NASDAQ:EXPE

Expedia (EXPE)

275.29
+15.35 (5.90%)
as of Jul 27, 2026, 3:33:57 pm Market Open.
47 watching
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Expedia (EXPE-Q) is recognized for its strong market position and solid free cash flow, bolstered by well-established relationships across the travel industry. Despite facing concerns about AI competition, many experts believe the company is on an upward trajectory, with projected earnings growth of around 20% going forward. The recent recovery from AI-related stock price dips showcases investor confidence, alongside appreciating leisure travel demand, although business travel remains sluggish post-COVID. Analysts note that Expedia boasts an attractive valuation compared to competitors like Booking Holdings, with a favorable PEG ratio suggesting the stock presents good long-term value amid rising global travel trends.

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Consensus
Positive
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Valuation
Undervalued
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WATCH

They have done exceptionally well. Most of the travel e-tailers have done so. Dividend growth has been 7% for the last 5 years. Free cash flow has been growing, but is slowing down and is probably why the stock is easing back down. It all depends on how their pricing power will do.

HOLD

A good internet company. It has had a really good run and the valuation is right up there. He wants to own this company, but buy it much lower. He would look for a miss-pricing.

TOP PICK

The earnings growth is not priced in from the acquisition it just closed. It could be the "go-to" consolidator in the travel business.

COMMENT

Chart shows a pattern that seemed to be trending up through 2012 but is now breaking down. One of the factors that you should be looking for in a change of trends is the highs and lows, peaks and troughs. This chart is showing lower highs and lower lows. The recent pop has come up to the possible beginnings of a new downtrend. He is cautious on this one.

BUY
Generally likes travel companies because of consumers starting to come back. Biggest concern he can see is a slowdown in Europe travel.
BUY
Trading around 16X earnings. Recent numbers had some margin compression, partially caused by having a bunch of “marketing spend” because of going into a difficult period in travel. Thinks this will come off and margins will increase. Great free cash flow yield of about 9%.
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