26 stories mentioning EXPEUpdated 19d ago
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Expedia Group (EXPE) has an average rating of overweight and mean price target of $287.03, according to analysts polled by FactSet.Price: $219.47, Change: $+2.30, Percent Change: +1.06%
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.
Expedia (EXPE) has an average rating of overweight and mean price target of $288.03, according to analysts polled by FactSet.Price: $231.37, Change: $-21.42, Percent Change: -8.47%
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.
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%
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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