Expedia Group’s (EXPE) “Neutral” Rating Reaffirmed at Piper Sandler

Expedia Group (NASDAQ:EXPE)‘s stock had its “neutral” rating reissued by analysts at Piper Sandler in a research note issued on Thursday, Benzinga reports. They currently have a $335.00 price objective on the online travel company’s stock, up from their prior price objective of $325.00. Piper Sandler‘s price objective would indicate a potential upside of 21.80% from the stock’s current price.

A number of other research firms have also weighed in on EXPE. Melius Research set a $355.00 price target on shares of Expedia Group in a research report on Tuesday, October 20th. Stifel Nicolaus set a $204.00 target price on Expedia Group in a research report on Tuesday. Susquehanna increased their price target on shares of Expedia Group from $250.00 to $315.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Wells Fargo & Company reaffirmed a “cautious” rating and set a $278.00 price objective (up from $275.00) on shares of Expedia Group in a research report on Thursday. Finally, Jefferies Financial Group increased their price objective on Expedia Group from $300.00 to $310.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Eighteen analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Expedia Group presently has a consensus rating of “Hold” and a consensus target price of $310.94.

Expedia Group Stock Performance

Shares of NASDAQ EXPE traded down $40.83 during midday trading on Thursday, reaching $275.05. 2,502,618 shares of the stock were exchanged, compared to its average volume of 2,006,254. The firm has a market cap of $33.01 billion, a price-to-earnings ratio of 17.18, a PEG ratio of 0.69 and a beta of 1.39. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 2.21. The firm has a 50-day simple moving average of $284.21 and a two-hundred day simple moving average of $259.60. Expedia Group has a twelve month low of $185.34 and a twelve month high of $342.00.

Expedia Group (NASDAQ:EXPE) last posted its earnings results on Wednesday, November 4th. The online travel company reported $9.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.85 by $0.54. The business had revenue of $4.94 billion for the quarter, compared to analyst estimates of $4.73 billion. Expedia Group had a net margin of 12.97% and a return on equity of 87.32%. The company’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same period in the prior year, the company posted $7.57 EPS. As a group, analysts anticipate that Expedia Group will post 17.37 EPS for the current fiscal year.

Insider Activity at Expedia Group

In other news, insider Robert J. Dzielak sold 1,004 shares of the business’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $335.00, for a total value of $336,340.00. Following the transaction, the insider owned 104,331 shares of the company’s stock, valued at approximately $34,950,885. The trade was a 0.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Craig A. Jacobson sold 3,133 shares of the business’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $328.52, for a total transaction of $1,029,253.16. Following the completion of the transaction, the director directly owned 29,832 shares in the company, valued at $9,800,408.64. This represents a 9.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 11,950 shares of company stock worth $3,881,995 in the last 90 days. 5.20% of the stock is owned by insiders.

Institutional Trading of Expedia Group

A number of institutional investors have recently modified their holdings of the business. Citizens Financial Group Inc. RI boosted its stake in shares of Expedia Group by 184.8% in the third quarter. Citizens Financial Group Inc. RI now owns 6,673 shares of the online travel company’s stock valued at $1,757,000 after purchasing an additional 4,330 shares during the period. Tidal Investments LLC boosted its stake in Expedia Group by 47.4% in the second quarter. Tidal Investments LLC now owns 32,146 shares of the online travel company’s stock valued at $8,226,000 after acquiring an additional 10,331 shares during the period. Plato Investment Management Ltd bought a new stake in shares of Expedia Group in the 2nd quarter worth approximately $2,562,000. Bank of New York Mellon Corp bought a new stake in shares of Expedia Group in the 2nd quarter worth approximately $166,203,000. Finally, Lombard Odier Asset Management Switzerland SA acquired a new position in Expedia Group during the 1st quarter valued at approximately $910,000. 90.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Expedia Group

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

• Positive Sentiment: Expedia reported third-quarter adjusted earnings of $9.39 per share and revenue of $4.94 billion, both ahead of analyst expectations; revenue grew 11.9% year over year. Article: Expedia Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: The company raised its 2026 revenue outlook to $16.37 billion–$16.43 billion and forecast $131.4 billion–$131.9 billion in gross bookings, alongside 180–200 basis points of EBITDA margin expansion. Article: Expedia Raises Annual Forecasts
• Positive Sentiment: Expedia declared a quarterly dividend of $0.48 per share, payable December 10 to shareholders of record November 18. Article: Expedia Declares a Dividend
• Neutral Sentiment: Analyst actions were mixed: BTIG reaffirmed a Buy rating with a $400 target, Cantor Fitzgerald raised its target to $320 but kept a Neutral rating, and HSBC cut its target to $378. Article: BTIG Research Recommendations
• Neutral Sentiment: CEO Ariane Gorin said AI agents have not yet changed booking behavior; travelers may use them for trip discovery but still book through trusted brands. Article: Expedia CEO on AI Agents and Booking Habits
• Negative Sentiment: The primary near-term concern is Expedia’s slower-than-expected fourth-quarter revenue and bookings outlook. Management cited softer demand and geopolitical risks, overshadowing the quarterly beat and fueling the share decline. Article: Expedia Shares Slide After Below-Par Forecast

About Expedia Group

Expedia Group, Inc is an online travel company that connects travelers with a broad range of travel products and services. Its offerings include hotel and vacation-rental accommodations, flights, car rentals, cruises, activities, and travel packages. The company serves consumers through its online travel brands and also provides technology, distribution, and marketing solutions to travel suppliers and other business partners.

Expedia Group’s consumer brands include Expedia, Hotels.com, Vrbo, Orbitz, Travelocity, Wotif, ebookers, CheapTickets, Abritel, and FeWo-direkt, among others.