Goldman Sachs analyst Benjamin Miller took a look at online travel stocks, now that the industry has gone past COVID-19 and increasingly moving beyond the pent-up demand post-pandemic.
Miller framed his view of the structural growth outlook for online travel and what implications that has throughout the travel ecosystem for demand, customer acquisition and marketing costs.
The analyst initiated coverage on:
TripAdvisor Inc (NASDAQ: TRIP) with a Buy rating and a price target of $22.
Clear Secure Inc (NYSE: YOU) with a Buy rating and a price target of $24.
Vacasa Inc (NASDAQ: VCSA) with a Neutral rating and a price target of ...