SABR · NASDAQ · Software - Infrastructure

Sabre (SABR)

Connects travel suppliers and buyers while providing airline operations and retailing software.

$2.27
After-hours close+0.00 (+0.22%)
At close$2.27(−2.79%)
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Sabre CorporationSABR
Information Technology

Its travel marketplace connects supplier inventory, pricing, and availability with travel buyers. Airline IT Solutions provides software for airline operations and retailing.

Connects travel suppliers and buyers through a global B2B marketplace that carries airline, hotel, car-rental, rail, cruise, and tour inventory, pricing, and availability.

Airline IT Solutions supplies a portfolio of software products for airline operations and retailing. The marketplace and airline technology business make up the continuing company after Hospitality Solutions was sold, leaving a single reportable segment.

Built around real-time travel transactions, the business depends on reliable system access, third-party technology services, security controls, platform availability, and overall travel volumes. Those dependencies center on external service providers and continuity of its real-time systems.

Company facts

CEOKurt Ekert
ListedApr 17, 2014
ExchangeNASDAQ
HeadquartersSouthlake, TX
CountryUnited States
Employees4,650
CIK0001597033
ISINUS78573M1045

Market cap$921.1M
EPS (ttm)$1.65
P/E (ttm)1.41
ROE
P/B
P/S0.3227
Dividend yieldDiv yield
Beta1.61vs XLK −0.35

Price target$3.00+32.2%Average of 23 analysts
ConsensusBuy12 of 23 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Mar 3, 2026BernsteinDowngrade
Rating: Outperform
Rating: Market Perform
Feb 19, 2026Cantor FitzgeraldTarget
Target:
Target: $2
Aug 11, 2025BernsteinUpgrade
Rating: Market Perform
Rating: Outperform
Mar 4, 2025B of A SecuritiesUpgrade
Rating: Neutral
Rating: Buy
Jan 7, 2025Cantor FitzgeraldDowngrade
Rating: Overweight
Rating: Neutral

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.02
Revenue estimate
$731.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.08−$0.02−$0.02−$0.01−$0.01$0.06−$0.17Pending
Estimate−$0.07$0.01$0.09$0.04−$0.07−$0.05−$0.05$0.02
Surprise−14.3%−300.0%−122.2%−125.0%+85.7%+220.0%−277.8%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$714.7M$776.6M$687.1M$715.2M$666.5M$760.3M$712.0MPending
Estimate$842.2M$804.7M$767.9M$654.1M$651.4M$739.0M$697.4M$731.5M
Surprise−15.1%−3.5%−10.5%+9.3%+2.3%+2.9%+2.1%
Estimate$0.02
ReportedDue Nov 4, 2026
Estimate$731.5M
ReportedDue Nov 4, 2026
View details

Current ratio102.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$764.7M$714.7M$776.6M$687.1M$715.2M$666.5M$760.3M$712.0M
Net income−$62.8M−$74.7M$35.3M−$256.4M$848.7M−$103.1M$8.1M−$36.2M
Net margin0.0%0.0%4.5%0.0%118.7%0.0%1.1%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$70.1M$57.1M$103.4M$89.1M$93.6M$71.7M$125.7M$92.8M
YoY growth+34.3%+52.9%+5.4%+82.9%+33.5%+25.5%+21.6%+4.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $676.0M · Total debt $4.32B · Total assets $4.37B · Shareholders' equity −$1.07B

Revenue
$712.0M
Operating income
$92.8M
Net income
−$36.2M
View details

No dividends on record.

Institutions89.96%363.08M shares
264 holders · as of Jun 30, 2026
Insiders3.20%12.90M shares
19 holders · as of Jul 2, 2026
Strategic holders12.43%50.16M shares
1 holder · as of Mar 3, 2026
Adds to105.59%

403.58M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 105.59%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
13.57%54.75Mas of Jun 30, 2026
Constellation Software IncStrategic10 percent owner
12.43%50.16Mfiled Mar 3, 2026
Arini Capital Management LtdInstitution
9.69%39.10Mas of Jun 30, 2026
Discerene Group LPInstitution
9.20%37.11Mas of Jun 30, 2026
Earnest Partners LLCInstitution
5.87%23.70Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Feb 27, 2026Constellation Software Inc10 percent owner+10,634,702$1.16
View details

Not reported.