Expedia Group Inc (NASDAQ:EXPE) Stock Update and Financial Performance Review

• Jefferies sets a price target of $220 for NASDAQ:EXPE, indicating a potential upside of approximately 2.05%.
• Expedia's "Unpack '26: The Trends in Travel" report introduces innovative strategies like the Smart Travel Health Check to enhance customer satisfaction and drive growth.
• The company explores unconventional travel trends based on feedback from 24,000 global travelers, aiming to attract a broader customer base.

Expedia Group (NASDAQ:EXPE) is a leading online travel company that provides a wide range of travel services, including hotel bookings, airline tickets, and vacation packages. The company operates through various brands such as Expedia.com, Hotels.com, and Vrbo, catering to both leisure and business travelers. Expedia faces competition from other travel giants like Booking Holdings and TripAdvisor.

On October 17, 2025, Jefferies set a price target of $220 for EXPE, while the stock was trading at $215.58. This suggests a potential upside of approximately 2.05%. Currently, the stock price is $214.76, reflecting a slight increase of 0.56% or $1.19. The stock has traded between $212.61 and $216.59 today, indicating some volatility.

Expedia's recent "Unpack '26: The Trends in Travel" report highlights shifts in traveler behavior and emerging destinations for 2026. The report introduces the Smart Travel Health Check to tackle overcrowding in tourism. This initiative could enhance customer satisfaction and potentially drive future growth, aligning with Jefferies' optimistic price target.

The report also explores unconventional travel trends like unique sports, book club retreats, and farm stays. These trends, based on feedback from 24,000 global travelers, could redefine traditional getaways. Such insights may help Expedia differentiate itself from competitors and attract a broader customer base.

Expedia's market capitalization is approximately $25.38 billion, with a trading volume of 1,535,804 shares on the NASDAQ. Over the past year, the stock has seen a high of $240.98 and a low of $130.01. This range reflects the company's resilience and potential for growth in the evolving travel industry.

On October 17, 2025, Jefferies maintained its "Hold" rating for Expedia (NASDAQ:EXPE), with the stock priced at $214.65. Jefferies also raised its price target for Expedia from $210 to $220. Expedia Group is a leading online travel company that offers a wide range of services, including booking flights, hotels, and vacation packages. It competes with other travel giants like Booking Holdings and TripAdvisor.

Expedia's recent report, "Unpack '26: The Trends in Travel," highlights significant changes in traveler behavior and emerging destinations for 2026. The report introduces the Smart Travel Health Check, a new approach to tackle overcrowding in tourism. This aligns with Jefferies' decision to maintain a "Hold" rating, as the company is actively addressing industry challenges.

The report also reveals innovative travel trends for 2026, such as unique experiences like sports previously unheard of, book club retreats, salvaged hotels, and farm stays. These trends challenge traditional vacation norms and could attract a new segment of travelers, potentially impacting Expedia's future growth and justifying the raised price target to $220.

Expedia has enhanced its B2B offerings with a new AI-powered trip planner and multiple APIs. These tools aim to boost partner growth by streamlining travel planning and integration processes. This development could lead to increased business opportunities and improved customer experiences, supporting the stock's current price of $215.57, a 0.94% increase.

The stock has fluctuated between $212.61 and $216.05 during the day, with a market capitalization of approximately $25.48 billion. Over the past year, EXPE has seen a high of $240.98 and a low of $130.01. The trading volume on the NASDAQ exchange is 759,499 shares, indicating active investor interest in the company's future prospects.

• Richard Clarke from Bernstein sets a new price target for Expedia at $215, indicating a potential 10.11% increase.
• Expedia's Q2 revenue reached $3.79 billion, surpassing Street consensus estimates and demonstrating strong financial performance.
• The company raised its full-year revenue guidance to between $14.10 billion and $14.38 billion, above Street consensus estimates.

Expedia Group Inc. (NASDAQ:EXPE) is a leading online travel company that provides a wide range of travel services, including hotel bookings, airline tickets, and vacation packages. The company operates through various brands such as Expedia.com, Hotels.com, and Vrbo. In the competitive travel industry, Expedia faces rivals like Booking Holdings and TripAdvisor.

On August 10, 2025, Richard Clarke from Bernstein set a new price target for Expedia at $215. At that time, the stock was trading at $195.26, indicating a potential 10.11% increase. This optimistic outlook aligns with Expedia's strong financial performance in the second quarter, where revenue reached $3.79 billion, surpassing the Street consensus estimate of $3.70 billion.

Expedia's earnings per share (EPS) also exceeded expectations, coming in at $4.24 compared to the anticipated $3.90. CEO Ariane Gorin expressed satisfaction with these results, highlighting the company's ability to surpass both top and bottom-line expectations. This strong performance likely contributed to the positive sentiment reflected in the new price target.

Following the impressive second-quarter results, Expedia raised its full-year revenue guidance to a range of $14.10 billion to $14.38 billion, above the Street consensus estimate of $14.15 billion. For the third quarter, the company anticipates revenue between $4.22 billion and $4.30 billion, further supporting the optimistic outlook for the stock.

On the day of the announcement, Expedia shares closed at $187.61, but have since risen to $195.26, marking a 4.08% increase. The stock has fluctuated between a low of $191.15 and a high of $213 today. With a market capitalization of approximately $23.74 billion and a trading volume of 6,980,139 shares, Expedia remains a significant player in the travel industry.

Expedia Group (NASDAQ:EXPE) delivered stronger-than-expected fourth-quarter results, surpassing analyst estimates and sending shares up 17% intra-day today. The online travel giant benefited from sustained travel demand, accelerating growth across its core consumer brands and B2B segment.

The company posted adjusted earnings per share of $2.39, comfortably beating the analyst consensus of $2.02. Revenue climbed 10% year-over-year to $3.18 billion, exceeding the forecasted $3.07 billion. Total gross bookings surged 13% YoY in Q4, reflecting robust momentum across Expedia’s travel ecosystem.

Lodging demand remained strong, with room nights booked rising 12% and hotel bookings jumping 14% compared to the prior year. Both B2C and B2B segments showed accelerating growth, with sequential gains of 5 percentage points in Q4, reaching 9% and 24% growth, respectively.

Profitability also saw a meaningful boost. Adjusted EBITDA rose 21%, accompanied by a 175 basis point margin expansion, while adjusted EBIT soared 50%, driven by a 282 basis point margin improvement.

Expedia Group (NASDAQ:EXPE) delivered stronger-than-expected fourth-quarter results, surpassing analyst estimates and sending shares up 17% intra-day today. The online travel giant benefited from sustained travel demand, accelerating growth across its core consumer brands and B2B segment.

The company posted adjusted earnings per share of $2.39, comfortably beating the analyst consensus of $2.02. Revenue climbed 10% year-over-year to $3.18 billion, exceeding the forecasted $3.07 billion. Total gross bookings surged 13% YoY in Q4, reflecting robust momentum across Expedia’s travel ecosystem.

Lodging demand remained strong, with room nights booked rising 12% and hotel bookings jumping 14% compared to the prior year. Both B2C and B2B segments showed accelerating growth, with sequential gains of 5 percentage points in Q4, reaching 9% and 24% growth, respectively.

Profitability also saw a meaningful boost. Adjusted EBITDA rose 21%, accompanied by a 175 basis point margin expansion, while adjusted EBIT soared 50%, driven by a 282 basis point margin improvement.

Expedia Group, Inc. (NASDAQ: EXPE) is a leading company in the online travel industry, offering a variety of services through its extensive brand portfolio. The company is known for its travel booking platforms, which include Expedia.com, Hotels.com, and VRBO, among others. Expedia competes with other major players like Booking Holdings, which also offers travel services but at a higher price point.

In the past month, analysts set an average price target of $166 for Expedia's stock, reflecting their short-term expectations. This target considers recent developments and market conditions. Notably, Citigroup has set a more optimistic price target of $200, suggesting a positive outlook for Expedia's financial performance, as highlighted by Citigroup.

Three months ago, the average price target was higher at $182.2, indicating greater optimism among analysts. This could be due to favorable market trends or company-specific factors. Expedia's strong track record of surpassing earnings expectations and its potential for an earnings beat in the upcoming report may have contributed to this optimism.

A year ago, the average price target was $156.48, showing an upward trend in analysts' expectations over the past year. This trend aligns with Expedia's recent revenue growth of 3.33% year-over-year and 14.11% quarter-over-quarter in the third quarter of 2024. The company's improved operating and net margins further support this positive outlook.

Expedia's low debt level and ongoing share buyback program, expected to continue into 2025, are anticipated to enhance the company's valuation. Additionally, the company's international expansion efforts and enhancements in VRBO and bundled programs contribute to its growth potential. These factors, along with the appointment of a new Chief Financial Officer, support the positive outlook for Expedia's stock.