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15 handpicked stocks

Activist Investor Impact: Travel Tech

Discover travel technology companies that could see value unlocked through activist investor interest. This carefully selected group of stocks follows Starboard Value's significant stake in Tripadvisor, highlighting companies with strong assets but underperforming prices that could attract similar attention.

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Author avatar

Han Tan | Market Analyst

Updated 2 days ago | Published at Jul 3

About This Group of Stocks

1

Our Expert Thinking

The recent acquisition of a large stake in Tripadvisor by activist investor Starboard Value signals untapped potential in travel tech. When sophisticated investors identify value in a sector that's faced headwinds, it often creates opportunities across similar companies that might benefit from strategic changes or restructuring.

2

What You Need to Know

These companies operate primarily as online travel agencies, metasearch engines, and backend technology providers. They tend to have strong brands but underperforming stock prices, making them potential targets for activist investors looking to unlock shareholder value through management changes, restructuring, or even sales.

3

Why These Stocks

Each company in this group shares characteristics with Tripadvisor that could attract activist investor interest. They possess valuable assets or market positions but may not be maximizing their potential. This creates a tactical opportunity for investors seeking exposure to companies that might experience valuation changes through activist-driven catalysts.

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TRIP

TripAdvisor Inc

TRIP

Current price

$17.52

The subject of Starboard's activist campaign, its stock could rise as the firm pushes for strategic changes to unlock value.

EXPE

Expedia Inc.

EXPE

Current price

$177.97

As a major player in the online travel space, Expedia could face pressure to optimize its own portfolio of brands if activist success at Tripadvisor h...

As a major player in the online travel space, Expedia could face pressure to optimize its own portfolio of brands if activist success at Tripadvisor highlights untapped value in the sector.

BKNG

Booking Holdings Inc.

BKNG

Current price

$5,785.00

A dominant leader in online travel, any sector-wide strategic shifts initiated by activists could compel Booking to make competitive counter-moves or ...

A dominant leader in online travel, any sector-wide strategic shifts initiated by activists could compel Booking to make competitive counter-moves or acquisitions.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+81.87%

Group Performance Snapshot

81.87%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 81.87% over the next year.

11 of 15

Stocks Rated Buy by Analysts

11 of 15 assets in this group are rated Buy by professional analysts.

2.8%

Group Growth

This group averaged a 2.8% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔍

Hidden Value Waiting to Be Unlocked

When a major activist like Starboard Value steps in, they've typically spotted something others have missed. These travel tech companies may be sitting on untapped potential that could be revealed through similar activist involvement.

📈

Catalyst-Driven Opportunity

Unlike passive investments that rely on gradual market growth, these stocks have specific potential catalysts. Activist pressure often forces rapid changes that can significantly boost share prices when management is pushed to maximize value.

🔄

Strategic Shifts on the Horizon

Travel tech companies have struggled post-pandemic, but many possess valuable brands and customer bases. Activist investors could push for restructuring, spin-offs, or even sales that might dramatically change their trajectories.

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