Expedia Group, Inc. is rated a Strong Buy with a YE26 price target of $415, reflecting significant upside potential. EXPE continues to deliver margin gains, driven by strong B2B bookings growth and disciplined operating expenses, fueling robust cash earnings. Despite recent valuation upgrades, EXPE stock still trades at a significant discount to peers like Booking Holdings, Airbnb, and Marriott International, offering compelling value.
EXPE's Q3 earnings and revenues top estimates, powered by strong B2B growth and higher hotel bookings, prompting an upbeat FY25 outlook.
Expedia Group Inc (NASDAQ:EXPE, ETR:E3X1) reported robust financial results for the third quarter, with revenue and profit growth surpassing Wall Street expectations, sending the stock up 17% in early Friday trading. The company posted revenue of $4.41 billion, up 9% year-over-year, exceeding consensus estimates of $4.28 billion.
Expedia stock was rising after the company said travel demand was strong, and not only for richer customers.
Expedia Group said its third-quarter results topped expectations as artificial intelligence (AI), automation, and partner connectivity helped the company capture growing global demand for travel. The results marked the strongest momentum in more than three years and prompted management to raise full-year guidance.
Expedia Group, Inc. ( EXPE ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Rob Bevegni Ariane Gorin - CEO & Director Scott Schenkel - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Mark Stephen Mahaney - Evercore ISI Institutional Equities, Research Division Justin Post - BofA Securities, Research Division Lee Horowitz - Deutsche Bank AG, Research Division Kenneth Gawrelski - Wells Fargo Securities, LLC, Research Division Jed Kelly - Oppenheimer & Co. Inc., Research Division Conor Cunningham - Melius Research LLC Jacob Seed - TD Cowen, Research Division Deepak Mathivanan - Cantor Fitzgerald & Co., Research Division Naved Khan - B. Riley Securities, Inc., Research Division Thomas Champion - Piper Sandler & Co., Research Division Presentation Operator Good day, everyone, and welcome to the Expedia Group Q3 2025 Financial Results Teleconference.
Although the revenue and EPS for Expedia (EXPE) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Expedia (EXPE) came out with quarterly earnings of $7.57 per share, beating the Zacks Consensus Estimate of $7.21 per share. This compares to earnings of $6.13 per share a year ago.
Expedia sees “improved demand environment” across the board.
Expedia Group (NASDAQ: EXPE) delivered a clean beat on both earnings and revenue Thursday after the close, with adjusted EPS of $7.57 crushing the $6.95 consensus and gross bookings accelerating across both consumer and B2B channels.
Online travel platform Expedia boosted its forecast for 2025 revenue growth, after beating Wall Street estimates for third-quarter profit, helped by strong demand from its business clients.
EXPE is set to report Q3 2025 earnings on Nov. 6. Guidance projects 5-7% bookings growth amid soft U.S. demand.