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.
Published on July 3
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.
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.
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.
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.
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.
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.
Summary of the basket's total market capitalisation and concentration by large-cap holdings.
TRIP: $1.90B
EXPE: $27.98B
BKNG: $171.32B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
EXPEDIA GROUP INC
EXPE
Current Price
$329.45
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.
BOOKING HOLDINGS INC
BKNG
Current Price
$214.50
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.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+127.83%
On average, analysts expect assets in this group to grow 127.83% over the next year.
11 of 14 assets in this group are rated Buy by professional analysts.
