Core Viewpoint - Expedia Group, Inc. is a leading online travel company with a diverse range of services and faces competition from major players in the travel industry [1] Group 1: Stock Performance and Analyst Ratings - BMO Capital maintained a "Market Perform" rating for Expedia, raising its price target from $250 to $255, indicating a positive outlook [2] - Jefferies Financial Group raised its price target from $270 to $285 while maintaining a "hold" rating, and HSBC increased its target price from $365 to $387 with a "buy" rating, reflecting mixed analyst sentiment [4] - Currently, Expedia's stock is priced at $212.67, down 6.41% with a market capitalization of approximately $24.88 billion [5] Group 2: Short Interest and Trading Activity - In January, Expedia's short interest rose by 22.8% to over 7.5 million shares, representing 6.7% of its shares sold short, with a days-to-cover ratio of 3.9 days [3]

Expedia (EXPE) has been on a downward spiral lately with significant selling pressure. After declining 25.4% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillat ...

Expedia is responding to the AI era by making sure it's testing new ways to reach travelers — and also using it aggressively inside its own business. ...

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 ...

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 ...

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]

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]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Viewpoint - Expedia reported quarterly earnings of $3.78 per share, exceeding the Zacks Consensus Estimate of $3.46 per share, and showing a significant increase from $2.39 per share a year ago, indicating strong financial performance [1] Financial Performance - The company achieved revenues of $3.55 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.22% and up from $3.18 billion year-over-year [2] - Over the last four quarters, Expedia has exceeded consensus EPS estimates three times and has also topped revenue estimates three times [2] Stock Performance - Expedia shares have declined approximately 17.6% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $3.28 billion, while for the current fiscal year, it is $18.69 on revenues of $15.62 billion [7] - The estimate revisions trend for Expedia was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The Internet - Commerce industry, to which Expedia belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8]