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Stock Strategist

Sabre Stays Sharp

Its network and efficient scale advantages are intact, despite exaggerated disintermediation fears.

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We expect  Sabre’s (SABR) global distribution system, or GDS, share to increase slightly over the next several years, aided by expansion into new markets, the 2015 acquisition of Asia-Pacific GDS company Abacus, and a growing presence in technology solutions for agents.

Among the top three operators, we see the company’s share of GDS bookings reaching 35.4% over the next few years, up from 35.1% in 2016. We expect Sabre’s technology share of passenger boardings to rise to 23.5% in 2026 from 21.4% in 2016.

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Dan Wasiolek does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.