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This Week’s Stock Picks & BNN Top Picks Summary: JPM-N, META-Q and 19 Stock and 5 ETF Top Picks (Apr 04-10)Trump slump continuesMarkets fade to end the week downThis summary was created by AI, based on 6 opinions in the last 12 months.
Expedia (EXPE) has seen a significant 24% decline from its recent highs, which experts suggest presents an appealing entry point for potential investors. The company benefits from resilient global travel demand, which is currently higher than pre-pandemic levels. With diverse brand offerings and an improved digital platform, Expedia serves various customer segments effectively. Despite challenges, including recent earnings misses and competitive pressures from companies like Booking Holdings (BKNG), the experts note that Expedia's valuation is attractive given its strong cash flow and compelling growth rate. While there are concerns over consumer spending and perceived risks from generative AI, the consensus indicates that its valuation discount compared to competitors may present a better risk/reward opportunity.
Recent purchase. It's down 24% from recent highs, so it was an attractive entry point. Global travel demand remains resilient; higher than pre-pandemic, and holding steady. Consumer remains resilient. Lots of brands allows it to server diverse customer segments. Improved digital platform. Strong cashflow. Yield is 1.0%.
Interestingly, remote work trend allows people to work from...wherever. Earnings growth rate is ~19%, paying only 11x forward earnings, so a pretty good PEG ratio.
BOOK decided to be an agent only, so they take a commission on every transaction. Operating margins of 30%. Investors like the capital-light model, giving it a higher multiple between high 20s or almost 30x PE. Today though, PE in low 20s.
EXPE buys hotel rooms in bulk and then resells them; takes more risk and more capital. Operating margins of 10%. PE usually around 20x. PE today is in low teens. Though not as good a business, valuation discount is excessive. Better risk/reward.
Very competitive marketplace. Down today on overwhelming concern about consumer spending and prospects for travel for the next 12 months. BKNG is better positioned than EXPE, because Expedia's multiple brands cause confusion.
Generative AI is a concern for the future, as it may circumvent the go-between status of BKNG and EXPE and provide a personalized travel experience.
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.
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.
Expedia is a American stock, trading under the symbol EXPE-Q on the NASDAQ (EXPE). It is usually referred to as NASDAQ:EXPE or EXPE-Q
In the last year, 7 stock analysts published opinions about EXPE-Q. 2 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Expedia.
Expedia was recommended as a Top Pick by on . Read the latest stock experts ratings for Expedia.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
7 stock analysts on Stockchase covered Expedia In the last year. It is a trending stock that is worth watching.
On 2025-04-11, Expedia (EXPE-Q) stock closed at a price of $150.53.
Leader in the space. Online travel booking is a key element in the industry. Travel is resilient, and it has long-term demographic trends in its favour. Work-from-home can just as easily be work-from-Bermuda.
(Analysts’ price target is $208.08)Share drop is overdone. Now near 200-week MA. High-quality name. Earnings growth projected at 20% going forward. Strong cashflow. Online platform means it doesn't have to worry about capital expenditures. Yield is 1.05%.