American Express Global Business Travel
GBTG
About: Global Business Travel Group Inc operates as a business-to-business travel platform. It is engaged in providing software and services to manage travel, expenses, and meetings and events for companies of all sizes. The company is engaged in building the marketplace in B2B travel to deliver unrivaled choice, value, and experiences. It also provides business travel solutions, simplified travel management, and business consulting services. Further, The company generates revenue in two ways that involves fees and other revenues relating to processing and servicing travel transactions received from clients and travel suppliers and revenues for the provision of products and professional services not directly related to transactions received from clients, travel suppliers and Network Partners.
Employees: 18,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
7% more funds holding
Funds holding: 149 [Q1] → 160 (+11) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 48
0.48% more ownership
Funds ownership: 50.45% [Q1] → 50.94% (+0.48%) [Q2]
12% less capital invested
Capital invested by funds: $1.74B [Q1] → $1.54B (-$204M) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
BTIG
Jake Fuller
|
$10
|
Buy
Maintained
|
27 Aug 2025 |
|
UBS
Stephen Ju
|
$11
|
Buy
Maintained
|
6 Aug 2025 |
Financial journalist opinion
