Expedia Group

EXPE

Market cap $35.6B

Expedia (EXPE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Investors interested in stocks from the Internet - Commerce sector have probably already heard of Expedia (EXPE) and MercadoLibre (MELI). But which of these two stocks is more attractive to value investors?

The next phase of the AI trade will depend on autonomous agents. These five stocks could lead the rally.

Crisis is often the moment when great leaders try to reinvent their companies — not when they fail. Across industries, breakdowns in trust, safety and culture became catalysts for resetting values, strategy and decision-making.

Expedia remains undervalued versus peers, with significant upside potential driven by margin expansion and aggressive share buybacks. EXPE reported Q3 2025 revenue of $4.41B (+9% YoY), record gross bookings, and improved adjusted EBITDA margin to 33%. EXPE trades at a forward P/S of 2.1x and 13x free cash flow, below major online travel peers despite ongoing margin improvement.

Mark Mahaney – a senior Evercore ISI analyst – has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small/mid-cap names. According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year.

Amazon stock is a top pick at Evercore ISI for 2026 after the tech giant's shares underperformed the S&P 500 in 2025.

Macro uncertainties are crimping holiday sales but Expedia and Amazon shareholders have reason to cheer.

Online retail's momentum into 2026 puts Amazon, Expedia and Fiverr in focus as e-commerce growth, AI tools and easing rates fuel demand.

U.S. stocks settled higher on Friday, with the Nasdaq Composite gaining around 300 points during the session as investors continued to show optimism towards the AI theme and positioned into December's “triple witching” session.