Expedia Group, Inc.
NasdaqGS-EXPE
Company Overview
Expedia Group, Inc. operates as an online travel company in the United States and internationally. The company operates through Retail, B2B, and trivago segments. Its brand portfolio include Brand Expedia, a full-service online travel brand with localized websites; Hotels.com for marketing and distributing lodging accommodations; Vrbo, an online marketplace for the alternative accommodations; Orbitz, Travelocity, and CheapTickets travel websites; ebookers, an online EMEA travel agent for travelers an array of travel options; Hotwire, which offers travel booking services; CarRentals.com, an online car rental booking service; Classic Vacations, a luxury travel specialist; and Expedia Cruise, a provider of advice for travelers booking cruises. The company's brand portfolio also comprise Expedia Partner Solutions, a business-to-business brand that provides travel and non-travel vertical, which includes corporate travel management, airlines, travel agents, online retailers and financial institutions; and Egencia that provides corporate travel management services. In addition, its brand portfolio consists of Trivago, a hotel metasearch website, which send referrals to online travel companies and travel service providers from hotel metasearch websites; and Expedia Group Media solutions. Further, the company provides online travel services through its Wotif.com, lastminute.com.au, travel.com.au, Wotif.co.nz, and lastminute.co.nz brands; loyalty programs; hotel accommodations and alternative accommodations; and advertising and media services. It serves leisure and corporate travelers. The company was formerly known as Expedia, Inc. and changed its name to Expedia Group, Inc. in March 2018. Expedia Group, Inc. was founded in 1996 and is headquartered in Seattle, Washington.
Name
Expedia Group, Inc.
CEO
Ariane Gorin
Website
www.expediagroup.com
Sector
Hotels, Restaurants and Leisure
Year Founded
1996
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Bulls Say
Expedia has a network effect that we think only a few enjoy, and recent investments to unify its platform and acquisitions stand to add to its platform advantage.
Expedia removed $700 million-$750 million in annualized fixed costs in the years following the pandemic. Further, it has removed $200 million in variable costs. We see some of these savings reinvested in its platform.
Expedia stands to benefit from remote work flexibility increasing long-term demand for travel.
Bears Say
Google continues to siphon free organic traffic in favor of its own platform, causing incremental marketing costs for Expedia.
Demand for Expedia's travel content could be materially affected by lower economic growth or geopolitical events.
Competition from existing peers (Booking, Tripadvisor, Google, Costco, Alibaba, and Airbnb) and new entrants (Meta and mass-market AI products) could meaningfully affect Expedia's growth outlook.
What's happening
Nov 1, 2025 - Dec 3, 2025
Expedia Group Inc Surges Amid Strong Earnings and Analyst Upgrades
- EXPE's stock rose 17.7% over the past month, significantly outperforming the S&P 500's return of just 0.2%.
- The company reported fiscal Q3 revenues exceeding $4.4 billion, a year-over-year growth of 9%, with earnings per share reaching $7.57.
- Despite some bearish sentiments due to insider trading activities and competitive pressures from Google’s AI advancements, EXPE maintained a bullish trend overall.
Over the past month, Expedia Group Inc (EXPE) has demonstrated strong performance with a notable price increase of 17.7%. This surge reflects robust investor sentiment fueled by solid financial results and favorable market reactions to recent earnings reports. In its fiscal Q3 results, EXPE reported revenues that exceeded $4.4 billion, representing a year-over-year growth of 9% and surpassing Wall Street expectations significantly. Additionally, earnings per share increased sharply to $7.57 compared to previous figures.
The positive momentum was further supported by analyst upgrades during this period; Citi raised its price target for EXPE from $206 to $281 while maintaining a Neutral rating on the stock. Argus Research also upgraded its outlook with a Buy rating and set an increased price target at $300 per share, which likely bolstered investor confidence in the company's prospects.
However, there were challenges impacting EXPE's stock in recent days due to insider trading activities that raised concerns about executive confidence in future performance outcomes. Notably, Vice President Soliday sold shares valued at approximately $219,900 shortly before other executives made similar transactions involving significant amounts of shares.
Additionally, competition posed challenges for EXPE as Google's introduction of new AI-driven travel search features was perceived as potentially threatening market dynamics for online travel agencies like Expedia and Booking Holdings (BKNG). Despite these headwinds stemming from competition and internal selling activity leading up until late November—where stocks experienced slight declines—the overall trend remained bullish throughout the month due largely to solid operational metrics reported earlier in November.
Expedia Group Inc outperformed the Consumer Discretionary (XLY) sector by 19.1%, highlighting its resilience against both sector benchmarks and broader market trends during this timeframe.