NASDAQ:EXPE
Expedia (EXPE)
Financials 
Technical Analysis 
Aug 16, 2026, 12:00 amThis summary was created by AI, based on 7 opinions in the last 12 months.
Expedia (EXPE-Q) continues to show a strong position in the travel industry, benefitting from established relationships and a wonderful brand. Experts highlight their impressive free cash flow, a commitment to share buybacks, and the potential boost in discretionary spending with decreasing oil prices. While AI advancements pose a concern, analysts see the company improving its platform through technology and projected earnings growth rates remain robust, particularly in leisure travel. The stock has been recovering from fears regarding AI impacts and remains regarded as a good long-term investment, particularly given rising travel demand and demographics favoring leisure over business travel. The balance sheet shows strong growth with solid margins and a promising outlook, highlighting that despite potential volatility, the fundamentals remain strong.
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.
Stockchase Discover
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
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.