Expedia Group, Inc. (EXPE)

In the past six months, Expedia Group's stock has experienced several notable events. On November 6th, Expedia Group reported its earnings results, with $7.57 earnings per share (EPS) for the quarter, surpassing analysts' consensus estimates of $7.10. The company's revenue for the quarter was $4.41 billion, exceeding analysts' expectations of $4.28 billion and representing an 8.7% increase year-over-year. Following this, on February 7, 2026, Wall Street Zen upgraded Expedia Group's stock rating from "buy" to "strong-buy." However, analyst coverage remains mixed, with a consensus rating of "Hold" and an average 12-month price target of $290.87 among brokerages. Several research firms, including Mizuho, JPMorgan Chase & Co., and BTIG Research, adjusted their price targets for Expedia Group between November 2025 and January 2026. Insider selling of shares was reported in the last quarter of 2025. Additionally, Expedia announced approximately 100 job cuts in Austin as part of a restructuring, which may lead to increased near-term volatility. Earlier in the six-month period, in November 2025, online travel stocks, including Expedia, saw a decline due to concerns about Google's AI-fueled travel search engine.

Demand for Expedia Group's products and services is subject to seasonality and economic cycles, which can cause occasional fluctuations in results. Historically, a seasonal timeframe from July 26 to November 11 has shown positive results compared to the benchmark. There is also a recognized "summer travel demand" period, with discussions in August 2025 about whether this demand would persist into the fall or if business and other travel demand would remain robust.

Expedia Group, Inc. operates as an online travel company, empowering business and leisure travelers with technology to research, plan, book, and experience travel efficiently. The company falls under the Retail-Wholesale sector and the Travel Services industry, specifically within the Travel & Leisure industry group. Its major products and services include online bookable vacation rental listings, airline tickets, packages, rental cars, cruises, destination services, and activities. Expedia Group's portfolio of brands includes Expedia.com, Hotels.com, Vrbo, Hotwire.com, Orbitz, Travelocity, Wotif Group, ebookers, CheapTickets, CarRentals.com, Expedia Cruises, and the metasearch brand Trivago. The company also offers advertising and media businesses to help travel providers reach a global audience.

Expedia Group, Inc. operates in the United States and internationally, with a presence across North America, Europe, and the Asia-Pacific region, as well as other international markets through localized websites and apps. The United States accounts for a significant portion of its total assets and revenue.

Expedia Group maintains a robust brand portfolio and market presence, which is considered a significant strength in the online travel industry. In 2024, the company launched "One Key," a unified loyalty program across its core brands, aiming to enhance customer retention and direct business. Expedia Group has also been leveraging AI and machine learning to drive product improvements, leading to better traveler experiences and increased efficiency in marketing. However, in the past year, the company's stock and potentially its market perception were impacted by "AI Fears" and concerns regarding Google's AI-fueled travel search engine, which sent online travel stocks into the red in November 2025.

Expedia Group, Inc. has a significant institutional ownership, with 1762 institutional owners and shareholders holding a total of 133,946,280 shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, JPMorgan Chase & Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Windacre Partnership Llc, Aqr Capital Management Llc, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Invesco Ltd. Institutional ownership accounts for 81.1% of the company, while individuals hold 6.28%.