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Sabre Corporation (SABR)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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13.93-0.03 (-0.21%)
At close: 4:00PM EDT
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  • M
    Matt
    SABR is short 60 MILLION .20 % Short volume .. The travel is coming back .. This could be a potential candidate for short squeeze .. Please share your thoughts .

    Sabre is a global technology company. Our innovative technology is used by more than a billion people around the world

    It is the largest global distribution systems provider for air bookings in North America

    At the time, the company did business with 70 airlines and 100,000 hotels.[38] It operates under the platforms Sabre Travel Network, Airline and Hospitality Solutions.
    Bullish
  • M
    Matt
    sabr 60 million short
    Bullish
  • P
    Peter
    Going to work on some due diligence research I will post here and probably on Reddit in the near future. I know Sabre issued a decent amount of shares to raise cash earlier in the pandemic but it seems like they have still really lagged the greater travel/ leisure market in terms of share price recovery. I would also note it seems like Sabre has signed dozens of new partnerships over the past few months which shows an aggressive management team and potential increases in future revenue…

    I will post more details/ analysis soon but those are some of my poorly articulated thoughts. Overall I feel like Sabre is a significantly undervalued recovery play.
    Bullish
  • J
    Jimmy
    Just posted some DD on SABR on Reddit. Stay patient, travel is picking up and vaccinations are picking up. 19% short interest. Cup and handle pattern. SABR is not affected by rise in jet fuel like airline stocks. SABR gets paid per booking.

    https://www.reddit.com/r/smallstreetbets/comments/nwlrf9/sabr_dd_19_short_interest_cup_and_handle_pattern/
    Bullish
  • M
    Mark
    Would think if there were going to be an analyst upgrade before earnings now would be the time to do so to actually get credit for being prophetic (although it’s patently obvious this stock has major tailwinds now)
  • M
    Make-My-Day
    TSA numbers are exploding….back to 2019 average. Buying more today before the analyst upgrade. $18-20 very soon
    Bullish
  • S
    Shnerpy
    This one is going to soar. All the other travel stocks are way overvalued (ABNB). This is one of the only that's been oversold. Best way to play return to travel. Just wait till the airport figures roll in.
  • M
    Mark
    Unreal that this stock is still being held down by shorts, shorting $SABR is possibly the worst thesis I can imagine, how will you defend it to your investment committees when the stock finally bounces to reflect the recovery and you’re caught in a squeeze god forbid WSB/Reddit takes interest in it...June will be much better because the May results were skewed by the still nascent recovery in early May...analysts will start to upgrade...travel restrictions being lifted everywhere...Hilton saying summer 2021 will be better than summer 2019...
  • M
    Make-My-Day
    just added…still have strong confidence we will see $18-20 by end of summer. As Brady ounce said to Gronk “Go Long Man”
    Bullish
  • D
    Doug
    American Express CEO says U.S. travel, dining spending is nearing full recovery

    Going to be a huge surprise for the shorts when the switch occurs!
  • J
    J
    Bad management error releasing bookings were down. No reason to come out with that info when they did.
  • M
    Make-My-Day
    Easy money if you can be patient for 3-6 months. $20+ Guaranteed. My largest position
    Bullish
  • B
    Bob
    Crazy how SABR is on a 4 day drop while Covid cases continue to fall, with New York and California both opening up.
  • M
    Mark
    Won’t be long before analyst upgrades start rolling in now
  • N
    Nick
    Nice little pop today - let's see if she will hold. This should be well over $15...I imagine shorts will need to cover sooner than later.
  • D
    Doug
    TSA screens more than 2 million on Friday for the first time since the pandemic hit
  • M
    Mark
    Hilton CEO just said summer bookings expected to be better than 2019
  • D
    Doug
    Business Travel Will Recover And Exceed Pre-Pandemic Levels

    Business travel is coming back at United, from down 80% to down 75%. Kirby expects business demand will recover, and those who disagree are just wrong. One “inflection point” already was the change in mask guidance for vaccinated individuals by the CDC. However the airline expects a big ramp up in business traffic come September.

    • Even tech companies will return to the office. However there may be a hybrid work model. Kirby sees people working in the office half the time, and that one “incremental source of business travel” is “people who trade their daily two hour commute by car for a monthly commute by airplane.” However I’d note that people being in the office only half the time means less of an opportunity to travel to their office to meet with them – that footprint declines by 50% as well.
  • N
    Nick
    I like this stock, but my big concern is their huge debt load - $4.88 billion in debt. They are sitting on a decent cash position of $1.28 billion, but they need to generate some profit sooner than later. They've burned a lot of cash over the last year.

    Best scenario may be a buyout unless things improve quickly.
  • P
    Pinipples
    37,000,000 Americans are expected to travel at least 80 km this weekend, according to AAA. No doubt airports will be hectic.