Expedia's Turning Point? BofA Sees Upside With VRBO Gains And Post-Election Boost
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2024
0mins
Should l Buy EXPE?
Source: Benzinga
Analyst Upgrade: BofA Securities analyst Justin Post upgraded Expedia Group, Inc. to a Buy rating and raised the price target from $187 to $221, citing early signs of improvement in U.S. leisure travel spending and confidence in achieving 10% EBITDA growth in 2025.
Market Sentiment: Despite cautious sentiment among long-only investors, the new management team at Expedia may enhance execution and attract investor interest, with shares currently up 2.73% at $185.58.
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Analyst Views on EXPE
Wall Street analysts forecast EXPE stock price to rise
28 Analyst Rating
9 Buy
19 Hold
0 Sell
Moderate Buy
Current: 227.240
Low
220.00
Averages
284.79
High
360.00
Current: 227.240
Low
220.00
Averages
284.79
High
360.00
About EXPE
Expedia Group, Inc. is an online travel company. The Company’s segments include B2C, B2B, and trivago. The B2C segment provides a full range of travel and advertising services to its worldwide customers through a variety of consumer brands including: Expedia.com, Hotels.com, Vrbo, Orbitz, Travelocity, Wotif Group, ebookers, CheapTickets, Hotwire.com and CarRentals.com. The B2B segment fuels a wide range of travel and non-travel companies, including airlines, offline travel agents, online retailers, corporate travel management and financial institutions, who leverage travel technology and tap into its diverse supply to augment their offerings and market Expedia Group rates and availabilities to their travelers. Its trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from its hotel metasearch Websites. The trivago is its majority-owned hotel metasearch company, based in Dusseldorf, Germany.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Stock Impact: Stocks like Expedia have fallen 15% in the last two trading days, indicating investor fears that AI-powered search and booking tools could disintermediate traditional booking sites, leading to a perception that nearly all stocks are replaceable by AI.
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- Tariff Adjustments: President Trump plans to roll back some tariffs on steel and aluminum, causing shares of U.S. steelmakers like Nucor and Cleveland-Cliffs to drop in premarket trading, reflecting market sensitivity to policy changes and their potential impact on related industries.
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