Bank of America Reaffirms Buy on Expedia (EXPE), Citing Global Hotel Share Gains

Group 1 - Expedia Group Inc. ranks among the best performing S&P 500 stocks in the last 3 months, with a Buy rating reaffirmed by Bank of America on August 26, indicating a moderate global hotel room night share by 2025 [1] - Expedia's total nights increased by 6.5% in the first half of 2025, slightly below the 7.3% growth of the broader online travel agency sector [1] - The VRBO division of Expedia faces growth challenges due to its stronger U.S. exposure, with planned growth of 3% compared to the sector's 8%, although this gap is narrowing from an estimated difference of 11 percentage points in 2024 [2] Group 2 - Strong advertising income is helping to mitigate potential revenue headwinds from sales-boosting merchandise initiatives [2] - Expedia Group operates as a US and international online travel company, divided into B2C, B2B, and Trivago sectors [3]