Expedia Group, Inc.

NasdaqGS:EXPE 株式レポート

時価総額：US$29.6b

Expedia Group 将来の成長

Future 基準チェック /26

Expedia Group利益と収益がそれぞれ年間16.1%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に102.8% 16.5%なると予測されています。

主要情報

16.1%

収益成長率

16.48%

EPS成長率

Hospitality 収益成長18.2%
収益成長率6.5%
将来の株主資本利益率102.83%
アナリストカバレッジ

Good

最終更新日03 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

Seeking Alpha • 19h

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
ナラティブ更新 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NasdaqGS:EXPE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202818,4092,7823,2674,60417
12/31/202717,0662,3723,4434,30131
12/31/202615,9432,0173,2853,98933
12/31/202514,7331,2943,1103,880N/A
9/30/202514,3701,3882,9983,774N/A
6/30/202514,0181,1131,9972,778N/A
3/31/202513,7901,1692,3833,158N/A
12/31/202413,6911,2342,3293,085N/A
9/30/202413,3941,0671,9072,649N/A
6/30/202413,2638082,0062,767N/A
3/31/202413,0638071,6222,412N/A
12/31/202312,8397971,8442,690N/A
9/30/202312,5708421,9002,746N/A
6/30/202312,2608992,3213,124N/A
3/31/202312,0833292,8673,606N/A
12/31/202211,6673522,7783,440N/A
9/30/202211,3284513,2793,907N/A
6/30/202210,6713313,0463,683N/A
3/31/20229,6012153,9084,569N/A
12/31/20218,598-2693,0753,748N/A
9/30/20217,239-9572,4203,078N/A
6/30/20215,781-1,5402,8253,480N/A
3/31/20214,236-1,992-1,558-880N/A
12/31/20205,199-2,687-4,631-3,834N/A
9/30/20207,026-2,199-4,073-3,108N/A
6/30/20209,080-1,569-4,230-3,150N/A
3/31/202011,667-633-1,339-166N/A
12/31/201912,0675651,6072,767N/A
9/30/201911,879506N/A2,281N/A
6/30/201911,597622N/A2,771N/A
3/31/201911,324440N/A2,448N/A
12/31/201811,223406N/A1,975N/A
9/30/201810,983444N/A2,019N/A
6/30/201810,673271N/A1,947N/A
3/31/201810,379327N/A1,833N/A
12/31/201710,060378N/A1,845N/A
9/30/20179,834402N/A1,967N/A
6/30/20179,449330N/A2,227N/A
3/31/20179,059304N/A2,144N/A
12/31/20168,774282N/A1,549N/A
9/30/20168,379190N/A1,370N/A
6/30/20167,736194N/A1,432N/A
3/31/20167,203612N/A1,425N/A
12/31/20156,672764N/A1,368N/A
9/30/20156,330843N/A1,342N/A
6/30/20156,104817N/A1,564N/A

アナリストによる今後の成長予測

収入対貯蓄率: EXPEの予測収益成長率 (年間16.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: EXPEの収益 ( 16.1% ) US市場 ( 16.6% ) よりも低い成長が予測されています。

高成長収益: EXPEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: EXPEの収益 ( 6.5% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: EXPEの収益 ( 6.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: EXPEの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 102.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 16:57
終値2026/05/07 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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. 33 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。58

アナリスト機関
John StaszakArgus Research Company
Michael BellisarioBaird
Douglas AnmuthBarclays