NASDAQ:EXPE
Expedia (EXPE)
Financials 
Technical Analysis 
Sep 5, 2026, 12:00 amThis summary was created by AI, based on 7 opinions in the last 12 months.
Expedia (EXPE-Q) is recognized as a strong player in the travel industry, benefiting from established relationships, a robust brand, and impressive free cash flow. While concerns regarding AI competition exist, the company's technology enhancements and steady performance, notably in leisure travel, are encouraging. Forecasts indicate substantial earnings growth, with many experts highlighting its attractive valuation in light of anticipated growth rates. Despite the slower recovery in business travel post-COVID, ongoing demographic shifts and leisure demand are expected to bolster future performance. Analysts have differing price targets, reflecting optimism for continued upward movement in valuation.
Though expectations were low, they just delivered excellent numbers. Gross booking slightly missed, but revenue and adjusted EPS beat, and this was largely due to their share buyback of $1.8 billion in the first 9 months of this year. They will buy back another $5 billion, too. They will amount o a third of their shares. Also, they reiterated guidance for double-digit topline growth. Investments in their loyalty program are working. Trades at a low 9x 2024 PE though he doesn't understand why it's so low.
Is popping 18% today after reporting. Expectations were very low. What's good is their geographic exposure, not that exposed to the Middle East which is effected by war now. Rather, Expedia is more focused domestically. The $5 billion share buyback was strong and will continued. Margins are wide, too.
Joe TerranovaAre buying back 8.5% of its shares this year, but also investing in their business for the long term. This shows confidence. Also, he likes their new rewards program which operates across several of its businesses. Also, its trades at under 9x 2024's PE, half that of competitor Booking Holdings.
In line with cyclicals and discretionary areas, should see signs of improvement. Things are getting less worse. Sideways trading range. Travel is starting to turn up.
Easy way to limit risk is near recent lows around $90, and wait for an upside breakout. Next target levels are $105 and $120. If it goes below $90 take off the position, as the market is always right.
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It's up 43% in November so far. He added it before that move, so he's glad. They benefit from having less activity in the Middle East than Booking Holdings.