Expedia Group

EXPE

Market cap $31.5B

LONDON--(BUSINESS WIRE)--Hotels.com is introducing an updated loyalty programme in the UK, Hotels.com® Rewards, offering members £100 in Hotels.comCash™ after every 10 eligible hotel nights. The rollout brings back a simple way for Hotels.com members to collect rewards: stay 10 eligible nights and get £100 back to put towards future stays. Hotels.com aims to make its loyalty experience clear and flexible, where £1 in Hotels.comCash equals £1 and can be redeemed on hundreds of thousands of hotel.

SEATTLE--(BUSINESS WIRE)--Today Expedia Group released The AI Trust Gap report, revealing a growing disconnect between how travelers use AI chatbots and agents and where they book. While AI is quickly becoming a go-to tool for trip planning and inspiration, travelers still overwhelmingly rely on trusted travel brands for booking and support. The Expedia Group survey, which interviewed more than 5,700 adults across the U.S., U.K., and India, highlights a defining shift in travel: AI is reshaping.

Expedia (EXPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) will report its first quarter 2026 results for the period ended March 31, 2026, on Thursday, May 7, 2026 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 expected t.

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Expedia delivered a clean beat across revenue, EBITDA, and EPS, with 9% room night growth and meaningful margin expansion driven by operating leverage and marketing efficiency. Middle East exposure remains immaterial (~1–2% of sales), with travel demand holding up well, supported by strong US trends, improving EMEA B2C performance, and continued B2B momentum. Expedia maintains a strong cash position and raised its quarterly dividend by 20%.

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Bullish analyst expectations in AI memory and travel stocks added fuel to Monday's positive price action. Diane King Hall starts with JPMorgan's upgrade on Seagate (STX), which the firm now sees as a tested and true AI infrastructure company.

Expedia (EXPE) has fallen far off its record high the stock hit at the start of the year, though Tom White believes you need to look at the bigger picture. He shows a substantial rally over three years despite recent weakness.