Group 1: Company Overview - Expedia (EXPE) is part of the Retail-Wholesale group, which consists of 195 companies and is currently ranked 11 in the Zacks Sector Rank [2] - The Zacks Rank for Expedia is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Group 2: Performance Metrics - Over the past three months, the Zacks Consensus Estimate for Expedia's full-year earnings has increased by 2.4%, reflecting improved analyst sentiment [4] - Year-to-date, Expedia has returned approximately 17.9%, significantly outperforming the average return of 7.3% for the Retail-Wholesale sector [4] - In the Internet - Commerce industry, which includes 35 stocks, Expedia is performing better than the average gain of 14.2% this year [6] Group 3: Comparative Analysis - Hennes & Mauritz AB (HNNMY), another stock in the Retail-Wholesale sector, has a year-to-date return of 40.4% and a Zacks Rank of 2 (Buy) [5] - The consensus EPS estimate for Hennes & Mauritz AB has increased by 8.1% over the past three months, indicating a positive trend similar to Expedia [5] - The Retail - Apparel and Shoes industry, to which Hennes & Mauritz AB belongs, has seen a decline of -19.5% this year, contrasting with the performance of Expedia [6]

Core Viewpoint - Expedia (EXPE.US) experienced a significant stock increase of nearly 17%, reaching $256.69, following the release of its third-quarter earnings report, which showcased strong financial performance [1] Financial Performance - Revenue increased by 9% in the third quarter [1] - GAAP net profit rose by 40% [1] - Adjusted net profit grew by 19% [1] - Adjusted EBITDA increased by 16%, with a profit margin expansion of 208 basis points [1] - Adjusted EBIT saw a growth of 27%, with a profit margin expansion of 373 basis points [1]

分组1: Expedia - Expedia's stock surged following its quarterly earnings report, with a notable increase of 14% in early trading [7][8] - The company reported adjusted EPS of $7.57, exceeding the expected $6.92, and revenue for Q3 was $4.41 billion, surpassing the forecast of over $4.25 billion [2][3] - Expedia raised its 2025 outlook for both revenue and margins, indicating strength in the travel sector and consumer willingness to travel [3][4] - The business-to-business segment saw a significant growth of 26%, highlighting its importance as a growth engine [4][5] - Travel trends showed room nights grew at the fastest pace in three years, with international markets, particularly Asia, leading the growth at over 20% [5][6] 分组2: Airbnb - Airbnb also reported strong earnings, with shares rising nearly 2% after a volatile period, although not as strong as Expedia [7][8] - Adjusted EPS was $2.21, which was a miss, but revenue came in at $4.09 billion, better than expected [8][9] - Nights and experiences booked reached over 133 million, up 9%, and gross booking value increased by 14% year-over-year to $22.9 billion, indicating strong traveler spending [9][10] - For Q4, Airbnb projected revenue between $2.66 billion and $2.72 billion, suggesting stability in demand ahead of the holiday season [10][11] - The company is focusing on four growth pillars, including improving core services and integrating AI into its offerings [11][12] 分组3: Take-Two Interactive - Take-Two Interactive's stock fell over 4% following the announcement of a delay for Grand Theft Auto 6, now scheduled for November 2026 [13][14] - The company reported adjusted EPS of $1.46, beating expectations of $0.93, and revenue of $1.96 billion, a 23% year-over-year increase [14][15] - Despite strong performance from other titles like NBA 2K 26 and Red Dead Redemption 2, the delay of GTA 6 overshadowed the positive earnings report [15][16]

Core Insights - Expedia's third-quarter results exceeded expectations, leading to a nearly 15% surge in stock price after hours and extending to about 17% in pre-market trading, driven by strong bookings growth and an optimistic outlook [2][5] Group 1: Travel Demand - Travel demand remains robust, with Expedia booking 108.2 million room nights, an 11% year-over-year increase, and an average daily rate (ADR) of $209, indicating that travelers continue to spend despite rising costs [5] - Total gross bookings reached $30.7 billion, comprising $22.7 billion in lodging and $8 billion in non-lodging categories such as air travel, car rentals, and experiences [5] - Air ticket volume hit 14.4 million, reflecting a strong rebound in international and business travel [5] Group 2: Business Model Shift - The merchant model has become the leading booking model for Expedia, generating $18.9 billion in bookings, surpassing the agency model's $11.9 billion, which enhances pricing control and margins per transaction [6] - B2B bookings increased to $9.4 billion, accounting for approximately 31% of total bookings, highlighting Expedia's expanding role as a platform for other brands and loyalty programs [6] Group 3: Operational Performance - Expedia's operational metrics indicate strong growth in both consumer and partner segments, with a focus on converting high volume into sustainable, margin-rich earnings [7] - Despite the positive performance, competition from Booking Holdings and Google's travel ecosystem continues to exert pressure on marketing expenditures and profitability [6]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Upgrades - Piper Sandler upgraded Expedia (EXPE) to Neutral from Underweight with a price target of $250, increased from $190, following "very strong" Q3 results and positive Q4 guidance [2] - Macquarie upgraded Unity (U) to Outperform from Neutral with a price target of $50, up from $33, after a Q3 earnings beat as Vector continues to improve [2] - Oppenheimer upgraded JFrog (FROG) to Outperform from Perform with a price target of $75, citing strong quarterly performance and accelerating Cloud growth [3] - Benchmark upgraded Trade Desk (TTD) to Buy from Hold with a price target of $65, noting revenue growth of about 22% year-over-year excluding political acceleration [3] - KeyBanc upgraded Datadog (DDOG) to Overweight from Sector Weight with a price target of $230 post Q3 report, highlighting revenue acceleration excluding OpenAI and sustained visibility into OpenAI spending [4] Downgrades - Williams Trading downgraded Canada Goose (GOOS) to Sell from Hold with a price target of C$12, down from C$20, indicating that the company will not be sold or go private [5] - Needham downgraded CarMax (KMX) to Hold from Buy, citing a choppy macro recovery and increased competition leading to negative unit growth [5] - RBC Capital also downgraded CarMax to Sector Perform from Outperform with a price target of $34, down from $59 [5] - Needham downgraded Penn Entertainment (PENN) to Hold from Buy, removing the previous $22 price target after the early termination of the partnership with Disney's ESPN [5] - Goldman Sachs downgraded Sweetgreen (SG) to Sell from Neutral with a price target of $5, down from $10, due to pressures on both revenue and profitability [5] - UBS downgraded Cogent (CCOI) to Neutral from Buy with a price target of $27, down from $50, following softer results and a dividend cut [5]

Expedia stock was rising after the company said travel demand was strong, and not only for richer customers. ...

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - Motorsport Games Inc. (MSGM) has seen a substantial increase of 122%, trading at $4.88 [3] - Globus Medical, Inc. (GMED) is up 27%, currently priced at $78.75 [3] - JFrog Ltd. (FROG) has risen by 26%, trading at $59.60 [3] - FIGS, Inc. (FIGS) is up 19%, with a trading price of $8.97 [3] - Organogenesis Holdings Inc. (ORGO) has increased by 18%, trading at $4.59 [3] - PureCycle Technologies, Inc. (PCT) is up 17%, currently priced at $11.31 [3] - Expedia Group, Inc. (EXPE) has risen by 16%, trading at $255.10 [3] - 10x Genomics, Inc. (TXG) is up 13%, currently priced at $14.72 [3] - Abacus Global Management, Inc. (ABL) has increased by 12%, trading at $5.95 [3] - GigaCloud Technology Inc. (GCT) is up 9%, currently priced at $27.80 [3] Premarket Losers - Davis Commodities Limited (DTCK) has experienced a significant decline of 65%, trading at $2.23 [4] - Eledon Pharmaceuticals, Inc. (ELDN) is down 46%, currently priced at $2.19 [4] - Treace Medical Concepts, Inc. (TMCI) has decreased by 35%, trading at $4.00 [4] - Energys Group Limited (ENGS) is down 30%, currently priced at $2.77 [4] - Intellia Therapeutics, Inc. (NTLA) has seen a decline of 27%, trading at $8.89 [4] - Fox Factory Holding Corp. (FOXF) is down 24%, currently priced at $16.60 [4] - Opendoor Technologies Inc. (OPEN) has decreased by 24%, trading at $4.94 [4] - AirSculpt Technologies, Inc. (AIRS) is down 21%, currently priced at $8.27 [4] - Power Solutions International, Inc. (PSIX) has seen a decline of 20%, trading at $64.25 [4] - ClearPoint Neuro, Inc. (CLPT) is down 17%, currently priced at $15.00 [4]

Core Insights - Expedia's shares increased by 15.8% in premarket trading following a positive revenue and margin growth forecast for 2025, driven by strong bookings from business clients [1] Group 1 - The company anticipates higher revenue for 2025, indicating a positive outlook for its financial performance [1] - The expected growth in margins suggests improved profitability alongside revenue increases [1] - Strong bookings from business clients are a key factor contributing to the optimistic forecast [1]

U.S. stock futures rose on Friday after Thursday’s declines. Futures of major benchmark indices were higher.Thursday’s action was part of a broad selloff across Wall Street that saw U.S. stocks settle lower, with the Nasdaq Composite dipping more than 400 points during the session.Risk-off sentiment returned sharply, with AI-linked stocks leading the decline and renewed pressure hitting crypto markets. Meanwhile, reports emerged that the Donald Trump administration has decided to block Nvidia Corp.‘s (NASDA ...