Trip.com stock price target raised to $85 by Barclays on travel growth

Published 28/08/2025, 18:16
Trip.com stock price target raised to $85 by Barclays on travel growth

Investing.com - Barclays raised its price target on Trip.com Group Limited (NASDAQ:TCOM) to $85.00 from $84.00 on Thursday, while maintaining an Overweight rating on the stock. The $40.77 billion market cap company currently trades at $74.54, with analysts maintaining a strong consensus buy rating and targets ranging from $64.75 to $96.85.

The firm cited strong growth in China’s inbound travel market, with Trip.com reporting inbound travel bookings up more than 100% year-over-year. Barclays noted management’s observation that inbound travel currently represents less than 0.5% of China’s GDP, compared to 1-5% in many other countries, suggesting significant growth potential. InvestingPro data shows the company’s impressive 81.06% gross profit margins and robust 16.95% revenue growth over the last twelve months, supporting this growth narrative.

Trip.com’s outbound travel business has exceeded pre-Covid levels by more than 20%, despite flight capacity only recovering to 84% of pre-pandemic levels. The company’s international business, trip.com, delivered 60% year-over-year growth and accounted for approximately 14-15% of revenue.

Barclays expressed confidence in both domestic and outbound travel as secular growth areas in China, positioning Trip.com as a primary beneficiary of these trends. The firm also highlighted management’s optimistic tone regarding the near-term outlook.

Trip.com further demonstrated its commitment to shareholder returns by announcing a new $5 billion share buyback program, according to Barclays. The company trades at a P/E ratio of 18.49, which InvestingPro analysis suggests represents fair value relative to its growth prospects.

In other recent news, Trip.com Group Ltd reported a robust financial performance for the second quarter of 2025. The company saw a 16% year-over-year increase in net revenue, reaching RMB 14.8 billion. Additionally, the non-GAAP diluted earnings per ADS were reported at US$1.01, indicating significant growth in earnings per share. Despite these positive earnings results, Benchmark maintained its Buy rating and set a price target of $80.00 for Trip.com. The investment firm highlighted strong travel demand, especially in the leisure segment, as a key factor in the company’s performance. These developments reflect strong revenue and profitability that exceeded expectations. However, it’s noted that Trip.com’s stock experienced a slight decline in after-hours trading. This suggests cautious investor sentiment despite the company’s positive financial results.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.