TD Cowen Issues Pessimistic Forecast for Expedia Group (NASDAQ:EXPE) Stock Price

Expedia Group (NASDAQ:EXPE) had its target price lowered by stock analysts at TD Cowen from $300.00 to $260.00 in a report issued on Friday,MarketScreener reports. The brokerage currently has a “hold” rating on the online travel company’s stock. TD Cowen’s target price points to a potential upside of 14.42% from the stock’s current price.

EXPE has been the topic of a number of other reports. UBS Group boosted their price target on shares of Expedia Group from $257.00 to $270.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. increased their target price on shares of Expedia Group from $225.00 to $260.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Oppenheimer boosted their price target on shares of Expedia Group from $250.00 to $290.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Evercore increased their price objective on Expedia Group from $280.00 to $350.00 and gave the company an “outperform” rating in a research note on Tuesday, November 25th. Finally, Piper Sandler reiterated a “neutral” rating on shares of Expedia Group in a report on Friday. Fifteen investment analysts have rated the stock with a Buy rating and twenty have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $292.68.

Expedia Group Price Performance

NASDAQ:EXPE opened at $227.24 on Friday. Expedia Group has a 52 week low of $130.01 and a 52 week high of $303.80. The stock’s fifty day moving average is $274.41 and its two-hundred day moving average is $239.82. The company has a market capitalization of $27.84 billion, a P/E ratio of 21.75, a P/E/G ratio of 0.72 and a beta of 1.41. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 1.72.

Expedia Group (NASDAQ:EXPE) last issued its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. The firm had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.41 billion. Expedia Group had a return on equity of 64.15% and a net margin of 9.66%.The company’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period last year, the company earned $2.39 EPS. Equities analysts expect that Expedia Group will post 12.28 EPS for the current year.

Insider Activity at Expedia Group

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $258.00, for a total value of $258,000.00. Following the completion of the transaction, the director directly owned 2,916 shares of the company’s stock, valued at $752,328. This represents a 25.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $248.08, for a total transaction of $210,619.92. Following the sale, the chief accounting officer directly owned 11,662 shares in the company, valued at approximately $2,893,108.96. The trade was a 6.79% decrease in their position. The SEC filing for this sale provides additional information. 9.13% of the stock is owned by insiders.

Institutional Trading of Expedia Group

Institutional investors and hedge funds have recently made changes to their positions in the company. Spire Wealth Management increased its position in Expedia Group by 114.3% during the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock worth $25,000 after buying an additional 80 shares during the period. Entrust Financial LLC purchased a new position in shares of Expedia Group during the fourth quarter worth approximately $26,000. JFS Wealth Advisors LLC increased its holdings in shares of Expedia Group by 78.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after acquiring an additional 44 shares during the period. Lodestone Wealth Management LLC purchased a new stake in Expedia Group in the 4th quarter valued at $29,000. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in Expedia Group in the 3rd quarter valued at $30,000. 90.76% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Expedia Group

Here are the key news stories impacting Expedia Group this week:

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped consensus, with double‑digit revenue growth and B2B strength that supports longer‑term revenue mix improvement. Expedia Group Q4 earnings & transcript (MarketBeat)
• Positive Sentiment: Management raised FY‑level topline guidance and flagged stronger 2026 gross bookings driven by business clients, which could support upside to revenue and margins if corporate travel demand sustains. Expedia forecasts upbeat 2026 bookings (Reuters)
• Positive Sentiment: Board approved a 20% increase in the quarterly dividend to $0.48 — a cash return boost that many income‑oriented investors will view favorably. Expedia raises dividend (TipRanks)
• Positive Sentiment: BTIG reiterated a Buy and set a $330 price target, signaling confidence in upside from recovery and B2B execution. BTIG buy rating and $330 PT (Benzinga)
• Neutral Sentiment: Management is actively addressing AI/agentic commerce disruption — positioning Expedia to capture trip demand routed through AI assistants, which is strategic but longer‑term in impact. Expedia embraces agentic commerce (PYMNTS)
• Neutral Sentiment: Full earnings call transcript is available for details — useful for investors parsing margin commentary, incentive spend and B2B cadence. Q4 2025 earnings call transcript (Seeking Alpha)
• Negative Sentiment: Soft margin guidance and caution on near‑term profitability spooked the market — Barron’s highlights that management’s margin outlook weighed on shares, driving today’s decline. Expedia falls after soft margin guidance (Barron’s)
• Negative Sentiment: Pre‑market headlines and momentum sellers pushed the stock lower despite the beat — Benzinga flagged EXPE among names moving down in pre‑market trade. Expedia moves lower in pre-market (Benzinga)
• Negative Sentiment: TD Cowen trimmed its price target to $260 and held a “Hold” rating, signaling valuation caution and tempering some of the post‑earnings enthusiasm. TD Cowen hold & lower PT (TipRanks)

About Expedia Group

Expedia Group (NASDAQ: EXPE) is a global travel technology company that operates an online marketplace connecting consumers, travel suppliers and third‑party partners. The company’s platform enables search, comparison and booking of travel products and services, including hotels, airline tickets, vacation rentals, car rentals, cruises and packaged travel. Its portfolio comprises consumer-facing travel brands as well as corporate travel solutions and technology services that serve both leisure and business travelers.

Key offerings include consumer booking platforms and mobile apps that aggregate inventory from hotels, vacation rental managers, airlines and car rental companies, alongside ancillary travel services such as trip insurance and activities.