Travelzoo

TZOO · NASDAQ

$5.15+$0.16 (+3.21%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $4.99

TZOO analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $19.25 (+273.8% upside)

Low: $9.60
Now: $5.15
High: $31.50

Upgrades and downgrades

The latest rating actions, newest first

TZOO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Ascendiant Capital	Aug 20, 2026	Maintains	Buy	$23.00 → $20.00	28%
Ascendiant Capital	May 22, 2026	Maintains	Buy	$22.00 → $23.00	28%
Barrington Research	Apr 24, 2026	Maintains	Outperform	$8.00 → $12.00	58%
Barrington Research	Feb 20, 2026	Maintains	Outperform	$13.00 → $8.00	58%
Ascendiant Capital	Nov 19, 2025	Maintains	Buy	$26.00 → $23.00	28%
Barrington Research	Oct 29, 2025	Maintains	Outperform	$17.00 → $13.00	58%

The case for and against

Updated Oct 21, 2026

Bull case

Travelzoo is supported by improving fundamentals in its core North America and Europe businesses, which posted 5% revenue growth in fiscal Q1 2026 with North America up 4% and Europe up 8% after stronger trends in the prior period. Although Q1 and Q2 earnings were tempered by immediate marketing investments to acquire Club Members, that spending should create future operating leverage because subscription revenue is recognized over the year, supporting substantial growth in 2026, Q3 2026, and 2027. The outlook is further strengthened by a solid balance sheet with $7 million in cash and no debt, ongoing share repurchases, and a favorable travel industry backdrop that has recovered to prepandemic levels and is still expanding.

Bear case

Travelzoo is facing a weak fundamental setup because its Q2 2026 revenue fell 3% year over year to $23 million, below both estimates and consensus, while pro forma EPS swung to a $(0.14) loss and pro forma net loss reached $1.5 million. The company’s guidance was only qualitative, and the repeated cuts to 2026 and 2027 estimates underscore limited visibility and slower-than-expected monetization despite Travelzoo reaching 30 million travelers. Even with softer travel conditions helping deal promotion, the stock remains exposed to competition, economic conditions, merchant and supplier relationships, and broader consumer and internet-stock sentiment.

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