Expedia Group (NASDAQ:EXPE) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Expedia Group (NASDAQ:EXPE) had its target price upped by analysts at Robert W. Baird from $280.00 to $282.00 in a research note issued to investors on Friday, Marketbeat reports. The brokerage presently has an “outperform” rating on the online travel company’s stock. Robert W. Baird’s price objective indicates a potential upside of 32.60% from the stock’s previous close.

Several other brokerages have also weighed in on EXPE. UBS Group upped their target price on Expedia Group from $257.00 to $270.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Cantor Fitzgerald increased their price objective on Expedia Group from $220.00 to $285.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Evercore raised their price objective 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. Argus boosted their target price on shares of Expedia Group from $340.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Finally, Piper Sandler restated a “neutral” rating and set a $225.00 price target (down previously from $250.00) on shares of Expedia Group in a report on Friday. Fourteen research analysts have rated the stock with a Buy rating and twenty-one have assigned a Hold rating to the stock. According to data from MarketBeat.com, Expedia Group has a consensus rating of “Hold” and an average target price of $288.23.

Expedia Group Stock Down 6.4%

EXPE stock opened at $212.67 on Friday. The company has a 50 day moving average of $273.40 and a two-hundred day moving average of $240.40. The company has a market cap of $26.06 billion, a price-to-earnings ratio of 21.59, a PEG ratio of 0.66 and a beta of 1.41. Expedia Group has a 12-month low of $130.01 and a 12-month high of $303.80. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 1.72.

Expedia Group (NASDAQ:EXPE) last posted its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share 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 business had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. During the same period in the prior year, the business posted $2.39 earnings per share. Expedia Group’s revenue for the quarter was up 11.4% compared to the same quarter last year. On average, equities analysts anticipate that Expedia Group will post 12.28 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $258.00, for a total transaction of $258,000.00. Following the transaction, the director owned 2,916 shares of the company’s stock, valued at approximately $752,328. The trade was a 25.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $248.08, for a total transaction of $210,619.92. Following the completion of the sale, the chief accounting officer directly owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 9.13% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in EXPE. Vanguard Group Inc. grew its position in Expedia Group by 0.7% during the second quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock worth $2,581,530,000 after buying an additional 102,494 shares in the last quarter. Norges Bank bought a new stake in shares of Expedia Group in the 2nd quarter worth approximately $663,882,000. Windacre Partnership LLC grew its holdings in shares of Expedia Group by 9.2% during the 3rd quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock worth $787,049,000 after purchasing an additional 309,900 shares in the last quarter. AQR Capital Management LLC increased its position in shares of Expedia Group by 25.0% during the third quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock valued at $779,275,000 after purchasing an additional 728,063 shares during the period. Finally, Geode Capital Management LLC raised its stake in shares of Expedia Group by 1.7% in the second quarter. Geode Capital Management LLC now owns 3,414,935 shares of the online travel company’s stock valued at $574,364,000 after purchasing an additional 58,244 shares in the last quarter. Institutional investors and hedge funds own 90.76% of the company’s stock.

Key Stories Impacting Expedia Group

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.