Expedia GroupEXPE
EXPE
About: Expedia is the world's second-largest online travel agency by bookings, offering services for lodging (80% of total 2023 sales), air tickets (3%), rental cars, cruises, in-destination, and other (11%), and advertising revenue (6%). 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: 17,100
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
21% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 87
12% more capital invested
Capital invested by funds: $15.8B [Q2] → $17.7B (+$1.87B) [Q3]
1% more funds holding
Funds holding: 764 [Q2] → 773 (+9) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 11 [Q2] → 11 (+0) [Q3]
3.07% less ownership
Funds ownership: 99.07% [Q2] → 96.0% (-3.07%) [Q3]
14% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 302
22% less call options, than puts
Call options by funds: $422M | Put options by funds: $542M
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$156
17%
downside
Avg. target
$192
3%
upside
High target
$236
26%
upside
16 analyst ratings
7 positive
44%
9 neutral
56%
0 negative
0%
Wells Fargo Ken Gawrelski 64% 1-year accuracy 32 / 50 met price target | 10%downside $168 | Equal-Weight Maintained | 16 Jan 2025 |
Morgan Stanley Brian Nowak 84% 1-year accuracy 27 / 32 met price target | 1%downside $185 | Equal-Weight Maintained | 13 Jan 2025 |
Barclays Trevor Young 54% 1-year accuracy 15 / 28 met price target | 11%downside $166 | Equal-Weight Maintained | 13 Jan 2025 |
Goldman Sachs Eric Sheridan 66% 1-year accuracy 35 / 53 met price target | 26%upside $236 | Buy Maintained | 10 Jan 2025 |
Argus Research John Staszak 58% 1-year accuracy 18 / 31 met price target | 17%upside $220 | Buy Maintained | 10 Jan 2025 |
Financial journalist opinion
Based on 6 articles about EXPE published over the past 30 days
Positive
Seeking Alpha
6 days ago
Expedia: Expect Margin Expansion From Strict Cost Discipline And Optimization Efforts
In 3Q24, EXPE's revenue surged by 3.33% y/y and 14.11% q/q. Margins continue to improve; operating margins and net margins improved by 140 bps and 596 bps respectively. EXPE's profitability is likely to continue improving as the company will optimize its loyalty program and implement AI solutions to reduce overall expenses. Apart from industry tailwinds, EXPE's current initiatives in international expansion, improvements in VRBO, and bundled programs will support the company's growth despite recent deceleration.
Neutral
Business Wire
1 week ago
Expedia Group to Webcast Fourth Quarter 2024 Results on February 6, 2025
SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) will report its fourth quarter 2024 results for the period ended December 31, 2024, on Thursday, February 6, 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 e.
Positive
Zacks Investment Research
1 week ago
EXPE or GLBE: Which Is the Better Value Stock Right Now?
Investors interested in Internet - Commerce stocks are likely familiar with Expedia (EXPE) and Global-e Online Ltd. (GLBE). But which of these two companies is the best option for those looking for undervalued stocks?
Positive
Zacks Investment Research
1 week ago
Are Investors Undervaluing Expedia Group (EXPE) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Invezz
3 weeks ago
These two cheap stocks are worth owning heading into 2025
2024 proved exceptionally kind to US stocks – but a number of them are still trading at a significant discount at writing, according to experts at Trivariate Research. And they are particularly bullish on two of them: First Solar Inc and Expedia Group Inc.
Positive
Forbes
3 weeks ago
Why Is Expedia Stock Up 24% This Year?
Expedia (NASDAQ: EXPE) stock remains up by about 24% year-to-date, in line with the S&P 500 which remains up by a similar 24% this year. In comparison, peer Tripadvisor (NASDAQ: TRIP) is down 36% year-to-date.
Neutral
Business Wire
1 month ago
Expedia Group Names Scott Schenkel as Chief Financial Officer
SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) announced today that Scott Schenkel has been appointed as Expedia Group's Chief Financial Officer, effective the day after Expedia Group files its Annual Report on Form 10-K for the year ended December 31, 2024 (which is expected to be on or about February 7, 2025). As previously announced, Julie Whalen will remain in the CFO role through February to ensure a smooth transition. As CFO, Mr. Schenkel will be responsible for leading Expedia Gr.
Positive
Benzinga
1 month ago
Expedia's Turning Point? BofA Sees Upside With VRBO Gains And Post-Election Boost
BofA Securities analyst Justin Post upgraded Expedia Group, Inc. EXPE to Buy from Neutral and raised the price target to $221 from $187.
Positive
Schwab Network
1 month ago
OLLI Double Upgrade, EXPE Upgrade, GIS Cuts Guidance
Ollie's Bargain Outlet (OLLI) bumped up to a new year-high after getting a double upgrade and price target hike from Citigroup. Expedia (EXPE) inched near its high for the year after getting an upgrade from BofA.
Positive
Investors Business Daily
1 month ago
Expedia Stock Gains After Analyst Upgrade Sees Improving U.S. Travel Trends
Expedia stock gained Wednesday after analysts with BofA Securities boosted the stock to buy. The post Expedia Stock Gains After Analyst Upgrade Sees Improving U.S. Travel Trends appeared first on Investor's Business Daily.
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