TripAdvisor Stock Plummets After Disappointing Earnings Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy TRIP?
Source: Fool
- Disappointing Earnings: TripAdvisor's Q4 2025 earnings report revealed flat revenue year-over-year at $411 million, with net income under GAAP plunging 12% to $5 million, leading to a nearly 15% drop in stock price during trading.
- Analyst Miss: The company's revenue fell short of analyst expectations of $412.3 million, and adjusted earnings per share were only $0.04, significantly below the anticipated $0.17, indicating a notable decline in profitability.
- Weak Experiences Growth: Although TripAdvisor saw an increase in its experiences offerings, the decline in legacy business revenue offset this growth, and higher spending on the experiences segment further impacted overall profitability.
- Lack of Market Confidence: Investors remain unconvinced that the experiences segment can drive growth, especially in a competitive travel market, leading to a bleak outlook for the stock's future performance.
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Analyst Views on TRIP
Wall Street analysts forecast TRIP stock price to rise
10 Analyst Rating
1 Buy
6 Hold
3 Sell
Hold
Current: 10.320
Low
12.50
Averages
16.17
High
20.00
Current: 10.320
Low
12.50
Averages
16.17
High
20.00
About TRIP
Tripadvisor, Inc. is an online travel company. The Company leverages its brands, technology, and capabilities to connect its global audience with partners through content, travel guidance, and two-sided marketplaces for experiences, accommodations, restaurants, and other travel categories. The Company operates through three segments: Brand Tripadvisor, Viator, and TheFork. Its Brand Tripadvisor segment is engaged in providing an online global platform for travelers to discover, generate, and share authentic user-generated content (UGC) in the form of ratings and reviews for destinations, points-of-interest (POIs), experiences, accommodations, restaurants, and cruises. The Viator segment offers travelers a comprehensive online marketplace that provides access to over 400,000 experiences and more than 65,000 experience operators. TheFork segment offers an online marketplace that enables diners to discover and book online reservations at approximately 55,000 restaurants in 11 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Tripadvisor Reports Record Revenue and Strategic Shift in Q4 2025 Earnings Call
- Significant Revenue Growth: Tripadvisor achieved a record revenue of $1.9 billion in 2025, with Experiences growing by 10% and TheFork by 22%, despite an 8% decline in Hotels & Other, demonstrating the company's resilience and adaptability during its transformation.
- Strategic Focus Shift: Management announced plans to explore strategic alternatives for TheFork to unlock additional shareholder value and enhance capital return capacity, indicating an active adjustment of the business portfolio to align with market changes.
- Optimistic Future Outlook: The company expects Experiences to represent two-thirds of total revenue in 2026, with revenue growth projected in the low teens, reflecting Tripadvisor's confidence and strategic positioning for future market opportunities.
- Cash Flow and Buybacks: Tripadvisor reported a free cash flow of $163 million for 2025 and repurchased 3.3 million shares for $50 million in Q4, showcasing strong financial health and commitment to shareholders.
See More
TripAdvisor Stock Plummets After Disappointing Earnings Report
- Disappointing Earnings: TripAdvisor's Q4 2025 earnings report revealed flat revenue year-over-year at $411 million, with net income under GAAP plunging 12% to $5 million, leading to a nearly 15% drop in stock price during trading.
- Analyst Miss: The company's revenue fell short of analyst expectations of $412.3 million, and adjusted earnings per share were only $0.04, significantly below the anticipated $0.17, indicating a notable decline in profitability.
- Weak Experiences Growth: Although TripAdvisor saw an increase in its experiences offerings, the decline in legacy business revenue offset this growth, and higher spending on the experiences segment further impacted overall profitability.
- Lack of Market Confidence: Investors remain unconvinced that the experiences segment can drive growth, especially in a competitive travel market, leading to a bleak outlook for the stock's future performance.
See More
Tripadvisor Shares Plunge 19% After Q4 Earnings Miss Expectations
- Earnings Miss: Tripadvisor reported fourth-quarter revenue of $411 million, flat year-over-year and slightly below the consensus estimate of $412.7 million, leading to a more than 19% plunge in stock price, highlighting competitive pressures in the market.
- Declining Profitability: Adjusted earnings came in at $0.04 per share, significantly missing the expected $0.13, while the company posted a net loss of $38 million, indicating a sharp deterioration in profitability that undermines investor confidence.
- Strategic Shift: Management is exploring strategic alternatives for TheFork, aiming to focus on the faster-growing experiences segment, which is expected to unlock greater shareholder value, reflecting the company's restructuring efforts to navigate market challenges.
- Cost-Cutting Initiatives: Tripadvisor initiated cost-saving actions tied to a restructuring of its operating model, expecting at least $85 million in annualized gross savings, with most benefits realized by 2026, demonstrating the company's commitment to optimizing resource allocation.
See More
TripAdvisor Q4 Earnings Miss Expectations
- Disappointing Earnings: TripAdvisor reported a Q4 GAAP EPS of -$0.33, missing expectations by $0.20, indicating challenges in profitability that could undermine investor confidence.
- Flat Revenue: The fourth-quarter revenue of $411 million remained flat year-over-year and fell short of the anticipated $412 million, reflecting a lack of competitive performance that may hinder future growth potential.
- Annual Growth: For the full year, TripAdvisor achieved revenue of $1.891 billion, representing a 3% year-over-year increase, demonstrating some market resilience that could provide a foundation for future strategic adjustments.
- Adjusted EBITDA: The adjusted EBITDA for Q4 was $45 million, or 11% of revenue, showcasing the company's efforts in cost control, but further improvements in profitability are necessary to address market pressures.
See More
Tripadvisor Releases Q4 and Full Year 2025 Earnings Report
- Earnings Release: Tripadvisor announced its Q4 and full year 2025 earnings on February 12, 2026, with details available on its website and the SEC, reflecting the company's ongoing operational performance in the travel industry.
- Conference Call Scheduled: The company will host a conference call at 8:30 a.m. ET on the same day to discuss the earnings results, providing live webcast and replay options to ensure timely information access for investors and the public.
- Webcast Availability: The replay of the webcast will be accessible for at least three months post-conference, enhancing communication transparency between the company and investors, and promoting widespread information dissemination.
- Brand and Market Positioning: Tripadvisor aims to be the world's most trusted source for travel and experiences through its brands and technology, showcasing its strategic positioning and business vision in the travel market.
See More
Tripadvisor Releases Q4 and Full Year 2025 Earnings Report
- Earnings Release: Tripadvisor announced its Q4 and full year 2025 earnings on February 12, 2026, with the report available on its website and the SEC, reflecting the company's commitment to transparency in the travel industry.
- Conference Call Scheduled: The company will host a conference call at 8:30 a.m. ET on the same day to discuss the earnings results, providing an opportunity for investor engagement aimed at boosting market confidence.
- Webcast Replay Availability: The live webcast and replay of the conference call will be accessible on Tripadvisor's website for at least three months, ensuring timely information access for investors and the public.
- Brand Strategy: Tripadvisor aims to connect its global audience with partners through its brands, technology, and capabilities, further solidifying its market position as a trusted source in the travel and experiences sector.
See More
Tripadvisor Reports Record Revenue and Strategic Shift in Q4 2025 Earnings Call
- Significant Revenue Growth: Tripadvisor achieved a record revenue of $1.9 billion in 2025, with Experiences growing by 10% and TheFork by 22%, despite an 8% decline in Hotels & Other, demonstrating the company's resilience and adaptability during its transformation.
- Strategic Focus Shift: Management announced plans to explore strategic alternatives for TheFork to unlock additional shareholder value and enhance capital return capacity, indicating an active adjustment of the business portfolio to align with market changes.
- Optimistic Future Outlook: The company expects Experiences to represent two-thirds of total revenue in 2026, with revenue growth projected in the low teens, reflecting Tripadvisor's confidence and strategic positioning for future market opportunities.
- Cash Flow and Buybacks: Tripadvisor reported a free cash flow of $163 million for 2025 and repurchased 3.3 million shares for $50 million in Q4, showcasing strong financial health and commitment to shareholders.
See More
TripAdvisor Stock Plummets After Disappointing Earnings Report
- Disappointing Earnings: TripAdvisor's Q4 2025 earnings report revealed flat revenue year-over-year at $411 million, with net income under GAAP plunging 12% to $5 million, leading to a nearly 15% drop in stock price during trading.
- Analyst Miss: The company's revenue fell short of analyst expectations of $412.3 million, and adjusted earnings per share were only $0.04, significantly below the anticipated $0.17, indicating a notable decline in profitability.
- Weak Experiences Growth: Although TripAdvisor saw an increase in its experiences offerings, the decline in legacy business revenue offset this growth, and higher spending on the experiences segment further impacted overall profitability.
- Lack of Market Confidence: Investors remain unconvinced that the experiences segment can drive growth, especially in a competitive travel market, leading to a bleak outlook for the stock's future performance.
See More
Tripadvisor Shares Plunge 19% After Q4 Earnings Miss Expectations
- Earnings Miss: Tripadvisor reported fourth-quarter revenue of $411 million, flat year-over-year and slightly below the consensus estimate of $412.7 million, leading to a more than 19% plunge in stock price, highlighting competitive pressures in the market.
- Declining Profitability: Adjusted earnings came in at $0.04 per share, significantly missing the expected $0.13, while the company posted a net loss of $38 million, indicating a sharp deterioration in profitability that undermines investor confidence.
- Strategic Shift: Management is exploring strategic alternatives for TheFork, aiming to focus on the faster-growing experiences segment, which is expected to unlock greater shareholder value, reflecting the company's restructuring efforts to navigate market challenges.
- Cost-Cutting Initiatives: Tripadvisor initiated cost-saving actions tied to a restructuring of its operating model, expecting at least $85 million in annualized gross savings, with most benefits realized by 2026, demonstrating the company's commitment to optimizing resource allocation.
See More
TripAdvisor Q4 Earnings Miss Expectations
- Disappointing Earnings: TripAdvisor reported a Q4 GAAP EPS of -$0.33, missing expectations by $0.20, indicating challenges in profitability that could undermine investor confidence.
- Flat Revenue: The fourth-quarter revenue of $411 million remained flat year-over-year and fell short of the anticipated $412 million, reflecting a lack of competitive performance that may hinder future growth potential.
- Annual Growth: For the full year, TripAdvisor achieved revenue of $1.891 billion, representing a 3% year-over-year increase, demonstrating some market resilience that could provide a foundation for future strategic adjustments.
- Adjusted EBITDA: The adjusted EBITDA for Q4 was $45 million, or 11% of revenue, showcasing the company's efforts in cost control, but further improvements in profitability are necessary to address market pressures.
See More
Tripadvisor Releases Q4 and Full Year 2025 Earnings Report
- Earnings Release: Tripadvisor announced its Q4 and full year 2025 earnings on February 12, 2026, with details available on its website and the SEC, reflecting the company's ongoing operational performance in the travel industry.
- Conference Call Scheduled: The company will host a conference call at 8:30 a.m. ET on the same day to discuss the earnings results, providing live webcast and replay options to ensure timely information access for investors and the public.
- Webcast Availability: The replay of the webcast will be accessible for at least three months post-conference, enhancing communication transparency between the company and investors, and promoting widespread information dissemination.
- Brand and Market Positioning: Tripadvisor aims to be the world's most trusted source for travel and experiences through its brands and technology, showcasing its strategic positioning and business vision in the travel market.
See More
Tripadvisor Releases Q4 and Full Year 2025 Earnings Report
- Earnings Release: Tripadvisor announced its Q4 and full year 2025 earnings on February 12, 2026, with the report available on its website and the SEC, reflecting the company's commitment to transparency in the travel industry.
- Conference Call Scheduled: The company will host a conference call at 8:30 a.m. ET on the same day to discuss the earnings results, providing an opportunity for investor engagement aimed at boosting market confidence.
- Webcast Replay Availability: The live webcast and replay of the conference call will be accessible on Tripadvisor's website for at least three months, ensuring timely information access for investors and the public.
- Brand Strategy: Tripadvisor aims to connect its global audience with partners through its brands, technology, and capabilities, further solidifying its market position as a trusted source in the travel and experiences sector.
See More
