Expedia Group Crescita futura
Criteri Future verificati 2/6
Expedia Group prevede che gli utili e i ricavi cresceranno rispettivamente di 16.1% e 6.5% all'anno. Si prevede che l'EPS crescerà di 16.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 102.8% in 3 anni.
Informazioni chiave
16.1%
Tasso di crescita degli utili
16.48%
Tasso di crescita dell'EPS
| Hospitality crescita degli utili | 18.2% |
| Tasso di crescita dei ricavi | 6.5% |
| Rendimento futuro del capitale proprio | 102.83% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 03 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Seeking Alpha • 20h
Expedia: Strong Execution, Expanding Margins, And Aggressive Buybacks Support Our Strong Buy Upgrade (Rating Upgrade)
Summary Expedia delivered standout Q1 results, with gross bookings up 13%, revenue rising 15% to $3.4 billion, and adjusted EBITDA margin expanding by 591 basis points to a record 15.8%. EXPE’s B2C margin expansion and B2B growth (22%) reflect a strategic shift to profitable demand sources and operational efficiency. With a free cash flow yield above 10%, a newly authorized $5 billion buyback program, and shares still trading below historical valuation levels, we see significant upside and upgrade Expedia. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • May 07
EXPE: AI Disruption Fears Will Ease As Marketplace Risks Recede
Analyst price targets for Expedia Group have been adjusted lower by a wide range, including cuts of $4 to $40 alongside a few smaller upward revisions. Analysts are factoring in peer multiple compression, concerns about potential AI disruption to online travel agencies, and expectations for more limited margin expansion despite recent solid results.Aggiornamento dell'analisi • Apr 22
EXPE: AI Disruption Fears Will Ease And Support 2026 Upside
Analysts have trimmed their average price targets on Expedia Group by a few dollars, generally citing recalibrated sector multiples, mixed views on AI related risks for online travel agents, and more measured expectations for margin expansion despite recent solid quarterly results. Analyst Commentary Recent research on Expedia Group shows a split tape, with several price target cuts reflecting sectorwide multiple compression and AI related uncertainty, while a separate group of bullish analysts has highlighted strong execution, solid quarterly beats, and specific areas of growth as reasons to lean more positive.
Aggiornamento dell'analisi • Apr 08
EXPE: AI Efficiencies And B2B Momentum Will Support Future Margin Expansion
Expedia Group's analyst fair value estimate shifts modestly higher to $283 as recent research blends multiple price target trims with a handful of upgrades, reflecting mixed views on AI disruption risks, peer multiple resets, and the potential for continued revenue growth, margin improvement, and supportive P/E assumptions. Analyst Commentary Recent research on Expedia Group reflects a split tape, with some bullish analysts leaning into execution on recent results and AI efficiency upside, while more cautious voices focus on reset expectations, peer multiple compression, and lingering disruption risk around online travel agency models.Aggiornamento dell'analisi • Mar 25
EXPE: AI Efficiencies And B2B Expansion Will Support Future Margin Strength
Analysts have trimmed the fair value estimate for Expedia Group to about $280.76 from $287.50, as a series of slightly lower price targets and questions around AI disruption offset models that now assume higher revenue growth, stronger profit margins, and a lower future P/E. Analyst Commentary Recent research on Expedia Group reflects a mix of optimism around execution and ongoing caution around disruption risk and valuation, with many firms adjusting their price targets rather than making major shifts in ratings.Aggiornamento dell'analisi • Mar 10
EXPE: B2B Strength And AI Risk Reset Will Support 2026 Upside
Analysts have modestly revised our Expedia Group fair value estimate higher to $366.92 per share, reflecting updated assumptions around revenue growth, profitability and sector wide P/E multiples, following a broad reset of Street price targets that mostly cluster in the $225 to $360 range with Neutral or equivalent ratings. Analyst Commentary Recent Street research around Expedia Group has centered on recalibrated price targets, mostly paired with Neutral or equivalent ratings, and a tighter range of fundamental expectations following the latest Q4 update and 2026 outlook.
Aggiornamento dell'analisi • Feb 24
EXPE: AI Debate And Margin Focus Will Support Future Re Rating
Analysts now place Expedia Group's fair value at $225, up from $212.20. They recalibrated price targets around generally solid recent results, slightly softer revenue growth, and higher P/E assumptions, alongside continued focus on margins and marketing spend.Articolo di analisi • Feb 14
It's Down 27% But Expedia Group, Inc. (NASDAQ:EXPE) Could Be Riskier Than It Looks
Expedia Group, Inc. ( NASDAQ:EXPE ) shareholders won't be pleased to see that the share price has had a very rough...Aggiornamento dell'analisi • Feb 10
EXPE: AI Disintermediation Risk Will Challenge Sustained Margin Expansion
Analysts have raised their blended fair value estimate for Expedia Group to about US$212 from roughly US$168, citing revised Street price targets that reflect expectations for stronger revenue growth, higher profit margins, and a slightly richer future P/E multiple, even though some firms remain cautious about competitive and AI related risks. Analyst Commentary Street research on Expedia Group has leaned positive on price targets, but you are also seeing a clear pocket of caution from some bearish analysts.Aggiornamento dell'analisi • Jan 27
EXPE: AI Efficiency And B2B Execution Will Balance Travel Disruption Risks
Analysts have lifted their fair value estimate for Expedia Group to US$287.50 from US$273.50. This reflects a modestly lower discount rate, a slightly higher assumed profit margin, and a higher future P/E multiple supported by recent price target increases across the Street that emphasize AI driven efficiencies, B2B strength, and improving travel fundamentals.Aggiornamento dell'analisi • Jan 11
EXPE: B2B Momentum And Tech Replatforming Will Drive Stronger 2026 Setup
Analysts have lifted their fair value estimate for Expedia Group to US$365.80 from US$280.79, pointing to higher assumed revenue growth, a richer future P/E multiple and a slightly lower discount rate. This comes even as they factor in a more modest profit margin outlook and fading AI disintermediation concerns, supported by recent price target increases across the Street.Aggiornamento dell'analisi • Dec 27
EXPE: AI Disintermediation Fears And Execution Will Shape Future Risk Balance
Analysts nudged their fair value estimate for Expedia Group modestly higher to about $273.50 per share from roughly $270.24. This reflects increased confidence in the durability of recent B2B and B2C outperformance and margin leverage, while viewing perceived AI disintermediation risks as overstated.Aggiornamento dell'analisi • Dec 13
EXPE: AI Disintermediation Fears And Execution Improvements Will Shape Future Risk Balance
Analysts have raised their blended price target for Expedia Group slightly to approximately $270 per share, reflecting modestly improved assumptions for revenue growth and margins following a series of post Q3 target hikes. These revisions view recent AI related fears as overstating long term disintermediation risk while acknowledging solid execution in both B2B and B2C.Aggiornamento dell'analisi • Nov 28
EXPE: Price Upside And AI Competition Will Define Future Risk And Return Balance
Analysts have raised their price target for Expedia Group by nearly $5 per share to reflect solid quarterly results and expectations that recent investor concerns over AI-driven disruption are overstated. Analyst Commentary Recent analyst research on Expedia Group provides insights into both optimism and caution following the company's quarterly results and the introduction of new artificial intelligence tools by key industry players.Aggiornamento dell'analisi • Nov 14
EXPE: Future Performance Will Reflect Balance Of Opportunity And Risk Ahead
Expedia Group’s analyst price target has been raised significantly, moving from approximately $227 to $265 per share. Analysts cite stronger-than-expected third-quarter results as well as improved growth and margin expectations.Articolo di analisi • Nov 11
After Leaping 27% Expedia Group, Inc. (NASDAQ:EXPE) Shares Are Not Flying Under The Radar
Expedia Group, Inc. ( NASDAQ:EXPE ) shareholders have had their patience rewarded with a 27% share price jump in the...Aggiornamento dell'analisi • Oct 31
EXPE: Improved U.S. Demand And New AI Tools Will Drive Near-Term Performance
Analysts have raised their average price target for Expedia Group to approximately $227 from about $224. This reflects cautious optimism around improved U.S. travel demand and balanced risk-reward, despite ongoing macroeconomic uncertainty and evolving industry dynamics.Aggiornamento dell'analisi • Oct 16
Emerging Asian Markets And AI Will Expand Global Reach
Expedia Group's analyst price target has been raised from $222 to approximately $224.30, as analysts cite improving revenue growth, stable profit margins, and sustained momentum following better-than-expected recent quarterly results. Analyst Commentary Analysts have provided a range of perspectives on Expedia Group following its recent results and outlook updates.Aggiornamento dell'analisi • Aug 08
Emerging Asian Markets And AI Will Expand Global Reach
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.Articolo di analisi • Aug 04
We Like Expedia Group's (NASDAQ:EXPE) Returns And Here's How They're Trending
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Jul 21
Is Expedia Group (NASDAQ:EXPE) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jul 08
Do Expedia Group's (NASDAQ:EXPE) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Articolo di analisi • Jun 24
Is Now The Time To Look At Buying Expedia Group, Inc. (NASDAQ:EXPE)?
Let's talk about the popular Expedia Group, Inc. ( NASDAQ:EXPE ). The company's shares led the NASDAQGS gainers with a...Articolo di analisi • May 12
Expedia Group, Inc. (NASDAQ:EXPE) Just Reported, And Analysts Assigned A US$190 Price Target
Shareholders might have noticed that Expedia Group, Inc. ( NASDAQ:EXPE ) filed its quarterly result this time last...Seeking Alpha • Apr 22
Expedia: Brace For A Tough Q1 Ahead (Rating Downgrade)
Summary Expedia faces significant challenges due to weakened consumer confidence, currency fluctuations, and declining air travel demand, prompting a downgrade to a sell rating. U.S. airlines report substantial domestic demand weakness and capacity cuts, signaling broader travel industry struggles and potential negative impacts on Expedia's performance. The sharp fall of the dollar (which recently hit multi-year lows against the euro) will also lower travel demand among both leisure and business travelers. Expedia is cheap at ~10x forward P/E, but no longer worth the risk as it gears up for its Q1 earnings release in early May. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Expedia: Excellent Momentum In A Healthy Travel Environment
Summary Despite global economic concerns, Expedia's strong Q4 results and technological progress make it a resilient investment, prompting my reiterated buy rating. Expedia's price transparency and unified One Key rewards system offer a superior customer experience compared to Booking.com, driving market share gains. Q4 revenue surged 10% y/y to $3.18 billion, significantly beating expectations, with gross bookings growth nearly doubling sequentially to 13% y/y. Strong international demand and a recovery in U.S. bookings, alongside 21% y/y growth in the B2B segment, highlight Expedia's robust performance and margin expansion. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Expedia Group: Positioned For Growth Amid Industry Evolution
Summary Expedia Group has streamlined operations, unified technology, and focused on core brands, enhancing efficiency and customer experience. International expansion and a thriving B2B segment drive growth, with non-U.S. revenue outpacing U.S. growth significantly. Strong free cash flow, attractive valuations and disciplined capital allocation position Expedia well for significant shareholder returns. Despite past underperformance, Expedia's strategic initiatives and cost reductions are set to improve margins and close the performance gap with peers. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Expedia Group: With Travel Alive And Well, Management's Big Moves Are Bullish
Summary Expedia Group's Q4 2024 results exceeded expectations, with revenue up 10.3% to $3.18 billion and net income rising from $132 million to $299 million. The company's shares surged 10.4% post-earnings, driven by strong growth in gross bookings and booked room nights, along with robust travel demand. Despite past underperformance, current valuation and growth prospects justify a 'buy' rating on EXPE stock, supported by management's focus on value creation, international expansion, and AI-driven initiatives. Management's share buybacks and the reinstatement of a quarterly dividend further enhance shareholder value, contributing to the positive market reaction. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 18,409 | 2,782 | 3,267 | 4,604 | 17 |
| 12/31/2027 | 17,066 | 2,372 | 3,443 | 4,301 | 31 |
| 12/31/2026 | 15,943 | 2,017 | 3,285 | 3,989 | 33 |
| 12/31/2025 | 14,733 | 1,294 | 3,110 | 3,880 | N/A |
| 9/30/2025 | 14,370 | 1,388 | 2,998 | 3,774 | N/A |
| 6/30/2025 | 14,018 | 1,113 | 1,997 | 2,778 | N/A |
| 3/31/2025 | 13,790 | 1,169 | 2,383 | 3,158 | N/A |
| 12/31/2024 | 13,691 | 1,234 | 2,329 | 3,085 | N/A |
| 9/30/2024 | 13,394 | 1,067 | 1,907 | 2,649 | N/A |
| 6/30/2024 | 13,263 | 808 | 2,006 | 2,767 | N/A |
| 3/31/2024 | 13,063 | 807 | 1,622 | 2,412 | N/A |
| 12/31/2023 | 12,839 | 797 | 1,844 | 2,690 | N/A |
| 9/30/2023 | 12,570 | 842 | 1,900 | 2,746 | N/A |
| 6/30/2023 | 12,260 | 899 | 2,321 | 3,124 | N/A |
| 3/31/2023 | 12,083 | 329 | 2,867 | 3,606 | N/A |
| 12/31/2022 | 11,667 | 352 | 2,778 | 3,440 | N/A |
| 9/30/2022 | 11,328 | 451 | 3,279 | 3,907 | N/A |
| 6/30/2022 | 10,671 | 331 | 3,046 | 3,683 | N/A |
| 3/31/2022 | 9,601 | 215 | 3,908 | 4,569 | N/A |
| 12/31/2021 | 8,598 | -269 | 3,075 | 3,748 | N/A |
| 9/30/2021 | 7,239 | -957 | 2,420 | 3,078 | N/A |
| 6/30/2021 | 5,781 | -1,540 | 2,825 | 3,480 | N/A |
| 3/31/2021 | 4,236 | -1,992 | -1,558 | -880 | N/A |
| 12/31/2020 | 5,199 | -2,687 | -4,631 | -3,834 | N/A |
| 9/30/2020 | 7,026 | -2,199 | -4,073 | -3,108 | N/A |
| 6/30/2020 | 9,080 | -1,569 | -4,230 | -3,150 | N/A |
| 3/31/2020 | 11,667 | -633 | -1,339 | -166 | N/A |
| 12/31/2019 | 12,067 | 565 | 1,607 | 2,767 | N/A |
| 9/30/2019 | 11,879 | 506 | N/A | 2,281 | N/A |
| 6/30/2019 | 11,597 | 622 | N/A | 2,771 | N/A |
| 3/31/2019 | 11,324 | 440 | N/A | 2,448 | N/A |
| 12/31/2018 | 11,223 | 406 | N/A | 1,975 | N/A |
| 9/30/2018 | 10,983 | 444 | N/A | 2,019 | N/A |
| 6/30/2018 | 10,673 | 271 | N/A | 1,947 | N/A |
| 3/31/2018 | 10,379 | 327 | N/A | 1,833 | N/A |
| 12/31/2017 | 10,060 | 378 | N/A | 1,845 | N/A |
| 9/30/2017 | 9,834 | 402 | N/A | 1,967 | N/A |
| 6/30/2017 | 9,449 | 330 | N/A | 2,227 | N/A |
| 3/31/2017 | 9,059 | 304 | N/A | 2,144 | N/A |
| 12/31/2016 | 8,774 | 282 | N/A | 1,549 | N/A |
| 9/30/2016 | 8,379 | 190 | N/A | 1,370 | N/A |
| 6/30/2016 | 7,736 | 194 | N/A | 1,432 | N/A |
| 3/31/2016 | 7,203 | 612 | N/A | 1,425 | N/A |
| 12/31/2015 | 6,672 | 764 | N/A | 1,368 | N/A |
| 9/30/2015 | 6,330 | 843 | N/A | 1,342 | N/A |
| 6/30/2015 | 6,104 | 817 | N/A | 1,564 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di EXPE ( 16.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di EXPE ( 16.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.6% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di EXPE cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di EXPE ( 6.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.5% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di EXPE ( 6.5% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di EXPE sarà molto alto tra 3 anni ( 102.8 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 14:02 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Expedia Group, Inc. è coperta da 58 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Douglas Anmuth | Barclays |