DA Davidson Has Lowered Expectations for Expedia Group (NASDAQ:EXPE) Stock Price

Expedia Group (NASDAQ:EXPE) had its price target lowered by stock analysts at DA Davidson from $294.00 to $260.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the online travel company’s stock. DA Davidson’s price target suggests a potential upside of 23.57% from the stock’s previous close.

Other equities analysts have also recently issued research reports about the stock. CICC Research raised shares of Expedia Group from a “market perform” rating to an “outperform” rating and set a $271.00 target price on the stock in a research report on Monday, November 10th. BTIG Research reissued a “buy” rating and issued a $330.00 price objective on shares of Expedia Group in a research report on Friday. Robert W. Baird raised their target price on Expedia Group from $280.00 to $282.00 and gave the company an “outperform” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft set a $244.00 target price on Expedia Group in a research note on Friday. Finally, Wells Fargo & Company decreased their price objective on shares of Expedia Group from $329.00 to $315.00 and set an “equal weight” rating for the company in a report on Friday. Fourteen analysts have rated the stock with a Buy rating and twenty-one have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Expedia Group presently has an average rating of “Hold” and an average target price of $288.87.

Expedia Group Stock Down 7.4%

EXPE stock traded down $16.83 during mid-day trading on Friday, reaching $210.41. 5,008,185 shares of the company traded hands, compared to its average volume of 2,467,269. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 1.72. The firm’s 50 day moving average price is $274.41 and its 200 day moving average price is $239.82. The stock has a market cap of $25.78 billion, a price-to-earnings ratio of 20.19, a P/E/G ratio of 0.72 and a beta of 1.41. Expedia Group has a fifty-two week low of $130.01 and a fifty-two week high of $303.80.

Expedia Group (NASDAQ:EXPE) last posted its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. Expedia Group had a net margin of 9.66% and a return on equity of 64.15%. The firm had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. During the same period in the previous year, the firm earned $2.39 EPS. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. As a group, equities research analysts predict that Expedia Group will post 12.28 EPS for the current fiscal year.

Insiders Place Their Bets

In other Expedia Group news, CAO Lance A. Soliday sold 849 shares of the stock in a transaction on 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 transaction, the chief accounting officer directly owned 11,662 shares in the company, valued at $2,893,108.96. This represents a 6.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $258.00, for a total transaction of $258,000.00. Following the sale, the director directly owned 2,916 shares in the company, valued at $752,328. This trade represents a 25.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 9.13% of the stock is owned by insiders.

Institutional Trading of Expedia Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Expedia Group by 0.7% during the second quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock worth $2,581,530,000 after purchasing an additional 102,494 shares during the period. Norges Bank acquired a new position in Expedia Group during the 2nd quarter worth about $663,882,000. Windacre Partnership LLC increased its stake in shares of Expedia Group by 9.2% in the third quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock valued at $787,049,000 after buying an additional 309,900 shares during the period. AQR Capital Management LLC increased its stake in shares of Expedia Group by 25.0% in the third quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock valued at $779,275,000 after buying an additional 728,063 shares during the period. Finally, Geode Capital Management LLC raised its position in shares of Expedia Group by 1.7% during the second quarter. Geode Capital Management LLC now owns 3,414,935 shares of the online travel company’s stock worth $574,364,000 after acquiring an additional 58,244 shares during the last quarter. 90.76% of the stock is owned by institutional investors.

Trending Headlines about Expedia Group

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

• Positive Sentiment: Q4 results beat estimates — bookings climbed ~11% and EBITDA jumped ~32%; EPS and revenue topped Street expectations, highlighting strong B2B execution that underpins near‑term growth hopes. Expedia Q4 Earnings & Revenues Beat Estimates, Both Increase Y/Y
• Positive Sentiment: Company forecasts 2026 gross bookings and revenue above Wall Street expectations, citing stronger demand from business clients — supports longer‑term growth thesis. Expedia forecasts upbeat 2026 bookings on demand from business clients
• Positive Sentiment: Major analyst bullishness: Goldman Sachs raised its price target to $355 (buy), signaling strong upside from current levels. Goldman Sachs adjusts price target on Expedia Group to $355
• Positive Sentiment: HSBC also bumped its target to $387 (buy), another strong vote of confidence from the sell‑side. HSBC adjusts price target on Expedia Group to $387
• Positive Sentiment: Board increased the quarterly dividend 20% to $0.48 — signals confidence in cash flow and returns to shareholders (modest yield but supportive of long‑term investor sentiment).
• Positive Sentiment: Management is investing in “agentic commerce” / AI integrations to defend platform share as travel discovery shifts — strategic response could protect revenues and distribution over time. Expedia Embraces Agentic Commerce to Fight Platform Disruption
• Neutral Sentiment: Citi maintained a Hold with a $281 target and a balanced outlook — acknowledges the beat but flags valuation, competition and execution risks. Balanced Outlook on Expedia: Strong Quarter and Guidance Tempered by Valuation, Competition, and Execution Risks
• Negative Sentiment: CFO signaled a “dynamic” macro environment and dialed down margin expectations — weaker margin guidance was the main catalyst for the share pullback despite the beat. Expedia CFO Flags ‘Dynamic’ Economy, Dials Down Expectations On Margins
• Negative Sentiment: TD Cowen trimmed its target to $260 and kept a Hold — another sign some analysts see limited near‑term upside given valuation and margin risk. TD Cowen adjusts price target on Expedia Group to $260
• Negative Sentiment: Coverage notes (e.g., Barron’s) highlight that softer margin guidance could signal a challenging 2026 despite top‑line strength — increases near‑term execution risk premia. Expedia Falls but Airbnb Rises. Why Online Travel Stocks Face a Tough Year.

About Expedia Group

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.