Expedia Group, Inc. (EXPE)

Over the past six months, Expedia Group's stock has been influenced by earnings and shifts in travel demand. In May 2025, shares fell after Q1 revenue missed estimates due to weaker U.S. travel demand, leading to a widened net loss and lowered forecast. In August 2025, the stock saw an uptick following its Q2 earnings report, which exceeded expectations with growth in gross bookings and revenue. In October 2025, analyst firms adjusted their price targets for EXPE, and the share price was $215.65, representing a 34.40% increase from the previous year.

Demand for Expedia Group's products and services is subject to seasonality. Travel stocks are generally cyclical and sensitive to factors such as consumer confidence, economic growth, and seasonal travel patterns. Demand can fluctuate, with periods like the summer often seeing higher activity, while other times may experience softness.

Expedia Group, Inc. is a leading online travel platform connecting travelers with various travel products and services globally. Its core business segments include lodging, air travel, car rentals, cruises, and vacation packages. The company generates revenue through merchant, agency, and advertising models and has an extensive portfolio of major brands, including Expedia, Hotels.com, Vrbo, and trivago.

Expedia Group, Inc. operates both in the United States and internationally, demonstrating a significant global presence. The company leverages a vast partner network that extends across more than 200 countries to tailor traveler experiences.

Within the past year, there were no specific events significantly impacting Expedia Group's overall brand reputation in terms of widespread public perception or major customer sentiment shifts. A Hotels.com brand relaunch occurred in April. In September 2024, analysis suggested that Expedia was underperforming compared to competitors like Booking.com and Airbnb, with consumers often booking directly with service providers.

Expedia Group, Inc. has a mixed ownership structure, with a significant portion held by institutional investors, accounting for 92.81% of the company's shares as of Q4 2024. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors comprise a relatively small percentage of ownership, though company insiders, including executives and board members, also hold shares. Barry Diller is a significant individual shareholder and chairman.