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Expedia Group, Inc. (EXPE) is a leading global travel platform headquartered in Seattle, Washington. With a market cap of $22.1 billion, the company operates a portfolio of well-known brands, including Expedia, Hotels.com, Vrbo, and Travelocity, offering a wide range of travel services such as accommodations, flights, car rentals, and vacation packages.
EXPE’s shares have trailed the broader market over the past year. EXPE has gained 13.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 23.3%. In 2025, EXPE has dipped 7.7%, compared to the SPX’s 3.2% rise on a YTD basis.
Zooming in further, EXPE has also struggled to keep up with the Invesco Dynamic Leisure and Entertainment ETF (PEJ). The exchange-traded fund has gained 33.6% over the past year and has returned 8.1% in 2025.
Expedia has struggled to keep up with the broader market over the past year due to slow growth in its B2C segment, with consecutive guidance cuts raising concerns among investors.
However, on Nov. 7, Expedia released its Q3 earnings, which led to a 3.8% increase in its share price in the next trading session. The company’s EBITDA stood at $1.25 billion, beating analyst forecasts by 1.6%. Gross bookings rose by 7% to $27.5 billion, driven by an 8% increase in lodging bookings. It generated $4.06 billion in revenue, slightly missing market expectations by 1.3%, but still reflecting a 3.3% growth compared to the previous year.
EXPE is expected to release its fiscal 2024 results next month, and analysts expect EXPE’s EPS to grow 17.7% to $8.76 on a diluted basis. The company beat the consensus estimate in three of the last four quarters while missing on another occasion.
Among the 32 analysts covering EXPE stock, the consensus is a “Moderate Buy.” That’s based on ten “Strong Buy” ratings, one “Moderate Buy,” and 21 “Holds.”
This configuration is more bullish than a month ago, with nine analysts suggesting a “Strong Buy.”
On Jan. 16, Wells Fargo & Company (WFC) analyst Ken Gawrelski reiterated a “Hold” rating on Expedia with a price target of $168.
EXPE’s mean price target of $189.18 implies a premium of 10% from the current market prices. Additionally, the Street-high price target of $236 suggests an upside potential of 37.2%.
