Expedia Group (EXPE) Is Up 9.7% After Raising Revenue Guidance and Affirming Dividend – What’s Changed

• Expedia Group recently raised its revenue guidance for both the third quarter and full year 2025, while also confirming a quarterly cash dividend of US$0.40 per share payable in September to shareholders of record as of August 28, 2025.
• This update underscores the company’s ongoing expansion into international markets and growing revenue from higher-margin B2B and advertising segments.
• We'll examine how Expedia's raised revenue guidance and dividend affirmation could influence its forward-looking investment narrative.

The latest GPUs need a type of rare earth metal called Dysprosium and there are only 26 companies in the world exploring or producing it. Find the list for free.

Expedia Group Investment Narrative Recap

To be a shareholder in Expedia Group, you need conviction in its ability to drive sustained international growth and margin expansion, particularly through B2B and advertising streams. The latest revenue guidance upgrade and dividend affirmation reinforce positive momentum, but do not remove near-term risks such as ongoing competition and the critical need for technology investments to yield tangible results. The strongest short-term catalyst remains execution in high-margin segments, with the largest immediate risk tied to sustaining profitable innovation as costs rise.

One of the most relevant recent announcements is the launch of new AI-powered features and partner APIs, positioning Expedia to improve B2B engagement and advertising effectiveness, directly impacting the company’s leading growth catalysts. The rollout illustrates Expedia's focus on technological advancement to deepen relationships and broaden revenue streams, closely aligning with its upgrade in guidance and margin expansion forecasts.

Yet, investors should pay close attention to how rising operational and innovation expenses could pressure margins if growth does not keep pace, especially as...

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

Expedia Group's narrative projects $16.4 billion revenue and $2.0 billion earnings by 2028. This requires 6.0% yearly revenue growth and an increase of $0.8 billion in earnings from the current $1.2 billion level.

Uncover how Expedia Group's forecasts yield a $219.00 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have posted nine individual fair value estimates for Expedia ranging from US$125.55 to US$412.91 per share. While many focus on international expansion fueling earnings growth, views differ widely on future margin risks and revenue consistency, consider exploring these varied viewpoints yourself.

Explore 9 other fair value estimates on Expedia Group - why the stock might be worth 36% less 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 4 key rewards 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.

No Opportunity In Expedia Group?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

• AI is about to change healthcare. These 24 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 20 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com