Sabre Corp Stock Price, News & Analysis

Sabre (NASDAQ: SABR) outlines seven travel retailing transformations expected in 2026, driven by agentic AI, unified content, NDC maturity, a return to indirect distribution, intelligent shopping, embedded payment intelligence, and modular architectures.

Key facts: SabreMosaic Travel Marketplace aggregates live NDC, offers from 150+ LCCs, 2 million lodging options and 70+ car/rail providers; Sabre reports 42 live NDC airlines; Sabre Payments processes more than $20B annually. The release emphasizes AI-driven agentic actions, predictive caching for extreme look-to-book ratios, and modular Offer & Order retailing.

Sabre (Nasdaq: SABR) announced initial results of exchange offers to swap certain 2027 and 2029 senior secured notes for new 10.750% senior secured notes due 2030 and extended an Early Exchange Premium for 2027 notes through the December 19, 2025 expiration. As of the Early Exchange Date, $956.492M of Existing Notes were tendered and $658.949M are expected to be accepted, with aggregate expected consideration of $244.6M cash and $468.6M New Notes. The 2029 exchange hit its $379M cap and will be prorated (~56.07%). Sabre also announced a $375M term loan refinancing priced at SOFR+CSA+625 bps, maturing July 30, 2029, expected to close December 8, 2025.

Sabre Corporation (Nasdaq: SABR) priced $1,000,000,000 of 11.125% Senior Secured Notes due 2029 issued by Sabre Financial Borrower, LLC. The offering is expected to close on December 5, 2025 and the notes mature on June 15, 2029, with interest payable semi-annually.

The notes will be guaranteed by Sabre Financing Holdings LLC and, up to $400 million, by certain foreign subsidiaries, with secured collateral tied to up to $400 million of assets and a pledge of Sabre Financial loan receivables and equity interests. Proceeds will fund an intercompany loan to Sabre GLBL, Inc. to prepay, redeem, repurchase or refinance existing indebtedness and to pay related interest, premiums, fees and expenses.

Sabre (NYSE:SABR) announced that Sabre GLBL commenced exchange offers on Nov 20, 2025 to swap certain outstanding 2027 and 2029 senior secured notes for new 10.750% senior secured notes due March 15, 2030.

Key terms: New Notes bear 10.75% interest, are first‑priority secured and guaranteed, have a $300 million minimum issuance, and are redeemable beginning March 15, 2027 at 105.375%. The 2029 exchange is capped at $379 million. Sabre Financial launched a $1.0 billion private SPV notes offering to fund cash consideration; completion is not assured.

Sabre (Nasdaq: SABR) announced that subsidiary Sabre Financial Borrower, LLC intends to offer $1,000,000,000 aggregate principal amount of senior secured notes, with timing and final terms subject to market conditions.

Proceeds are intended to fund an intercompany loan to Sabre GLBL, Inc. to prepay, redeem, repurchase or extend certain existing indebtedness and pay related interest, premiums and fees. The notes will be privately offered under Rule 144A and Regulation S and will be guaranteed and secured up to $400 million by certain foreign subsidiaries and related collateral.

Sabre (NASDAQ: SABR) launched SabreMosaic Concierge IQ on November 20, 2025, a generative AI chat solution for airlines that enables planning, booking, and servicing in a single conversation.

Built on the Sabre IQ AI layer and Google Cloud, Concierge IQ packages flights, hotels, ancillaries and third‑party offers, supports real‑time loyalty redemption, multi‑payment checkout, dynamic pricing rules, and in‑chat rebooking, refunds and bag tracking. Virgin Australia is the first adopter, deploying real‑time tracking, content packaging and continuous retail experimentation as a unified direct‑channel experience.

Sabre (NASDAQ: SABR) announced on Nov 10, 2025 that Ethiopian Airlines will adopt SabreMosaic Airline Retailing to accelerate an offer-to-order transformation using dynamic pricing, AI-driven personalization and modular distribution.

The partnership leverages Sabre IQ and Travel Data Cloud to enable real-time offer management, NDC support for richer agency content, and faster product and bundle launches—aligning with Ethiopian's Vision 2035 growth objectives.

Sabre (NASDAQ: SABR) announced its third quarter 2025 financial results and posted the earnings release and earnings presentation to its Investor Relations website on Nov 5, 2025.

Management will host a live webcast and conference call on Nov 5, 2025 at 9:00 a.m. ET to discuss results and the forward outlook; the webcast is expected to last about one hour. The materials are also available on the SEC website, and a replay will be accessible on Sabre's Investor Relations site for at least 90 days.

Sabre (NASDAQ: SABR) and All Nippon Airways launched global NDC content on SabreMosaic Travel Marketplace on October 30, 2025, making ANA the first carrier in Japan to activate NDC content.

Sabre-connected agencies in more than 40 countries can now shop, book, and service ANA's NDC offers within a single cloud-native workflow. The move adds ANA to Sabre's multi-content marketplace, which already includes traditional airline content, 150+ low-cost carriers, two million lodging options, and leading rail and car providers.