Expedia (EXPE) | News Based Sentiment Analysis

• On October 1st, Mizuho upgraded Expedia Group to a "hold" rating, signaling a slightly more optimistic outlook after previously being more cautious. This followed an initiation of coverage on October 3rd with a "neutral" rating and a $240.00 price objective, suggesting a baseline expectation for the stock's performance.
• Analysts were quite active in revising their price targets throughout the month. DA Davidson increased its target from $174.00 to $218.00 on October 1st, while UBS Group raised theirs from $182.00 to $209.00 on the same day. Wedbush followed suit on October 3rd, increasing its target to $220.00 from $175.00, and Piper Sandler raised its target to $190.00 from $135.00, despite maintaining an "underweight" rating.
• Expedia Group is preparing to share its third-quarter 2025 results on November 6, 2025, via an earnings release and webcast. Analysts currently predict $12.28 earnings per share (EPS) for the current fiscal year, and the company has already set its FY 2025 guidance at EPS.
• Looking at revenue, Expedia's 2025 forecast ranges from $14.1 billion (3% growth) to $14.4 billion (5%), building on a 7.0% year-over-year increase in Q2 2025 revenue, which reached $3.8 billion. The operating margin also saw improvement, rising from 12.6% to 12.8% year-over-year in Q2 2025.
• Insider activity was notable this month, with several transactions reported. Director Alexander Von Furstenberg accrued 2.8 stock units on October 1st, and Director Dara Khosrowshahi was credited with 56.156 stock units on the same date. However, there was also significant insider selling, totaling over $2 million in shares over the last quarter.
• Institutional investors also made moves. New Century Financial Group LLC acquired a new stake of 6,799 shares valued at approximately $1,147,000 during the second quarter, representing 1.3% of their holdings. Norges Bank also acquired a new position valued at approximately $663,882,000 in the second quarter, while Wellington Management Group LLP increased its stake.
• On October 1st, shares of Expedia Group opened at $213.75, down 3.1%. Later in the month, on October 3rd, the stock opened at $217.69, a slight decrease of 0.1%. According to MarketBeat data on October 1st, the consensus rating for Expedia Group is currently "Hold" with an average target price of $208.96.

The Investment Story: October saw a flurry of analyst activity surrounding Expedia Group, with numerous price target increases alongside a mixed bag of ratings. While insider selling raised some eyebrows, significant institutional investment suggests continued confidence in the company's long-term prospects.

What It Means for Investors: The mixed analyst sentiment and insider selling create some uncertainty, but the overall trend of increasing price targets and substantial institutional investment suggests potential for moderate growth. Investors should closely monitor the upcoming Q3 2025 earnings report on November 6th for further clarity.

Looking Ahead: Investors should pay close attention to Expedia Group's Q3 2025 earnings report on November 6th, 2025, and monitor any further developments in analyst ratings and insider trading activity. The company's ability to meet or exceed its revenue and EPS guidance will be crucial.

The Bottom Line: Expedia Group presents a cautiously optimistic investment opportunity. While not without risks, the company's strong fundamentals, reasonable valuation, and growing institutional support suggest it's a stock worth watching, particularly after the release of its Q3 earnings.