SiteMinder Safe From AI Disruption, Jefferies Says

MT Newswires Live11:19

SiteMinder (ASX:SDR) will be insulated from artificial intelligence (AI) disruption, with its role as a neutral provider of infrastructure that allows hotels to connect their inventory and rates to AI-powered search and booking platforms, Jefferies said in a Wednesday note.

The company will not be redundant in the AI era as it acts as the "execution" layer that turns AI recommendations into actual hotel bookings.

AI models handle the "discovery" layer, and they rely on the company to manage the connections to tens of thousands of individual hotel and property management systems, the financial services firm said.

Jefferies maintained its buy rating and AU$5.10 price target on SiteMinder.

SiteMinder shares fell nearly 1% in afternoon trade Thursday.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2629292003?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-23 11:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2629292003","market":"sh","top_or_hot":-1,"title":"SiteMinder Safe From AI Disruption, Jefferies Says","media":"MT Newswires Live","content":"<html><body><p> SiteMinder (ASX:SDR) will be insulated from artificial intelligence (AI) disruption, with its role as a neutral provider of infrastructure that allows hotels to connect their inventory and rates to AI-powered search and booking platforms, Jefferies said in a Wednesday note.</p><p>The company will not be redundant in the AI era as it acts as the \"execution\" layer that turns AI recommendations into actual hotel bookings.</p><p>AI models handle the \"discovery\" layer, and they rely on the company to manage the connections to tens of thousands of individual hotel and property management systems, the financial services firm said.</p><p>Jefferies maintained its buy rating and AU$5.10 price target on SiteMinder.</p><p>SiteMinder shares fell nearly 1% in afternoon trade Thursday.</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SiteMinder Safe From AI Disruption, Jefferies Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSiteMinder Safe From AI Disruption, Jefferies Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-04-23 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> SiteMinder (ASX:SDR) will be insulated from artificial intelligence (AI) disruption, with its role as a neutral provider of infrastructure that allows hotels to connect their inventory and rates to AI-powered search and booking platforms, Jefferies said in a Wednesday note.</p><p>The company will not be redundant in the AI era as it acts as the \"execution\" layer that turns AI recommendations into actual hotel bookings.</p><p>AI models handle the \"discovery\" layer, and they rely on the company to manage the connections to tens of thousands of individual hotel and property management systems, the financial services firm said.</p><p>Jefferies maintained its buy rating and AU$5.10 price target on SiteMinder.</p><p>SiteMinder shares fell nearly 1% in afternoon trade Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AI","symbol_name":"C3.ai, Inc.","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2629292003","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2629292003","pubTimestamp":1776914392,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"SiteMinder (ASX:SDR) will be insulated from artificial intelligence (AI) disruption, with its role as a neutral provider of infrastructure that allows hotels to connect their inventory and rates to AI","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK7016":"应用软件","SDR.AU":"SiteMinder Ltd","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","BK4528":"SaaS概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AGIX":"通用人工智能 ETF-AGIX","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4543":"AI"},"translate_title":"杰富瑞表示，SiteMinder不会受到人工智能颠覆的影响","themeId":"f6f7c9f6a0174df79daf9f1dfd21f836","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.78,"CHAT":1.5,"AIYY":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"SDR.AU":1},"content_text":"SiteMinder (ASX:SDR) will be insulated from artificial intelligence (AI) disruption, with its role as a neutral provider of infrastructure that allows hotels to connect their inventory and rates to AI-powered search and booking platforms, Jefferies said in a Wednesday note.The company will not be redundant in the AI era as it acts as the \"execution\" layer that turns AI recommendations into actual hotel bookings.AI models handle the \"discovery\" layer, and they rely on the company to manage the connections to tens of thousands of individual hotel and property management systems, the financial services firm said.Jefferies maintained its buy rating and AU$5.10 price target on SiteMinder.SiteMinder shares fell nearly 1% in afternoon trade Thursday.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2629292003","isCrawlerRequest":true}