Trip.com Group (TCOM) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued fallout from Trip.com’s late-June results, which showed a sharp drop in quarterly net income and a much softer near-term revenue outlook than investors had been expecting. Ongoing antitrust scrutiny in China and recent analyst target cuts seem to be adding to the cautious tone around the stock.
Details:
Trip.com reported first-quarter 2026 revenue of RMB16.2 billion, up 17% year over year, but net income fell to RMB2.5 billion from RMB4.3 billion a year earlier.The company said second-quarter 2026 revenue is expected to grow about 3% to 8% year over year, a slower pace than the first quarter, with management also warning that margins and bottom-line results could be affected.Trip.com disclosed that China’s State Administration for Market Regulation is investigating whether the company abused a dominant market position under the country’s Anti-Monopoly Law.Following the earnings release, several analysts lowered price targets, and at least one firm downgraded the shares, reinforcing concerns that growth could moderate while regulatory risks remain unresolved.Sources:
Trip.com Group Investor Relations, SEC, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
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$TCOM Hedge Fund Activity
We have seen 142 institutional investors add shares of $TCOM stock to their portfolio, and 192 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 5,842,191 shares (-93.9%) from their portfolio in Q1 2026, for an estimated $290,882,689
- WELLINGTON MANAGEMENT GROUP LLP removed 5,307,857 shares (-79.2%) from their portfolio in Q1 2026, for an estimated $264,278,200
- CAPITAL WORLD INVESTORS added 3,305,361 shares (+10.1%) to their portfolio in Q1 2026, for an estimated $164,573,924
- MORGAN STANLEY removed 3,270,924 shares (-20.0%) from their portfolio in Q1 2026, for an estimated $162,859,305
- GREENWOODS ASSET MANAGEMENT HONG KONG LTD. added 2,604,281 shares (+inf%) to their portfolio in Q1 2026, for an estimated $129,667,150
- FISHER ASSET MANAGEMENT, LLC removed 2,431,248 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $121,051,837
- ASPEX MANAGEMENT (HK) LTD added 2,329,290 shares (+inf%) to their portfolio in Q1 2026, for an estimated $115,975,349
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TCOM Price Targets
Multiple analysts have issued price targets for $TCOM recently. We have seen 7 analysts offer price targets for $TCOM in the last 6 months, with a median target of $64.0.
Here are some recent targets:
- Ella Ji from China Renaissance set a target price of $42.0 on 07/02/2026
- Joyce Ju from B of A Securities set a target price of $64.0 on 06/29/2026
- Ellie Jiang from Macquarie set a target price of $44.3 on 06/26/2026
- Jiong Shao from Barclays set a target price of $60.0 on 06/26/2026
- James Lee from Mizuho set a target price of $65.0 on 06/25/2026
- Fawne Jiang from Benchmark set a target price of $65.0 on 06/25/2026
- Kevin Kopelman from TD Cowen set a target price of $68.0 on 02/26/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Trip.com Group slides as softer outlook and regulatory overhang keep pressure on shares
Trip.com Group (TCOM) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued fallout from Trip.com’s late-June results, which showed a sharp drop in quarterly net income and a much softer near-term revenue outlook than investors had been expecting. Ongoing antitrust scrutiny in China and recent analyst target cuts seem to be adding to the cautious tone around the stock.
Details:
Sources:
Trip.com Group Investor Relations, SEC, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TCOM Hedge Fund Activity
We have seen 142 institutional investors add shares of $TCOM stock to their portfolio, and 192 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TCOM Price Targets
Multiple analysts have issued price targets for $TCOM recently. We have seen 7 analysts offer price targets for $TCOM in the last 6 months, with a median target of $64.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »