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 7,323 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
22% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 284
13% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 120
0% less funds holding
Funds holding: 891 [Q4 2024] → 888 (-3) [Q1 2025]
3% less call options, than puts
Call options by funds: $613M | Put options by funds: $630M
1.66% less ownership
Funds ownership: 94.47% [Q4 2024] → 92.81% (-1.66%) [Q1 2025]
11% less capital invested
Capital invested by funds: $21.6B [Q4 2024] → $19.2B (-$2.41B) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 8 (-8) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$135
25%
downside
Avg. target
$182
1%
upside
High target
$215
20%
upside
12 analyst ratings
4 positive
33%
7 neutral
58%
1 negative
8%
UBS Stephen Ju | 1%upside $182 | Neutral Maintained | 28 Jul 2025 |
Morgan Stanley Brian Nowak | 8%downside $165 | Equal-Weight Maintained | 21 Jul 2025 |
Wells Fargo Ken Gawrelski | 1%downside $178 | Equal-Weight Maintained | 7 Jul 2025 |
Truist Securities Greg Miller | 7%downside $168 | Hold Maintained | 24 Jun 2025 |
Cantor Fitzgerald Deepak Mathivanan | 5%downside $170 | Neutral Reiterated | 15 May 2025 |
Financial journalist opinion
Based on 8 articles about EXPE published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Why Expedia (EXPE) is a Top Momentum Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Positive
Seeking Alpha
6 days ago
Expedia: Margin Progress And Platform Upgrades - Why Cautious Optimism Prevails
Expedia's now realized merchant model and tech stack consolidation from 20+ brands to 3 core platforms create operational leverage and higher take rates compared to pure-play agency competitors like Booking. Vrbo's temporary weakness during platform migration masks underlying supply growth and pent-up marketing spend, with conversion rates already recovering above pre-replatforming levels. My Variant View: One Key loyalty program's cross-platform redemption model reduces customer acquisition costs and creates stickier retention dynamics than competitor discount-based programs, driving sustainable margin expansion.
Positive
Zacks Investment Research
2 weeks ago
Expedia (EXPE) is a Top-Ranked Value Stock: Should You Buy?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
PRNewsWire
2 weeks ago
FIRST-EVER EXPEDIA 2025 ISLAND HOT LIST REVEALS TOP ISLANDS TO VISIT IN THE WORLD, BACKED BY DATA
Koh Samui, Jamaica and Fiji named among top 10 global islands Island searches globally up on average 30% Paros and Sardinia trending up 45% year-on-year SEATTLE , July 15, 2025 /PRNewswire/ -- Today, Expedia® released the 2025 Island Hot List, the definitive guide to island travel based on verified data and traveler insights. The inaugural curated report reveals global interest for islands is up on average 30%*.
Neutral
Business Wire
2 weeks ago
EXPEDIA LAUNCHES FIRST-EVER ISLAND HOT LIST, BACKED BY GLOBAL TRAVEL DATA
SEATTLE--(BUSINESS WIRE)--Today, Expedia® released the 2025 Island Hot List, the definitive guide to island travel based on verified data and traveler insights. The inaugural curated report reveals global interest for islands is up on average 30%*. From the cultural richness of Jamaica to the sunny shores of Koh Samui, the islands on the 2025 list reflect travelers' values. Beyond the beautiful photos, they offer culture and authenticity, demonstrating how islands are adapting and redefining wh.
Positive
Benzinga
2 weeks ago
Expedia Gears Up For Takeoff As Travel Bookings Bounce Back
Expedia Group Inc. EXPE is drawing fresh optimism from Wall Street amid signs of a rebound in U.S. travel demand. Bank of America Securities (BofA) analyst Justin Post reiterated the Buy rating on Expedia Group, with a price forecast of $211.
Neutral
Business Wire
3 weeks ago
Expedia Group to Webcast Second Quarter 2025 Results on August 7, 2025
SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) will report its second quarter 2025 results for the period ended June 30, 2025, on Thursday, August 7, 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 expecte.
Positive
Seeking Alpha
3 weeks ago
Expedia: No Market Respect Yet
I maintain a Strong Buy rating on Expedia Group, Inc. with a $400 YE26 price target, citing deep value and strong cash earnings growth. Expedia's shift toward the merchant model boosts margins and cash flow, despite higher business risk, while maintaining an asset-light structure. EXPE stock trades at a significant valuation discount to peers like Booking and Airbnb, despite comparable or superior growth prospects and robust free cash flow.
Positive
Zacks Investment Research
1 month ago
Here's Why Expedia (EXPE) is a Strong Value Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
1 month ago
Why Expedia (EXPE) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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