SabreSABR
SABR
About: Sabre holds the number-two air booking volume share in the global distribution system industry. The travel solutions segment represented 91% of total 2024 revenue, split between distribution (79% of segment sales) and airline IT solutions (21%) revenue. The company announced a planned sale of its growing hotel IT solutions division (9% of revenue) to TPG for $960 million in net proceeds, which is scheduled to close in late 2025. Transaction fees, which are mostly tied to volume and not price, account for the bulk of sales and profits.
Employees: 6,253
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
132% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 22
11% more funds holding
Funds holding: 244 [Q4 2024] → 270 (+26) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
8% less call options, than puts
Call options by funds: $26.7M | Put options by funds: $29M
2.16% less ownership
Funds ownership: 96.12% [Q4 2024] → 93.96% (-2.16%) [Q1 2025]
16% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 91
25% less capital invested
Capital invested by funds: $1.35B [Q4 2024] → $1.02B (-$333M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$3.50
33%
upside
Avg. target
$3.50
33%
upside
High target
$3.50
33%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Morgan Stanley Josh Baer | 33%upside $3.50 | Equal-Weight Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 8 articles about SABR published over the past 30 days
Neutral
PRNewsWire
5 days ago
Vietravel Airlines signs five-year renewal of Radixx Passenger Service System with Sabre
An extensive range of solutions from Sabre's Raddix suit will support Vietravel Airlines' future growth SINGAPORE and HUẾ, Vietnam , June 9, 2025 /PRNewswire/ -- Vietravel Airlines has renewed its Passenger Service System (PSS) agreement with Sabre Corporation (NASDAQ: SABR), a leading global travel technology company, for another five years – underscoring the airline's confidence in Sabre's Radixx platform as a key enabler for growth. Vietravel Airlines constitutes an integral component of the aviation and logistics ecosystem of T&T Group.
Positive
Zacks Investment Research
1 week ago
Why Is Sabre (SABR) Up 6.7% Since Last Earnings Report?
Sabre (SABR) reported earnings 30 days ago. What's next for the stock?
Neutral
PRNewsWire
1 week ago
Sabre Corporation Announces Early Tender Results of Previously Announced Cash Tender Offers by Sabre GLBL Inc.
SOUTHLAKE, Texas , June 4, 2025 /PRNewswire/ -- Sabre Corporation ("Sabre") (Nasdaq: SABR) announced today the early tender results of the previously announced cash tender offers (the "Tender Offers") by Sabre GLBL Inc. ("Sabre GLBL"), its wholly owned subsidiary, for Sabre GLBL's securities set forth in the table below (collectively, the "Securities"). The Tender Offers will expire at 11:59 p.m.
Neutral
PRNewsWire
1 week ago
SalamAir Enhances Global Distribution Strategy through Sabre Partnership
MUSCAT, Sultanate of Oman and SOUTHLAKE, Texas , June 2, 2025 /PRNewswire/ -- Sabre Corporation, a leading global travel technology company, announced a new agreement with SalamAir, Oman's leading low-cost carrier. This collaboration will utilize Sabre's marketplace to enhance SalamAir's global visibility, expand its market reach, and drive revenue growth.
Neutral
PRNewsWire
3 weeks ago
Sabre Corporation Announces Cash Tender Offers by Sabre GLBL Inc. for Existing Secured Debt
SOUTHLAKE, Texas , May 20, 2025 /PRNewswire/ -- Sabre Corporation ("Sabre") (Nasdaq: SABR) today announced commencement of tender offers (the "Tender Offers") by its wholly-owned subsidiary Sabre GLBL Inc. ("Sabre GLBL") to purchase for cash, upon the terms and subject to the conditions described in the Offer to Purchase (as defined below), up to a principal amount of its securities set forth in the table below (collectively, the "Securities") that would not result in the Aggregate Purchase Price (as defined below) exceeding $336.375 million (subject to increase or decrease by Sabre GLBL in its sole discretion, the "Aggregate Maximum Tender Amount"). The following table sets forth certain terms of the Tender Offers: Title of Security CUSIP/ISINNumber Principal Amount Outstanding Acceptance Priority Level Early Tender Premium(1) Tender Offer Consideration(1) Total Consideration(1)(2) 8.625% Senior SecuredNotes due 2027 78573NAJ1 U86043AG8 US78573NAJ19 USU86043AG86 $656,783,000 1 $ 50.00 $ 985.00 $ 1,035.00 7.375% Senior Secured Notes due 2025 78573NAF9U86043AD5 US78573NAF96 USU86043AD55 $23,393,000 2 $ 50.00 $ 951.25 $ 1,001.25 11.250% Senior Secured Notes due 2027 78573NAH5 U86043AF0 US78573NAH52 USU86043AF04 $45,814,000 3 $ 50.00 $ 950.00 $ 1,000.00 ___________________ (1) Dollars per $1,000 principal amount of Securities validly tendered and accepted for purchase.
Neutral
PRNewsWire
3 weeks ago
Sabre Corporation Announces Upsize and Pricing of Senior Secured Notes Offering
SOUTHLAKE, Texas , May 20, 2025 /PRNewswire/ -- Sabre Corporation ("Sabre") (Nasdaq: SABR) today priced an upsized offering by its wholly-owned subsidiary Sabre GLBL Inc. ("Sabre GLBL") of $1,325,000,000 (upsized from $975,000,000) aggregate principal amount of 11.125% Senior Secured Notes due 2030 (the "Secured Notes"). The offering of the Secured Notes is expected to close on June 4, 2025, subject to customary closing conditions.
Neutral
PRNewsWire
3 weeks ago
Sabre Corporation Announces Offering of Senior Secured Notes
SOUTHLAKE, Texas , May 19, 2025 /PRNewswire/ -- Sabre Corporation ("Sabre") (Nasdaq: SABR) today announced an offering by its wholly-owned subsidiary Sabre GLBL Inc. ("Sabre GLBL") of $975,000,000 aggregate principal amount of senior secured notes (the "Secured Notes"). The precise timing, size and terms of the offering are subject to market conditions and other factors.
Positive
Zacks Investment Research
4 weeks ago
Sabre (SABR) Upgraded to Buy: Here's What You Should Know
Sabre (SABR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Neutral
PRNewsWire
1 month ago
Riyadh Air selects Sabre as its first global distribution partner to advance retailing and distribution strategy
Global agreement enables Riyadh Air to distribute its content, including NDC and traditional fares, through Sabre's extensive marketplace RIYADH, Saudi Arabia, and SOUTHLAKE, Texas , May 13, 2025 /PRNewswire/ -- Sabre Corporation (NASDAQ: SABR), a leading software and technology provider that powers the global travel industry, has signed a global distribution agreement with Riyadh Air, the newly established Saudi Arabian national carrier. This strategic partnership positions Sabre as the first global distribution partner to collaborate with Riyadh Air, building on an already strong IT partnership and further solidifying Sabre's role as a key enabler of the airline's retailing and distribution strategy.
Negative
Zacks Investment Research
1 month ago
Sabre's Q1 Earnings Miss Expectations, Revenues Decline Y/Y
SABR's first-quarter 2025 earnings reflect the benefits of demigrated carriers in IT Solutions and a decrease in air bookings.
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