Results for “TripAdvisor”

…b guidance 3.9mn Priceline PCLN 1Q room night growth vs. 31% in $Q 26% y/y Snap SNAP Global DAU's vs. 158mn in 4Q 166mn TripAdvisor TRIP Update on ad spend targets, 2017 guidance 18% S&M y/y growth Twitter TWTR MAUs and y/y trend vs 319mn (+4% y/y) in 4Q 322mn MAUs (+4% y/y) Yaho...

…ss, MGM Resorts, Norfolk Southern, SVB Financial, and Texas Instruments. Our Underperforms are Consolidated Edison, and TripAdvisor. How the list will be maintained and updated We will publish this list at the beginning of each quarter. Ideas will generally remain on the list thr...

…s for buybacks with lower US tax rates. Catalysts: 4Q’16 Earnings (early February) will feature initial 2017 guidance. TripAdvisor noted on the 3Q’16 earnings call that 2017 EBITDA margin will decline further from 2016 levels as ad spend ticks up to re-accelerate growth, howeve...

implying poor marketing ROI. The biggest issue facing TripAdvisor is if it

TripAdvisor’s elevated marketing spend YTD likely

…portunity, 3) hotels favoring their own distribution channels, 4) FX volatility, 5) increased competition from Expedia, TripAdvisor and potentially Google, and 6} the impact of terrorism/disease on global travel trends. The stock has been subject to heavy volatility in the past b...

…d demand, 5) Exposure to several mature markets such as PC and other consumer electronics could limit its growth rate. TripAdvisor (TRIP) Our price objective of $41 is based on 21x our 2018 non-GAAP EPS estimate. This multiple represents a premium to online travel/vertical medi...

…ss, MGM Resorts, Norfolk Southern, SVB Financial, and Texas Instruments. Our Underperforms are Consolidated Edison, and TripAdvisor. How the list will be maintained and updated We will publish this list at the beginning of each quarter. Ideas will generally remain on the list t...

… well diversified, business-to-business Industrial, Automotive, Communications Infrastructure, and Enterprise markets. TripAdvisor (TRIP) Nat Schindler +1 415 676 3574 Research Analyst, MLPF&S Underperform, PO $41 1Q investment thesis Despite easier y/y comps in 2017, we see...

…inder Singh Cassidy*iz% Chm, JOYUS. Fmr CEO, Polyvore. Fmr President of Asia Pacific and Latin America, Google. Boards: TripAdvisor CTRIP) and Formspring. *Megan Smith*ig% VP Business Development, Google. Fmr CEO, PlanetOut. *charles **Songhurst*-- GM and Head of Strategy and...

…the last 90 days, the worst expected FY17 revenue growth and the second largest change in short interest in the period. TripAdvisor, had the second lowest sentiment with the third worst sell side ranking and fifth worst sell side EPS estimate revision. Twitter, our lowest sentime...

…tels favoring lower-cost alternative distribution channels and limiting Expedia's access to inventory, 4) Google and/or TripAdvisor disintermediation, and 5) the negative impact of terrorism and disease on global travel trends. Facebook (FB) Our $165 price objective is based on...

…khinder Singh Cassidy — Chm, JOYUS. Fmr CEO, Polyvore. Fmr President of Asia Pacific and Latin America, Google. Boards: TripAdvisor (TRIP) and Formspring. Megan Smith — VP Business Development, Google. Fmr CEO, PlanetOut. Charles Songhurst -- GM and Head of Strategy and MA, Micro...

…khinder Singh Cassidy*— Chm, JOYUS. Fmr CEO, Polyvore. Fmr President of Asia Pacific and Latin America, Google. Boards: TripAdvisor (TRIP) and Formspring. *Megan Smith*— VP Business Development, Google. Fmr CEO, PlanetOut. *Charles **Songhurst*-- GM and Head of Strategy and M&A,...

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