
Expedia (EXPE) Stock Forecast & Price Target
Expedia (EXPE) Analyst Ratings
Bulls say
Expedia Group has provided guidance indicating a potential EBITDA margin expansion of 50-100 basis points for the third quarter, alongside projected revenue growth of 4-6%. Notably, a 3-4 percentage point improvement in the performance of their key brands, Hotels.com and Vrbo, could significantly elevate consolidated bookings growth to the high end of the company’s estimated range for the quarter. Additionally, there has been an observed positive trend in global site traffic and US receipt sales, with a notable 6-point improvement in the competitive performance of Vrbo, suggesting favorable conditions for B2C bookings growth moving forward.
Bears say
The negative outlook on Expedia Group's stock is primarily driven by declining U.S. business-to-consumer (B2C) bookings, with reported decreases of 1-3% in the latest quarter, raising concerns about the sustainability of its consolidated growth amid expectations of slower growth in the business-to-business (B2B) segment. Additionally, the company faces pressure on its EBITDA margins within the core hotel business, attributed to increasing sales and marketing expenses that are expected to persist in the near term. Lastly, Expedia's reliance on international hotel supply expansion may lead to volatility in revenue per room night trends, further complicating the company’s financial stability and growth prospects.
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
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