BTIG Research Reaffirms “Buy” Rating for Expedia Group (NASDAQ:EXPE)

Expedia Group (NASDAQ:EXPE)‘s stock had its “buy” rating reaffirmed by stock analysts at BTIG Research in a research note issued to investors on Friday,Benzinga reports. They currently have a $330.00 target price on the online travel company’s stock. BTIG Research’s price target points to a potential upside of 55.17% from the company’s previous close.

Several other brokerages also recently issued reports on EXPE. Truist Financial raised their price objective on shares of Expedia Group from $210.00 to $252.00 and gave the stock a “hold” rating in a research report on Tuesday, February 10th. Evercore increased their target price on shares of Expedia Group from $280.00 to $350.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 25th. B. Riley Financial boosted their price target on Expedia Group from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Monday, January 12th. HSBC upped their price objective on Expedia Group from $272.00 to $365.00 and gave the company a “buy” rating in a research note on Friday, January 9th. Finally, Citigroup lifted their target price on Expedia Group from $206.00 to $281.00 and gave the company a “neutral” rating in a research note on Tuesday, November 11th. Fourteen analysts have rated the stock with a Buy rating and twenty-one have given a Hold rating to the company. According to data from MarketBeat, Expedia Group has a consensus rating of “Hold” and a consensus price target of $288.23.

Expedia Group Trading Down 6.4%

EXPE opened at $212.67 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 business’s 50 day moving average is $273.40 and its two-hundred day moving average is $240.40. The firm has a market cap of $26.06 billion, a price-to-earnings ratio of 21.59, a price-to-earnings-growth ratio of 0.66 and a beta of 1.41.

Expedia Group (NASDAQ:EXPE) last announced its earnings results 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. The business had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 73.89%. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period last year, the firm posted $2.39 earnings per share. On average, research analysts predict that Expedia Group will post 12.28 EPS for the current year.

Insider Buying and Selling

In other Expedia Group news, Director Madhumita Moina Banerjee sold 1,000 shares of the business’s stock in a transaction 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 approximately $752,328. The trade was a 25.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Lance A. Soliday sold 849 shares of the company’s 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 transaction, 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 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

A number of institutional investors have recently added to or reduced their stakes in EXPE. Entrust Financial LLC purchased a new position in Expedia Group in the fourth quarter valued at about $26,000. JFS Wealth Advisors LLC grew its holdings in shares of Expedia Group by 78.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock worth $28,000 after acquiring an additional 44 shares during the period. Lodestone Wealth Management LLC acquired a new stake in shares of Expedia Group in the 4th quarter worth approximately $29,000. Grey Fox Wealth Advisors LLC purchased a new position in Expedia Group in the 3rd quarter valued at approximately $30,000. Finally, Spire Wealth Management raised its holdings in Expedia Group by 114.3% during the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock worth $25,000 after purchasing an additional 80 shares during the last quarter. Hedge funds and other institutional investors own 90.76% of the company’s stock.

Key Expedia Group News

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

• Positive Sentiment: Q4 results beat expectations — Expedia reported stronger-than-expected revenue and EPS (bookings +11%, EBITDA +32%), showing B2B momentum that supports growth ahead. Expedia Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Company raised FY‑2026 revenue/booking outlook and flagged strong demand from business clients — an upside to medium‑term revenue trajectory driven by B2B contracts. Expedia forecasts upbeat 2026 bookings
• Positive Sentiment: Dividend increase — Expedia boosted its quarterly payout (20% increase), returning more cash and signaling confidence in cash flow. (Company release)
• Positive Sentiment: Several analysts raised price targets (Goldman Sachs, HSBC, Robert W. Baird, BMO, BTIG), reinforcing buy-side upside thesis for EXPE. Goldman Sachs target raise
• Neutral Sentiment: Strategic commentary on AI/“agentic commerce” — management plans to integrate AI-driven discovery and tools to keep travelers on Expedia’s platforms; long-term relevance play but execution risk remains. Expedia embraces agentic commerce
• Negative Sentiment: CFO cautioned on margins and described the economy as “dynamic,” dialing down margin expectations — comments amplified investor concern that near‑term profitability could be lower than the headline beat implied. CFO flags dynamic economy
• Negative Sentiment: Some analysts trimmed targets/turned cautious (DA Davidson lowered to $260, TD Cowen cut to $260; Citi kept a Hold) — mixed analyst reactions increased short‑term uncertainty and selling pressure. Analyst downgrades/target cuts
• Negative Sentiment: Market commentary highlighted that soft margin guidance makes 2026 a tougher year for online travel stocks, driving relative underperformance despite the earnings beat. 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.