Travel and tourism are back in full force, and the industry is bigger than ever. In 2025, global travel is expected to generate $11.7 trillion in economic activity, which makes up more than 10% of worldwide GDP.
The biggest driver comes from emerging markets, where a growing middle class is booking flights, hotels, and experiences at unprecedented rates. Asia and Latin America are seeing surging demand, while younger generations worldwide are prioritizing travel and experiences over material goods. Combined with ongoing investment in airlines, hotels, and digital booking platforms, the sector has powerful tailwinds behind it.
For investors, this creates a unique opportunity. Many leading travel companies still trade at reasonable valuations, and analysts see double-digit upside across a wide range of names from established global giants like Booking Holdings and Marriott to fast-growing players such as Turkish Airlines, AirAsia, and Trip.com. Here are 10 stocks poised to benefit from the $11.7 trillion travel boom.
| Company Name (Ticker) | Analyst Upside | P/E Ratio |
| Airbnb (ABNB) | 16% | 29 |
| Booking Holdings (BKNG) | 13% | 24 |
| Marriott International (MAR) | 8% | 25 |
| Hilton Worldwide (HLT) | 4% | 32 |
| Trip.com (TCOM) | 30% | 18 |
| InterContinental Hotels Group (IHG) | 1% | 23 |
| AirAsia (CAPITALA) | 39% | 5 |
| Turkish Airlines (THYAO) | 43% | 4 |
| InterGlobe Aviation Limited (INDIGO) | 10% | 26 |
| Copa Holdings (CPA) | 29% | 7 |
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As emerging market travelers flood the skies, these industry giants are cashing in, unlocking explosive growth, and commanding global market share. Here are 3 that analysts think have the most upside today.
Copa Holdings (CPA)
Copa Holdings is elevating its leadership in the global aviation industry through strategic execution and operational excellence. The company is expanding its fleet with modern Boeing 737 MAX aircraft, improving fuel efficiency and enhancing service quality to accommodate rising passenger demand. Copa also continues to benefit from its position as the top-ranked airline in Latin America by punctuality and overall service, consistently winning Skytrax’s “Best Airline in Central America and the Caribbean” award.
On the operational front, Copa is targeting sustained free cash flow while leveraging strong brand loyalty and network connectivity. Its solid investment-grade foundation lends confidence that profits can be poured back into growth even in challenging global travel environments.
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InterGlobe Aviation Limited (INDIGO)
InterGlobe Aviation, India’s largest airline by market share, is soaring on the back of a travel boom fueled by the country’s rapidly expanding middle class and rising disposable incomes.
With a fast-growing fleet and an ambitious route expansion strategy, IndiGo is connecting emerging Indian cities to major global hubs, tapping into surging demand for both premium and budget travel. Its strong cost discipline, strategic fuel contracts, and expanding loyalty program strengthen its competitive moat, positioning the airline to capture outsized growth in one of the world’s most dynamic aviation markets.
While fuel price volatility and currency swings remain part of the industry’s reality, IndiGo’s scale, efficiency, and market leadership give it the tools to navigate headwinds and capitalize on the long runway ahead.
Airbnb (ABNB)
Airbnb continues to strengthen its position as a global leader in alternative accommodations, capitalizing on the shift toward flexible travel and remote work. The company is expanding its network of unique stays and experiences, while investing in AI-driven search and personalized recommendations to enhance guest satisfaction and host earnings.
With strong brand recognition, a growing base of repeat travelers, and rising demand from emerging markets, Airbnb is building multiple growth levers beyond its core platform. Initiatives such as longer-term stays, business travel solutions, and partnerships with local tourism boards open new revenue streams.
While exposure to macroeconomic cycles and regulatory changes in key markets remains a consideration, Airbnb’s asset-light model, global reach, and focus on innovation position it well to capture a larger share of the evolving travel economy.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
