Sabre Corp

SABR: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$3.00	Vpzrlt	Shkcfmkcc

Sabre Earnings: Profits Improving but Industry Air Volume Recovery Lagging Expectations

Dan Wasiolek

Feb 15, 2024

Shares tanked around 25%, as the industry’s air recovery appears set to lag prior expectations, and we have lowered narrow-moat Sabre’s fair value estimate to $5 from $8.60, leaving shares undervalued. We expect shares to remain volatile with heightened corporate travel demand uncertainty.

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