Expedia Group, Inc. (EXPE)

Expedia Group's stock has been impacted by several events in the past six months. Q1 2025 earnings report revealed revenue and gross bookings falling short of expectations, leading to a stock drop, although adjusted EPS beat estimates. Piper Sandler downgraded Expedia Group's outlook following the Q1 report. Expedia Group reinstated a quarterly dividend of $0.40 per share starting in March 2025. Q4 2024 results exceeded expectations, with growth in booked room nights and total gross bookings. Q3 2024 results were solid, with increases in gross bookings and revenue, leading to raised full-year guidance for 2024. As of July 2025, analysts have a consensus "Hold" rating for EXPE, with an average twelve-month price objective of $187.19.

Expedia Group experiences seasonal fluctuations in travel service demand. Bookings are highest in the first three quarters, including peak periods like summer and holidays, while they typically decrease in the fourth quarter. Revenue recognition lags bookings, and Expedia's performance and stock price may fluctuate based on these seasonal trends. The first quarter often sees a seasonal decline in travel demand.

Expedia Group, Inc. is an American travel technology company in the online travel industry, facilitating travel bookings and experiences globally for individuals and businesses. Its major products and services include online travel booking platforms such as Expedia.com and Hotels.com, metasearch through Trivago, B2B services, destination services, and advertising. The company leverages AI and machine learning to personalize user experiences.

Expedia Group operates globally in over 200 countries and territories, with platforms available in multiple languages. The United States accounts for 61.2% of its net sales. The company is headquartered in Seattle, Washington, and has a campus in Gurugram, India.

Expedia's brand reputation is influenced by technological innovation, customer engagement, and financial performance. The company focuses on improving customer satisfaction through AI and GenAI partnerships. Weaker than expected demand in the U.S. and a widening net loss in Q1 2025 could negatively impact brand perception. Expedia Group's inclusion on a UN Human Rights Council list in February 2020 may also affect its brand reputation among certain consumer segments.

Expedia Group, Inc. has a mix of institutional, retail, and individual investors. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Barry Diller is a significant individual shareholder and serves as the company's chairman. Other individuals with notable stakes include current and former executives and board members.