Hospitality Services

Trainline Plc

J.P. Morgan's Holding in Trainline PLC Falls Below Minimum Threshold

NAVN

Trainline Partner Solutions has renewed its Europe-wide partnership with Navan, an AI-powered travel platform. This agreement allows Navan and its company Reed & Mackay to access Trainline's pan-European rail content through a deep integration with Trainline's Global API, supporting corporate clients in accessing comprehensive rail travel options across Europe.

Reuters

Navan

Trainline Renews Europe-Wide Partnership with Navan

Trainline PLC announced the purchase of 465,000 ordinary shares on the London Stock Exchange, with prices ranging from 208.60p to 218.80p, as part of its share buyback program. The shares will be cancelled, leaving 403,896,271 shares in issue. This transaction follows the authority granted at the 2025 AGM and complies with the Market Abuse Regulation. Trainline does not hold any shares in Treasury.

London Stock Exchange

REG - Trainline PLC - Transaction in Own Shares

Trainline Plc (LON:TRN) shares hit a new 52-week low, trading as low as GBX 233.19. Despite the drop, analysts maintain a "Moderate Buy" rating with an average target price of GBX 429.20. The company has a market cap of £930.23 million and a P/E ratio of 18.52. Trainline's board authorized a stock repurchase program, indicating potential undervaluation. Analysts suggest other stocks may be better buys currently.

Market Beat

Trainline (LON:TRN) Sets New 1-Year Low  - Time to Sell?

Trainline Plc (LON:TRN) shares hit a new 52-week low after JPMorgan Chase & Co. downgraded its price target from GBX 330 to GBX 300, maintaining a neutral rating. The stock traded as low as GBX 235.80. Despite this, several analysts still rate the stock as a buy, with a consensus target price of GBX 429.20. Trainline has a market cap of £942.93 million and a P/E ratio of 18.77. The company recently announced a share buyback plan, indicating confidence in its valuation.

Trainline (LON:TRN) Sets New 52-Week Low Following Analyst Downgrade

Trainline PLC announced a notification of major holdings by JPMorgan Chase & Co. The notification was due to an acquisition or disposal of financial instruments, with the threshold crossed on 13-Nov-2025. The resulting situation showed holdings below the minimum threshold. The notification details the chain of controlled undertakings by JPMorgan Chase & Co, including J.P. Morgan Securities plc and J.P. Morgan SE.

JPMorgan Chase

REG - Trainline PLC JPMorgan Chase & Co - Holding(s) in Company

J.P. Morgan analyst Lara Simpson reiterated a Hold rating on Trainline (TNLIF) with a price target of p330.00. Despite Simpson's average return of -10.4% and a 21.88% success rate, the analyst consensus on Trainline is a Strong Buy with an average price target of $5.33.

Tip Ranks

J.P. Morgan Keeps Their Hold Rating on Trainline (TNLIF)

Trainline has initiated a share buyback program, acquiring 67,606 ordinary shares on the London Stock Exchange to optimize its capital structure. This action will reduce the total shares in circulation to 408,699,836. Analysts rate Trainline (GB:TRN) as a Buy with a £500.00 price target, citing strong financial performance and consistent revenue growth. However, technical analysis shows mixed signals, indicating potential short-term weakness. The stock is considered well-positioned in the travel services industry, despite the absence of a dividend yield.

Trainline Executes Share Buyback to Optimize Capital Structure

Securities analysts have revised ratings and price targets for several European companies, including Applied Nutrition, Noba Bank Group, and Trainline. Notable changes include Berenberg initiating coverage of Applied Nutrition with a buy rating and a target price of 215p, while Citigroup initiated coverage of Noba Bank Group with a neutral rating and a target price of SEK 95. Trainline's target price was raised by Berenberg to 500p from 490p. Other companies also saw adjustments in their target prices by various analysts.

EUROPE RESEARCH ROUNDUP-Applied Nutrition, Noba Bank Group, Trainline

Peel Hunt analyst reiterated a Buy rating on Trainline today and set a price target of p460.00.Meet Your ETF AI Analyst Discover how TipRanks' ETF AI Analyst can help you make smarter investment decisions Explore ETFs TipRanks' users love and see what insights the ETF AI Analyst reveals about the ones you follow. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Trainline with a $5.21 average price target.

Peel Hunt Reaffirms Their Buy Rating on Trainline (TNLIF)

Trainline has raised its pre-tax profit guidance, leading to a 5.19% increase in its share price to 267.6 pence. Total revenue rose 2% to £23m, with free cash flow at £79m and basic earnings per share up 54% to 11.6 pence. Despite a 10% decline in stock over six months due to UK rail nationalisation, ticket sales increased by 8% to £3.2bn. The company launched a £150m buyback program and is expanding its digital railcard user base, which grew 12% to 2.5m users.

cityam

Full steam ahead for Trainline as it raises its end of year guidance

Shares of Trainline surged 10% to 280p, becoming a top gainer on the FTSE mid 250 index, following the UK government's announcement of the Railways Bill aimed at improving railway operations. Analysts from Panmure Liberum expect the bill to positively impact shares. Additionally, Trainline raised its fiscal 2026 profit outlook, now anticipating a 10%-13% growth in adjusted core profit, up from a previous estimate of 6%-9%. The company's first-half adjusted core profit increased by 14% to £93 million, despite a year-to-date stock decline of 36.43%.

UK's Trainline surges on proposed Railways Bill and enhanced profit outlook

BARC

Housebuilder Barratt Redrow maintains its annual outlook with a focus on home completions, while M&S reports a significant profit drop due to a cyber incident, despite a revenue increase. JD Wetherspoon continues to outperform market sales, and Trainline raises its annual outlook following a strong first half. The FTSE 100 is expected to open lower, and Barclays has raised AB Foods' price target.

marketscreener

Barclays

Barratt backs guide; M&S profit down amid cyber havoc

Trainline PLC :TRAINLINE PLC - RESULTS FOR THE SIX MONTHS ENDED 31 AUGUST 2025TRAINLINE H1 ADJUSTED EBITDA GBP 93 MILLIONTRAINLINE H1 OPERATING PROFIT GBP 68 MILLIONTRAINLINE OUTLOOK FY REVENUE GROWTH 0-3%TRAINLINE: OUTLOOK FY2026 NET TICKET SALES GROWTH YOY OF BETWEEN +6% AND +9% TRAINLINE: OUTLOOK FY2026 REVENUE GROWTH YOY OF BETWEEN 0% AND +3% TRAINLINE: OUTLOOK FY2026 ADJUSTED EBITDA GROWTH YOY OF BETWEEN +10% AND +13% TRAINLINE: HY GROUP NET TICKET SALES UP 8% YEAR ON YEAR TO £3.2 BLN