Does Expedia’s Set-Jetting Hub and New AI Focus Reshape the Bull Case for EXPE?

• In early December 2025, Expedia Group launched its Unpack ’26 Set-Jetting travel hub, a curated, shoppable platform linking blockbuster-inspired destinations with hotels, activities, and flights as screen-based travel planning gains traction among younger travelers.
• By turning “watchlist wanderlust” into bookable itineraries and tying in perks like VIP Access properties, Expedia is sharpening its appeal to Gen Z and Millennial customers who increasingly choose trips based on what they watch.
• Now we’ll examine how Expedia’s Set-Jetting travel hub and AI leadership appointment could influence its existing investment narrative and outlook.

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Expedia Group Investment Narrative Recap

To own Expedia Group, you need to believe its unified platform, data capabilities, and brand portfolio can convert rising digital travel demand into durable earnings, despite intense competition and U.S. consumer uncertainty. The Set Jetting travel hub and new AI leadership look directionally supportive of conversion and engagement, but they do not materially change the near term dependence on U.S. B2C health as the key catalyst, or the risk that competition and traffic costs could still pressure margins.

The appointment of Xavier Amatriain as Expedia’s first chief artificial intelligence and data officer is particularly relevant here, because it speaks directly to one of the main potential catalysts: using AI to sharpen personalization, improve search outcomes, and strengthen marketing efficiency across brands like Expedia, Hotels.com, and Vrbo. How effectively this AI push offsets rising acquisition costs and alternative travel platforms will be central to the stock’s ongoing investment case.

However, investors also need to be aware that growing reliance on external traffic partners could still...

Read the full narrative on Expedia Group (it's free!)

Expedia Group's narrative projects $16.9 billion revenue and $2.1 billion earnings by 2028. This requires 6.4% yearly revenue growth and about a $1.0 billion earnings increase from $1.1 billion today.

Uncover how Expedia Group's forecasts yield a $269.79 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Nine fair value estimates from the Simply Wall St Community span roughly US$133 to US$520 per share, underscoring how differently people are modeling Expedia’s future. When you weigh those views against the risk that external traffic dependence and evolving search behavior could pressure acquisition costs, it becomes even more important to compare several perspectives before forming a view on Expedia’s long term performance.

Explore 9 other fair value estimates on Expedia Group - why the stock might be worth over 2x more than the current price!

Build Your Own Expedia Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Expedia Group research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Expedia Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Expedia Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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