Expedia Group, Inc.

NasdaqGS:EXPE Stok Raporu

Piyasa değeri: US$29.4b

Expedia Group Yönetim

Yönetim kriter kontrolleri 4/4

Expedia Group CEO'su Ariane Gorin, May2024 tarihinde atandı, in görev süresi 2.08 yıldır. in toplam yıllık tazminatı $ 17.59M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.1% maaş ve 92.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.12% ine doğrudan sahiptir ve bu hisseler $ 35.65M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.2 yıl ve 5.5 yıldır.

Anahtar bilgiler

Ariane Gorin

İcra Kurulu Başkanı

US$17.6m

Toplam tazminat

CEO maaş yüzdesi7.13%
CEO görev süresi2.1yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi2.2yrs
Yönetim Kurulu ortalama görev süresi5.5yrs

Son yönetim güncellemeleri

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 Alpha
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha

CEO Tazminat Analizi

Ariane Gorin'un ücretlendirmesi Expedia Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$18mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$25mUS$1m

US$1b

Tazminat ve Piyasa: Ariane 'ın toplam tazminatı ($USD 17.59M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.56M ).

Tazminat ve Kazançlar: Ariane 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Ariane Gorin (52 yo)

2.1yrs
Görev süresi
US$17,592,584
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Barry Diller
Executive Chairman of the Board & Senior Executive20.8yrsUS$5.62m4.37%
$ 1.3b
Ariane Gorin
CEO & Director2.1yrsUS$17.59m0.12%
$ 35.6m
Lance Soliday
Senior VP & Chief Accounting Officer14.8yrsUS$1.27m0.012%
$ 3.5m
Robert Dzielak
Chief Legal & People Officer and Corporate Secretary14.7yrsUS$8.32m0.088%
$ 25.8m
Derek Andersen
Chief Financial Officerless than a yearVeri yok0.0042%
$ 1.2m
Ramana Thumu
Chief Technology Officer1.5yrsVeri yokVeri yok
Rob Bevegni
Vice President of Investor Relationsless than a yearVeri yokVeri yok
Eric Hart
Chief Strategy1.1yrsUS$7.37m0%
$ 0
Jochen Koedijk
Chief Marketing Officer2.3yrsVeri yokVeri yok
Susanne Svensson
Head Of Brand Marketing EMEAno dataVeri yokVeri yok
Michael Marron
Senior VP of Legal & Assistant Secretaryno dataVeri yokVeri yok
Rob Torres
Senior Vice President of Expedia Group Media Solutions4.2yrsVeri yokVeri yok
2.2yrs
Ortalama Görev Süresi
52.5yo
Ortalama Yaş

Deneyimli Yönetim: EXPE 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Barry Diller
Executive Chairman of the Board & Senior Executive20.8yrsUS$5.62m4.37%
$ 1.3b
Ariane Gorin
CEO & Director2.3yrsUS$17.59m0.12%
$ 35.6m
Dara Khosrowshahi
Director20.8yrsUS$294.96k0.13%
$ 38.5m
Craig Jacobson
Independent Director18.5yrsUS$347.46k0.027%
$ 8.1m
Patricia Menendez-Cambo
Independent Director5.2yrsUS$314.96k0.0085%
$ 2.5m
Chelsea Clinton
Independent Director9.3yrsUS$342.46k0.016%
$ 4.7m
Alexander Von Furstenberg
Director10.5yrsUS$294.96k0.019%
$ 5.7m
Moina Banerjee
Independent Director3.3yrsUS$329.96k0.0048%
$ 1.4m
Beverly Anderson
Independent Director5.5yrsUS$309.96k0.0088%
$ 2.6m
Henrique Dubugras
Independent Director3.7yrsUS$294.96k0.0060%
$ 1.8m
Alexandr Wang
Independent Director3yrsUS$294.96k0.0038%
$ 1.1m
5.5yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: EXPE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.5 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/24 03:13
Gün Sonu Hisse Fiyatı2026/06/24 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Expedia Group, Inc. 57 Bu analistlerden 35, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John StaszakArgus Research Company
Michael BellisarioBaird
Douglas AnmuthBarclays