This article was amended on 5/7/2021 to include additional clarifying commentary.
Thesis
The 2021 Q1 earnings call has dropped Sabre's (NASDAQ:SABR) price down to reality with the reasonable range of $13-$14. The evidence of the
Sabre: Price Dropped To A Reasonable Range, But No Need To Rush Buying
Summary
- 2021 Q1 earnings call has dropped Sabre's price to reality with the reasonable range of $13-$14.
- The evidence of the vaccine effect is clear from the latest earnings call, but the speed of revenue recovery is still not strong enough.
- Sabre is a good company to invest in the long term with the company's oligopoly status, technology upgrades and efficient operation.
- My valuation suggests that the current price is at par range, and I recommend this stock for long-term investors looking to hold for more than three years.
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