Back to top

Image: Bigstock

Trivago Rises 8% in 6 Months: Should You Hold or Fold the Stock?

Read MoreHide Full Article

Trivago (TRVG - Free Report) shares have soared 7.7% in the past six months, outperforming the broader Zacks Computer and Technology sector’s return of 0.2%. Over the same time frame, it also outperformed the Internet – Services industry and its peers, including Yatra Online (YTRA - Free Report) and Tripadvisor (TRIP - Free Report) .

In the past six months, shares of YTRA and TRIP have lost 4.1% and 20.4%, respectively. The industry appreciated 2.9% in the past six months. With shares currently trading higher than the industry, the question arises: Is it time to hold or fold TRVG stock?

While challenges persist, Trivago’s strategic initiatives and its focus on artificial intelligence (AI)-driven innovations suggest that holding the stock for now might be the prudent decision.

Strategic Brand Investments Drive Trivago’s Growth

Trivago has been on the constant move to capitalize on its efforts of branded growth. Encouraged by the successful returns on its brand marketing investments in 2024, the company aims to be the first choice when travelers book hotels. As the face of its next marketing campaign, TRVG has partnered with global football icon Jurgen Klopp to further boost the efficacy of its investments.

Partnering with the global football icon, Trivago launched a cutting-edge campaign using AI-driven translation technology to tailor its message across markets and languages. This strategic investment has not only bolstered Trivago’s brand equity but also improved conversion rates.

Enhancing User Experience to Aid Trivago’s Prospects

Enhancing the hotel search experience is Trivago's one of the primary goals. It seeks to assist tourists in locating the perfect hotel. The coverage of TRVG's AI-powered hotel highlights has grown dramatically, from 120,000 hotels to 250,000 hotels in 27 markets and eight languages. By doing this, TRVG is improving the user experience by offering more pertinent information and focusing especially on highlighting hotels' unique selling points.

Additionally, the integration of "Trivago Book & Go" with Holisto, an AI-powered travel technology platform, reflects the company’s ambition to simplify the booking experience while attracting budget-conscious travelers. This initiative enhances TRVG’s metasearch capabilities, positioning it to capture a broader audience.

Trivago is also focusing on providing the best deal recovery experience to its users. It seeks to assist tourists in locating excellent offers and reduced costs. The introduction of "price drop deals" and the extension of super-saving offers to its mobile app have boosted its appeal to cost-conscious consumers. By improving its deal visibility and integrating its partners’ booking funnels, Trivago has managed to stay competitive in a price-sensitive market.

Moreover, Trivago’s emphasis on partner engagement and its refinement of marketing strategies have led to higher conversion rates. This focus on fostering long-term relationships with advertisers strengthens the company’s revenue stream, ensuring stability amid evolving industry dynamics.

Short-Term Challenges Persist for Trivago

Despite these strengths, Trivago faces near-term headwinds that could impact its growth trajectory. Changes to Alphabet’s (GOOGL - Free Report) wholly-owned subsidiary, Google’s ad formats have disrupted performance marketing channels, leading to volatility and reduced traffic volume for Trivago. Additionally, macroeconomic uncertainties, including inflationary pressures and slowing consumer spending, pose risks to discretionary travel demand in the near term.

Analysts’ earnings estimates for the current quarter also depict a declining trend in the near term. The Zacks Consensus Estimate for 2025 earnings is currently pegged at 5 cents per share, indicating a 75% decline on a year-over-year basis.

Find the latest EPS estimates and surprises on Zacks Earnings Calendar

Zacks Rank

TRVG currently carries a Zacks Rank #3 (Hold), implying that existing investors should hold the stock while new buyers should wait for a better entry point into the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


Zacks' 7 Best Strong Buy Stocks (New Research Report)


Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.


Click Here, It's Really Free

Published in