Added to YB: 2026-07-06
Pitch date: 2026-07-01
SABR [neutral]
Sabre Corporation
+0.95%
current return
Author Info
Trident Opportunities writes about deep value and special situation investment opportunities. Sign up for the newsletter.
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
$826.2M
Pitch Price
$2.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.34
P/E
-3.40
EV/Sales
1.58
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Trident Opportunities | Portfolioupdate Q2 - 2026 - +31,2% YTD - Sabre Corporation
SABR (holding update): Q2 results convincing, guidance cuts modest despite Iran conflict; bottom-line kept steady, expects underpromise/overdeliver. FCF guidance negative FY26 but should turn positive FY27. Concern: new exchangeable notes risk 100% higher dilution, $2.24 conversion price (triggers above $2.91), potential overhang. Portfolio +31.2% YTD.
Read full article (1 min)