The Bull Case For trivago (TRVG) Could Change Following Its 2025 Profit Return And 2026 Growth Outlook

• In early February 2026, trivago N.V. reported fourth-quarter 2025 revenue of €119.96 million and full-year 2025 revenue of €548.91 million, with net income swinging from a prior-year loss to €11.22 million and earnings per share improving to €0.15.
• The company also issued guidance for 2026 calling for double-digit year-over-year revenue growth and better profitability, signaling management’s confidence in the durability of its recent turnaround.
• Next, we will examine how trivago’s move back to profitability, alongside its double-digit growth guidance, shapes the company’s investment narrative.

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What Is trivago's Investment Narrative?

To own trivago today, you need to believe its return to profitability can be sustained while it tightens execution in a competitive travel advertising space. The latest results help that story: 2025 revenue reached €548.91 million with net income of €11.22 million, and the company is guiding to double-digit revenue growth and improved profitability again in 2026. That guidance, coming after a year of better margins, strengthens the near-term catalyst around earnings upgrades and a potential re-rating, especially given the share price has lagged both the market and its industry. At the same time, the stock already trades on a richer earnings multiple than peers, so any stumble on the new growth and margin targets, or a softer travel demand backdrop, could quickly bring the focus back to valuation risk.

However, one key risk could catch shareholders off guard if growth falls short of guidance. Despite retreating, trivago's shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

The Simply Wall St Community’s 10 fair value estimates for trivago span about €2.98 to over €30 per share, underscoring how differently private investors see its outlook. Against that backdrop, the company’s fresh profitability and double‑digit 2026 growth guidance become a central test that could either validate the more optimistic views or reinforce concerns about its premium valuation and recent share price underperformance.

Explore 10 other fair value estimates on trivago - why the stock might be worth just $2.98!

Build Your Own trivago Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your trivago research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free trivago research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate trivago's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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