Expedia Group Management
Management criteria checks 4/4
Expedia Group's CEO is Ariane Gorin, appointed in May 2024, has a tenure of 2.25 years. total yearly compensation is $17.59M, comprised of 7.1% salary and 92.9% bonuses, including company stock and options. directly owns 0.11% of the company’s shares, worth $34.14M. The average tenure of the management team and the board of directors is 2.1 years and 5.4 years respectively.
Key information
Ariane Gorin
Chief executive officer
US$17.6m
Total compensation
| CEO salary percentage | 7.13% |
| CEO tenure | 2yrs |
| CEO ownership | 0.1% |
| Management average tenure | 2.1yrs |
| Board average tenure | 5.4yrs |
Recent management updates
Recent updates
Expedia Group: Price Recovery In Line With Valuation And Strategic Business Model
Apr 26
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.
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.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.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.
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.It's Down 27% But Expedia Group, Inc. (NASDAQ:EXPE) Could Be Riskier Than It Looks
Feb 14
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.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.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.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.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.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.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.After Leaping 27% Expedia Group, Inc. (NASDAQ:EXPE) Shares Are Not Flying Under The Radar
Nov 11EXPE: 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.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.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.We Like Expedia Group's (NASDAQ:EXPE) Returns And Here's How They're Trending
Aug 04Is Expedia Group (NASDAQ:EXPE) A Risky Investment?
Jul 21Do Expedia Group's (NASDAQ:EXPE) Earnings Warrant Your Attention?
Jul 08Is Now The Time To Look At Buying Expedia Group, Inc. (NASDAQ:EXPE)?
Jun 24Expedia Group, Inc. (NASDAQ:EXPE) Just Reported, And Analysts Assigned A US$190 Price Target
May 12Expedia: Brace For A Tough Q1 Ahead (Rating Downgrade)
Apr 22Expedia: Excellent Momentum In A Healthy Travel Environment
Mar 10Expedia Group: Positioned For Growth Amid Industry Evolution
Feb 18Expedia Group: With Travel Alive And Well, Management's Big Moves Are Bullish
Feb 07Expedia: A New Management Could Support Investors' Sentiment
Jan 23Expedia: Expect Margin Expansion From Strict Cost Discipline And Optimization Efforts
Jan 14CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | US$18m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$25m | US$1m | US$1b |
Compensation vs Market: Ariane's total compensation ($USD17.59M) is about average for companies of similar size in the US market ($USD14.54M).
Compensation vs Earnings: Ariane's compensation has been consistent with company performance over the past year.
CEO
Ariane Gorin (51 yo)
2yrs
Tenure
US$25,082,121
Compensation
Ms. Ariane Gorin is Independent Director of LVMH Moët Hennessy - Louis Vuitton, Société Européenne from April 23, 2026. Ms. Gorin served as President of Expedia for Business at Expedia Group, Inc. since Ma...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board & Senior Executive | 20.8yrs | US$7.48m | 4.36% $ 1.3b | |
| CEO & Director | 2yrs | US$25.08m | 0.11% $ 34.1m | |
| Senior VP & Chief Accounting Officer | 14.7yrs | US$1.29m | 0.012% $ 3.6m | |
| Chief Legal & People Officer and Corporate Secretary | 14.6yrs | US$10.08m | 0.089% $ 26.9m | |
| Chief Financial Officer | 1.3yrs | US$9.82m | 0.024% $ 7.4m | |
| Chief Technology Officer | 1.4yrs | no data | no data | |
| Vice President of Investor Relations | less than a year | no data | no data | |
| Chief Strategy | 1yr | US$7.37m | no data | |
| Chief Marketing Officer | 2.2yrs | no data | no data | |
| Head Of Brand Marketing EMEA | no data | no data | no data | |
| Senior VP of Legal & Assistant Secretary | no data | no data | no data | |
| Senior Vice President of Expedia Group Media Solutions | 4.1yrs | no data | no data |
2.1yrs
Average Tenure
53yo
Average Age
Experienced Management: EXPE's management team is considered experienced (2.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board & Senior Executive | 20.8yrs | US$7.48m | 4.36% $ 1.3b | |
| CEO & Director | 2.3yrs | US$25.08m | 0.11% $ 34.1m | |
| Director | 20.8yrs | US$294.99k | 0.13% $ 39.1m | |
| Independent Director | 18.4yrs | US$347.49k | 0.026% $ 7.8m | |
| Independent Director | 5.1yrs | US$314.96k | 0.0067% $ 2.0m | |
| Independent Director | 9.2yrs | US$342.46k | 0.014% $ 4.2m | |
| Director | 10.4yrs | US$294.96k | 0.018% $ 5.3m | |
| Independent Director | 3.3yrs | US$329.99k | 0.0030% $ 915.9k | |
| Independent Director | 5.4yrs | US$309.96k | 0.0071% $ 2.1m | |
| Independent Director | 3.6yrs | US$294.96k | 0.0042% $ 1.3m | |
| Independent Director | 2.9yrs | US$294.99k | 0.0021% $ 625.7k |
5.4yrs
Average Tenure
55yo
Average Age
Experienced Board: EXPE's board of directors are considered experienced (5.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 12:55 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Expedia Group, Inc. is covered by 58 analysts. 33 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Douglas Anmuth | Barclays |