TUI's AGM on February 10 to reveal summer 2026 booking boom and stock outlook
TUI Group will hold its annual general meeting and quarterly report on February 10, 2026. The event comes at a critical time, with investors closely watching summer 2026 bookings and management's latest updates. Shareholders will also vote on dividend proposals and net income allocation.
The company's stock closed at €9.09 on Friday, just below its 52-week high of €9.45. Analysts expect no major stock market shifts over the weekend, leaving the AGM as the next key event for price movement.
Summer 2026 bookings have surged, with volumes already double those of the winter season. Demand is particularly strong from Switzerland and Austria for Mediterranean hotspots like Antalya, Crete, and Mallorca, as well as long-haul destinations such as Thailand and the Maldives. This uptick in reservations will play a major role in shaping TUI's full-year performance.
The first fiscal quarter, covering October to December 2025, is traditionally weak for the travel industry due to seasonal patterns. However, the AGM will provide clarity on operating margins, efficiency improvements, and revenue growth forecasts of 2-4%. Investors will also examine management's commentary for broader strategic insights beyond the earnings figures.
Barclays analysts see significant upside potential in TUI's stock, while Bernstein considers current levels ambitious. Meanwhile, Germany's ADV airport association predicts a 4.2% rise in passenger numbers to 225 million in 2026, driven largely by private travel.
The February 10 meeting will determine TUI's near- to mid-term stock trajectory. Strong summer bookings and management's guidance on margins and efficiency will be pivotal. Investors will also assess how the company's outlook aligns with broader stock market growth forecasts.
