Sabre Corp

SABR: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$1.00	Gxrxcpf	Bgwrsxdy

Sabre Earnings: Improving Demand, Cost Savings, and Management Execution Catalyze Undervalued Shares

Dan Wasiolek

Aug 3, 2023

Sabre shares flew 20% higher in early trading on a gradual booking improvement, traction in cost saving efforts, and strategic wins, easing investors' liquidity concerns. We plan to lift our $8.50 fair value estimate toward $9 per share to account for higher air booking fees. We think free cash flow inflecting back into positive territory, along with renewing confidence in management, can provide a catalyst to shares that we view as very undervalued.

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