Core Viewpoint - Expedia Group Inc. is experiencing renewed optimism from Wall Street due to signs of a rebound in U.S. travel demand, with Bank of America Securities maintaining a Buy rating and a price forecast of $211 [1]. Group 1: Market Trends and Performance - A mild recovery in U.S. bookings during the summer and shoulder season is expected to catalyze Expedia's stock performance, which is closely linked to the domestic travel market [1]. - Recent trends since April have stabilized, leading to fewer downside risks to estimates for the company [2]. - U.S. air travel data shows year-over-year declines, with June airline spending down 10.9% and lodging spending down 3.5%, indicating a deceleration from May [5]. Group 2: Growth Drivers - Key tailwinds for Expedia include continued growth in its B2B and advertising segments, supported by new airline partnerships with Southwest Airlines and Ryanair [3]. - EBITDA is projected to grow by 7% in 2025, based on conservative 2% growth from the B2C segment, which is reasonable given the company's flat U.S. and 33% international exposure [3]. Group 3: Financial Health and Valuation - Expedia has a strong free cash flow profile and buyback potential, with estimates suggesting the company could repurchase about 10% of its shares over the next year, excluding dividends [4]. - The stock is currently trading at 5.8x estimated 2026 EBITDA and 9x expected 2026 free cash flow, which are considered attractive valuations [4].

Group 1 - Booking Holdings (NASDAQ: BKNG) has a significant impact on hotel pricing, with hotels paying over 15% of room prices to Booking.com, indicating a strong market position [1] - Triba Research focuses on identifying high-quality businesses with sustainable, double-digit returns, emphasizing competitive advantages, low debt levels, and skilled management [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Booking Holdings or the broader industry [2][3]

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 8th:Dundee Precious Metals (DPMLF) : This mining company which is engaged in the acquisition of mineral properties, exploration, development, mining and processing of precious metals, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 24.7% over the last 60 days.Dundee Precious Metals’ shares gained 32.5% over the last three month com ...

As a frequent Booking Holdings Inc. ( BKNG ) customer, I analyzed the company last year to determine if it offered a good investment opportunity, which it did. Still, when I conducted a comparative analysis with peers, I foundExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my exp ...

Core Viewpoint - The consumer's determination to travel is driving a significant increase in global air passenger traffic, with a 15% year-over-year growth in the first half of 2025, particularly strong in Asia-Pacific and Europe [1][2]. Group 1: Travel Market Dynamics - Despite a nearly 10% decline in the U.S. dollar, which typically increases the cost of international travel, strong wage growth in the U.S. is offsetting this effect, leading to robust demand for travel [2]. - The combination of increased income and pent-up demand for previously inaccessible international destinations is fueling the travel market [2]. Group 2: Company-Specific Insights Booking Holdings - Booking Holdings Inc. (NASDAQ: BKNG) is trading at over $5,600 per share, with a 12-month stock price forecast of $5,388.37, indicating a potential downside of 5.84% [4]. - The company reported earnings exceeding expectations by nearly 30% in its most recent quarter, showcasing its pricing power and impressive 86% gross margins, driven by artificial intelligence [5]. - Booking's strongest periods are typically in the second and third quarters, supported by demand for travel to Asia Pacific and Europe [5]. Marriott International - Marriott International (NYSE: MAR) has a current stock price of $280.08, with a 12-month forecast of $275.90, suggesting a downside of 1.49% [7]. - The company reported a global RevPAR increase of approximately 4% in Q1 2025, with international RevPAR up more than 6%, particularly strong in Asia Pacific [8]. - Marriott's diverse brand portfolio and expansion into luxury and upscale properties allow it to target less price-sensitive consumers [9]. Royal Caribbean - Royal Caribbean Cruises Ltd. (NYSE: RCL) has a current stock price of $334.10, with a 12-month forecast of $280.40, indicating a downside of 16.07% [11]. - The cruise industry is experiencing a recovery, with Royal Caribbean's stock up over 106% in the last 12 months and more than 40% in 2025 [12]. - The company has significantly reduced its debt, refinancing approximately $3 billion in short-term debt and repaying about $2.1 billion in principal, resulting in a debt-to-equity ratio of 2.21, which is more than 60% lower than its 2022 peak [13].

CHINA - 2025/03/07: In this photo illustration, A woman browses Tripadvisor website on her laptop. ... More (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Tripadvisor stock (NASDAQ: TRIP) surged 8% on July 2 — significantly surpassing the S&P 500's modest 0.47% increase — after activist investor Starboard Value revealed a stake exceeding 9% in the online travel company. The approximately $160 million investment caused shares to climb anoth ...

Investors just noticed: Tripadvisor stock is a bargain!Tripadvisor (TRIP 15.08%) stock galloped ahead 18% through 11:05 a.m. ET Thursday after activist investor Starboard Value disclosed that it has taken a 9% stake in the travel advisor. Calling the company "undervalued" (at the time it bought the shares -- we'll have to see if it remains undervalued now that it's up 17%), and "an attractive investment opportunity," Starboard plans to meet with management to discuss ways to improve the stock's price even f ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style S ...

Tripadvisor stock jumped 10% Thursday after Starboard Value revealed a more than 9% stake in the online travel company, according to a securities filing.The position was valued at about $160 million as of Wednesday's close.Tripadvisor shares have been flat since the start of the year after plummeting more than 30% in 2024. Last year, the travel review and booking company said it created a special committee to explore potential options. ...

Exclusive: Activist investor Starboard Value has built an over 9% stake in Tripadvisor after the online travel-review company eschewed takeover offers in the past year https://t.co/tRegEVcLdK ...