was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.

“The American Airlines team is delivering on our commitments,” said American’s CEO Robert Isom.

Interestingly, the stock is up 26.4% since reporting and currently trades at $15.28.

Best Q3: Lindblad Expeditions

Founded by explorer Sven-Olof Lindblad in 1979, Lindblad Expeditions offers cruising experiences to remote destinations in partnership with National Geographic.

Lindblad Expeditions reported revenues of $240.2 million, up 16.6% year on year, outperforming analysts’ expectations by 4.6%. The business had a very strong quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Lindblad Expeditions pulled off the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 18.2% since reporting. It currently trades at $14.42.

Weakest Q3: Hilton Grand Vacations

Spun off from Hilton Worldwide in 2017, Hilton Grand Vacations is a global timeshare company that provides travel experiences for its customers through its timeshare resorts and club membership programs.

Hilton Grand Vacations reported revenues of $1.3 billion, flat year on year, falling short of analysts’ expectations by 5%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Hilton Grand Vacations delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 1.3% since the results and currently trades at $44.75.

Read our full analysis of Hilton Grand Vacations’s results here.

Sabre

Originally a division of American Airlines, Sabre is a technology provider for the global travel and tourism industry.

Sabre reported revenues of $715.2 million, up 3.5% year on year. This number beat analysts’ expectations by 1.2%. However, it was a slower quarter as it recorded a miss of analysts’ central reservation system transactions estimates and a significant miss of analysts’ EPS estimates.

The stock is down 30.5% since reporting and currently trades at $1.39.

Read our full, actionable report on Sabre here, it’s free for active Edge members.

Travel + Leisure

Formerly known as Wyndham Destinations, Travel + Leisure is a global vacation company that provides travelers with vacation ownership, exchange, and travel services.

Travel + Leisure reported revenues of $1.04 billion, up 5.1% year on year. This print surpassed analysts’ expectations by 1%. Taking a step back, it was a satisfactory quarter as it also logged a decent beat of analysts’ adjusted operating income estimates but a miss of analysts’ tours conducted estimates.

The stock is up 16.3% since reporting and currently trades at $70.53.

Read our full, actionable report on Travel + Leisure here, it’s free for active Edge members.

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Travel + Leisure and its peers.

Airlines, hotels, resorts, and cruise line companies often sell experiences rather than tangible products, and in the last decade-plus, consumers have slowly shifted from buying "things" (wasteful) to buying "experiences" (memorable). In addition, the internet has introduced new ways of approaching leisure and lodging such as booking homes and longer-term accommodations. Traditional airlines, hotel, resorts, and cruise line companies must innovate to stay relevant in a market rife with innovation.

The 17 travel and vacation providers stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 4.8% on average since the latest earnings results.

Travel + Leisure

Formerly known as Wyndham Destinations, Travel + Leisure is a global vacation company that provides travelers with vacation ownership, exchange, and travel services.

Travel + Leisure reported revenues of $1.04 billion, up 5.1% year on year. This print exceeded analysts’ expectations by 1%. Overall, it was a satisfactory quarter for the company with a decent beat of analysts’ adjusted operating income estimates but a miss of analysts’ tours conducted estimates.

Interestingly, the stock is up 16.1% since reporting and currently trades at $70.44.

Best Q3: Lindblad Expeditions

Founded by explorer Sven-Olof Lindblad in 1979, Lindblad Expeditions offers cruising experiences to remote destinations in partnership with National Geographic.

Lindblad Expeditions reported revenues of $240.2 million, up 16.6% year on year, outperforming analysts’ expectations by 4.6%. The business had a very strong quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

Lindblad Expeditions scored the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 15.9% since reporting. It currently trades at $14.14.

Weakest Q3: Hilton Grand Vacations

Spun off from Hilton Worldwide in 2017, Hilton Grand Vacations is a global timeshare company that provides travel experiences for its customers through its timeshare resorts and club membership programs.

Hilton Grand Vacations reported revenues of $1.3 billion, flat year on year, falling short of analysts’ expectations by 5%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Hilton Grand Vacations delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 1.3% since the results and currently trades at $44.75.

Read our full analysis of Hilton Grand Vacations’s results here.

Norwegian Cruise Line

With amenities like a full go-kart race track built into its ships, Norwegian Cruise Line is a premier global cruise company.

Norwegian Cruise Line reported revenues of $2.94 billion, up 4.7% year on year. This result came in 2.7% below analysts' expectations. It was a slower quarter as it also logged a miss of analysts’ revenue estimates and EBITDA guidance for next quarter missing analysts’ expectations.

The stock is down 2.7% since reporting and currently trades at $21.59.

Read our full, actionable report on Norwegian Cruise Line here, it’s free for active Edge members.

Sabre

Originally a division of American Airlines, Sabre is a technology provider for the global travel and tourism industry.

Sabre reported revenues of $715.2 million, up 3.5% year on year. This number topped analysts’ expectations by 1.2%. Aside from that, it was a slower quarter as it logged a miss of analysts’ central reservation system transactions estimates and a significant miss of analysts’ EPS estimates.

The stock is down 24.8% since reporting and currently trades at $1.51.

Read our full, actionable report on Sabre here, it’s free for active Edge members.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Sabre and the rest of the travel and vacation providers stocks fared in Q3.

Airlines, hotels, resorts, and cruise line companies often sell experiences rather than tangible products, and in the last decade-plus, consumers have slowly shifted from buying "things" (wasteful) to buying "experiences" (memorable). In addition, the internet has introduced new ways of approaching leisure and lodging such as booking homes and longer-term accommodations. Traditional airlines, hotel, resorts, and cruise line companies must innovate to stay relevant in a market rife with innovation.

The 17 travel and vacation providers stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 2.8% on average since the latest earnings results.

Sabre

Originally a division of American Airlines, Sabre is a technology provider for the global travel and tourism industry.

Sabre reported revenues of $715.2 million, up 3.5% year on year. This print exceeded analysts’ expectations by 1.2%. Despite the top-line beat, it was still a slower quarter for the company with a miss of analysts’ central reservation system transactions estimates and a significant miss of analysts’ EPS estimates.

Unsurprisingly, the stock is down 21.5% since reporting and currently trades at $1.57.

Read our full report on Sabre here, it’s free for active Edge members.

Best Q3: Lindblad Expeditions

Founded by explorer Sven-Olof Lindblad in 1979, Lindblad Expeditions offers cruising experiences to remote destinations in partnership with National Geographic.

Lindblad Expeditions reported revenues of $240.2 million, up 16.6% year on year, outperforming analysts’ expectations by 4.6%. The business had a very strong quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Lindblad Expeditions scored the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 11.1% since reporting. It currently trades at $13.56.

Is now the time to buy Lindblad Expeditions? Access our full analysis of the earnings results here, it’s free for active Edge members.

Weakest Q3: Hilton Grand Vacations

Spun off from Hilton Worldwide in 2017, Hilton Grand Vacations is a global timeshare company that provides travel experiences for its customers through its timeshare resorts and club membership programs.

Hilton Grand Vacations reported revenues of $1.3 billion, flat year on year, falling short of analysts’ expectations by 5%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Hilton Grand Vacations delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 2% since the results and currently trades at $43.26.

Read our full analysis of Hilton Grand Vacations’s results here.

United Airlines

Founded in 1926, United Airlines Holdings operates a global airline network, providing passenger and cargo air transportation services across domestic and international routes.

United Airlines reported revenues of $15.23 billion, up 2.6% year on year. This print was in line with analysts’ expectations. It was a strong quarter as it also recorded EPS guidance for next quarter exceeding analysts’ expectations and a decent beat of analysts’ adjusted operating income estimates.

The stock is up 2.7% since reporting and currently trades at $108.32.

Read our full, actionable report on United Airlines here, it’s free for active Edge members.

Wyndham

Established in 1981, Wyndham is a global hotel franchising company with over 9,000 hotels across nearly 95 countries on six continents.

Wyndham reported revenues of $382 million, down 3.5% year on year. This number missed analysts’ expectations by 4.8%. Overall, it was a slower quarter as it also logged a significant miss of analysts’ revenue estimates and full-year EBITDA guidance missing analysts’ expectations.

Wyndham had the slowest revenue growth among its peers. The stock is down 5.8% since reporting and currently trades at $75.69.

Read our full, actionable report on Wyndham here, it’s free for active Edge members.

What Happened?

Shares of travel technology company Sabre fell 7.6% in the afternoon session after the company's recent downward revision of its full-year financial forecast continued to weigh on investor sentiment. 

This followed the company's third-quarter report from about a month prior, which presented mixed results. While revenue surpassed estimates, the adjusted loss per share missed expectations. More significantly, Sabre lowered its guidance for the full year 2025. The company revised its revenue projection from a low single-digit percentage increase to flat year-over-year. Additionally, the forecast for pro-forma free cash flow was substantially reduced to approximately $70 million from a previous range of $100-$140 million. These adjustments signaled a weaker financial performance than previously anticipated by the company.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Sabre? Access our full analysis report here.

What Is The Market Telling Us

Sabre’s shares are extremely volatile and have had 34 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 19 days ago when the stock dropped 5.6% on the news that the stock's negative momentum continued as its financial outlook worsened, with a lowered fiscal year 2025 earnings (EBITDA) estimate. Sabre, a technology provider for the global travel and tourism industry, saw its forecast cut due to rising expenses. The increase in selling, general, and administrative costs was aimed at accelerating product development. This spending suggested the company faced ongoing challenges in maintaining its profitability, which appeared to concern investors.

Sabre is down 57.6% since the beginning of the year, and at $1.52 per share, it is trading 66.5% below its 52-week high of $4.52 from February 2025. Investors who bought $1,000 worth of Sabre’s shares 5 years ago would now be looking at an investment worth $125.10.