Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$24.6B
630M shares
52-week range
$38.04 – $78.99
4% from low
Exchange
NASDAQ
ADRC
P/S (TTM)
0.4
EV / FCF (TTM)
0.1
Trip.com is the largest online travel agent in China and is positioned to benefit from the country's rising demand for higher-margin outbound travel as passport penetration is only 12% in China. The company generated about 79% of sales from accommodation reservations and transportation ticketing in 2024. The rest of revenue comes from package tours and corporate travel. Before the pandemic in 2019, the company generated 25% of revenue from international travel, which is important to its margin expansion. Most of sales come from its domestic platform, but the company is expanding its overseas business. The competes in a crowded OTA industry in China, including Meituan, Alibaba-backed Fliggy, Tongcheng, and Qunar. The company was founded in 1999 and listed on the Nasdaq in December 2003.
group.trip.comNo one on the platform currently holds TCOM.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-03-31 | 881,804 | $56.1M |
| Scion Asset Managementas of 2025-03-31 | 200,000 | $12.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2025-03-17 | $0.3000 | 2025-04-04 |
| Execution date | Ratio |
|---|---|
| 2015-12-02 | 2-for-1 |
| 2010-01-20 | 2-for-1 |
| 2007-07-31 | 2-for-1 |
| 2006-04-11 | 2-for-1 |
No one on the platform has traded TCOM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.4% | — | — | — | ||
| Rev. Growth % | 13.9% | 27.1% | ||||
| Profit Margin % | 53.3% | 22.4% | 11.8% | |||
| Free Cash Flow Margin % | 22.4% | 25.3% | 19.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.4% on the P/E track.
At today's price, your expected annual return is +7.1% on the P/E track.
At today's price, your expected annual return is +11.7% on the P/E track.
| 173,912 |
| $8.7M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $68.1B | +10.3% | $23.87 | $21.67–$25.35 | 1.7× | 12 |
| 2027 | $75.5B | +10.9% | $27.88 | $25.56–$29.42 | 1.4× | 12 |
| 2028 | $83.3B | +10.3% | $30.76 | $24.21–$36.38 | 1.3× | 8 |
| 2029 | $96.4B | +15.8% | $24.00 | $22.65–$25.92 | 1.7× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-06-24 | $0.85 | $0.83 | -2.4% |
| 2026-02-25 | $0.72 | $0.71 | -1.4% |
| 2025-11-17 | $1.15 | $3.87 | +236.5% |
| 2025-08-27 | $0.98 | $1.01 | +3.1% |
| 2025-05-19 | $0.86 | $0.82 | -4.7% |
| 2025-02-24 | $3.77 | $4.35 | +15.4% |
| 2024-11-18 | $0.91 | $1.25 | +37.4% |
| 2024-08-26 | $0.74 |
| $1.00 |
| +35.1% |
| $38.6B |
| — |
| EBAYeBay Inc. | $107.75 | +2.59% | $47.8B | — |
| EXPEExpedia Group, Inc. | $280.83 | +1.43% | $32.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Top Earnings Tu 9/15 Aft: $EPM $TCOM . Top Earnings Wed 9/16 Pre: $ISPR $LUXE
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$TCOM prints AMC. Mon's 39.02 better hold into that report or the travel bounce is toast. peeping on sweepcast.com
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🚨 Get Ready for Another Week of Trading with our Weekly Calendar of Market Moving Events -> Earnings: $TCOM $LEN -> FOMC Rate Decision & Fed Chair Press Conference -> Retail Sales, Housing Data, & Jobless Claims Ready for Opportunities at @TENETTRADEGROUP
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Earnings Preview This Week: $TCOM, $LEN, $PLAY, $FPS (Sept 14–18). https://breakoutshappen.com/stock-news/earnings-preview-this-week-tcom-len-play-fps-sept-14-18-briefing
View on StockTwits ↗$TCOM losed 39.02 Fri, high 39.27 / low 38.91, into Tue AMC earnings. For Monday I want that 38.91 low to hold on the open — lose it and you're just drifting into the print, not trading a setup.
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Fed Wednesday controls the week with $TCOM Tuesday AH and $LEN Wednesday AH setting up reaction trades $PLAY brings squeeze potential while $KEEL $LTRX stay on momentum watch No front running binary moves or chasing gaps Drop a ticker and I’ll break down the chart catalyst SEC filings and dilution before Monday
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$TCOM is on my radar into Tuesday's AMC print, but for the opposite reason as $FPS. The stock has been in a steady grind lower since April, down from the mid-$50S to $39 now — that's roughly 27% below its 200-day moving average of $53.91 and about 51% off its January highs. It's currently sitting right on a weekly trendline support zone, so this print is landing at a technically important spot rather than in the middle of a range. What makes this one interesting isn't the chart, it's the disconnect between the headline growth numbers and what management actually said last quarter. Revenue grew a healthy 17.2% YoY, international bookings were up 65%, inbound travel up 90% — the demand side of the business is fine. But quarterly earnings growth YoY actually came in at -39.7%, and management guided next quarter's revenue growth down to just 3-8%, a sharp drop from the 16-21% pace they'd been running. When a management team downgrades its own growth outlook that hard and starts using language like "limited visibility," that's usually a bigger tell than any analyst model. Options are pricing a fairly tame implied move of about ±7.4% for this print, well inside the ±15%+ range you see on names like FPS this week. Analyst price targets still average near $59, over 50% above the current price, but that target reflects the old growth trajectory more than the new, more cautious one management just laid out. So the setup here is: technically oversold at support, but fundamentally the company just told you to expect a deceleration. That tension is the whole story for Tuesday. Not a buy or sell call, just walking through the setup as I see it. NFA, DYOR.🫣
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$TCOM is another name reporting on Tuesday, 9/14, after the close ✈️ - Currently sitting on key weekly trendline support and down -51% since the January highs 👀 - Implied move of +/-7.36% ↕️ - 1-year average analyst price target of $59.21, which is 51.74% higher than current share price!
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#earnings for the week of September 14, 2026 https://www.earningswhispers.com/calendar $TCOM $FPS $LEN $HITI $PLAY
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Wall St is expecting 1.17 EPS for $TCOM Q3 [Reporting 11/23 AMC] http://www.estimize.com/intro/tcom?chart=historical&metric_name=eps&utm_co
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$TCOM can anyone explain what happened today and why this dropped so much?
View on StockTwits ↗Wall St is expecting 1.16 EPS for $TCOM Q3 [Reporting 11/23 AMC] http://www.estimize.com/intro/tcom?chart=historical&metric_name=eps&utm_co
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$TCOM Trip.com options imply 3.5% move in share price post-earnings Pre-earnings options volume in Trip.com is normal with calls leading puts 8:3. Implied volatility suggests the market is anticipating a move near 3.5%, or $1.61, after results are released. Median move over the past eight quarters is 7.1%.
View on StockTwits ↗Wall St is expecting 1.16 EPS for $TCOM Q3 [Reporting 11/23 AMC] http://www.estimize.com/intro/tcom?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.