Expedia Group Inc's stock fell 4.30% and hit a 20-day low amid broader market weakness, with the Nasdaq-100 down 2.05% and the S&P 500 down 2.01%.
The decline in Expedia's stock is influenced by a reported 6% drop in foreign visitors to the U.S. in 2025, which has negatively impacted the online travel sector. Analysts have noted that this trend, coupled with increasing regulatory scrutiny on competitors like Trip.com, is raising concerns about the recovery of the tourism industry and its effect on travel stocks.
As international tourism weakens, Expedia may face challenges in maintaining its market position. The company will need to adapt to changing market dynamics and potentially focus on strengthening its domestic travel offerings to offset the downturn.
Wall Street analysts forecast EXPE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EXPE is 284.79 USD with a low forecast of 220.00 USD and a high forecast of 360.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
28 Analyst Rating
Wall Street analysts forecast EXPE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EXPE is 284.79 USD with a low forecast of 220.00 USD and a high forecast of 360.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
19 Hold
0 Sell
Moderate Buy
Current: 265.760
Low
220.00
Averages
284.79
High
360.00
Current: 265.760
Low
220.00
Averages
284.79
High
360.00
Goldman Sachs
Buy
maintain
$295 -> $325
2026-01-27
New
Reason
Goldman Sachs
Price Target
$295 -> $325
AI Analysis
2026-01-27
New
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on Expedia to $325 from $295 and keeps a Buy rating on the shares.
Barclays
Trevor Young
Equal Weight
maintain
$220 -> $245
2026-01-21
Reason
Barclays
Trevor Young
Price Target
$220 -> $245
2026-01-21
maintain
Equal Weight
Reason
Barclays analyst Trevor Young raised the firm's price target on Expedia to $245 from $220 and keeps an Equal Weight rating on the shares as part of an earnings preview for the online travel group. The firm sees a "high buyside bar" for Expedia. Barclays expect commentary on solid demand through year-end, with online peers faring better than the broader travel ecosystem.
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Wells Fargo
Equal Weight
maintain
$272 -> $329
2026-01-09
Reason
Wells Fargo
Price Target
$272 -> $329
2026-01-09
maintain
Equal Weight
Reason
Wells Fargo raised the firm's price target on Expedia to $329 from $272 and keeps an Equal Weight rating on the shares. The firm sees a constructive cyclical backdrop for Online Travel Agencies heading into 2026. Wells is raising OTA room nights forecast. AI disintermediation risk has largely receded from shares, but it still sees change ahead.
BTIG
Buy
maintain
$275 -> $330
2026-01-06
Reason
BTIG
Price Target
$275 -> $330
2026-01-06
maintain
Buy
Reason
BTIG raised the firm's price target on Expedia to $330 from $275 and keeps a Buy rating on the shares. The firm says the stock remains a favorite in 2026 despite the outperformance in 2025. Expedia experienced improving trends throughout Q4 despite tough compares, which points to a strong quarter with upside potential, the analyst tells investors in a research note.
About EXPE
Expedia Group, Inc. is an online travel company. The Company’s segments include B2C, B2B, and trivago. The B2C segment provides a full range of travel and advertising services to its worldwide customers through a variety of consumer brands including: Expedia.com, Hotels.com, Vrbo, Orbitz, Travelocity, Wotif Group, ebookers, CheapTickets, Hotwire.com and CarRentals.com. The B2B segment fuels a wide range of travel and non-travel companies, including airlines, offline travel agents, online retailers, corporate travel management and financial institutions, who leverage travel technology and tap into its diverse supply to augment their offerings and market Expedia Group rates and availabilities to their travelers. Its trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from its hotel metasearch Websites. The trivago is its majority-owned hotel metasearch company, based in Dusseldorf, Germany.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
