US · Consumer Cyclical · Travel Services
EPS came in at 0.92 against a street estimate of 0.84 — a beat of 9.5%.
Analysts rate Trip.com Group Ltd ADR a strong buy (30 buy, 3 hold, 0 sell out of 33) with an average price target of $60.08.
MIXED Trip.com delivered 6% revenue growth to RMB 15.7B despite macro headwinds, driven by resilient international expansion and inbound travel. Regulatory penalty of RMB 5.3B was one-time; management reaffirmed long-term G2 strategy (globalization, quality) with AI becoming core to user journey. Q2 2026 International expansion is fastest-growing pillar with Trip.com platform revenue up 50% YoY. Inbound travel accelerating with focus on 200M traveler target over 5 years. Domestic demand supported by holidays and spring break programs. Outbound demand pressured by high fuel costs and airfares. Analysts pressed on regulatory impact (Simon Cheung), hotel competition framework (Brian Gong), penalty financials (Joyce Ju), AI strategy and capex (Yang Liu, Thomas Chong). Management consistently reaffirmed that antitrust resolution aligns with long-term G2 strategy; near-term operational volatil…
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| Fund | Stake |
|---|---|
| Capital World Investors | 5.76% |
| Morgan Stanley - Brokerage Accounts | 2.08% |
| Sanders Capital, LLC | 1.68% |
| Davis Selected Advisers | 1.39% |
| ARGA Investment Management, LP | 1.04% |
| Capital Research & Mgmt Co - Division 3 | 0.97% |
| JPMorgan Chase & Co | 0.75% |
| Cantillon Capital Management LLC | 0.73% |
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Google PlayApp StoreData updated 2026-09-18.