Robert W. Baird Issues Positive Forecast for Expedia Group (NASDAQ:EXPE) Stock Price

Expedia Group (NASDAQ:EXPE) had its target price upped by analysts at Robert W. Baird from $280.00 to $282.00 in a report released on Friday,MarketScreener reports. The firm presently has an “outperform” rating on the online travel company’s stock. Robert W. Baird’s price objective would indicate a potential upside of 24.10% from the company’s current price.

Several other brokerages also recently commented on EXPE. Mizuho increased their target price on shares of Expedia Group from $240.00 to $270.00 and gave the company a “neutral” rating in a report on Friday, November 14th. Truist Financial lifted their target price on shares of Expedia Group from $210.00 to $252.00 and gave the stock a “hold” rating in a research report on Tuesday. The Goldman Sachs Group upped their target price on Expedia Group from $325.00 to $355.00 and gave the company a “buy” rating in a report on Friday. Wall Street Zen upgraded Expedia Group from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 7th. Finally, Susquehanna upped their price objective on Expedia Group from $200.00 to $265.00 and gave the company a “neutral” rating in a research note on Monday, November 10th. Fifteen equities research analysts have rated the stock with a Buy rating and twenty have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $292.68.

Expedia Group Stock Performance

Shares of EXPE 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. The stock has a 50 day moving average price of $274.41 and a two-hundred day moving average price of $239.82. The firm has a market capitalization of $27.84 billion, a P/E ratio of 21.75, a P/E/G ratio of 0.72 and a beta of 1.41. Expedia Group has a 52 week low of $130.01 and a 52 week high of $303.80.

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

Insider Activity

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

Hedge Funds Weigh In On Expedia Group

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

Expedia Group News Roundup

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

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped consensus, with double‑digit revenue growth and B2B strength that supports longer‑term revenue mix improvement. Expedia Group Q4 earnings & transcript (MarketBeat)
• Positive Sentiment: Management raised FY‑level topline guidance and flagged stronger 2026 gross bookings driven by business clients, which could support upside to revenue and margins if corporate travel demand sustains. Expedia forecasts upbeat 2026 bookings (Reuters)
• Positive Sentiment: Board approved a 20% increase in the quarterly dividend to $0.48 — a cash return boost that many income‑oriented investors will view favorably. Expedia raises dividend (TipRanks)
• Positive Sentiment: BTIG reiterated a Buy and set a $330 price target, signaling confidence in upside from recovery and B2B execution. BTIG buy rating and $330 PT (Benzinga)
• Neutral Sentiment: Management is actively addressing AI/agentic commerce disruption — positioning Expedia to capture trip demand routed through AI assistants, which is strategic but longer‑term in impact. Expedia embraces agentic commerce (PYMNTS)
• Neutral Sentiment: Full earnings call transcript is available for details — useful for investors parsing margin commentary, incentive spend and B2B cadence. Q4 2025 earnings call transcript (Seeking Alpha)
• Negative Sentiment: Soft margin guidance and caution on near‑term profitability spooked the market — Barron’s highlights that management’s margin outlook weighed on shares, driving today’s decline. Expedia falls after soft margin guidance (Barron’s)
• Negative Sentiment: Pre‑market headlines and momentum sellers pushed the stock lower despite the beat — Benzinga flagged EXPE among names moving down in pre‑market trade. Expedia moves lower in pre-market (Benzinga)
• Negative Sentiment: TD Cowen trimmed its price target to $260 and held a “Hold” rating, signaling valuation caution and tempering some of the post‑earnings enthusiasm. TD Cowen hold & lower PT (TipRanks)

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.