Want to see TRVG full AI Analyst Report?
Top Page
trivago
(NASDAQ:TRVG)
Select Model
Select Model
Rating:69Neutral
Price Target:
$6.00
▲(5.08% Upside)
Action:Downgraded
Date:08/22/26
TRVG scores positively on fundamentals, led by strong free cash flow generation, very high gross margins, and a conservative balance sheet, alongside a favorable earnings update with raised guidance and improving operating metrics. The score is held back by still-uneven profitability history, mixed/soft technical momentum (negative MACD and low RSI/Stoch despite being above moving averages), and a valuation (P/E ~24.6) that is not especially discounted given ongoing GAAP losses and elevated spend.
Positive Factors
Sustained Revenue Growth and Raised Guidance
Six consecutive quarters of double-digit growth and higher full-year guidance indicate stronger product adoption and advertiser demand. If sustained, this scale can improve operating leverage and support a more durable earnings recovery.
Negative Factors
Profitability Remains Thin and Uneven
Adjusted profitability has improved, but recurring GAAP losses and a volatile earnings history show that the turnaround is not yet proven. Sustained revenue growth must translate into durable net profitability for the model to strengthen.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue Growth and Raised Guidance
Six consecutive quarters of double-digit growth and higher full-year guidance indicate stronger product adoption and advertiser demand. If sustained, this scale can improve operating leverage and support a more durable earnings recovery.
Read all positive factors
trivago Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down where trivago earns its revenue across countries and regions, showing which markets drive growth and where the company is most exposed. Highlights concentration risk, local demand cycles, currency and regulatory impacts, and where expansion or retrenchment could materially affect top-line performance.
Breaks down where trivago earns its revenue across countries and regions, showing which markets drive growth and where the company is most exposed. Highlights concentration risk, local demand cycles, currency and regulatory impacts, and where expansion or retrenchment could materially affect top-line performance.
Data provided by:
The Fly
The Flytrivago (TRVG) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.75B
Dividend YieldN/A
Average Volume (3M)70.68K
Price to Earnings (P/E)26.0
Beta (1Y)0.87
Revenue Growth26.55%
EPS GrowthN/A
CountryUS
Employees893
SectorCommunication Services
Sector Strength97
IndustrySoftware - Application
Share Statistics
EPS (TTM)0.20
Shares Outstanding23,124,294
10 Day Avg. Volume45,517
30 Day Avg. Volume70,684
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)0.82
Price to Sales (P/S)0.32
P/FCF Ratio54.03
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$6.13Price Target Upside7.27% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)0.02
Revenue Forecast (FY)$633.55M
trivago Business Overview & Revenue Model
Company Description
trivago N.V. is a German technology company specializing in internet-related services and products in the hotel, lodging and metasearch fields. The company's platform allows travelers to make informed decisions by personalizing their hotel search ...
How the Company Makes Money
trivago primarily makes money by monetizing referral traffic it sends to booking providers. Its main revenue stream is advertising/referral revenue earned when OTAs, hotel chains, and other accommodation booking sites bid for prominence on trivago...
trivago Earnings Call Summary
Earnings Call Date:Aug 04, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 03, 2026
Earnings Call Sentiment Positive
The call conveyed a predominantly positive operational and financial trajectory: robust 21% YoY revenue growth, a return to positive adjusted EBITDA in Q2, raised full‑year guidance, strong product and CRM metrics (conversion +64% since Q2 2023; CRM revenue >2x YoY), rapid scaling of Book & Go with partner wins, and a healthy balance sheet. Offsets include a GAAP net loss (€5.2M), higher operating and marketing spend, regional weakness in Rest of World (‑11% YoY, ~7% FX headwind), and some uncertainty from geopolitical conditions and pending search‑engine changes. On balance, the highlights materially outweigh the lowlights, supporting a constructive outlook for continued growth and margin improvement.Positive Updates
Strong Revenue Growth
Total revenue of €168.4 million in Q2 2026, up 21% year‑over‑year, marking trivago's 6th consecutive quarter of double‑digit YoY revenue growth.
Negative Updates
Net Loss Despite Adjusted EBITDA Positivity
Reported GAAP net loss of €5.2 million in Q2 2026, indicating that non‑adjusted items and operating costs still produce a headline loss despite adjusted profitability.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Revenue Growth
Total revenue of €168.4 million in Q2 2026, up 21% year‑over‑year, marking trivago's 6th consecutive quarter of double‑digit YoY revenue growth.
Read all positive updates
Company Guidance
Trivago raised its 2026 guidance to mid‑teens % total revenue growth and ~€30M adjusted EBITDA, and reiterated a target of a 10% adjusted EBITDA margin by 2028; in Q2 it reported total revenue of €168.4M (+21% YoY), positive adjusted EBITDA of €1.1M (first positive Q2 since 2023) and a net loss of €5.2M, with operating expenses €174.2M (+€26.9M YoY) driven by selling & marketing up €14.3M and advertising spend up €8.3M (18%); referral revenue by region: Americas +16%, developed Europe +14%, Rest of World -11% (≈7% FX headwind; RoW = 18% of referral revenue); global ROAS rose to 121.8% (from 119.0%), Americas ROAS 125.3% (116.9%), developed Europe 121.0% (122.1%), RoW 115.9% (117.1%); cash €114.5M, no long‑term debt, and ~700k ADS repurchased for $3.5M; product and engagement metrics include conversion rate +64% since Q2 2023, CRM referral revenue >2x YoY, Book & Go tripled YoY (launched in 16 markets), logged‑in members account for >30% of referral revenue pre‑eliminations, and 3‑month new‑member retention +24% since Q1 2023.trivago Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
74
Positive
Cash Flow
78
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 598.06M | 548.91M | 460.85M | 485.03M | 535.00M | 361.46M |
| Gross Profit | 569.58M | 533.82M | 449.58M | 473.06M | 522.31M | 349.96M |
| EBITDA | 24.17M | 10.04M | -24.48M | -147.30M | -114.06M | 32.03M |
| Net Income | 12.82M | 11.22M | -23.70M | -164.48M | -127.22M | 10.70M |
Balance Sheet | ||||||
| Total Assets | 413.99M | 358.45M | 300.72M | 325.07M | 691.59M | 834.52M |
| Cash, Cash Equivalents and Short-Term Investments | 155.31M | 142.81M | 133.75M | 127.07M | 293.58M | 256.38M |
| Total Debt | 35.46M | 36.34M | 38.43M | 40.73M | 45.27M | 47.54M |
| Total Liabilities | 209.66M | 145.15M | 103.11M | 110.05M | 129.86M | 140.74M |
| Stockholders Equity | 204.33M | 213.30M | 197.60M | 215.02M | 561.74M | 693.78M |
Cash Flow | ||||||
| Free Cash Flow | 39.33M | 3.22M | 17.45M | 24.29M | 62.29M | 28.75M |
| Operating Cash Flow | 44.17M | 7.73M | 20.25M | 27.80M | 66.27M | 32.54M |
| Investing Cash Flow | -39.42M | -9.23M | 12.22M | 16.29M | -54.91M | 10.02M |
| Financing Cash Flow | -2.52M | -1.26M | -774.00K | -190.44M | -19.62M | 1.05M |
trivago Technical Analysis
Positive
5.71
Price Trends
5.25
Positive
4.27
Positive
3.58
Positive
Market Momentum
0.06
Negative
62.44
Neutral
85.35
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TRVG, the sentiment is Positive. The current price of 5.71 is above the 20-day moving average (MA) of 5.27, above the 50-day MA of 5.25, and above the 200-day MA of 3.58, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 62.44 is Neutral, neither overbought nor oversold. The STOCH value of 85.35 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TRVG.
trivago Risk Analysis
trivago disclosed 57 risk factors in its most recent earnings report. trivago reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
trivago Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $1.29B | 10.73 | 18.61% | ― | 1.50% | -6.82% | |
75 Outperform | $1.73B | 13.81 | 12.78% | 4.33% | 23.24% | 75.74% | |
69 Neutral | $2.75B | 25.98 | 6.22% | ― | 26.55% | ― | |
66 Neutral | $924.57M | -29.13 | -7.27% | ― | 9.79% | 53.33% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
55 Neutral | $60.34B | 822.81 | 0.91% | ― | 460.89% | -71.23% | |
49 Neutral | $204.69M | -0.98 | -39.81% | 24.73% | -10.81% | -409.24% |
* Communication Services Sector Average
TRVG
trivago
5.71
2.40
72.51%
NBIS
Nebius Group
213.93
141.89
196.96%
YELP
Yelp
22.63
-8.66
-27.68%
SSTK
Shutterstock
5.54
-13.53
-70.95%
OPRA
Opera
19.47
3.47
21.66%
NXDR
Nextdoor Holdings
2.29
0.24
11.71%
trivago Corporate Events
Trivago Lifts 2026 Outlook After Double-Digit Q2 Revenue Growth
Aug 4, 2026
Trivago reported second-quarter 2026 financial results on August 4, 2026, highlighting a 21% year-over-year increase in total revenue to €168.4 million and an 18% rise in first-half revenue to €311.3 million. Growth was driven by stron...
trivago Restores ADR Trading on German Stock Exchanges After Suspension
Jun 29, 2026
Trivago N.V., a major player in the online travel and hotel metasearch industry, operates a global price comparison platform that leverages AI to tailor hotel search results. The company’s service aggregates options from more than 7 million ...
trivago Shareholders Back 2025 Accounts, Board Mandates and Capital Actions at 2026 AGM
Jun 29, 2026
On June 26, 2026, trivago N.V. held its Annual General Meeting of Shareholders, where investors overwhelmingly approved the Dutch statutory annual accounts for the 2025 financial year and confirmed the external auditor for 2026. Shareholders also ...
trivago Launches €20 Million ADS Buyback Program Approved on May 29, 2026
May 29, 2026
In April 2026, the supervisory board of trivago authorized a share repurchase program for its American Depositary Shares, with a total buyback capacity of up to €20 million. On May 29, 2026, the management board approved implementation, posi...
trivago Sets June 26, 2026 Date for Annual General Meeting in Amsterdam
May 28, 2026
Trivago N.V. announced on May 28, 2026, that it will hold its annual general meeting of shareholders on June 26, 2026, at the offices of NautaDutilh N.V. in Amsterdam, starting at 3:00 p.m. CEST. The company has made the convening notice and expla...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.