Q3 Earnings Estimate for Travelzoo Issued By Noble Financial

Travelzoo (NASDAQ:TZOO) – Stock analysts at Noble Financial issued their Q3 2026 earnings per share (EPS) estimates for shares of Travelzoo in a research report issued on Friday, February 20th. Noble Financial analyst M. Kupinski expects that the information services provider will earn $0.04 per share for the quarter. The consensus estimate for Travelzoo’s current full-year earnings is $1.09 per share. Noble Financial also issued estimates for Travelzoo’s Q4 2026 earnings at $0.23 EPS.

Several other research analysts have also commented on TZOO. UBS Group set a $23.00 price target on shares of Travelzoo in a report on Wednesday, November 19th. Zacks Research raised shares of Travelzoo from a “strong sell” rating to a “hold” rating in a report on Friday, January 30th. Barrington Research lowered their target price on Travelzoo from $13.00 to $8.00 and set an “outperform” rating for the company in a report on Friday. Ascendiant Capital Markets dropped their price target on Travelzoo from $26.00 to $23.00 and set a “buy” rating on the stock in a research report on Wednesday, November 19th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Travelzoo in a research report on Friday, January 9th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $18.00.

Travelzoo Price Performance

NASDAQ:TZOO opened at $5.40 on Monday. The firm has a 50-day moving average of $6.27 and a two-hundred day moving average of $8.00. The stock has a market cap of $59.02 million, a P/E ratio of 14.21 and a beta of 0.89. Travelzoo has a 1-year low of $4.72 and a 1-year high of $18.62.

Travelzoo (NASDAQ:TZOO) last released its quarterly earnings results on Thursday, February 19th. The information services provider reported $0.00 earnings per share 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 firm had revenue of $22.47 million for the quarter, compared to analyst estimates of $22.54 million.

Hedge Funds Weigh In On Travelzoo

Several hedge funds have recently made changes to their positions in TZOO. AQR Capital Management LLC raised its holdings in shares of Travelzoo by 28.5% in the 4th 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 in the last quarter. Lazard Asset Management LLC bought a new position in shares of Travelzoo in the fourth quarter valued at $115,000. Jain Global LLC acquired a new stake in shares of Travelzoo during the 4th quarter valued at $74,000. Squarepoint Ops LLC lifted its position in shares of Travelzoo by 224.5% during the 4th quarter. Squarepoint Ops LLC now owns 52,288 shares of the information services provider’s stock valued at $372,000 after acquiring an additional 36,174 shares during the last quarter. Finally, Truvestments Capital LLC boosted its stake in shares of Travelzoo by 21.2% during the 4th quarter. Truvestments Capital LLC now owns 61,835 shares of the information services provider’s stock worth $440,000 after acquiring an additional 10,830 shares in the last quarter. Institutional investors and hedge funds own 27.39% of the company’s stock.

Insiders Place Their Bets

In related news, major shareholder Azzurro Capital Inc sold 40,000 shares of the stock in a transaction dated Friday, December 26th. The shares were sold at an average price of $6.97, for a total value of $278,800.00. Following the completion of the transaction, 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 sale was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders have sold a total of 107,500 shares of company stock valued at $762,200 over the last three months. Corporate insiders own 43.20% of the company’s stock.

Key Stories Impacting Travelzoo

Here are the key news stories impacting Travelzoo this week:

• Positive Sentiment: Q4 revenue and cash flow beat the weakest expectations — Travelzoo reported fourth-quarter 2025 revenue of $22.5M, up 9% year-over-year, consolidated operating profit of $0.6M, non-GAAP operating profit of $0.9M and cash flow from operations of $1.5M, showing demand growth and positive operating cash generation. Travelzoo Reports Fourth Quarter 2025 Results
• Positive Sentiment: Product/marketing activity: Travelzoo announced new Club Offers in Canada (e.g., a vetted Dublin package), supporting member engagement and revenue diversification from curated travel deals. Club Offers for Travel Enthusiasts in Canada
• Neutral Sentiment: Analyst update: Barrington Research cut its price target from $13 to $8 but kept an “outperform” rating — a smaller target reduces upside expectations vs. prior coverage but the firm still sees stock-level upside. TZOO Price Target Lowered at Barrington
• Neutral Sentiment: Strategy update: Management is targeting 25% of revenue from membership fees in 2026 and is increasing marketing spend to build that base — this could lift recurring revenue long-term but pressures near-term margins. Membership Fee Target and Marketing Increase
• Negative Sentiment: Earnings miss and margin pressure: Travelzoo reported EPS of $0.00 for the quarter vs. consensus $0.11 (a miss), and management noted membership investment is weighing on margins; ROE figures also look stressed. That EPS shortfall and higher marketing investment are key reasons for downward pressure on the stock. Q4 Earnings and Transcript

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.