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Uber Evolving Into 'Everything App' With Expanding Margins, Tigress Says
Wire

Uber Evolving Into 'Everything App' With Expanding Margins, Tigress Says

Uber Technologies (UBER) is evolving into a "diversified everything app" from predominantly a ride-hailing service, with growing margins, Tigress Financial Partners said Friday.The company has expanded its network of ride-hailing and delivery services, ventured into "platform adjacencies" that offer high margins, and pursued capital-light partnerships with autonomous and electric vehicle manufacturers, Tigress Director of Research Ivan Feinseth said in a note to clients.The brokerage noted Uber's partnerships and collaborations with major players such as Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Waymo, Mobileye Global (MBLY), Rivian Automotive, (RIVN), Lucid Group (LCID) and Expedia Group (EXPE)."Uber is turning its scaled mobility and delivery networks, high-margin platform adjacencies, combined with its capital-light, (artificial intelligence-driven) AV/EV and travel partnerships, into a diversified everything app with expanding margins and long-term compounding potential," Feinseth said.Last month, Uber issued a bookings growth outlook that surpassed Wall Street's estimates, while its first-quarter profit grew year over year."Uber's pivot from subsidized growth to disciplined, self-funded expansion has driven (earnings before interest, taxes, depreciation, amortization, and restructuring) and free cash flow growth ahead of revenue, inflecting (return on capital) from negative levels in 2021 to meaningfully above its cost of capital, and positioning it for compound economic profit through continued reinvestment, share repurchases, and selective (mergers and acquisitions)," Feinseth said Friday.Tigress raised its price target on the Uber stock to $115 from $110 while reiterating its buy rating."We believe further upside in the shares exists, and our 12-month target price of $115 represents a potential return of close to 65% from current levels," Feinseth wrote.The company's shares were down 2% in Friday afternoon trade. So far this year, the stock has lost nearly 17% in value.Price: $68.15, Change: $-1.40, Percent Change: -2.01%

$EXPE$GOOG$GOOGL$LCID$MBLY$NVDA$RIVN$UBER
Insider Trading

Expedia Group Insider Sold Shares Worth $1,095,566, According to a Recent SEC Filing

Robert J Dzielak, Chief Legal Officer & Secretary, on June 05, 2026, sold 4,702 shares in Expedia Group (EXPE) for $1,095,566. Following the Form 4 filing with the SEC, Dzielak has control over a total of 105,448 common shares of the company, with 105,448 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1324424/000122520826005877/xslF345X05/doc4.xml

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Wire

DA Davidson Adjusts Expedia Price Target to $250 From $260, Maintains Neutral Rating

Expedia Group (EXPE) has an average rating of overweight and mean price target of $287.03, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $219.47, Change: $+2.30, Percent Change: +1.06%

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Research

Research Alert: CFRA Lifts Opinion On Shares Of Expedia Group To Hold From Sell

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $12 to $252, representing 13x our 2026 EPS estimate (unchanged multiple), a discount to EXPE's 21x five-year average forward multiple justified by consumer spending and competitive risks. We raise our 2026 EPS estimate to $19.41 from $18.51 and 2027's to $22.18 from $20.38. Our higher revised estimates reflect resilient Q1 gross bookings growth (+13% Y/Y) despite volatile trends in response to the conflict in Iran. Management reiterated its 2026 gross bookings outlook of 6%-8%, which appears conservative given potential benefits to travel brought by the World Cup in North America. The company also saw significant leverage over sales and marketing (-400 bps Y/Y). If EXPE were to achieve its gross bookings guidance and sustain operating leverage, we see a reasonable path to achieve low-double-digit EPS growth in 2026. We view shares trading below their five-year average offering a more balanced risk/reward. Thus, we lift our opinion to Hold from Sell.

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Wire

UBS Cuts Price Target on Expedia to $262 From $266, Maintains Neutral Rating

Expedia (EXPE) has an average rating of overweight and mean price target of $288.03, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $231.37, Change: $-21.42, Percent Change: -8.47%

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Research

Research Alert: Expe: Low-quality Beat And Unchanged Guidance Temper Upside

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EXPE posted Q1 revenue of $3.43B (+15% Y/Y) beating the $3.35B consensus, with gross bookings up 13% Y/Y, while adjusted EBITDA of $542M (+83% Y/Y) exceeded the $452M estimate with margins expanding 591 bps to 15.8%. Adjusted EPS of $1.96 topped the $1.39 consensus, though $1.24 of the improvement reflects exclusion of a $155M equity investment loss. The margin expansion narrative was reinforced, with the company repurchasing $700M in stock and announcing a new $5B authorization. Management maintained full-year guidance at 6%-8% gross bookings growth despite the Q1 beat, citing 200 bps headwinds from Mexico and Middle East geopolitical issues. B2B was the primary growth driver with revenue up 25% and bookings up 22%, while B2C showed more modest growth at 8% revenue and 10% bookings. We believe investors should weigh the headline beat against adjusted earnings quality and the lack of raised outlook given ongoing geopolitical overhangs limiting catalyst potential.

$EXPE
Wire

Uber, Expedia Collaborate to Offer Hotel Booking Options

Uber Technologies (UBER) said Wednesday that it is collaborating with Expedia (EXPE), allowing users to book hotels directly through the Uber app.Under the partnership, Uber said its users in the US will eventually have access to more than 700,000 properties in destinations worldwide. The partnership is expected to expand beyond the US, it said.Uber One members will earn 10% back in Uber One credits on all hotel bookings, and will save at least 20% on a rolling list of over 10,000 hotels, the company said.Following an initial pilot, Uber rides will also be integrated into the Expedia app from June, the company said.Uber launched several other features on its app, covering travel, shopping, voice bookings, and food, the company said.Price: $73.87, Change: $-0.24, Percent Change: -0.33%

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Research

Research Alert: CFRA Lowers Opinion On Shares Of Expedia Group Inc. From Hold To Sell

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $3 to $240, representing 13x our 2026 EPS estimate (unchanged multiple), a significant discount to EXPE's 21x five-year average forward multiple. We lower our 2026 EPS estimate to $18.51 from $18.55 and 2027's to $20.38 from $20.42, reflecting modestly lower gross bookings growth expectations. We downgrade EXPE from Hold to Sell as we believe shares are overvalued given heightened macroeconomic risks and the company's concentrated U.S. exposure. Elevated oil prices are pressuring U.S. consumer discretionary budgets, which would disproportionately impact EXPE relative to peers given approximately 60% of its business is U.S.-based. Consensus revenue estimates have been revised up 6% on recent bookings momentum but have been slow to reflect recent macroeconomic volatility, suggesting potential downside risk. Additionally, AI-driven search and booking tools represent a longer-term disintermediation threat to EXPE's traditional online travel agency model.

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