Expedia Group, IncNasdaq: EXPE
Consumer Discretionary · Hotels, Resorts & Cruise Lines
$251.61
+1.30%
Vol: 485K
Research Digest
Friday, May 1, 2026
Expedia names new CFO Derek Andersen; IShowSpeed partnership announced
Expedia appointed Derek Andersen as CFO effective May 11, bringing experience from Snap; compensation includes $1M base, $2.5M signing bonus, and $17M equity grant. Stock dropped 5.4% on announcement made weeks before Q1 earnings. The company announced a major partnership with influencer IShowSpeed to reach Gen Z travelers, with the deal taking six months to negotiate. Management also announced partnership with Magnite for programmatic advertising and released AI Trust Gap report on traveler behavior.
Previous Market Intelligence
13 daysApr 30Expedia partners with Uber to integrate hotel bookings into app on April 29 while new CFO Derek Andersen takes helm May 11, prior to May 7 earnings.Mixed▶
Expedia Group announced a strategic partnership with Uber Technologies to integrate hotel bookings into the Uber app, tapping into ride-share platform's younger user base and expanding travel reach. The company also appointed Derek Andersen as Chief Financial Officer, effective May 11, replacing Scott Schenkel who will remain through May 7 earnings call before departing May 16. Analysts expect FY2026 EPS to grow 24.9% to $16.69, with B. Riley maintaining Buy and $350 price target (from $360). Booked room nights grew 9% in Q4, with total revenue growth of 8% for full year 2025. Stock traded at $250.37 (down 5.4% on CFO news) but has rallied 50.2% over past 12 months.
Apr 29Expedia appoints Derek Andersen as new CFO effective May 11; Jon Gieselman departing June 1Negative▶
Expedia Group announced leadership changes with Derek Andersen (formerly Snap CFO) becoming new CFO effective May 11, replacing Scott Schenkel. Andersen's compensation package includes $1M base, $2.5M signing bonus, and $17M equity grants. President of Expedia Brands Jon Gieselman is departing June 1 after three years. Stock dropped 4.3% on CFO news. FY2025 showed 8% revenue/gross bookings growth. B. Riley lowered PT to $350 from $360 while maintaining Buy. Mean analyst PT is $277.97. Consensus is 'Moderate Buy' with expectations for 24.9% EPS growth in FY2026 to $16.69.
Apr 16Expedia releases AI Trust Gap report showing 53% traveler comfort with AI suggestions yet 40% preference for trusted brands for bookings.Mixed▶
Expedia Group released The AI Trust Gap report on April 14, 2026, revealing that while 53% of travelers are comfortable letting AI suggest options, 42% use or would use AI to monitor prices, and 40% use AI for itineraries, the vast majority still rely on trusted travel brands for actual bookings. CEO Ariane Gorin emphasized the company's focus on trust and reliability versus uncertain AI chatbots. Leadership change: Jon Gieselman, president of Expedia Brands, will depart June 1 after three years. EXPE has surged 15.7% following a PredictHQ partnership for demand forecasting.
Apr 15Expedia stock down 18.3% YTD despite partnership with PredictHQ and 20% dividend increase; files $1B senior notes offering.Mixed▶
Expedia Group announced a strategic partnership with PredictHQ to enhance demand forecasting, driving a recent 15.7% stock surge, and declared a 20% dividend increase. However, the stock declined 3.9% after filing for a proposed $1 billion senior notes offering. Affirm became the exclusive BNPL provider for Expedia brands in the U.S. The stock is down 18.3% YTD. Analyst consensus remains Buy with 29 analysts and average price target of $276.26.
Apr 14Expedia Group stock surged 20.8% in one month on record 2025 EPS of $15.86 and strong B2B growth (+24% YoY).Positive▶
Expedia Group delivered Q4 2025 revenue of $3.55B (up 11% YoY), adjusted EPS $3.78 beating estimates. B2B segment surged 24% YoY. Company announced new $2.5B revolving credit facility. Jefferies upgraded to Buy citing strong B2B and AI investments. Analyst consensus is Hold with median price target $273.50.
Apr 13Expedia surged 15.7% after PredictHQ partnership announcement for AI-powered demand forecasting targeting 2026 World Cup and summer travel.Positive▶
EXPE jumped 15.7% on PredictHQ partnership bringing verified event signals and predictive demand intelligence to lodging partners, forecasting $8.1B projected traveler spending June-August 2026. Q4 2025 gross bookings +11% to $27B, revenue +11% to $3.55B, EBITDA +32% with 23.9% margin. 2026 guidance implies mid-to-high single-digit growth. Q1 2026 earnings May 7. Truist lowered target to $246 from $252.
Apr 10Jefferies upgrades Expedia to Buy; OpenAI ChatGPT decision eases AI disruption fearsPositive▶
Jefferies upgraded Expedia to Buy. OpenAI confirmed ChatGPT will not support direct travel bookings. Expedia secured $2.5B revolving credit facility.
Apr 9Expedia surges 15.7% on PredictHQ partnership and 20% dividend increase; Q4 revenue up 11%Positive▶
Expedia Group surged 15.7% following a strategic partnership with PredictHQ for demand forecasting and a 20% dividend increase. Q4 revenue reached $3.55 billion (up 11% YoY) with adjusted EPS of $3.78, doubling net income margin to near 10% and closing gap with Booking.com while positioning for continued profitability gains.
Apr 8Expedia rises 5.1% post-earnings on Q4 beat ($3.78 EPS vs $3.13 forecast) and strengthened 2026 guidance.Positive▶
Expedia delivered Q4 EPS $3.78 (beat 20.77%). Forecast 2026 above consensus. Net income margin doubled to ~10%. Jefferies upgraded to Buy. New $2.5B revolving credit facility.
Apr 7Jefferies upgrades Expedia to Buy; stock rises 5.1% on strong Q4 earnings beat.Positive▶
Expedia Group surged 5.1% after beating Q4 earnings expectations with revenue of $3.55 billion (+11% YoY) and EPS of $3.78 versus $3.13 estimate. Jefferies upgraded the company to Buy, citing strong B2B growth momentum and AI/ML investments. The company secured a new $2.5 billion unsecured credit facility and forecast 2026 gross bookings and revenue above analyst expectations.
Apr 6Expedia reports strong Q4 earnings beat and launches GenAI partnerships expanding B2B platformPositive▶
Expedia reported Q4 2025 EPS of $3.78, beating estimates of $3.13 by 20.77%, with revenue of $3.55 billion (+11% YoY). Company has doubled net income margin to near 10%, signaling profitability turnaround. Expedia Group expanded B2B technology platform with new APIs and advertising innovations, launched GenAI-powered discovery experiences including Expedia Trip Matching on Instagram. New AI Agent on Hotels.com integrated with OpenAI Operator and Microsoft Copilot Actions. Affirm is exclusive BNPL provider for Expedia brands. EPS grew at 33% CAGR over last 3 years.
Apr 3Expedia beats Q4 expectations with 11% revenue growth, raises 2026 guidance to $15.6-16B, and highlights 24% YoY B2B segment surge.Positive▶
Expedia reported Q4 2025 revenue of $3.55B (+11% YoY) and adjusted EPS of $3.78 (beating $3.13 estimate by 20.8%). The company raised 2026 revenue guidance to $15.6-16B with gross bookings projected at $127-129B. B2B segment surged 24% YoY in Q4. Jefferies upgraded to Buy with $300 target.
Apr 2Expedia beats Q4 earnings by 21%, raises 2026 guidance as booking trends acceleratePositive▶
Expedia Group reported Q4 2025 EPS of $3.78, beating estimates of $3.13 by 20.77%, and raised 2026 gross bookings and revenue guidance above Wall Street expectations. Stock rose 5.1% in last 24 hours. Company has doubled net income margin near 10%, signaling profitability turnaround. Launched AI Agent on Hotels.com integrated with OpenAI Operator and Microsoft Copilot Actions. Expanded B2B platform with new APIs and GenAI-powered discovery experiences. Jefferies upgraded EXPE to Buy from Hold with $300 price target. Analyst consensus is Buy with 12-month target of $275.37, up 24.19%.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| EXPEEXPEDIA | $251.61 | +1.30% | +8.4% | 10.7x | 1.33 | $30.4B |
| BKNGBOOKING | $169.91 | +0.92% | -4.4% | 13.7x | — | $130.5B |
| MARMARRIOTT | $354.99 | -1.85% | +7.0% | 27.7x | 1.10 | $95.8B |
| ABNBAIRBNB | $141.78 | +1.01% | +10.7% | 24.3x | 1.16 | $83.4B |
| HLTHILTON | $317.85 | -1.92% | +5.6% | 31.1x | 1.11 | $73.8B |
| RCLROYAL | $265.67 | +0.72% | -4.3% | 13.3x | 1.94 | $71.4B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.