Expedia GroupEXPE
EXPE
About: Expedia is the world's second-largest online travel agency by bookings, offering services for lodging (80% of total 2024 sales), air tickets (3%), rental cars, cruises, in-destination, and other (10%), and advertising revenue (7%). Expedia operates a number of branded travel booking sites, but its three core online travel agency brands are Expedia, Hotels.com, and Vrbo. It also has a metasearch brand, Trivago. Transaction fees for online bookings account for the bulk of sales and profits.
Employees: 16,500
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 13 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
198% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 63
45% more funds holding in top 10
Funds holding in top 10: 11 [Q3] → 16 (+5) [Q4]
29% more capital invested
Capital invested by funds: $16.7B [Q3] → $21.6B (+$4.88B) [Q4]
14% more funds holding
Funds holding: 777 [Q3] → 889 (+112) [Q4]
14% more call options, than puts
Call options by funds: $844M | Put options by funds: $741M
3.74% more ownership
Funds ownership: 90.72% [Q3] → 94.46% (+3.74%) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 316
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$143
8%
downside
Avg. target
$196
25%
upside
High target
$235
50%
upside
13 analyst ratings
3 positive
23%
10 neutral
77%
0 negative
0%
Morgan Stanley Brian Nowak 39% 1-year accuracy 15 / 38 met price target | 4%downside $150 | Equal-Weight Maintained | 17 Apr 2025 |
JP Morgan Doug Anmuth 62% 1-year accuracy 33 / 53 met price target | 9%upside $170 | Neutral Maintained | 8 Apr 2025 |
Wells Fargo Ken Gawrelski 46% 1-year accuracy 24 / 52 met price target | 8%downside $143 | Equal-Weight Maintained | 7 Apr 2025 |
Oppenheimer Jed Kelly 50% 1-year accuracy 17 / 34 met price target | 47%upside $230 | Outperform Maintained | 17 Mar 2025 |
Truist Securities Greg Miller 32% 1-year accuracy 9 / 28 met price target | 12%upside $175 | Hold Maintained | 12 Mar 2025 |
Financial journalist opinion
Based on 7 articles about EXPE published over the past 30 days
Neutral
Business Wire
5 hours ago
Expedia Group Expands Presence in the Middle East Through New Travel Partnerships
SEATTLE--(BUSINESS WIRE)--Expedia Group today announced a series of strategic travel partnerships aimed at expanding its footprint to additional markets in the Middle East, spanning advertising, technology and supply partnerships, alongside the launch of its travel agent program, Expedia Travel Agent Affiliate Program (TAAP), part of the company's B2B network, into the United Arab Emirates (UAE). The partnerships underscore the company's commitment to empowering Middle Eastern partners with acc.
Positive
Zacks Investment Research
5 days ago
Will Expedia (EXPE) Beat Estimates Again in Its Next Earnings Report?
Expedia (EXPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
Zacks Investment Research
5 days ago
Why Investors Need to Take Advantage of These 2 Retail and Wholesale Stocks Now
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Positive
Seeking Alpha
2 weeks ago
Expedia Group: Take Advantage Of The Price Plunge While Buyers Are On Vacation
Expedia Group, Inc. demonstrates strong market presence and financial health, benefiting from portfolio diversification and technological integration, positioning it well for future growth. EXPE's Q4 2024 performance was impressive, with a 10.3% YoY revenue increase, showcasing resilience against inflation and competition. Favorable travel trends, hybrid work setups, and stabilizing oil prices are key market drivers supporting EXPE's growth potential in 2025.
Positive
Zacks Investment Research
2 weeks ago
EXPE or MELI: Which Is the Better Value Stock Right Now?
Investors with an interest in Internet - Commerce stocks have likely encountered both Expedia (EXPE) and MercadoLibre (MELI). But which of these two stocks is more attractive to value investors?
Neutral
Business Wire
3 weeks ago
Expedia Group to Webcast First Quarter 2025 Results on May 8, 2025
SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) will report its first quarter 2025 results for the period ended March 31, 2025, on Thursday, May 8, 2025 via an earnings release and accompanying webcast. These items will be available in the Investor Relations section of the company's corporate website at http://ir.expediagroup.com. The earnings release will post after market close and the webcast will begin at 1:30 PM Pacific Time / 4:30 PM Eastern Time. A replay of the call is expected t.
Negative
CNBC Television
3 weeks ago
Barclay's Trevor Young on consumer pullback in travel
Trevor Young, Barclays analyst, joins 'Power Lunch' to discuss what's behind the slowdown in travel demand.
Negative
24/7 Wall Street
1 month ago
Travel Stocks Are Crashing. What It Says About the Economy
The travel and tourism sector is one part of the U.S. economy that's been on relative fire since the pandemic began.
Negative
Zacks Investment Research
1 month ago
Expedia Falls 7% in a Month: Should You Buy, Sell or Hold the Stock?
EXPE plans new initiatives for aiding growth in 2025, but with intense competition and weak guidance, investors can wait for better entry points.
Positive
Seeking Alpha
1 month ago
Expedia: Excellent Momentum In A Healthy Travel Environment
Despite global economic concerns, Expedia's strong Q4 results and technological progress make it a resilient investment, prompting my reiterated buy rating. Expedia's price transparency and unified One Key rewards system offer a superior customer experience compared to Booking.com, driving market share gains. Q4 revenue surged 10% y/y to $3.18 billion, significantly beating expectations, with gross bookings growth nearly doubling sequentially to 13% y/y.
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