Expedia Group (NASDAQ:EXPE – Get Free Report) had its target price raised by analysts at Bank of America from $303.00 to $306.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “buy” rating on the online travel company’s stock. Bank of America‘s target price suggests a potential upside of 43.88% from the company’s current price.
Several other equities analysts also recently commented on EXPE. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Expedia Group in a research report on Monday, December 29th. Benchmark reduced their price target on Expedia Group from $310.00 to $290.00 and set a “buy” rating for the company in a research note on Friday. BMO Capital Markets upped their price objective on Expedia Group from $250.00 to $255.00 and gave the company a “market perform” rating in a report on Friday. Wedbush dropped their target price on Expedia Group from $290.00 to $260.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Finally, Evercore boosted their target price on shares of Expedia Group from $280.00 to $350.00 and gave the company an “outperform” rating in a research report on Tuesday, November 25th. Fourteen equities research analysts have rated the stock with a Buy rating and twenty-one have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $288.23.
View Our Latest Analysis on Expedia Group
Expedia Group Trading Down 6.4%
Expedia Group (NASDAQ:EXPE – Get Free Report) last posted its earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. Expedia Group had a net margin of 8.78% and a return on equity of 73.89%. The company had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.41 billion. During the same quarter last year, the company posted $2.39 EPS. Expedia Group’s quarterly revenue was up 11.4% compared to the same quarter last year. Equities analysts anticipate that Expedia Group will post 12.28 EPS for the current year.
Insider Activity at Expedia Group
In related news, CAO Lance A. Soliday sold 849 shares of Expedia Group stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $248.08, for a total value of $210,619.92. Following the transaction, the chief accounting officer directly owned 11,662 shares of the company’s stock, valued at $2,893,108.96. This trade represents a 6.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $258.00, for a total value of $258,000.00. Following the sale, the director owned 2,916 shares of the company’s stock, valued at $752,328. The trade was a 25.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 9.13% of the company’s stock.
Hedge Funds Weigh In On Expedia Group
A number of institutional investors and hedge funds have recently bought and sold shares of the company. Orion Porfolio Solutions LLC grew its holdings in shares of Expedia Group by 0.4% during the third quarter. Orion Porfolio Solutions LLC now owns 9,814 shares of the online travel company’s stock worth $2,098,000 after purchasing an additional 38 shares during the last quarter. RHS Financial LLC grew its holdings in Expedia Group by 4.0% during the 4th quarter. RHS Financial LLC now owns 1,030 shares of the online travel company’s stock worth $292,000 after acquiring an additional 40 shares during the last quarter. Geneos Wealth Management Inc. increased its position in Expedia Group by 8.2% in the 4th quarter. Geneos Wealth Management Inc. now owns 567 shares of the online travel company’s stock valued at $161,000 after acquiring an additional 43 shares during the period. Harbor Investment Advisory LLC raised its stake in shares of Expedia Group by 16.0% during the fourth quarter. Harbor Investment Advisory LLC now owns 319 shares of the online travel company’s stock valued at $90,000 after acquiring an additional 44 shares during the last quarter. Finally, JFS Wealth Advisors LLC lifted its holdings in shares of Expedia Group by 78.6% during the fourth quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock worth $28,000 after purchasing an additional 44 shares during the period. Institutional investors and hedge funds own 90.76% of the company’s stock.
More Expedia Group News
Here are the key news stories impacting Expedia Group this week:
- Positive Sentiment: Q4 results beat expectations — Expedia reported stronger-than-expected revenue and EPS (bookings +11%, EBITDA +32%), showing B2B momentum that supports growth ahead. Expedia Q4 Earnings & Revenues Beat Estimates
- Positive Sentiment: Company raised FY‑2026 revenue/booking outlook and flagged strong demand from business clients — an upside to medium‑term revenue trajectory driven by B2B contracts. Expedia forecasts upbeat 2026 bookings
- Positive Sentiment: Dividend increase — Expedia boosted its quarterly payout (20% increase), returning more cash and signaling confidence in cash flow. (Company release)
- Positive Sentiment: Several analysts raised price targets (Goldman Sachs, HSBC, Robert W. Baird, BMO, BTIG), reinforcing buy-side upside thesis for EXPE. Goldman Sachs target raise
- Neutral Sentiment: Strategic commentary on AI/“agentic commerce” — management plans to integrate AI-driven discovery and tools to keep travelers on Expedia’s platforms; long-term relevance play but execution risk remains. Expedia embraces agentic commerce
- Negative Sentiment: CFO cautioned on margins and described the economy as “dynamic,” dialing down margin expectations — comments amplified investor concern that near‑term profitability could be lower than the headline beat implied. CFO flags dynamic economy
- Negative Sentiment: Some analysts trimmed targets/turned cautious (DA Davidson lowered to $260, TD Cowen cut to $260; Citi kept a Hold) — mixed analyst reactions increased short‑term uncertainty and selling pressure. Analyst downgrades/target cuts
- Negative Sentiment: Market commentary highlighted that soft margin guidance makes 2026 a tougher year for online travel stocks, driving relative underperformance despite the earnings beat. Why online travel stocks face a tough year
Expedia Group Company Profile
Expedia Group (NASDAQ: EXPE) is a global travel technology company that operates an online marketplace connecting consumers, travel suppliers and third‑party partners. The company’s platform enables search, comparison and booking of travel products and services, including hotels, airline tickets, vacation rentals, car rentals, cruises and packaged travel. Its portfolio comprises consumer-facing travel brands as well as corporate travel solutions and technology services that serve both leisure and business travelers.
Key offerings include consumer booking platforms and mobile apps that aggregate inventory from hotels, vacation rental managers, airlines and car rental companies, alongside ancillary travel services such as trip insurance and activities.
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