Noble Financial Has Weak Forecast for Travelzoo Q2 Earnings

Key Points

• Noble Financial cut its Q2 2026 EPS estimate for Travelzoo to $0.08 (from $0.13) and now projects FY2026 EPS of $0.60, signaling a weaker near-term outlook.
• Travelzoo beat Q1 EPS expectations with $0.23 vs. a $0.16 consensus, but revenue was slightly under consensus at $24.27M and the company still shows weak returns on equity and slim margins.
• The board approved a 1,000,000-share buyback and insiders (including the CEO) purchased shares — the CEO bought 100,000 shares — indicating insider confidence in the stock.

Travelzoo (NASDAQ:TZOO - Free Report) - Research analysts at Noble Financial decreased their Q2 2026 earnings per share (EPS) estimates for shares of Travelzoo in a report issued on Friday, April 24th. Noble Financial analyst M. Kupinski now expects that the information services provider will post earnings of $0.08 per share for the quarter, down from their previous estimate of $0.13. The consensus estimate for Travelzoo's current full-year earnings is $0.65 per share. Noble Financial also issued estimates for Travelzoo's Q4 2026 earnings at $0.24 EPS and FY2026 earnings at $0.60 EPS.

A number of other brokerages have also recently issued reports on TZOO. UBS Group set a $12.00 target price on Travelzoo in a research report on Friday. Barrington Research upped their price target on Travelzoo from $8.00 to $12.00 and gave the stock an "outperform" rating in a report on Friday. Weiss Ratings upgraded Travelzoo from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday. Finally, Zacks Research upgraded Travelzoo from a "strong sell" rating to a "hold" rating in a research note on Thursday. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $15.67.

Travelzoo Stock Performance

Shares of NASDAQ TZOO opened at $9.70 on Monday. The stock has a market cap of $106.02 million, a price-to-earnings ratio of 26.94 and a beta of 0.79. The business has a 50 day simple moving average of $6.39 and a 200 day simple moving average of $6.94. Travelzoo has a 52 week low of $4.72 and a 52 week high of $16.56.

Travelzoo (NASDAQ:TZOO - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The information services provider reported $0.23 EPS for the quarter, beating the consensus estimate of $0.16 by $0.07. The business had revenue of $24.27 million during the quarter, compared to analysts' expectations of $24.62 million. Travelzoo had a negative return on equity of 95.51% and a net margin of 4.32%.

Travelzoo declared that its board has authorized a stock buyback program on Thursday, March 5th that authorizes the company to buyback 1,000,000 outstanding shares. This buyback authorization authorizes the information services provider to reacquire shares of its stock through open market purchases. Shares buyback programs are generally a sign that the company's leadership believes its shares are undervalued.

Insider Transactions at Travelzoo

In other news, CEO Holger Bartel purchased 100,000 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The shares were acquired at an average price of $5.49 per share, for a total transaction of $549,000.00. Following the completion of the acquisition, the chief executive officer directly owned 160,000 shares in the company, valued at approximately $878,400. The trade was a 166.67% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders bought a total of 200,000 shares of company stock valued at $1,077,000 in the last quarter. 45.30% of the stock is owned by company insiders.

Hedge Funds Weigh In On Travelzoo

Hedge funds have recently added to or reduced their stakes in the company. Bank of America Corp DE boosted its holdings in Travelzoo by 1,242.5% during the second quarter. Bank of America Corp DE now owns 2,148 shares of the information services provider's stock worth $27,000 after buying an additional 1,988 shares during the last quarter. Quarry LP acquired a new stake in Travelzoo in the 3rd quarter valued at approximately $26,000. JPMorgan Chase & Co. raised its position in Travelzoo by 42,900.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 3,010 shares of the information services provider's stock valued at $38,000 after buying an additional 3,003 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in Travelzoo in the 2nd quarter valued at approximately $44,000. Finally, State of Alaska Department of Revenue acquired a new stake in Travelzoo in the 4th quarter valued at approximately $25,000. Institutional investors own 27.39% of the company's stock.

Travelzoo News Roundup

Here are the key news stories impacting Travelzoo this week:

• Positive Sentiment: Barrington Research upgraded Travelzoo to "Outperform" and raised its price target from $8 to $12, signaling increased analyst conviction and upside potential. Article Title
• Positive Sentiment: Travelzoo reported Q1 EPS of $0.23, beating the consensus of $0.16 and producing consolidated operating profit and positive cash flow — a key catalyst for the stock move. PR Newswire Release
• Positive Sentiment: Management cited membership renewals as a driver of revenue growth, a fundamental growth signal that investors typically reward for subscription-style businesses. Seeking Alpha Article
• Positive Sentiment: Market coverage and headlines show an immediate positive market reaction to the quarter (shares gained after the beat), reinforcing momentum. MarketWatch Article
• Neutral Sentiment: Analyst and news services (Zacks, TipRanks) published summaries noting the beat and membership traction; these help circulate the story but add limited new information. Zacks Article
• Negative Sentiment: Revenue of $24.27M was slightly under the consensus $24.62M, EPS is a bit below last year ($0.23 vs. $0.25), and the company still shows a negative return on equity (~132.9%) with a slim net margin (~4.98%) — investors should monitor margin trends and capital structure. Earnings Deck / Press Release

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.

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