What Happened?

A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. 

Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves as a long-term economic positive.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Travel and Vacation Providers company Sabre (NASDAQ: SABR) jumped 6.4%. Is now the time to buy Sabre? Access our full analysis report here, it’s free for active Edge members.
• Specialized Consumer Services company WeightWatchers (NASDAQ: WW) jumped 4.5%. Is now the time to buy WeightWatchers? Access our full analysis report here, it’s free for active Edge members.
• Footwear company Genesco (NYSE: GCO) jumped 6.2%. Is now the time to buy Genesco? Access our full analysis report here, it’s free for active Edge members.
• Apparel and Accessories company VF Corp (NYSE: VFC) jumped 4.3%. Is now the time to buy VF Corp? Access our full analysis report here, it’s free for active Edge members.
• Education Services company Lincoln Educational (NASDAQ: LINC) jumped 5.9%. Is now the time to buy Lincoln Educational? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Sabre (SABR)

Sabre’s shares are extremely volatile and have had 34 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 28 days ago when the stock dropped 7.6% on the news that the company's recent downward revision of its full-year financial forecast continued to weigh on investor sentiment. 

This followed the company's third-quarter report from about a month prior, which presented mixed results. While revenue surpassed estimates, the adjusted loss per share missed expectations. More significantly, Sabre lowered its guidance for the full year 2025. The company revised its revenue projection from a low single-digit percentage increase to flat year-over-year. Additionally, the forecast for pro-forma free cash flow was substantially reduced to approximately $70 million from a previous range of $100-$140 million. These adjustments signaled a weaker financial performance than previously anticipated by the company.

Sabre is up 4.5% since the beginning of the year, but at $1.39 per share, it is still trading 69.2% below its 52-week high of $4.52 from February 2025. Investors who bought $1,000 worth of Sabre’s shares 5 years ago would now be looking at an investment worth $115.93.

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