Technology and product investment - Co cited more personalized consumer product experiences and expanded supply, leveraging AI to innovate and operate more efficiently, per CEO Ariane Gorin
Full-year outlook raised
Expedia raises 2026 gross bookings guidance to $129.5-$130.8 bln from $127-$129 bln
Company lifts 2026 revenue outlook to $16.05-$16.22 bln from $15.6-$16.0 bln
Expedia now sees 2026 adjusted EBITDA margin expansion of 1.5-1.75 pts, up from 1-1.25 pts
Analyst coverage and valuation
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 21 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the leisure & recreation peer group is "buy"
Wall Street's median 12-month price target for Expedia Group, Inc. is $290.00, about 7.1% below its August 4 closing price of $312.06
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago