
Expedia (EXPE) Stock Forecast & Price Target
Expedia (EXPE) Analyst Ratings
Bulls say
Expedia Group is experiencing positive momentum, with a third quarter revenue increase of 8%, driven predominantly by a 14% growth in hotel bookings and a sequential acceleration in Vrbo bookings, indicating a resilient recovery in travel demand. The company's projected revenue and EBITDA compound annual growth rates of 7% and 8%, respectively, from 2024 to 2026, suggest enhanced brand cohesion and an increasing mix of direct traffic, which are expected to further bolster financial performance. Additionally, the influx of 1 million units from core Expedia to Vrbo is anticipated to strengthen its competitive positioning, particularly in the context of robust international travel demand that supports the outlook for sustained growth.
Bears say
Expedia Group's financial outlook is negative due to several fundamental factors, including increasing competition from Booking.com which may compress market share and profitability, particularly in the lodging sector where 80% of its 2024 sales are derived. Furthermore, the company's high reliance on international markets, where 87% of revenue comes from, exposes it to volatile foreign exchange conditions and potential demand fluctuations. Additionally, elevated merchandising and marketing costs, coupled with strategic misalignments, pose risks to free cash flow and adjusted EBITDA growth, further exacerbating concerns about long-term profitability.
This aggregate rating is based on analysts' research of Expedia and is not a guaranteed prediction by Public.com or investment advice.
Expedia (EXPE) Analyst Forecast & Price Prediction
Start investing in Expedia (EXPE)
Order type
Buy in
Order amount
Est. shares
0 shares