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Emerging Asian Markets And AI Will Expand Global Reach

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EXPE
AnalystConsensusTarget
Not Invested
Published 19 Aug 2024

Update shared on08 Aug 2025

Fair value Increased 15%
Previous
AnalystConsensusTarget's Fair Value
US$222.00
6.9% undervalued intrinsic discount
14 Aug
US$206.67
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1Y
52.6%
7D
7.3%

Expedia Group’s consensus price target was raised notably as its forward P/E multiple declined and revenue growth forecasts improved, supporting an increase in fair value from $193.88 to $219.00.


What's in the News


  • Expedia Group raised its 2025 fiscal year revenue growth guidance to 3%-5% from 2%-4% previously.
  • The company provided new revenue guidance for the third quarter of 2025, expecting 4%-6% growth.
  • Announced a major expansion of its B2B technology platform, including new APIs, AI-powered traveler engagement features, and advertising solutions to unlock partner growth and new revenue streams.
  • Launched new GenAI-powered discovery experiences and enhanced its AI Agent on Hotels.com, integrating with OpenAI Operator and Microsoft Copilot Actions to improve travel planning and user engagement.
  • Introduced the Reservation Management API aimed at significantly reducing hotelier operational costs, and revealed new media advertising upgrades to help partners reach travelers earlier in the planning process.

Valuation Changes


Summary of Valuation Changes for Expedia Group

  • The Consensus Analyst Price Target has significantly risen from $193.88 to $219.00.
  • The Future P/E for Expedia Group has significantly fallen from 14.91x to 12.86x.
  • The Consensus Revenue Growth forecasts for Expedia Group has risen slightly from 6.0% per annum to 6.3% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.