With a market cap of $34.3 billion, Expedia Group, Inc. (EXPE) is a leading global travel marketplace dedicated to helping people explore the world through seamless and personalized travel experiences. Powered by trusted brands such as Expedia, Hotels.com, and Vrbo, the company connects travelers, partners, and advertisers across more than 70 countries through innovative technology and a robust travel ecosystem.
Shares of the Seattle, Washington-based company have outpaced the broader market over the past 52 weeks. EXPE stock has climbed 31.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 11.1%. However, shares of the company are up 2.1% on a YTD basis, lagging behind SPX’s 10.7% return.
Focusing more closely, shares of the online travel company have exceeded the State Street Consumer Discretionary Select Sector SPDR ETF’s (XLY) 2.9% decline over the past 52 weeks.
Expedia Group reported better-than-expected Q2 2026 adjusted EPS of $5.76 and revenue of $4.32 billion. Also, the company raised its 2026 gross bookings forecast to $129.5 billion - $130.8 billion, above analysts’ estimates, and increased its annual revenue outlook to $16.05 billion - $16.22 billion. Strong U.S. domestic travel demand, which outpaced cross-border bookings, including spending on the World Cup, concerts and outdoor activities, reinforced confidence in the outlook despite Middle East disruptions and rising airfares and hotel rates.
For the fiscal year ending in December 2026, analysts expect EXPE’s EPS to grow 30% year-over-year to $17.37. The company's earnings surprise history is promising. It beat the consensus estimates in each of the last four quarters.
Among the 36 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 13 “Strong Buy” ratings, two “Moderate Buys,” 20 “Holds,” and one “Moderate Sell..”
This configuration has remained unchanged over the past three months.
On Sept. 30, Truist lowered its price target on Expedia to $288 and maintained a "Hold" rating.
The mean price target of $331.67 represents a nearly 16% premium to EXPE’s current price levels. The Street-high price target of $430 suggests a 50.4% potential upside.
On the date of publication, Sohini Mondal did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.