NASDAQ:EXPE

Expedia (EXPE)

298.04
-5.10 (1.68%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 5, 2026, 12:00 am

This 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.

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Consensus
Positive
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Valuation
Undervalued
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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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