TD Cowen Has Lowered Expectations for Expedia Group (NASDAQ:EXPE) Stock Price

Expedia Group (NASDAQ:EXPE) had its target price decreased by equities research analysts at TD Cowen from $300.00 to $260.00 in a research note issued to investors on Friday,MarketScreener reports. The firm presently has a “hold” rating on the online travel company’s stock. TD Cowen’s price objective suggests a potential upside of 14.42% from the company’s current price.

Several other analysts also recently commented on EXPE. BMO Capital Markets upped their price objective on shares of Expedia Group from $205.00 to $250.00 in a report on Friday, November 7th. Evercore raised their target price on Expedia Group from $280.00 to $350.00 and gave the stock an “outperform” rating in a report on Tuesday, November 25th. Barclays set a $260.00 price target on Expedia Group in a research report on Friday. Argus lifted their target price on shares of Expedia Group from $340.00 to $345.00 and gave the company a “buy” rating in a report on Friday, January 16th. Finally, Susquehanna boosted their target price on shares of Expedia Group from $200.00 to $265.00 and gave the company a “neutral” rating in a research note on Monday, November 10th. Fifteen analysts have rated the stock with a Buy rating and twenty have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $292.68.

Expedia Group Price Performance

NASDAQ EXPE opened at $227.24 on Friday. The company has a market cap of $27.84 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 0.72 and a beta of 1.41. The company has a debt-to-equity ratio of 1.72, a current ratio of 0.74 and a quick ratio of 0.74. The stock’s fifty day moving average price is $274.41 and its 200 day moving average price is $239.82. Expedia Group has a 1 year low of $130.01 and a 1 year high of $303.80.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. Expedia Group had a return on equity of 64.15% and a net margin of 9.66%.The business had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. During the same period in the prior year, the company earned $2.39 earnings per share. The company’s revenue was up 11.4% on a year-over-year basis. As a group, equities research analysts forecast that Expedia Group will post 12.28 earnings per share for the current year.

Insider Activity at Expedia Group

In other Expedia Group news, CAO Lance A. Soliday sold 849 shares of Expedia Group stock in a transaction on Friday, November 21st. The shares were sold at an average price of $248.08, for a total transaction of $210,619.92. Following the sale, the chief accounting officer owned 11,662 shares of the company’s stock, valued at $2,893,108.96. The trade was a 6.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $258.00, for a total transaction of $258,000.00. Following the completion of the transaction, the director directly owned 2,916 shares in the company, valued at approximately $752,328. This represents a 25.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 9.13% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Spire Wealth Management lifted its position in Expedia Group by 114.3% during the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock worth $25,000 after buying an additional 80 shares in the last quarter. Entrust Financial LLC purchased a new position in shares of Expedia Group during the 4th quarter worth $26,000. JFS Wealth Advisors LLC boosted its position in shares of Expedia Group by 78.6% during the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after acquiring an additional 44 shares during the last quarter. Lodestone Wealth Management LLC purchased a new stake in shares of Expedia Group in the fourth quarter valued at about $29,000. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in shares of Expedia Group in the third quarter valued at about $30,000. 90.76% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Expedia Group

Here are the key news stories impacting Expedia Group this week:

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped consensus, with double‑digit revenue growth and B2B strength that supports longer‑term revenue mix improvement. Expedia Group Q4 earnings & transcript (MarketBeat)
• Positive Sentiment: Management raised FY‑level topline guidance and flagged stronger 2026 gross bookings driven by business clients, which could support upside to revenue and margins if corporate travel demand sustains. Expedia forecasts upbeat 2026 bookings (Reuters)
• Positive Sentiment: Board approved a 20% increase in the quarterly dividend to $0.48 — a cash return boost that many income‑oriented investors will view favorably. Expedia raises dividend (TipRanks)
• Positive Sentiment: BTIG reiterated a Buy and set a $330 price target, signaling confidence in upside from recovery and B2B execution. BTIG buy rating and $330 PT (Benzinga)
• Neutral Sentiment: Management is actively addressing AI/agentic commerce disruption — positioning Expedia to capture trip demand routed through AI assistants, which is strategic but longer‑term in impact. Expedia embraces agentic commerce (PYMNTS)
• Neutral Sentiment: Full earnings call transcript is available for details — useful for investors parsing margin commentary, incentive spend and B2B cadence. Q4 2025 earnings call transcript (Seeking Alpha)
• Negative Sentiment: Soft margin guidance and caution on near‑term profitability spooked the market — Barron’s highlights that management’s margin outlook weighed on shares, driving today’s decline. Expedia falls after soft margin guidance (Barron’s)
• Negative Sentiment: Pre‑market headlines and momentum sellers pushed the stock lower despite the beat — Benzinga flagged EXPE among names moving down in pre‑market trade. Expedia moves lower in pre-market (Benzinga)
• Negative Sentiment: TD Cowen trimmed its price target to $260 and held a “Hold” rating, signaling valuation caution and tempering some of the post‑earnings enthusiasm. TD Cowen hold & lower PT (TipRanks)

Expedia Group Company Profile

Expedia Group (NASDAQ: EXPE) is a global travel technology company that operates an online marketplace connecting consumers, travel suppliers and third‑party partners. The company’s platform enables search, comparison and booking of travel products and services, including hotels, airline tickets, vacation rentals, car rentals, cruises and packaged travel. Its portfolio comprises consumer-facing travel brands as well as corporate travel solutions and technology services that serve both leisure and business travelers.

Key offerings include consumer booking platforms and mobile apps that aggregate inventory from hotels, vacation rental managers, airlines and car rental companies, alongside ancillary travel services such as trip insurance and activities.