Expedia Group’s (EXPE) “Buy” Rating Reiterated at BTIG Research

Expedia Group (NASDAQ:EXPE)‘s stock had its “buy” rating reaffirmed by equities researchers at BTIG Research in a research report issued on Friday,Benzinga reports. They currently have a $330.00 price target on the online travel company’s stock. BTIG Research’s price target would indicate a potential upside of 45.22% from the stock’s previous close.

Several other research analysts also recently weighed in on the stock. Cantor Fitzgerald upped their price objective on shares of Expedia Group from $220.00 to $285.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Jefferies Financial Group upped their target price on shares of Expedia Group from $270.00 to $285.00 and gave the stock a “hold” rating in a report on Thursday, December 11th. Evercore raised their price target 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. B. Riley Financial boosted their price objective on Expedia Group from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Finally, Citigroup increased their price objective on Expedia Group from $206.00 to $281.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 11th. Fourteen analysts have rated the stock with a Buy rating and twenty have given a Hold rating to the stock. According to data from MarketBeat, Expedia Group has a consensus rating of “Hold” and an average price target of $292.23.

Expedia Group Stock Down 2.7%

EXPE stock opened at $227.24 on Friday. The company has a debt-to-equity ratio of 1.72, a quick ratio of 0.74 and a current ratio of 0.74. Expedia Group has a fifty-two week low of $130.01 and a fifty-two week high of $303.80. The stock’s 50 day simple moving average is $274.41 and its 200 day simple moving average is $239.82. The company has a market cap of $27.84 billion, a P/E ratio of 21.75, a price-to-earnings-growth ratio of 0.72 and a beta of 1.41.

Expedia Group (NASDAQ:EXPE) last issued its 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 return on equity of 64.15% and a net margin of 9.66%.The company had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. During the same period in the prior year, the firm earned $2.39 earnings per share. Expedia Group’s revenue for the quarter was up 11.4% on a year-over-year basis. On average, research analysts expect that Expedia Group will post 12.28 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CAO Lance A. Soliday sold 849 shares of Expedia Group stock in a transaction on Friday, November 21st. The stock was sold at an average price of $248.08, for a total transaction of $210,619.92. Following the sale, the chief accounting officer directly owned 11,662 shares in the company, valued at approximately $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 can be accessed through this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the business’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 completion of the transaction, the director directly owned 2,916 shares in the company, valued at approximately $752,328. This represents a 25.54% decrease in their position. The disclosure for this sale is available in the SEC filing. 9.13% of the stock is owned by insiders.

Institutional Investors Weigh In On Expedia Group

Hedge funds have recently made changes to their positions in the business. Entrust Financial LLC bought a new position in Expedia Group during the fourth quarter valued at about $26,000. JFS Wealth Advisors LLC boosted its stake in Expedia Group by 78.6% in the fourth quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after acquiring an additional 44 shares during the last quarter. Lodestone Wealth Management LLC bought a new position in shares of Expedia Group during the 4th quarter valued at approximately $29,000. Grey Fox Wealth Advisors LLC bought a new position in shares of Expedia Group during the 3rd quarter valued at approximately $30,000. Finally, Spire Wealth Management increased its stake in shares of Expedia Group by 114.3% during the 2nd quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock worth $25,000 after purchasing an additional 80 shares during the last quarter. 90.76% of the stock is currently owned by institutional investors.

Key Expedia Group News

Here are the key news stories impacting Expedia Group this week:

• Positive Sentiment: Q4 results beat expectations — Expedia reported $3.78 EPS and $3.55B revenue, topping estimates and showing 11% revenue growth, which supports near‑term fundamentals and profitability. MarketBeat: Q4 Results
• Positive Sentiment: Dividend increase — the board raised the quarterly payout to $0.48 (20% increase), boosting yield and returning cash to shareholders, which can support investor demand. (Company announcement)
• Positive Sentiment: Upbeat 2026 bookings/revenue outlook driven by B2B demand — management guided above Wall Street on 2026 gross bookings and cited strong traction from corporate clients and partners, highlighting durable B2B revenue growth. Reuters: 2026 Bookings Guidance
• Neutral Sentiment: Strategic response to AI/agentic commerce — management said they’re embracing AI assistants and “agentic commerce” to keep traffic on Expedia’s platforms; this is a longer‑term strategic positive but execution and monetization remain uncertain. PYMNTS: Agentic Commerce
• Neutral Sentiment: Full earnings package & materials available — transcript, slide deck and filings published (useful for investors doing deeper diligence on margins, B2B metrics and guidance). Seeking Alpha: Earnings Transcript
• Negative Sentiment: Analyst caution and price‑target cut — TD Cowen’s Kevin Kopelman kept a Hold and cut the PT to $260 (from $300), citing persistent B2C weakness and valuation concerns; analyst caution can pressure sentiment and limit near‑term upside. TipRanks: TD Cowen Hold & PT Cut
• Negative Sentiment: AI and macro uncertainty — analysts and market commentary flagged AI disruption risks to travel‑shopping behavior and recent macro reports (housing, CPI) that weighed on markets; these raise near‑term uncertainty around the consumer travel recovery. Investing.com: AI Concerns

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.