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EXEXPE

Expedia Group, Inc.

$EXPE·$32B·Travel Services·Consumer Cyclical
$292.19+1.5%YTD-2.2%1Y+26.1%
Price updated 13m ago·X counts updated 2d ago
EXEXPE
$EXPEExpedia Group, Inc.
$292.20+1.51%64 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $EXPE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

64X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $EXPE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 53% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-14

Expedia is being dragged into the AI-agents disrupts-travel debate — Google is giving prominence to BKNG/EXPE in EU DMA changes but the same event is being pointed at as Meta Muse eating booking demand. IBD50 flagged EXPE as a big decliner cutting below the 50DMA and round-tripping the 275.81 entry. Bear-side trades printing.

Read what X is saying about $EXPE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EXPE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Travel platform digesting the AI-agents-disrupts-travel debate — the fundamental tape still works.

Expedia Group is the second-largest US online travel marketplace (behind Booking) — a real cash-generative platform whose stock is roughly flat year-to-date but up 26% over twelve months. The AI-agents-eat-search-and-booking debate is the current friction.

  • The economics are steady: revenue grew 15% year-over-year last quarter to $3.43B with a 90% gross margin and $3.75B FCF, because Expedia's marketplace model captures fees on trip bookings and Vrbo continues to compound — the 14% FCF yield reflects strong cash generation.
  • The setup is trading below the 50-day and testing the recent $275.81 entry: officer Robert Dzielak sold $997K combined across two prints at $330-$335, and Lance Soliday sold $909K at $323.65 — this is late-August scheduled monetization, not a top signal, but confirms leadership isn't stepping in on the dip.

Nov 5 Q3 earnings and any explicit AI-agent commerce commentary are the fulcrum — bookings growth staying above 8% with a firm 2027 EBITDA outlook is the run-restart; an AI-agent-driven bookings softness or a Meta-Muse traffic hit combined with the current EU DMA change extends the digestion.

Agrees with X sentimentAgree with the AI-agents-disrupts-travel debate framing — the Meta Muse and Google DMA-prominence-plus-Muse setup is a genuine strategic tension. The IBD50 flag on EXPE cutting below the 50DMA is a real technical signal; the fundamentals still support the multi-year setup, but the near-term multiple depends on how AI-agent commerce actually monetizes.

What to watch: Nov 5 Q3 earnings — bookings growth above 8% plus firm 2027 EBITDA outlook is the run-restart; AI-agent-driven bookings softness or Meta-Muse traffic hit extends the digestion.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $EXPE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Online travel platform operating Expedia, Hotels.com, Vrbo, and Trivago for booking flights, hotels, and vacation rentals globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Services sits in its cycle right now — and what that implies for $EXPE.

Travel Services · Consumer Cyclical

Travel demand is resilient across all channels; Booking's EU court loss blocking the eTraveli acquisition removes a key pillar of the Connected Trip AI strategy, a direct headwind. Airbnb's CEO is calling AI the best development ever for the platform, and cruise lines are opening 2028 season bookings — forward demand visibility is unusually long.

What this means for $EXPE

Partial — Expedia's Hotels.com, Vrbo, and Orbitz platforms benefit from resilient travel demand; AI-personalised trip planning is a competitive differentiator; faces pressure from BKNG's AI strategy despite the eTraveli setback.

Industry benchmark

7-name peer basket
-16.3%YTD
-15.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
28.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
148%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
90.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
8.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$5.76$5.22+10.3%
Q1 2026May 7, 2026$1.96$1.41+39.0%
Q4 2025Feb 12, 2026$3.78$3.35+12.8%
Q3 2025Nov 6, 2025$7.57$6.97+8.6%
Next earningsThu, Nov 5·consensus EPS $8.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.4B+14.7%89.0%7.1%$-0.05$3.7B
Q4 FY25$3.5B+11.4%90.2%15.4%$1.67$119.0M
Q3 FY25$4.4B+8.7%91.5%25.6%$7.76$-101.0M
Q2 FY25$3.8B+6.4%90.0%14.0%$2.61$921.0M

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.2B$16.1B – $16.3B$20.87$18.98 – $21.9927
FY27$17.4B$17.2B – $17.7B$24.44$21.27 – $26.3128
FY28$18.7B$17.9B – $20.0B$27.95$21.89 – $35.3723
FY29$19.9B$19.6B – $20.5B$30.33$29.59 – $31.4911
FY30$20.8B$20.5B – $21.5B$32.96$32.16 – $34.2211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.65%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 113.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Robert J DzielakChief Legal Officer & Sec'y1.0K sh$336KSellAug 18Lance A SolidaySVP & Chief Accounting Officer2.8K sh$909KSellAug 17Robert J DzielakChief Legal Officer & Sec'y2.0K sh$661KSellAug 13Craig A JacobsonDirector3.1K sh$1.0MSellAug 11Robert J DzielakChief Legal Officer & Sec'y3.0K sh$946KSellJun 5Robert J DzielakChief Legal Officer & Sec'y4.7K sh$1.1M
+ 30 other (12 exempts · 11 awards · 6 inkinds · 1 gift) in window

See when $EXPE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

EXPE filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KShareholder voteJun 238-K — Item 5.07: Shareholder vote
AI summary

EXPE filed an 8-K (Item 5.07) disclosing the results of stockholder voting at its annual or special meeting. Vote disclosures are routine governance filings; contested results (e.g., failed say-on-pay) would be the indicator of significance.

3New insider — initial holdingsMay 133
SC 13D/AActivist amendmentMay 5SC 13D/A
8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KAgreement terminatedMar 308-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 8.01: Other event
+ 11 other (3 13Gs · 2 10-Qs · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Expedia Vs. Booking: Choosing The Better Travel Stockseekingalpha.com·4d agoBaird Financial Group Inc. Acquires 18,321 Shares of Expedia Group, Inc. $EXPEdefenseworld.net·6d agoExpedia Group, Inc. (EXPE) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·6d agoGreenland Capital Management LP Has $783,000 Stake in Expedia Group, Inc. $EXPEdefenseworld.net·9d agoExpedia (EXPE) Down 1.1% Since Last Earnings Report: Can It Rebound?zacks.com·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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