FY2026 EPS Estimate for Travelzoo Decreased by Analyst

Travelzoo (NASDAQ:TZOO) – Equities researchers at Litchfield Hills Research lowered their FY2026 EPS estimates for shares of Travelzoo in a report issued on Tuesday, March 3rd. Litchfield Hills Research analyst T. O’neill now expects that the information services provider will earn $0.44 per share for the year, down from their prior estimate of $1.63. The consensus estimate for Travelzoo’s current full-year earnings is $1.09 per share. Litchfield Hills Research also issued estimates for Travelzoo’s Q4 2026 earnings at $0.05 EPS, Q2 2027 earnings at $0.22 EPS and Q4 2027 earnings at $0.11 EPS.

A number of other equities analysts have also issued reports on the stock. Zacks Research lowered shares of Travelzoo from a “hold” rating to a “strong sell” rating in a research report on Monday, March 2nd. UBS Group set a $23.00 price objective on shares of Travelzoo in a report on Wednesday, November 19th. Barrington Research reduced their target price on shares of Travelzoo from $13.00 to $8.00 and set an “outperform” rating for the company in a report on Friday, February 20th. Weiss Ratings restated a “hold (c)” rating on shares of Travelzoo in a research report on Friday, January 9th. Finally, Ascendiant Capital Markets lowered their price target on shares of Travelzoo from $26.00 to $23.00 and set a “buy” rating on the stock in a report on Wednesday, November 19th. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $18.00.

Travelzoo Stock Performance

Shares of TZOO stock opened at $6.72 on Thursday. The stock’s 50-day simple moving average is $6.09 and its 200-day simple moving average is $7.78. The firm has a market capitalization of $73.45 million, a PE ratio of 17.68 and a beta of 0.84. Travelzoo has a fifty-two week low of $4.72 and a fifty-two week high of $16.56.

Travelzoo (NASDAQ:TZOO) last released its earnings results on Thursday, February 19th. The information services provider reported $0.00 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.11 by ($0.11). The firm had revenue of $22.47 million during the quarter, compared to analyst estimates of $22.54 million. Travelzoo had a net margin of 4.98% and a negative return on equity of 120.98%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in TZOO. Millennium Management LLC grew its stake in Travelzoo by 299.8% in the 1st quarter. Millennium Management LLC now owns 309,097 shares of the information services provider’s stock valued at $4,213,000 after acquiring an additional 231,790 shares during the period. Goldman Sachs Group Inc. raised its position in Travelzoo by 170.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 145,848 shares of the information services provider’s stock worth $1,038,000 after acquiring an additional 91,932 shares during the period. Geode Capital Management LLC raised its position in Travelzoo by 113.8% during the second quarter. Geode Capital Management LLC now owns 157,267 shares of the information services provider’s stock worth $2,002,000 after acquiring an additional 83,719 shares during the period. Los Angeles Capital Management LLC purchased a new position in Travelzoo during the second quarter valued at $702,000. Finally, Marshall Wace LLP purchased a new position in Travelzoo during the second quarter valued at $504,000. Hedge funds and other institutional investors own 27.39% of the company’s stock.

Insider Activity

In other Travelzoo news, CEO Holger Bartel purchased 100,000 shares of the stock in a transaction on Monday, February 23rd. The shares were bought at an average price of $5.49 per share, for a total transaction of $549,000.00. Following the completion of the transaction, the chief executive officer owned 160,000 shares of the company’s stock, valued at $878,400. This trade represents a 166.67% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, major shareholder Azzurro Capital Inc sold 40,000 shares of the firm’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $6.97, for a total value of $278,800.00. Following the completion of the sale, the insider directly owned 3,662,696 shares in the company, valued at approximately $25,528,991.12. The trade was a 1.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders purchased 200,000 shares of company stock valued at $1,077,000 and sold 102,500 shares valued at $727,150. 43.20% of the stock is owned by insiders.

Travelzoo announced that its Board of Directors has initiated a stock buyback plan on Thursday, March 5th that authorizes the company to repurchase 1,000,000 outstanding shares. This repurchase authorization authorizes the information services provider to reacquire shares of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

More Travelzoo News

Here are the key news stories impacting Travelzoo this week:

• Positive Sentiment: OpenAI scales back direct ChatGPT checkouts, easing fears that AI will disintermediate online travel sellers — a tailwind for OTAs and travel deal platforms like Travelzoo. Booking, Expedia, Travelzoo, Tripadvisor Shares Soar As OpenAI Steps Back From Direct ChatGPT Bookings
• Positive Sentiment: Board authorized a share repurchase program for up to 1,000,000 shares, funded from cash — typically supportive for the stock by reducing float and signaling management thinks shares are undervalued. Travelzoo Announces Share Repurchase Program
• Neutral Sentiment: Travelzoo promoted its brand at ITB Berlin (large trade-show display), which supports marketing and partner engagement but is unlikely to move near-term earnings materially. Travelzoo Promotes Travel Enthusiasm at World’s Largest Travel Trade Show
• Neutral Sentiment: Research note from Litchfield Hills provides quarter-by-quarter EPS forecasts (useful for modeling), but the initial Q1/Q2 projections themselves are informational rather than immediate catalysts. Litchfield Hills Research Predicts Travelzoo Q1 Earnings
• Negative Sentiment: Litchfield Hills cut its FY2026 EPS forecast sharply (from prior $1.63 to $0.44), reducing medium‑term earnings expectations and creating downward pressure on the stock. MarketBeat – Travelzoo analyst notes and estimates
• Negative Sentiment: Recent quarterly results (Feb. 19) showed an EPS miss and modest revenue shortfall versus consensus, which remains a near-term earnings risk for the shares. MarketBeat – Travelzoo recent earnings report

Travelzoo Company Profile

Travelzoo (NASDAQ: TZOO) is a global internet media company specializing in publishing curated travel, entertainment and local deals to a subscriber base of millions. Through its website, mobile applications and weekly email newsletters, Travelzoo partners with airlines, hotels, cruise lines, tour operators and local merchants to promote time-sensitive offers at discounted rates. The company generates revenue primarily from media commissions, advertising arrangements and marketing services provided to its hotel and resort partners.

Founded in 1998, Travelzoo went public on the NASDAQ in 2003 under the ticker symbol TZOO.