Expedia Group (NASDAQ:EXPE) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says

Expedia Group (NASDAQ:EXPE) had its target price lifted by investment analysts at The Goldman Sachs Group from $325.00 to $355.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “buy” rating on the online travel company’s stock. The Goldman Sachs Group’s price objective suggests a potential upside of 66.93% from the stock’s previous close.

A number of other research analysts have also recently commented on EXPE. Morgan Stanley upped their target price on shares of Expedia Group from $180.00 to $270.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. BNP Paribas Exane assumed coverage on shares of Expedia Group in a research report on Monday, November 24th. They set a “hold” rating on the stock. Piper Sandler restated a “neutral” rating and issued a $225.00 price objective (down previously from $250.00) on shares of Expedia Group in a report on Friday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Expedia Group in a report on Monday, December 29th. Finally, TD Cowen reduced their price objective on shares of Expedia Group from $300.00 to $260.00 and set a “hold” rating on the stock in a report on Friday. Fourteen investment analysts have rated the stock with a Buy rating and twenty-one have issued a Hold rating to the company. According to data from MarketBeat, Expedia Group presently has an average rating of “Hold” and an average price target of $288.23.

Expedia Group Stock Down 6.4%

Shares of EXPE opened at $212.67 on Friday. Expedia Group has a 52-week low of $130.01 and a 52-week high of $303.80. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 1.72. The stock has a fifty day simple moving average of $273.40 and a two-hundred day simple moving average of $240.40. The company has a market capitalization of $26.06 billion, a PE ratio of 21.59, a price-to-earnings-growth ratio of 0.66 and a beta of 1.41.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings results 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. Expedia Group had a net margin of 8.78% and a return on equity of 73.89%. The business had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.41 billion. During the same quarter last year, the firm earned $2.39 EPS. The business’s revenue was up 11.4% compared to the same quarter last year. As a group, equities analysts forecast that Expedia Group will post 12.28 EPS for the current year.

Insider Activity at Expedia Group

In other Expedia Group news, Director Madhumita Moina Banerjee sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $258.00, for a total transaction of $258,000.00. Following the transaction, the director directly owned 2,916 shares in the company, valued at approximately $752,328. This represents a 25.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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 transaction, the chief accounting officer directly owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 9.13% of the company’s stock.

Hedge Funds Weigh In On Expedia Group

A number of institutional investors have recently made changes to their positions in EXPE. Orion Porfolio Solutions LLC grew its holdings in shares of Expedia Group by 0.4% during the third quarter. Orion Porfolio Solutions LLC now owns 9,814 shares of the online travel company’s stock worth $2,098,000 after buying an additional 38 shares in the last quarter. RHS Financial LLC increased its holdings in shares of Expedia Group by 4.0% during the 4th quarter. RHS Financial LLC now owns 1,030 shares of the online travel company’s stock worth $292,000 after buying an additional 40 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Expedia Group by 8.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 567 shares of the online travel company’s stock valued at $161,000 after acquiring an additional 43 shares during the last quarter. Harbor Investment Advisory LLC increased its stake in Expedia Group by 16.0% during the fourth quarter. Harbor Investment Advisory LLC now owns 319 shares of the online travel company’s stock worth $90,000 after acquiring an additional 44 shares during the last quarter. Finally, JFS Wealth Advisors LLC grew its holdings in shares of Expedia Group by 78.6% during the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock worth $28,000 after purchasing an additional 44 shares during the period. 90.76% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Expedia Group

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

• Positive Sentiment: Q4 results beat expectations — Expedia reported stronger-than-expected revenue and EPS (bookings +11%, EBITDA +32%), showing B2B momentum that supports growth ahead. Expedia Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Company raised FY‑2026 revenue/booking outlook and flagged strong demand from business clients — an upside to medium‑term revenue trajectory driven by B2B contracts. Expedia forecasts upbeat 2026 bookings
• Positive Sentiment: Dividend increase — Expedia boosted its quarterly payout (20% increase), returning more cash and signaling confidence in cash flow. (Company release)
• Positive Sentiment: Several analysts raised price targets (Goldman Sachs, HSBC, Robert W. Baird, BMO, BTIG), reinforcing buy-side upside thesis for EXPE. Goldman Sachs target raise
• Neutral Sentiment: Strategic commentary on AI/“agentic commerce” — management plans to integrate AI-driven discovery and tools to keep travelers on Expedia’s platforms; long-term relevance play but execution risk remains. Expedia embraces agentic commerce
• Negative Sentiment: CFO cautioned on margins and described the economy as “dynamic,” dialing down margin expectations — comments amplified investor concern that near‑term profitability could be lower than the headline beat implied. CFO flags dynamic economy
• Negative Sentiment: Some analysts trimmed targets/turned cautious (DA Davidson lowered to $260, TD Cowen cut to $260; Citi kept a Hold) — mixed analyst reactions increased short‑term uncertainty and selling pressure. Analyst downgrades/target cuts
• Negative Sentiment: Market commentary highlighted that soft margin guidance makes 2026 a tougher year for online travel stocks, driving relative underperformance despite the earnings beat. Why online travel stocks face a tough year

Expedia Group Company Profile

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.