Expedia Group Reports Mixed Performance Amid Market Fluctuations

With a market cap of $20.4 billion, Expedia Group, Inc. (EXPE) operates as a global online travel company. It offers various services across business-to-consumer (B2C), business-to-business (B2B), and metasearch segments. Through well-known brands like Expedia.com, Hotels.com, Vrbo, and trivago, it equips travelers with tools for trip planning, booking, and experiences, while also providing travel technology and marketing solutions to partners.

Recent Stock Performance

Over the past 52 weeks, shares of the Seattle-based company have outperformed the broader market. EXPE has increased by 18.6%, compared to an 11.7% rally in the S&P 500 Index ($SPX). Nonetheless, year-to-date shares of Expedia are down 15.2%, which places them behind SPX’s decline of 4.7%.

Taking a closer look, Expedia has outperformed the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 13.7% return during the same period.

Financial Highlights

Expedia Group saw its stock soar 17.3% on February 6, following better-than-expected Q4 2024 results. Adjusted EPS reached $2.39, with revenue climbing to $3.2 billion, both exceeding analyst forecasts. Gross bookings grew 13% year-over-year to $24.4 billion, driven by a 12% increase in room nights, totaling 86.4 million, and solid performance across key brands like Expedia, Hotels.com, and Vrbo. Notably, the B2B segment experienced a remarkable 24% increase in bookings, highlighting significant growth in partner-driven channels.

Looking ahead to the current fiscal year, ending in December 2025, analysts project EXPE’s EPS to grow 24.7% year-over-year to $11.73. The company has shown a mixed earnings surprise history, beating consensus estimates in three of the last four quarters while missing once.

Among the 32 analysts tracking the stock, the consensus rating stands at “Moderate Buy,” based on 11 “Strong Buy” ratings, one “Moderate Buy,” and 20 “Holds.”

Market Analyst Insights

On April 17, Morgan Stanley adjusted Expedia’s price target to $150, retaining an “Equal Weight” rating. This adjustment reflects broad estimate reductions stemming from macroeconomic factors and tariff-related pressures affecting e-commerce and digital advertising.

Currently, EXPE trades below the average price target of $199.82. The highest price target on the Street is set at $290, suggesting a potential upside of 83.6% from current levels.

On the date of publication, Sohini Mondal did not hold (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data provided are for informational purposes only.

The views and opinions expressed herein are solely those of the author and do not necessarily reflect those of Nasdaq, Inc.