Expedia Group (NASDAQ:EXPE – Get Free Report) had its target price cut by stock analysts at Argus from $345.00 to $250.00 in a research note issued on Tuesday,MarketScreener reports. The brokerage currently has a “buy” rating on the online travel company’s stock. Argus’ target price would suggest a potential upside of 22.68% from the company’s previous close.
A number of other research analysts also recently commented on the company. Jefferies Financial Group increased their target price on Expedia Group from $270.00 to $285.00 and gave the stock a “hold” rating in a report on Thursday, December 11th. The Goldman Sachs Group raised their target price on shares of Expedia Group from $325.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Truist Financial upped their target price on Expedia Group from $210.00 to $252.00 and gave the company a “hold” rating in a report on Tuesday, February 10th. DA Davidson cut their price target on Expedia Group from $294.00 to $260.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Finally, Morgan Stanley upped their price objective on Expedia Group from $180.00 to $270.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 13th. Twelve investment analysts have rated the stock with a Buy rating and twenty-three have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $284.35.
Get Our Latest Stock Analysis on Expedia Group
Expedia Group Price Performance
Expedia Group (NASDAQ:EXPE – Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. The firm had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. Expedia Group’s revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company posted $2.39 earnings per share. Sell-side analysts predict that Expedia Group will post 12.28 earnings per share for the current year.
Insider Activity
In related news, CAO Lance A. Soliday sold 849 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $248.08, for a total value of $210,619.92. Following the completion of the sale, the chief accounting officer owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. The trade was a 6.79% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of Expedia Group stock in a transaction that occurred 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 completion of the sale, the director owned 2,916 shares of the company’s stock, valued at $752,328. This trade represents a 25.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 9.13% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of EXPE. Motiv8 Investments LLC acquired a new stake in shares of Expedia Group in the fourth quarter valued at about $25,000. Entrust Financial LLC bought a new stake in Expedia Group in the 4th quarter valued at $26,000. JFS Wealth Advisors LLC raised its stake in shares of Expedia Group by 78.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after buying an additional 44 shares in the last quarter. Lodestone Wealth Management LLC bought a new position in shares of Expedia Group during the 4th quarter worth about $29,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in shares of Expedia Group during the 3rd quarter valued at about $30,000. 90.76% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting Expedia Group
Here are the key news stories impacting Expedia Group this week:
- Positive Sentiment: Company reports and strategy — Expedia is highlighting double‑digit revenue and gross‑bookings growth and continuing to push AI initiatives that management says are driving bookings and efficiency, which supports longer‑term upside. Expedia Group sees double-digit growth as AI push continues
- Positive Sentiment: Value/oversold arguments — Several outlets (Zacks) argue EXPE is technically oversold after the recent drop and that analyst estimate revisions and valuation metrics make a buy‑the‑dip case. This can attract bargain hunters and short‑term buyers. Down 25.4% in 4 Weeks, Buy the Dip
- Positive Sentiment: Fundamental/value checks — Zacks also ran a valuation/estimate‑revision piece suggesting EXPE could be undervalued based on its earnings momentum and the Zacks Rank framework. Is EXPEDIA GROUP (EXPE) Stock Undervalued Right Now?
- Neutral Sentiment: Analyst ratings mix — Some firms reaffirmed neutral/market‑perform ratings (Wedbush, Citizens/JMP) while others keep buy/outperform views; price targets vary widely, indicating no consensus near‑term direction. Analyst rating notes via Benzinga
- Neutral Sentiment: Argus adjustment — Argus cut its price target from $345 to $250 but maintained a “buy” rating, trimming upside expectations while still signaling conviction in the business. Argus adjusts price target on Expedia Group
- Neutral Sentiment: Market content pieces & trends — Coverage comparing Expedia to Booking/Airbnb and reporting on airfare/city trends (e.g., San Juan) is driving discussion about competitive positioning and demand seasonality rather than an immediate catalyst. Expedia Vs. Peers San Juan airfare trends
- Negative Sentiment: Post‑earnings reset and margin guidance — Several analyses link the recent selloff to investor disappointment with Expedia’s modest 2026 margin‑expansion outlook despite strong top‑line growth; that cautious margin guidance is the primary near‑term negative catalyst. Expedia slides as investors focus on 2026 margin outlook after earnings
- Negative Sentiment: Recent share weakness & sentiment — Coverage highlighting a ~25% monthly share price drop and notable insider selling has increased caution among investors and likely contributed to short‑term volatility. Assessing Expedia After A 25% Monthly Drop
About Expedia Group
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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