NASDAQ:EXPE

Expedia (EXPE)

332.69
+4.38 (1.33%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
47 watching
0
Investor Insights
star iconAug 16, 2026, 12:00 am

This 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.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
BKNG
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%.
Showing 31 to 36 of 36 entries