Added to YB: 2026-07-24
Pitch date: 2026-07-22
LMN.SW [bullish]
lastminute.com N.V.
+1.85%
current return
Author Info
Wizard's Winners shares Magical High Upside Stocks with asymmetric Risk/Reward profiles. I cover typically smallcaps and microcaps that are often misunderstood with significant upside when calculated via probabilistic future cashflows. Sign up for the newsletter.
Company Info
lastminute.com N.V., together with its subsidiaries, operates in the online travel industry providing dynamic holiday packages in the United Kingdom, Germany, France, Spain and Italy, and internationally.
Market Cap
CHF 151.7M
Pitch Price
CHF 13.55
Price Target
24.50 (+86%)
Dividend
2.87%
EV/EBITDA
3.09
P/E
13.05
EV/Sales
0.24
Sector
Hotels, Restaurants and Leisure
Category
value
This Dot Com Darling is back from the dead and absolutely FLYING on AI-supercharged wings - Lastminute.com N.V.
LMN.SW: Asset-light 'virtual tour operator' at ~2x EV/FCF (heading to 1x by 2028), €71.2m net cash (>55% mcap), zero debt, 3.7% div yield. 12%+ take rate, regulatory moat (Booking.com rents its backend), AI fulfillment live in ChatGPT/Gemini/Claude bypassing Google. 25% workforce cut. Base target 24.50 CHF (86% upside), bull 95.50 (7x).
Read full article (11 min)