Investors interested in Internet - Commerce stocks are likely familiar with Expedia (EXPE) and Global-e Online Ltd. (GLBE) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revisio ...

SPAIN - 2022/03/11: In this photo illustration the Expedia logo seen displayed on a smartphone with ... [+] Expedia logo in the background. (Photo Illustration by Thiago Prudencio/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesExpedia (NASDAQ: EXPE) stock remains up by about 24% year-to-date, in line with the S&P 500 which remains up by a similar 24% this year. In comparison, peer Tripadvisor (NASDAQ: TRIP) is down 36% year-to-date. So what are some of the trends that have ...

BofA Securities analyst Justin Post upgraded Expedia Group, Inc. EXPE to Buy from Neutral and raised the price target to $221 from $187.The analyst says that U.S. bookings, reported OTA nights, and RevPAR data had been trending at low single digits in 2024, but he is seeing early signs of modest improvement, which may indicate a normalization in domestic leisure travel spending into 2025.While Expedia faced sentiment challenges due to soft B2C nights growth and revenues (-1% in the third-quarter of 2024) co ...

Expedia’s (EXPE) shares have returned 33.8% year to date (YTD), outperforming the broader Zacks Retail-Wholesale sector’s 30.7% growth.It has also outperformed the Zacks Internet - Commerce industry and its peers like Alibaba (BABA) , PSQ Holdings, Inc. (PSQH) and BigCommerce (BIGC) .Over the same time frame, shares of BABA have returned 14%, while PSQH and BIGC have lost 62.4 % and 36.2%, respectively. The industry has grown 35.5% YTD. EXPE’s outperformance can be attributed to the continued growth in book ...

Market Overview - The markets are near all-time highs, showing signs of nervousness as the Trump trade unwinds [1] - Current conditions present an opportune time to focus on value-oriented rebound plays [1] Analyst Background - The analyst, Gary Alexander, has extensive experience covering technology companies on Wall Street and working in Silicon Valley [1] - He serves as an outside adviser to several seed-round startups, providing exposure to key industry themes [1] - Gary Alexander has been a regular contributor on Seeking Alpha since 2017 and is quoted in various web publications [1] - His articles are syndicated to company pages in popular trading apps like Robinhood [1]

Group 1 - Shares of Expedia Group, Inc. are experiencing an increase due to reports of a potential buyout [1] - The stock is currently considered overbought, indicating a strong possibility of a price reversal and downward trend [2] - The concept of reversion to the mean suggests that aggressive buying can push prices above their usual trading range, leading to potential selling pressure [2] Group 2 - The Bollinger Band indicator shows that Expedia's stock has exceeded two standard deviations above the 20-day moving average, which may attract sellers expecting a price reversion [3] - The Relative Strength Index (RSI) indicates overbought conditions for Expedia, further suggesting that selling pressure could emerge [3] - Other momentum indicators such as MACD, CCI, and Stochastics are available for traders to analyze stock performance [3]

Expedia Group, Inc. EXPE reported better-than-expected third-quarter adjusted EPS results on Thursday. Read More: Expedia Group reported quarterly earnings of $6.13 per share which beat the analyst consensus estimate of $6.04 per share. The company reported quarterly sales of $4.06 billion which missed the analyst consensus estimate of $4.11 billion. "Our third quarter results exceeded our expectations on gross bookings and earnings with revenue landing in-line. We accelerated bookings growth in our consume ...

Core Insights - Expedia Group (EXPE) reported third-quarter 2024 adjusted earnings of $6.13 per share, exceeding the Zacks Consensus Estimate by 0.49% and reflecting a 13% year-over-year increase [1] - Total revenues reached $4.06 billion, marking a 3% year-over-year rise but falling short of the Zacks Consensus Estimate by 1.17% [1] Financial Performance - B2B revenues increased by 18% year over year to $1.2 billion, while B2C revenues declined by 1.4% to $2.78 billion [2] - Total gross bookings rose to $27.5 billion, a 7% year-over-year increase, with B2C gross bookings up 3% and B2B gross bookings up 19% [5] - Adjusted EBITDA for the quarter was $1.25 billion, a 3% increase year over year, while adjusted EBIT fell by 1% to $892 million [6] Market Performance - EXPE shares increased by 4.18% in pre-market trading and have returned 14.7% year to date, underperforming the Zacks Internet Commerce industry [3] - The company provided positive guidance for 2024, expecting gross bookings to rise by 5% over 2023 and revenue growth to remain at 6% [8] Debt and Cash Flow - As of September 30, 2024, long-term debt was $6.263 billion, with a gross leverage ratio reduced to 2.2X [7] - The company burned $1.687 billion in free cash flow during the reported quarter, with approximately $3.2 billion remaining under its current share repurchase authorization [7]

Expedia (EXPE) reported $4.06 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 3.3%. EPS of $6.13 for the same period compares to $5.41 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.11 billion, representing a surprise of -1.17%. The company delivered an EPS surprise of +0.49%, with the consensus EPS estimate being $6.10.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Financial Data and Key Metrics - Gross bookings grew 7% YoY to $27.5 billion, driven by an 8% increase in lodging gross bookings, including a 10% growth in the hotel business [29] - Revenue increased 3% YoY to $4.1 billion, with B2B, Brand Expedia, and advertising businesses leading the growth [31] - EBITDA grew 3% YoY to $1.25 billion, with a margin of 30.8%, slightly deleveraging by 16 basis points [37] - Free cash flow for the year-to-date was $2.3 billion, up 3% YoY, driven by higher EBITDA and lower capital expenditures [39] - The company repurchased $1.6 billion worth of shares year-to-date, with $3.2 billion remaining in the share repurchase authorization [41] Business Line Performance - **Consumer Business**: Gross bookings grew 3% YoY, with Brand Expedia showing mid-teens growth in room nights and a 25% increase in package bookings [10][11][12] - **Vrbo**: Returned to modest growth with improved app performance and supply additions, including 1 million units from Brand Expedia [13][14] - **Advertising Business**: Revenue grew 32% YoY, driven by increased advertiser participation and new product capabilities like video ads [17] - **B2B Business**: Bookings grew 19% YoY, with broad-based growth across all partner segments and regions [20] Market Performance - **U.S.**: Booked room nights grew in the low single digits, while international demand was stronger [8] - **Europe**: Booked room nights grew in the low double digits [8] - **Rest of the World**: Booked room nights grew in the high teens [8] - **International Expansion**: Bookings growth for consumer brands outside the U.S. accelerated by 5 points, with double-digit growth in Scandinavia [16] Strategic Direction and Industry Competition - The company is focused on driving direct traffic, improving product performance, and expanding internationally, particularly in faster-growing markets [10][16] - Investments in AI and tech platforms are enhancing customer service and conversion rates, with virtual agents handling nearly half of traveler inquiries [21][23] - The company is leveraging its unified tech platform to innovate faster and improve brand value propositions across Expedia, Hotels.com, and Vrbo [63][64] Management Commentary on Operating Environment and Future Outlook - The travel environment in Q3 was healthy but mixed, with demand improving in August and September after a softer July [8] - The company raised its full-year guidance, expecting gross bookings growth of approximately 5% and revenue growth of 6% [44] - Management remains confident in the company's ability to execute and capitalize on growth opportunities, particularly in B2B, advertising, and international markets [45] Other Important Information - Julie Whalen, CFO, will be stepping down, with a successor to be announced before her departure [24] - Ramana Thumu has joined as Chief Technology Officer, bringing extensive experience in scaling multi-brand platforms [25] Q&A Session Summary Question: Marketing investments in Vrbo and international markets - The company expects to see marketing leverage as Vrbo and international markets return to expected growth levels [48] Question: Drivers of strong growth in the advertising business - Growth is driven by increased advertiser participation, simplified sign-up processes, and new product capabilities like video ads [50][51] Question: Vrbo's growth acceleration and cost implications for 2025 - Vrbo's growth is driven by product improvements, supply expansion, and effective marketing campaigns [54][55] - The company is focused on cost efficiency and marketing optimization for future growth [58][59] Question: Vrbo's performance in Q3 and October - Vrbo showed acceleration throughout Q3, despite weather-related challenges in October [60] Question: Integration of Vrbo with Brand Expedia and B2B - The company sees opportunities to integrate Vrbo with B2B, though it is not a top priority currently [84][85] Question: Performance of Hotels.com - Hotels.com performance was stable but has not returned to growth, with a new general manager focusing on revitalizing the brand [86][87] Question: Impact of hurricanes and international market trends - Hurricane Milton had a material but manageable impact in October, with underlying business health remaining strong [89] - The company is taking a surgical approach to regaining share in international markets [90] Question: Selling and marketing efficiencies - The company is focused on driving efficiencies in selling and marketing, particularly in Brand Expedia, while reinvesting in Vrbo and international markets [92][93]