Oil prices are back in focus as crude flows through the Strait of Hormuz recover, war premiums on energy ease and fresh U.S. tariffs on Iran are debated. Fuel is a key input cost for many airlines and travel companies, so these moves can quickly change how investors view risk and reward across the sector. This article looks at three stocks from the Airlines and Travel Stocks screener that appear positively exposed to the current news around supply risks and sanctions. You will see how each stock’s business model and financial footing shape its potential reaction to these shifting oil and geopolitical headlines.

Hostelworld Group (LSE:HSW)

Overview: Hostelworld Group is an online travel agent that connects budget conscious travellers with hostels and other low cost accommodation worldwide, using its own booking platform, software and data services. The company also supports accommodation providers with marketing, planning, research and technology services from its base in Dublin.

Market Cap: £130.7m

Investors looking at oil sensitive travel stocks may find Hostelworld Group interesting because lower fuel costs can help support cheaper airfares and encourage more backpacking and budget travel, which is the core audience for this platform. Analysts currently expect both revenue and earnings to grow faster than the wider UK market, while the stock is priced well below one estimate of fair value even though the P/E is slightly above the hospitality industry average. The flip side is that margins and return on equity are modest and the company relies on higher risk external borrowing for funding. A recent board refresh and continued guidance on revenue growth are additional points for you to assess next.

Hostelworld Group’s growth story hinges on backpacker demand and pricing power, yet the stock trades well below one fair value estimate. See how the analyst forecasts for Hostelworld Group fit with that gap and what might be missing.

Super Group (SGHC) (SGHC)

Overview: Super Group (SGHC) runs online sports betting and gaming brands, mainly through its Betway sportsbook and casino and its Spin online casino platform, serving customers across Africa, the Middle East, Asia-Pacific, Europe, North America, and South/Latin America.

Operations: Super Group (SGHC) reports US$442m of revenue from Europe, with a further US$1.9b shown as a segment adjustment across its global footprint.

Market Cap: US$7.6b

Investors watching lower oil prices and easing war premiums on energy may find Super Group (SGHC) interesting because cheaper travel can support sports tourism and global betting activity, while the company is already expanding into new regulated markets and investing heavily in technology and product features. Earnings have recently grown quickly and analysts see further growth potential, yet the stock still trades well below at least one estimate of fair value. The trade off is that dividend payments are not well covered by free cash flow, the business leans on higher risk external borrowing, and insider selling has picked up ahead of key results in early August 2026. The full story on growth, valuation, regulation, and funding is worth a closer look next.

Super Group (SGHC) appears to be a growth story that is obscured by valuation questions. Get the full picture with the analyst forecasts for Super Group (SGHC) and see what the market might still be missing.

SkyCity Entertainment Group (NZSE:SKC)

Overview: SkyCity Entertainment Group operates casinos, hotels, convention centres, restaurants, and tourist attractions in New Zealand and Australia, centred on large integrated sites in Auckland, Adelaide, Hamilton, and Queenstown. It also runs SkyCity Online Casino for New Zealand customers through an offshore platform.

Operations: SkyCity Entertainment Group generates most of its revenue from SKYCITY Auckland at NZ$504.1m and SKYCITY Adelaide at NZ$233.3m, with additional contributions from Other NZ Operations at NZ$73.3m, Online at NZ$3.6m, and Corporate/Group at NZ$0.6m.

Market Cap: NZ$694.5m

SkyCity Entertainment Group gives you direct exposure to tourism driven gaming and hospitality at a time when cheaper oil and lower airfares can support more regional travel into Auckland and Adelaide. The investment case turns on whether its new convention centre, hotel capacity, and online casino can lift earnings enough to justify a P/E that sits around industry levels. Analysts currently have price targets above the current share price. On the other hand, high reliance on external borrowing, recent shareholder dilution, and ongoing regulatory and compliance costs keep risk firmly on the table. That mix of recovery potential and balance sheet pressure makes the upcoming FY2026 result on 20 August a key event to watch for this sector.

SkyCity Entertainment Group’s tourism engine and convention pipeline could be masking a much bigger earnings swing. Review the analyst forecasts for SkyCity Entertainment Group to understand why the next few years may not play out how most investors expect.

The three stocks covered here are only a starting point, with the full Airlines and Travel Stocks screener surfacing 37 more companies that also carry compelling stories around fuel costs, balance sheets, and demand drivers. Unlock the rest of the opportunities by using the Airlines and Travel Stocks screener to identify and analyze the specific catalysts, risk factors, and narratives that match your highest conviction ideas.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.