Travelzoo (TZOO)

• Market cap: $139M
• 1 day: -2.95%
• 5 days: -8.42%
• 1 month: -13.85%
• 3 months: -10.46%
• 6 months: -34.35%
• Year to date: -39.50%
• 1 year: 59.24%
• 5 years: 72.41%
• 10 years: 7.67%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Travelzoo acts as a publisher of travel and entertainment offers. It operates in four segments. Travelzoo North America segment, which is the key revenue driver, consists of operations in Canada and the U.S.; Travelzoo Europe segment consists of operations in France, Germany, Spain, and the U.K.; Jack's Flight Club segment consists of subscription revenue from premium members to access and receive flight deals from Jack's Flight Club via email or via Android or Apple mobile applications; and New Initiatives consists of Travelzoo's licensing activities in Asia Pacific territories. It derives its revenue through advertising fees including listing fees paid by travel, entertainment, and local businesses to advertise their offers on the company's media properties.

Employees: 227

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

2.33% more ownership

Funds ownership: 34.48% [Q4 2024] → 36.8% (+2.33%) [Q1 2025]

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

8% less funds holding

Funds holding: 71 [Q4 2024] → 65 (-6) [Q1 2025]

30% less capital invested

Capital invested by funds: $81.2M [Q4 2024] → $56.4M (-$24.7M) [Q1 2025]

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $17 36% upside
• Avg. target: $19.67 57% upside
• High target: $25 100% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Ascendiant Capital Edward Woo	100% upside $25	Buy Maintained	30 May 2025
Barrington Research Patrick Sholl	36% upside $17	Outperform Maintained	29 Apr 2025
Barrington Research James Goss	36% upside $17	Outperform Maintained	23 Apr 2025