分组1: Expedia - Expedia's stock surged following its quarterly earnings report, with a notable increase of 14% in early trading [7][8] - The company reported adjusted EPS of $7.57, exceeding the expected $6.92, and revenue for Q3 was $4.41 billion, surpassing the forecast of over $4.25 billion [2][3] - Expedia raised its 2025 outlook for both revenue and margins, indicating strength in the travel sector and consumer willingness to travel [3][4] - The business-to-business segment saw a significant growth of 26%, highlighting its importance as a growth engine [4][5] - Travel trends showed room nights grew at the fastest pace in three years, with international markets, particularly Asia, leading the growth at over 20% [5][6] 分组2: Airbnb - Airbnb also reported strong earnings, with shares rising nearly 2% after a volatile period, although not as strong as Expedia [7][8] - Adjusted EPS was $2.21, which was a miss, but revenue came in at $4.09 billion, better than expected [8][9] - Nights and experiences booked reached over 133 million, up 9%, and gross booking value increased by 14% year-over-year to $22.9 billion, indicating strong traveler spending [9][10] - For Q4, Airbnb projected revenue between $2.66 billion and $2.72 billion, suggesting stability in demand ahead of the holiday season [10][11] - The company is focusing on four growth pillars, including improving core services and integrating AI into its offerings [11][12] 分组3: Take-Two Interactive - Take-Two Interactive's stock fell over 4% following the announcement of a delay for Grand Theft Auto 6, now scheduled for November 2026 [13][14] - The company reported adjusted EPS of $1.46, beating expectations of $0.93, and revenue of $1.96 billion, a 23% year-over-year increase [14][15] - Despite strong performance from other titles like NBA 2K 26 and Red Dead Redemption 2, the delay of GTA 6 overshadowed the positive earnings report [15][16]

线上旅游订票公司Expedia(EXPE.US)夜盘涨超14%，报250.5美元。 消息面上，Expedia第三季度销售额同比增长9%至44.1亿美元，高于市场预期的42.8亿美元；经调整每 股收益同比增长23%至7.57美元，亦超过预期的6.97美元。包括Hotels.com、Vrbo和Expedia.com的平台 总预订额同比增长12%至307.3亿美元，高于预期的291亿美元。Expedia预计第四季度销售额将以7%的 中位数增长，远高于预期的2.6%；同时上调今年销售额增长预测上调至6.5%的中位数，高于早前预期 的4%。(格隆汇) ...

Core Insights - Expedia Group, Inc. has a market capitalization of $27.2 billion and operates in the online travel sector, offering services in B2C, B2B, and metasearch segments with brands like Expedia.com, Hotels.com, Vrbo, and trivago [1] Performance Overview - Over the past 52 weeks, Expedia's stock has increased by 38.3%, outperforming the S&P 500 Index's 18.1% gain [2] - Year-to-date, Expedia shares are up 19.7%, compared to the S&P 500's 16.8% return [2] - The company has also outperformed the Consumer Discretionary Select Sector SPDR Fund (XLY), which saw an 18.2% increase over the same period [3] Financial Results - On August 7, Expedia's shares rose by 4.1% following the release of Q2 2025 results, which showed a 6% revenue increase to $3.79 billion and a 21% rise in adjusted EPS to $4.24 [4] - The growth was attributed to a 15% increase in B2B revenue and a 19% increase in Advertising revenue, along with a 16% growth in adjusted EBITDA and a 190 basis points margin expansion [4] - The company raised its Q3 2025 guidance, expecting gross bookings growth of 5% to 7% and revenue growth of 4% to 6% [4] Analyst Expectations - For the fiscal year ending December 2025, analysts project a 22.3% year-over-year growth in EPS to $11.51 [5] - The consensus rating among 35 analysts is a "Moderate Buy," with 11 "Strong Buy" ratings, one "Moderate Buy," 22 "Holds," and one "Strong Sell" [5] Price Targets - Truist raised its price target for Expedia to $210 while maintaining a "Hold" rating [6] - The mean price target of $227.18 indicates a 1.6% premium to the current price, while the highest target of $290 suggests a potential upside of 29.6% [6]