Brokers Set Expectations for Travelzoo FY2026 Earnings

Travelzoo (NASDAQ:TZOO) – Research analysts at Litchfield Hills Research decreased their FY2026 earnings per share (EPS) estimates for shares of Travelzoo in a research report issued on Tuesday, March 3rd. Litchfield Hills Research analyst T. O’neill now forecasts that the information services provider will earn $0.44 per share for the year, down from their prior forecast 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.

Several other equities research analysts have also recently issued reports on TZOO. Zacks Research cut shares of Travelzoo from a “hold” rating to a “strong sell” rating in a research report on Monday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Travelzoo in a research note on Friday, January 9th. Ascendiant Capital Markets decreased 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. UBS Group set a $23.00 price objective on shares of Travelzoo in a research note on Wednesday, November 19th. Finally, Barrington Research dropped their price objective on Travelzoo from $13.00 to $8.00 and set an “outperform” rating for the company in a report on Friday, February 20th. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Travelzoo has a consensus rating of “Hold” and a consensus price target of $18.00.

Travelzoo Trading Up 10.8%

Shares of NASDAQ:TZOO opened at $6.96 on Thursday. Travelzoo has a 12-month low of $4.72 and a 12-month high of $16.56. The stock’s 50-day moving average price is $6.10 and its two-hundred day moving average price is $7.80. The firm has a market cap of $76.09 million, a price-to-earnings ratio of 18.32 and a beta of 0.84.

Travelzoo (NASDAQ:TZOO) last announced its quarterly earnings data on Thursday, February 19th. The information services provider reported $0.00 EPS for the quarter, missing analysts’ consensus estimates of $0.11 by ($0.11). Travelzoo had a net margin of 4.98% and a negative return on equity of 120.98%. The business had revenue of $22.47 million during the quarter, compared to analysts’ expectations of $22.54 million.

Institutional Investors Weigh In On Travelzoo

A number of large investors have recently added to or reduced their stakes in the company. Millennium Management LLC increased its holdings in shares of 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 last quarter. Hennion & Walsh Asset Management Inc. lifted its stake in Travelzoo by 17.7% during the third quarter. Hennion & Walsh Asset Management Inc. now owns 226,145 shares of the information services provider’s stock worth $2,223,000 after purchasing an additional 34,031 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Travelzoo by 113.8% in the second quarter. Geode Capital Management LLC now owns 157,267 shares of the information services provider’s stock worth $2,002,000 after purchasing an additional 83,719 shares during the period. Goldman Sachs Group Inc. increased its stake 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 valued at $1,038,000 after purchasing an additional 91,932 shares during the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of Travelzoo by 28.5% during the fourth quarter. AQR Capital Management LLC now owns 101,449 shares of the information services provider’s stock worth $722,000 after purchasing an additional 22,490 shares during the period. 27.39% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Travelzoo

In other news, CEO Holger Bartel acquired 40,000 shares of the stock in a transaction on Tuesday, February 24th. The stock was bought at an average price of $5.43 per share, with a total value of $217,200.00. Following the completion of the transaction, the chief executive officer directly owned 200,000 shares of the company’s stock, valued at $1,086,000. The trade was a 25.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, major shareholder Azzurro Capital Inc sold 40,000 shares of Travelzoo stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $6.97, for a total transaction of $278,800.00. Following the sale, the insider owned 3,662,696 shares in the company, valued at $25,528,991.12. This represents a 1.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders bought 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 currently owned by company insiders.

Travelzoo declared that its board has initiated a share buyback program on Thursday, March 5th that allows the company to repurchase 1,000,000 outstanding shares. This repurchase authorization allows the information services provider to repurchase shares of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Travelzoo News Summary

Here are the key news stories impacting Travelzoo this week:

• Positive Sentiment: Board authorizes up to 1,000,000‑share buyback, to be funded from cash; buybacks can support the share price, reduce share count and signal confidence from the board. Travelzoo Announces Share Repurchase Program
• Positive Sentiment: Company showcased its brand at ITB Berlin with a large LED presentation highlighting “travel enthusiasm,” which can help marketing reach, partner visibility and consumer engagement in a core travel market. Travelzoo Promotes Travel Enthusiasm at World’s Largest Travel Trade Show
• Neutral Sentiment: Litchfield Hills Research published a slate of quarterly and annual EPS projections for 2026–2027 (various Q1–Q4 and FY figures), providing model updates that investors can use for earnings expectations though they are not a formal consensus change. MarketBeat Travelzoo Coverage
• Negative Sentiment: Litchfield Hills materially cut its FY2026 EPS estimate (from $1.63 previously to $0.44), a sizable downward revision that raises near‑term earnings risk and may pressure the stock if other analysts follow suit. Analyst Estimate Update
• Negative Sentiment: Zacks Research downgraded Travelzoo from “hold” to “strong sell,” which can amplify negative sentiment and prompt some funds or algorithmic strategies to reduce exposure. Zacks Downgrade Coverage

About Travelzoo

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.