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 7,296 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: 346 | Existing positions reduced: 284
11% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 120
1% less funds holding
Funds holding: 890 [Q4 2024] → 884 (-6) [Q1 2025]
3% less call options, than puts
Call options by funds: $613M | Put options by funds: $630M
1.8% less ownership
Funds ownership: 94.48% [Q4 2024] → 92.67% (-1.8%) [Q1 2025]
11% less capital invested
Capital invested by funds: $21.6B [Q4 2024] → $19.2B (-$2.44B) [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
18%
downside
Avg. target
$177
7%
upside
High target
$215
30%
upside
12 analyst ratings
4 positive
33%
7 neutral
58%
1 negative
8%
Cantor Fitzgerald Deepak Mathivanan | 3%upside $170 | Neutral Reiterated | 15 May 2025 |
Susquehanna Shyam Patil | 6%upside $175 | Neutral Maintained | 12 May 2025 |
Goldman Sachs Eric Sheridan | 10%upside $183 | Buy Maintained | 9 May 2025 |
Oppenheimer Jed Kelly | 27%upside $210 | Outperform Maintained | 9 May 2025 |
Wells Fargo Ken Gawrelski | 10%downside $149 | Equal-Weight Maintained | 9 May 2025 |
Financial journalist opinion
Based on 5 articles about EXPE published over the past 30 days
Positive
Zacks Investment Research
4 days 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.
Neutral
Proactive Investors
4 days ago
Former Expedia moves into lingerie with La Perla takeover
Peter Kern, former chief executive of US travel giant Expedia, is set to acquire La Perla, the struggling Italian luxury lingerie brand. Italy's industry minister Adolfo Urso confirmed the deal on Tuesday, saying Kern's proposal was the strongest among competing bids.
Neutral
Business Wire
2 weeks ago
Scene+ Travel, Powered by Expedia Launches Travel Packages – Offering Incredible Points Earning, Redemption, and Savings Opportunities to Its Members
TORONTO--(BUSINESS WIRE)--Scene+ members can now book travel packages through Scene+ Travel, Powered by Expedia, giving them access to new ways to save and opportunities to earn and redeem points when planning their next travel adventure. Plus, when redeeming their Scene+ points for a travel package – airfare and hotel, members can now also earn points on the hotel portion of their package. “Our members have been clear with us – they want more opportunities to earn points and greater flexibilit.
Neutral
Business Wire
3 weeks ago
Travel Priorities Reinvented: Expedia Group's 2025 Traveler Value Index Signals a Shift in Consumer Priorities
SEATTLE--(BUSINESS WIRE)--Expedia Group's latest research reveals significant shifts in how travelers plan and book travel compared to previous years, including a surge in social media influence and the impact of trust. Drawing on insights from over 11,000 consumers across 11 global markets, the 2025 Traveler Value Index offers a valuable roadmap for travel brands seeking to meet evolving expectations. Greg Schulze, chief commercial officer at Expedia Group, said: “In today's climate of economi.
Neutral
CNBC
4 weeks ago
From Google to Expedia, AI travel agents planning future trip far beyond 'assistant' status
Google is facing multiple threats to its search traffic dominance from AI, and one niche where the internet giant is responding with agentic AI is within travel. OpenAI offers its Operator tool for booking vacations, and both it and Microsoft Copilot have deals with Expedia for travel planning.
Positive
PYMNTS
1 month ago
Expedia Adds APIs to B2B Platform to Help Build Travel Packages
Expedia Group enhanced its B2B segment, Private Label Solutions, by adding APIs that help its partners build travel packages. The new offerings will provide access to rental cars, bookable experiences, trip protection insurance and air travel, the company said in a Wednesday (May 14) press release.
Neutral
Business Wire
1 month ago
EXPEDIA GROUP EXPANDS B2B PLATFORM AND LAUNCHES GENAI PARTNERSHIPS TO ENHANCE TRAVEL DISCOVERY
SEATTLE--(BUSINESS WIRE)-- #AI--Expedia Group today announced a major expansion of its B2B technology platform, launching new APIs and advertising innovations designed to power partner growth and unlock smarter traveler engagement. The company is also extending its reach with new GenAI-powered discovery experiences, starting with Expedia® Trip Matching, a first-of-its-kind feature that turns reels on Instagram into personalized travel recommendations. Additionally, with the latest release of its new.
Negative
Seeking Alpha
1 month ago
Expedia Group: This Plunge Makes Shares Like A Heavily-Discounted Plane Ticket
Expedia Group's shares dropped 7.3% due to weak Q1 revenue and management's pessimistic near-term outlook. Despite the mixed quarter, Expedia's robust balance sheet, ongoing growth, and low trading multiples make it a strong buy opportunity. Management's cautious outlook is driven by economic concerns, but continued share buybacks and cost optimizations are expected to benefit shareholders.
Negative
Invezz
1 month ago
Expedia's cost controls offer hope, but analysts see growth hurdles ahead
Shares of Expedia Group fell sharply by more than 8.5% on Friday after the company reported first-quarter revenue that came in below Wall Street expectations, signalling a slowdown in US travel demand. The online travel platform posted revenue of $2.98 billion, falling short of the $3.01 billion expected by analysts surveyed by LSEG.
Negative
24/7 Wall Street
1 month ago
Live Expedia Group (Nasdaq: EXPE): Here's Why the Stock Is Tanking Over 7%
Expedia shares are plummeting by 7% today after reporting Q1 earnings. Expedia's woes are part of a broader travel industry slowdown.
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