Expedia Group Förvaltning
Förvaltning kriterier kontrolleras 4/4
Expedia Group VD är Ariane Gorin, utsedd i May 2024, har en mandatperiod på 2.08 år. totala årliga ersättningen är $ 17.59M, bestående av 7.1% lön 92.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.12% av företagets aktier, värda $ 35.65M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.2 år respektive 5.5 år.
Viktig information
Ariane Gorin
Verkställande direktör
US$17.6m
Total ersättning
| VD-lön i procent | 7.13% |
| Anställning som VD | 2.1yrs |
| Ägande av VD | 0.1% |
| Ledningens genomsnittliga anställningstid | 2.2yrs |
| Styrelsens genomsnittliga mandatperiod | 5.5yrs |
Senaste uppdateringar av ledningen
Recent updates
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 AlphaAnalysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| 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$1b |
Ersättning vs marknad: Ariane s total kompensation ($USD 17.59M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.56M ).
Ersättning vs inkomst: Ersättningen från Ariane har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Ariane Gorin (52 yo)
2.1yrs
Anställning
US$17,592,584
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman of the Board & Senior Executive | 20.8yrs | US$5.62m | 4.37% $ 1.3b | |
| CEO & Director | 2.1yrs | US$17.59m | 0.12% $ 35.6m | |
| Senior VP & Chief Accounting Officer | 14.8yrs | US$1.27m | 0.012% $ 3.5m | |
| Chief Legal & People Officer and Corporate Secretary | 14.7yrs | US$8.32m | 0.088% $ 25.8m | |
| Chief Financial Officer | less than a year | inga uppgifter | 0.0042% $ 1.2m | |
| Chief Technology Officer | 1.5yrs | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | less than a year | inga uppgifter | inga uppgifter | |
| Chief Strategy | 1.1yrs | US$7.37m | 0% $ 0 | |
| Chief Marketing Officer | 2.3yrs | inga uppgifter | inga uppgifter | |
| Head Of Brand Marketing EMEA | no data | inga uppgifter | inga uppgifter | |
| Senior VP of Legal & Assistant Secretary | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Expedia Group Media Solutions | 4.2yrs | inga uppgifter | inga uppgifter |
2.2yrs
Genomsnittlig anställningstid
52.5yo
Genomsnittlig ålder
Erfaren ledning: EXPE s ledningsgrupp anses vara erfaren ( 2.2 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman of the Board & Senior Executive | 20.8yrs | US$5.62m | 4.37% $ 1.3b | |
| CEO & Director | 2.3yrs | US$17.59m | 0.12% $ 35.6m | |
| Director | 20.8yrs | US$294.96k | 0.13% $ 38.5m | |
| Independent Director | 18.5yrs | US$347.46k | 0.027% $ 8.1m | |
| Independent Director | 5.2yrs | US$314.96k | 0.0085% $ 2.5m | |
| Independent Director | 9.3yrs | US$342.46k | 0.016% $ 4.7m | |
| Director | 10.5yrs | US$294.96k | 0.019% $ 5.7m | |
| Independent Director | 3.3yrs | US$329.96k | 0.0048% $ 1.4m | |
| Independent Director | 5.5yrs | US$309.96k | 0.0088% $ 2.6m | |
| Independent Director | 3.7yrs | US$294.96k | 0.0060% $ 1.8m | |
| Independent Director | 3yrs | US$294.96k | 0.0038% $ 1.1m |
5.5yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren styrelse: EXPE s styrelse anses vara erfaren ( 5.5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/24 22:01 |
| Aktiekurs vid dagens slut | 2026/06/24 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Expedia Group, Inc. bevakas av 57 analytiker. 35 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Douglas Anmuth | Barclays |