The Goldman Sachs Group Issues Positive Forecast for Expedia Group (NASDAQ:EXPE) Stock Price

Expedia Group (NASDAQ:EXPE) had its price target upped by equities researchers at The Goldman Sachs Group from $325.00 to $355.00 in a research report issued on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the online travel company’s stock. The Goldman Sachs Group’s target price would suggest a potential upside of 56.22% from the company’s current price.

Several other research analysts have also weighed in on the stock. Benchmark reissued a “buy” rating and set a $290.00 price objective (down from $310.00) on shares of Expedia Group in a report on Friday. B. Riley Financial increased their price target on shares of Expedia Group from $300.00 to $360.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Bank of America lifted their price target on Expedia Group from $285.00 to $326.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Susquehanna upped their price objective on Expedia Group from $200.00 to $265.00 and gave the company a “neutral” rating in a research note on Monday, November 10th. Finally, Mizuho increased their target price on Expedia Group from $240.00 to $270.00 and gave the stock a “neutral” rating in a report on Friday, November 14th. Fifteen investment analysts have rated the stock with a Buy rating and twenty have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $292.68.

Expedia Group Price Performance

EXPE stock opened at $227.24 on Friday. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 1.72. Expedia Group has a 52-week low of $130.01 and a 52-week high of $303.80. The stock’s 50 day moving average is $274.41 and its two-hundred day moving average is $239.82. The company has a market capitalization of $27.84 billion, a PE ratio of 21.75, a P/E/G ratio of 0.72 and a beta of 1.41.

Expedia Group (NASDAQ:EXPE) last released its earnings results on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, beating the consensus estimate of $3.32 by $0.46. Expedia Group had a return on equity of 64.15% and a net margin of 9.66%.The company had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.41 billion. During the same period in the prior year, the business posted $2.39 EPS. The business’s revenue was up 11.4% on a year-over-year basis. Analysts predict that Expedia Group will post 12.28 earnings per share for the current fiscal year.

Insider Buying and Selling at Expedia Group

In other news, Director Madhumita Moina Banerjee sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $258.00, for a total transaction of $258,000.00. Following the completion of the transaction, the director owned 2,916 shares in the company, valued at approximately $752,328. This represents a 25.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Lance A. Soliday sold 849 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $248.08, for a total transaction of $210,619.92. Following the completion of the sale, the chief accounting officer directly owned 11,662 shares in the company, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their position. The SEC filing for this sale provides additional information. 9.13% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Brighton Jones LLC acquired a new stake in Expedia Group in the fourth quarter worth about $408,000. NewEdge Advisors LLC boosted its stake in Expedia Group by 5.0% during the 1st quarter. NewEdge Advisors LLC now owns 5,455 shares of the online travel company’s stock valued at $917,000 after purchasing an additional 259 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Expedia Group during the 2nd quarter valued at $596,000. Concurrent Investment Advisors LLC acquired a new stake in shares of Expedia Group in the second quarter valued at $312,000. Finally, MGO One Seven LLC boosted its stake in Expedia Group by 2.3% during the second quarter. MGO One Seven LLC now owns 5,232 shares of the online travel company’s stock valued at $883,000 after buying an additional 119 shares in the last quarter. Institutional investors and hedge funds own 90.76% of the company’s stock.

Key Stories Impacting Expedia Group

Here are the key news stories impacting Expedia Group this week:

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped consensus, with double‑digit revenue growth and B2B strength that supports longer‑term revenue mix improvement. Expedia Group Q4 earnings & transcript (MarketBeat)
• Positive Sentiment: Management raised FY‑level topline guidance and flagged stronger 2026 gross bookings driven by business clients, which could support upside to revenue and margins if corporate travel demand sustains. Expedia forecasts upbeat 2026 bookings (Reuters)
• Positive Sentiment: Board approved a 20% increase in the quarterly dividend to $0.48 — a cash return boost that many income‑oriented investors will view favorably. Expedia raises dividend (TipRanks)
• Positive Sentiment: BTIG reiterated a Buy and set a $330 price target, signaling confidence in upside from recovery and B2B execution. BTIG buy rating and $330 PT (Benzinga)
• Neutral Sentiment: Management is actively addressing AI/agentic commerce disruption — positioning Expedia to capture trip demand routed through AI assistants, which is strategic but longer‑term in impact. Expedia embraces agentic commerce (PYMNTS)
• Neutral Sentiment: Full earnings call transcript is available for details — useful for investors parsing margin commentary, incentive spend and B2B cadence. Q4 2025 earnings call transcript (Seeking Alpha)
• Negative Sentiment: Soft margin guidance and caution on near‑term profitability spooked the market — Barron’s highlights that management’s margin outlook weighed on shares, driving today’s decline. Expedia falls after soft margin guidance (Barron’s)
• Negative Sentiment: Pre‑market headlines and momentum sellers pushed the stock lower despite the beat — Benzinga flagged EXPE among names moving down in pre‑market trade. Expedia moves lower in pre-market (Benzinga)
• Negative Sentiment: TD Cowen trimmed its price target to $260 and held a “Hold” rating, signaling valuation caution and tempering some of the post‑earnings enthusiasm. TD Cowen hold & lower PT (TipRanks)

Expedia Group Company Profile

Expedia Group (NASDAQ: EXPE) is a global travel technology company that operates an online marketplace connecting consumers, travel suppliers and third‑party partners. The company’s platform enables search, comparison and booking of travel products and services, including hotels, airline tickets, vacation rentals, car rentals, cruises and packaged travel. Its portfolio comprises consumer-facing travel brands as well as corporate travel solutions and technology services that serve both leisure and business travelers.

Key offerings include consumer booking platforms and mobile apps that aggregate inventory from hotels, vacation rental managers, airlines and car rental companies, alongside ancillary travel services such as trip insurance and activities.