Expedia GroupEXPE
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
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
195% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 61
45% more funds holding in top 10
Funds holding in top 10: 11 [Q3] → 16 (+5) [Q4]
22% more capital invested
Capital invested by funds: $17.7B [Q3] → $21.7B (+$3.94B) [Q4]
14% more call options, than puts
Call options by funds: $844M | Put options by funds: $741M
10% more funds holding
Funds holding: 776 [Q3] → 857 (+81) [Q4]
1.64% less ownership
Funds ownership: 96.02% [Q3] → 94.38% (-1.64%) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 308
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Citigroup Ronald Josey 83% 1-year accuracy 48 / 58 met price target | 10%upside $217 | Neutral Maintained | 11 Feb 2025 |
Susquehanna Shyam Patil 80% 1-year accuracy 39 / 49 met price target | 4%upside $205 | Neutral Maintained | 10 Feb 2025 |
BMO Capital Brian Pitz 75% 1-year accuracy 40 / 53 met price target | 3%downside $190 | Market Perform Maintained | 10 Feb 2025 |
Barclays Trevor Young 59% 1-year accuracy 16 / 27 met price target | 5%downside $187 | Equal-Weight Maintained | 7 Feb 2025 |
Cantor Fitzgerald Deepak Mathivanan 75% 1-year accuracy 39 / 52 met price target | 7%upside $210 | Neutral Reiterated | 7 Feb 2025 |
Financial journalist opinion
Based on 38 articles about EXPE published over the past 30 days
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