Expedia Group (EXPE) 주식 개요
는 미국 및 전 세계에서 온라인 여행사로 운영되고 있습니다. 자세히 보기
EXPE Community Fair Values
Create NarrativeSee what 83 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$345.94
FV
35.0% 저평가 내재 할인율6.45%
Revenue growth p.a.
44
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Expedia Group, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$224.89 |
| 52주 최고가 | US$303.80 |
| 52주 최저가 | US$160.00 |
| 베타 | 1.26 |
| 1개월 변동 | 3.29% |
| 3개월 변동 | -2.84% |
| 1년 변동 | 35.78% |
| 3년 변동 | 112.42% |
| 5년 변동 | 38.03% |
| IPO 이후 변동 | 370.09% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Seeking Alpha • May 26
Expedia: Despite Macro Shocks, ADR Expansion Is Driving Bookings Growth (Upgrade)
Summary Expedia has declined ~25% YTD, creating an attractive entry point amid resilient bookings and industry headwinds. EXPE's integrated One Key Rewards program and recent IT overhaul drive customer loyalty and operational efficiency versus fragmented peers. EXPE targets higher-income consumers, evidenced by rising ADRs, potentially insulating it from macro shocks. Trading at ~6x EBITDA and ~11x P/E, EXPE offers a compelling valuation discount to peers and is rated a 'Buy.' Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • May 26
Expedia: Despite Macro Shocks, ADR Expansion Is Driving Bookings Growth (Upgrade)
Summary Expedia has declined ~25% YTD, creating an attractive entry point amid resilient bookings and industry headwinds. EXPE's integrated One Key Rewards program and recent IT overhaul drive customer loyalty and operational efficiency versus fragmented peers. EXPE targets higher-income consumers, evidenced by rising ADRs, potentially insulating it from macro shocks. Trading at ~6x EBITDA and ~11x P/E, EXPE offers a compelling valuation discount to peers and is rated a 'Buy.' Read the full article on Seeking Alpha분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • Jun 24
Is Now The Time To Look At Buying Expedia Group, Inc. (NASDAQ:EXPE)?
Let's talk about the popular Expedia Group, Inc. ( NASDAQ:EXPE ). The company's shares led the NASDAQGS gainers with a...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 AlphaSeeking Alpha • Mar 10
Expedia: Excellent Momentum In A Healthy Travel Environment
Summary Despite global economic concerns, Expedia's strong Q4 results and technological progress make it a resilient investment, prompting my reiterated buy rating. Expedia's price transparency and unified One Key rewards system offer a superior customer experience compared to Booking.com, driving market share gains. Q4 revenue surged 10% y/y to $3.18 billion, significantly beating expectations, with gross bookings growth nearly doubling sequentially to 13% y/y. Strong international demand and a recovery in U.S. bookings, alongside 21% y/y growth in the B2B segment, highlight Expedia's robust performance and margin expansion. Read the full article on Seeking Alpha주주 수익률
| EXPE | US Hospitality | US 시장 | |
|---|---|---|---|
| 7D | -1.7% | 3.3% | 0.9% |
| 1Y | 35.8% | -2.3% | 24.5% |
수익률 대 산업: EXPE은 지난 1년 동안 -2.3%의 수익을 기록한 US Hospitality 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: EXPE은 지난 1년 동안 24.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| EXPE volatility | |
|---|---|
| EXPE Average Weekly Movement | 5.8% |
| Hospitality Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: EXPE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: EXPE의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1996 | 16,000 | Ariane Gorin | www.expediagroup.com |
는 미국 및 전 세계에서 온라인 여행 회사로 운영되고 있습니다. 이 회사는 B2C, B2B 및 트리바고 부문을 통해 운영됩니다. B2C 부문에는 다양한 여행 상품과 서비스를 제공하는 풀서비스 온라인 여행 브랜드인 Brand Expedia, 숙박 예약을 위한 Hotels.com, 대체 숙박 시설을 위한 온라인 마켓플레이스인 Vrbo, 그리고 Orbitz, Travelocity, ebookers, Wotif Group이 포함됩니다.
Expedia Group, Inc. 기초 지표 요약
| EXPE 기초 통계 | |
|---|---|
| 시가총액 | US$26.99b |
| 순이익 (TTM) | US$1.49b |
| 매출 (TTM) | US$15.17b |
18.1x
주가수익비율(P/E)1.8x
주가매출비율(P/S)EXPE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| EXPE 손익계산서 (TTM) | |
|---|---|
| 매출 | US$15.17b |
| 매출원가 | US$1.48b |
| 총이익 | US$13.70b |
| 기타 비용 | US$12.21b |
| 순이익 | US$1.49b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 12.40 |
| 총이익률 | 90.27% |
| 순이익률 | 9.81% |
| 부채/자본 비율 | 243.7% |
EXPE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Expedia Group 배당 일정 | |
|---|---|
| 배당락일 | May 28 2026 |
| 배당 지급일 | Jun 18 2026 |
| 배당락일까지 남은 일수 | 18 days |
| 배당 지급일까지 남은 일수 | 3 days |
EXPE는 안정적으로 배당을 지급합니까?
EXPE 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/14 20:08 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Expedia Group, Inc.는 58명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Ross Sandler | Barclays |