Expedia Group（EXPE）株式概要
Expedia Group, Inc.は、オンライン旅行会社として米国内外で事業を展開している。 詳細
EXPE Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$345.94
FV
22.0% 割安 内在価値ディスカウント6.45%
Revenue growth p.a.
54
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Expedia Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$269.87 |
| 52週高値 | US$303.80 |
| 52週安値 | US$174.05 |
| ベータ | 1.23 |
| 1ヶ月の変化 | 17.91% |
| 3ヶ月変化 | 13.92% |
| 1年変化 | 52.00% |
| 3年間の変化 | 130.74% |
| 5年間の変化 | 66.57% |
| IPOからの変化 | 464.11% |
最新ニュース
ナラティブの更新 • Jun 27
EXPE: AI Execution Risks Around B2B Expansion Will Restrain Future Re Rating
Analysts have lifted the fair value estimate for Expedia Group to $230 from $225, pointing to a slightly lower discount rate, steady revenue growth assumptions, and Street research that highlights solid recent execution as key supports for the higher price target. Analyst Commentary Recent Street research on Expedia Group has been mixed, with several firms increasing price targets after what they describe as solid Q1 execution, while others have trimmed targets and highlighted ongoing risks around growth and profitability.Seeking Alpha • Jun 17
Expedia: I Believe Wall Street Has Incorrectly Discounted The Travel Industry
Summary Expedia is positioned at the forefront of technological shifts transforming the travel industry. EXPE's evolution leverages advanced technology to adapt to changing consumer travel behaviors and preferences. The company's strategic focus on innovation aims to capture growth opportunities in a rapidly evolving market landscape. EXPE's role as a technological leader underpins its investment thesis amid ongoing industry transformation. Read the full article on Seeking Alpha分析記事 • Jun 16
Expedia Group (EXPE) Stock Could Be 31.5% Undervalued After Strait Of Hormuz Reopening
The peace deal that is set to reopen the Strait of Hormuz has quickly fed into Expedia Group (EXPE), with the stock up 5.4% as investors weigh the impact of restored flight corridors. See our latest analysis for Expedia Group. Beyond today’s move, Expedia Group’s recent news flow around AI-powered B2B tools and the planned CarTrawler acquisition has arrived alongside an 8.84% 1 month share price return but a year to date share price decline of 16.24%. The 1 year total shareholder return of...Recent updates
ナラティブの更新 • Jun 27
EXPE: AI Execution Risks Around B2B Expansion Will Restrain Future Re Rating
Analysts have lifted the fair value estimate for Expedia Group to $230 from $225, pointing to a slightly lower discount rate, steady revenue growth assumptions, and Street research that highlights solid recent execution as key supports for the higher price target. Analyst Commentary Recent Street research on Expedia Group has been mixed, with several firms increasing price targets after what they describe as solid Q1 execution, while others have trimmed targets and highlighted ongoing risks around growth and profitability.Seeking Alpha • Jun 17
Expedia: I Believe Wall Street Has Incorrectly Discounted The Travel Industry
Summary Expedia is positioned at the forefront of technological shifts transforming the travel industry. EXPE's evolution leverages advanced technology to adapt to changing consumer travel behaviors and preferences. The company's strategic focus on innovation aims to capture growth opportunities in a rapidly evolving market landscape. EXPE's role as a technological leader underpins its investment thesis amid ongoing industry transformation. Read the full article on Seeking Alpha分析記事 • Jun 16
Expedia Group (EXPE) Stock Could Be 31.5% Undervalued After Strait Of Hormuz Reopening
The peace deal that is set to reopen the Strait of Hormuz has quickly fed into Expedia Group (EXPE), with the stock up 5.4% as investors weigh the impact of restored flight corridors. See our latest analysis for Expedia Group. Beyond today’s move, Expedia Group’s recent news flow around AI-powered B2B tools and the planned CarTrawler acquisition has arrived alongside an 8.84% 1 month share price return but a year to date share price decline of 16.24%. The 1 year total shareholder return of...
ナラティブの更新 • Jun 13
EXPE: AI And B2B Expansion Will Ease Marketplace And Execution Concerns
Analysts have nudged their fair value estimate for Expedia Group slightly lower to about $368.53. Several firms have recently raised their price targets into the $240 to $245 range, citing what they describe as solid Q1 results and improving execution.
ナラティブの更新 • May 30
EXPE: AI And B2B Partnerships Will Support Future Margin Expansion
Narrative Update on Expedia Group Analysts have nudged Expedia Group's implied fair value slightly higher to about $286 from $283, reflecting modest adjustments to assumptions on discount rate, growth, margins and future P/E following a series of mixed but generally constructive price target revisions that cite solid recent results and improving execution. Analyst Commentary Recent research on Expedia Group clusters around two themes, with several firms fine-tuning price targets after quarterly updates and reassessing how risks such as competitive pressure and potential AI disruption could affect valuation multiples.分析記事 • May 16
Shareholders Will Be Pleased With The Quality of Expedia Group's (NASDAQ:EXPE) Earnings
Even though Expedia Group, Inc. ( NASDAQ:EXPE ) posted strong earnings, investors appeared to be underwhelmed. Our...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...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 Alpha株主還元
| EXPE | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | 5.5% | -1.5% | 0.8% |
| 1Y | 52.0% | -9.2% | 20.2% |
業界別リターン: EXPE過去 1 年間で-9.2 % の収益を上げたUS Hospitality業界を上回りました。
リターン対市場: EXPE過去 1 年間で20.2 % の収益を上げたUS市場を上回りました。
価格変動
| EXPE volatility | |
|---|---|
| EXPE Average Weekly Movement | 6.6% |
| Hospitality Industry Average Movement | 7.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: EXPE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EXPEの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 16,000 | Ariane Gorin | www.expediagroup.com |
エクスペディア・グループ（Expedia Group, Inc.同社はB2C、B2B、トリバゴの各セグメントで事業を展開している。B2Cセグメントには、さまざまな旅行商品やサービスを提供するフルサービスのオンライン旅行ブランド「ブランド・エクスペディア」、宿泊施設の「Hotels.com」、代替宿泊施設のオンラインマーケットプレイス「Vrbo」、「Orbitz」、「Travelocity」、「ebookers」、「Wotif Group」などが含まれる。B2Bセグメントでは、航空会社、オフラインの旅行代理店、オンライン小売業者、企業の出張管理、金融機関など、さまざまな旅行会社や非旅行会社に、エクスペディアの旅行テクノロジーを活用し、エクスペディアの多様なサービスを利用することで、エクスペディア・グループの料金や空室状況を旅行者に提供する。トリバゴ部門は、ホテルのメタ検索サイトからオンライン旅行会社や旅行サービスプロバイダーに紹介を送る。また、オンライン・オフラインチャネル、ロイヤリティプログラム、モバイルアプリ、検索エンジンマーケティングを通じたブランド広告、メタサーチ、ソーシャルメディア、ウェブサイト上での旅行者との直接コミュニケーションやパーソナライズされたコミュニケーション、旅行者との直接的なEメールコミュニケーションを提供している。同社は以前はエクスペディア社として知られていたが、2018年3月にエクスペディア・グループ社に社名を変更した。エクスペディア・グループは1996年に設立され、ワシントン州シアトルに本社を置いている。
Expedia Group, Inc. 基礎のまとめ
| EXPE 基礎統計学 | |
|---|---|
| 時価総額 | US$32.02b |
| 収益（TTM） | US$1.49b |
| 売上高(TTM) | US$15.17b |
21.8x
PER（株価収益率2.1x
P/SレシオEXPE は割高か？
公正価値と評価分析を参照収益と収入
| EXPE 損益計算書（TTM） | |
|---|---|
| 収益 | US$15.17b |
| 売上原価 | US$1.48b |
| 売上総利益 | US$13.70b |
| その他の費用 | US$12.21b |
| 収益 | US$1.49b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 12.40 |
| グロス・マージン | 90.27% |
| 純利益率 | 9.81% |
| 有利子負債／自己資本比率 | 243.7% |
EXPE の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.7%
現在の配当利回り14%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/07 01:17 |
| 終値 | 2026/07/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Expedia Group, Inc. 35 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。57
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Douglas Anmuth | Barclays |