Key Takeaways EXPE reported Q4 adjusted EPS of $3.78, beating the Zacks Consensus Estimate by 9.29%.EXPE saw B2B gross bookings surge 24% to $8.66B, driving strong revenue growth.EXPE's advertising revenues rose 19% as active partners hit a record high.Expedia Group (EXPE) reported fourth-quarter 2025 adjusted EPS of $3.78, which beat the Zacks Consensus Estimate by 9.29% and increased 58% year over year.Revenues of $3.55 billion beat the consensus mark by 4.22% and increased 11.4% year over year.The compan ...

Group 1: Metals Sector - Jefferies analysts raised price targets for gold and copper miners, indicating a bullish outlook on precious and base metals [2][9] - Newmont's target increased to $158 from $136 and Barrick Gold's target raised to $66 from $60 [2] - Mid-tier players like Alamos Gold and Endeavour Mining also saw target increases to $61 and C$112 respectively [2] Group 2: Travel Sector - Jefferies cut its price target for Expedia from $285 to $240, reflecting concerns over potential headwinds in the digital booking space [3][9] - The firm remains optimistic about the aviation recovery in North America, raising Air Canada's target to C$22 from C$18 [3] Group 3: Economic Data and Currency - Japan's Q4 2025 GDP growth was below analyst forecasts, leading to a dovish outlook for the Bank of Japan and pushing the EUR/JPY exchange rate above 181.50 [4][9] - Industrial Production remained flat at -0.1% month-over-month in December, but Capacity Utilization rebounded by 1.3% [5] Group 4: Corporate Developments - ByteDance is enhancing safeguards against unauthorized use of IP and likenesses in response to concerns over its Seedance 2.0 project [6][9] - Jefferies raised its target for Moderna to $37 from $30, indicating a stabilizing outlook for the biotech company [7] - TD Cowen analysts upgraded Magna International's price forecast from $58 to $75, signaling confidence in the automotive supplier's growth trajectory for 2026 [7]

Key Takeaways EXPE Q4 EPS rose 58% to $3.78, topping estimates as revenues climbed 11%.B2B revenues surged 24%, lifting gross bookings 11% to $27B and room nights 9%.EXPE sees Q1 bookings up 10-12% and 2026 EBITDA margin expanding 100-125 bps.Expedia Group (EXPE) reported fourth-quarter 2025 adjusted earnings of $3.78 per share, which surpassed the Zacks Consensus Estimate by 9.29%. The figure increased 58% year over year.Revenues of $3.55 billion rose 11.4% year over year. The figure beat the Zacks Consens ...

U.S. stock futures were swinging between gains and losses on Friday following Thursday’s lower close. Futures of major benchmark indices were mixed.Investors are awaiting the January inflation print as experts like Tom Lee estimate the core CPI year-over-year to drop to 2.52%—matching the 2017-2019 average and signaling a return to pre-COVID inflation. Meanwhile, the 10-year Treasury bond yielded 4.12%, and the two-year bond was at 3.47%. The CME Group's FedWatch tool‘s projections show markets pricing a 92 ...

Market Overview - U.S. stock futures showed volatility, with major indices mixed following a lower close on Thursday [1] - Investors are anticipating January's inflation data, with estimates suggesting core CPI may drop to 2.52%, aligning with pre-COVID averages [1] Treasury Yields - The 10-year Treasury bond yield is at 4.12%, while the two-year bond yield stands at 3.47% [2] - Market expectations indicate a 92.1% likelihood that the Federal Reserve will maintain current interest rates in March [2] Index Performance - Dow Jones decreased by 0.13%, S&P 500 increased by 0.02%, Nasdaq 100 rose by 0.13%, and Russell 2000 fell by 0.08% [3] Stocks in Focus - **Roku (ROKU)**: Long-term price trend remains strong, but short and medium-term trends are weak [3] - **Arista Networks (ANET)**: Strong price trend across short, medium, and long terms, with solid growth ranking [4] - **Tri Pointe Homes (TPH)**: Surged 25.79% after announcing an all-cash strategic combination with Sumitomo Forestry, maintaining a strong price trend [7] - **Expedia Group (EXPE)**: Dropped 4.97% after fourth-quarter earnings report, despite beating estimates; maintains a stronger long-term trend but weak short and medium-term trends [8] - **HIVE Digital Technologies**: Weaker price trend across all time frames [5] Economic Insights - Scott Wren from Wells Fargo maintains a positive outlook for the U.S. economy, raising the growth estimate to 2.9% [9] - Wren views market corrections as buying opportunities, emphasizing broadening performance beyond technology sectors [10][11] Upcoming Economic Data - Investors are focused on the release of January's consumer price index data scheduled for 8:30 a.m. ET [12] Commodities and Global Markets - Crude oil futures increased by 0.35% to approximately $63.06 per barrel [13] - Gold Spot price rose by 0.91% to around $4,966.59 per ounce [13] - Bitcoin traded 0.81% lower at $66,785.65 per coin [13] Corporate Earnings and Monetary Policy - Anticipation of a fourth consecutive year of record earnings for the S&P 500 [15] - Expectations for further Federal Reserve easing and rate cuts as the year progresses [15] - Preference for U.S. assets over international ones, particularly in sectors like Energy, Materials, and Industrials [15]

Core Insights - Expedia Group is adapting to the rise of artificial intelligence (AI) assistants and agentic commerce by integrating these technologies into its services and enhancing its own platforms to attract travelers directly [1][2] - CEO Ariane Gorin highlighted that generative AI is creating new growth opportunities for the company, as it collaborates with major platforms to ensure visibility in AI-driven searches [2][3] AI Integration and Strategy - The company is actively experimenting with AI capabilities, gathering data and insights to improve brand visibility and understand evolving consumer behaviors [7] - Expedia is recognized as one of the brands developing agentic AI capabilities for Amazon's Alexa+ virtual assistant, indicating its commitment to leveraging AI in travel planning [3] Consumer Behavior and Trust - A report indicated that nearly 25% of consumers are comfortable allowing an AI agent to plan their travel, which is significant given the complexity of travel transactions [8] - Trust is emphasized as a critical factor in the travel industry, with the company providing verified reviews and responsive customer support to enhance customer confidence [10][11] Customer Engagement and Loyalty - The company is focused on delivering value and building trust with customers, which includes enhancing its loyalty program and ensuring reliable support during travel disruptions [9][10][11]

Performance outperformance was driven by sustained market strength and disciplined execution, resulting in 11% bookings and revenue growth. The B2B segment remains a primary growth engine, expanding 24% through market share gains with existing partners and increased marketing activity from large-scale partners. Consumer brand recovery was achieved by sharpening brand positioning and improving site speed by 30%, which enhanced traveler conversion and marketing efficiency. Strategic supply expansion f ...

Core Insights - Expedia reported $3.55 billion in revenue for Q4 2025, marking an 11.4% year-over-year increase and exceeding the Zacks Consensus Estimate by 4.22% [1] - The company's EPS for the same period was $3.78, up from $2.39 a year ago, representing a surprise of 9.29% over the consensus estimate [1] Financial Performance Metrics - Gross bookings totaled $27 billion, surpassing the estimated $26.07 billion [4] - Booked room nights were 94, exceeding the average estimate of 92 [4] - Merchant gross bookings reached $16.49 billion, compared to the $15.39 billion estimate [4] - Agency gross bookings were $10.52 billion, slightly below the estimated $10.86 billion [4] - Revenue from non-U.S. points of sale was $1.51 billion, above the $1.48 billion estimate, reflecting a 17.3% year-over-year increase [4] - U.S. points of sale revenue was $2.04 billion, exceeding the $1.98 billion estimate, with a 7.4% year-over-year change [4] - B2B revenue was $1.29 billion, surpassing the $1.2 billion estimate, showing a 24.2% year-over-year increase [4] - B2C revenue reached $2.16 billion, slightly above the $2.12 billion estimate, with a 3.9% year-over-year change [4] - Revenue from Expedia Group (excluding Trivago) was $3.45 billion, exceeding the $3.35 billion estimate, reflecting a 10.7% year-over-year increase [4] - Trivago revenue was $97 million, surpassing the $81.97 million estimate, with a 47% year-over-year increase [4] - Revenue by service type for lodging was $2.82 billion, exceeding the $2.7 billion estimate, with a 10.9% year-over-year increase [4] - Revenue from other services was $329 million, below the $403.98 million estimate, reflecting an 8.9% year-over-year change [4] Stock Performance - Expedia's shares have returned -19.7% over the past month, compared to the S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

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Expedia (EXPE) came out with quarterly earnings of $3.78 per share, beating the Zacks Consensus Estimate of $3.46 per share. This compares to earnings of $2.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.29%. A quarter ago, it was expected that this online travel company would post earnings of $7.21 per share when it actually produced earnings of $7.57, delivering a surprise of +4.99%.Over the last four quarters, the co ...