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Analysts Mixed on Expedia Group (EXPE) Despite Strong Finish to 2025
Yahoo Finance· 2026-03-15 07:25
Group 1 - The majority of analysts have mixed opinions on Expedia Group, Inc. (NASDAQ:EXPE), with a consensus price target of $268.00 indicating an upside potential of just under 20% [1] - Expedia Group's strong finish to 2025 has renewed analysts' confidence, as all three online travel agencies (OTAs) reported top- and bottom-line beats, and the company gained market share while remaining profitable [2] - Management's stronger-than-expected guidance has further bolstered analyst confidence in the company's future performance [2] Group 2 - Analysts believe the risk-to-reward ratio for Expedia remains balanced, and they are optimistic about the company's long-term ability to penetrate online hotels and lodging markets [3] - As of March 11, 2026, Bernstein maintains a "Market Perform" rating with a price target of $253, down from $256, while Susquehanna holds a "Neutral" rating with a reduced price target of $240 from $265 [3] - Recent improvements in opinions regarding the larger online travel agency industry have been noted [4] Group 3 - Expedia's stock experienced a rise of over 12% on March 5, 2026, following OpenAI's announcement that it would not include direct bookings in ChatGPT, alleviating investor concerns about AI chatbots bypassing intermediaries [5] - This development allows Expedia to remain integrated into new AI-driven travel discovery channels [5] Group 4 - Expedia Group, Inc. operates as an online travel agency, providing B2B travel solutions and advertising through its Trivago division, in addition to booking services for hotels, airlines, and travel packages [6]