EXPE

Over the past six months, Expedia Group's stock price has been influenced by several key events. The company reported strong Q3 2025 results, with revenue reaching $4.4 billion and gross bookings surging by 12% year-over-year to $30.7 billion, driven by robust international demand. In Q1 2026, Expedia Group reported earnings results that beat expectations, with $1.96 earnings per share and revenue for the quarter was $3.43 billion, marking a 14.7% increase compared to the same quarter last year. Gross bookings rose 13%, and adjusted EBITDA expanded significantly to $542 million. The company also announced a new $5 billion share repurchase authorization and executed $700 million in buybacks during Q1 2026, alongside debt reduction efforts. However, geopolitical events, specifically the Middle East conflict, and Mexico travel advisories led to elevated cancellations in March 2026, creating some near-term volatility and prompting a cautious tone in guidance despite an April rebound. Despite these headwinds, analysts have shown confidence, with Jefferies upgrading the stock to "buy" with a $300 price target in late March 2026, and Morgan Stanley raising its price target to $290 in March 2026.