TRIP TripAdvisor Inc.

$TRIP Is $TRIP worth 0? Selling The Fork to $AMX 700 mil cash. Enterprise value 1b. FCF 231 mil first half ‘26

$TRIP Amex at this point can buy the entire company! TheFork can't possibly be worth more than Viator!

$TRIP Stick a fork in it. Once the 700 million comes in, I can't see this thing below double digits.

$TRIP shorts are stuck here. A massive 30%+ of the float is short with an average 7-8.5 days to cover. Continued volume like today’s is going to be a nightmare for them.

$TRIP can anyone educate me why the stock price keeps slipping?? they have viator plus they are selling for $700 million - what is bearish about that!!? How likely will the acquisition be finalised?

$TRIP Analytical view options tape. The massive volume seen is heavily concentrated on the downside strikes, but the structure points to a strong floor rather than a breakdown. Key tape data points: • Open interest and high-volume blocks are heavily clustered around the $8.00 strike price. • Secondary safety netting and structural hedging are clearly visible rolling down to the $7.00 and $7.50 ranges. • The tape data indicates institutional players are establishing a firm behavioral floor right at the $8 boundary line. With short interest sitting elevated at 25.78% of the float, this deep strike concentration acts as a structural cushion for the equity. Large accounts appear to be treating $8 as an absolute margin of safety, either writing premium to collect income or positioning to absorb shares at a major discount. #Options #TechnicalAnalysis

$TRIP wonder how many people were fired at the activist's company for talking them into buying into TRIP 80% higher than today's share price

$TRIP wow that private equity investor really bombed on this investment. Their average is around $14 share

$TRIP At ~$9/share, I see a meaningful disconnect between the market value and the potential value of Viator + remaining assets. My rough SOTP scenarios: • Bear: $7–10 • Conservative: $11–14 • Base: $15–18 • Bull: $20–25 • Very bullish: $25–30+ The key issue isn’t whether travel experiences are growing—the category looks healthy. Airbnb, Expedia and GetYourGuide are all showing solid growth. The bigger TRIP-specific risk is execution: Tripadvisor’s legacy traffic/Hotels business is declining, while Viator needs to prove it can grow bookings while reducing customer-acquisition costs and expanding margins. Viator’s current ~11% EBITDA margin leaves substantial upside if it reaches 13–15%+. The ~$700M TheFork sale also materially changes the balance sheet/capital-allocation picture. At $9, the market appears to be assigning relatively little value to Viator. The bull case is compelling, but margin expansion and capital allocation are the swing factors.

$TRIP — Q1: "premature to speculate" on antitrust timeline or outcome → Q2: RMB 5.18B expense and RMB 122M contra-revenue, disclosed plainly → two quantified growth stories from Q1 (Old Friends Club hotel bookings +100% YoY, small-group domestic orders +27%) receive no update this quarter, positive or negative → inbound and international OTA headline growth shifted from gross bookings to revenue, making quarter-over-quarter comparison harder to anchor → TripGenie delivered: orders +400% YoY, 60% booking-related → #TheGapReport