Friday's Top Sectors: Services and Energy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy EXPE?
Source: NASDAQ.COM
Services Sector Performance: Shares of Services companies are leading the market with a 0.9% increase, driven by significant gains from Expedia Group Inc (up 17.3%) and News Corp (up 5.9%).
ETF Tracking Services: The iShares U.S. Consumer Services ETF (IYC) is slightly down by 0.1% today but has risen 5.89% year-to-date, with Expedia and News Corp making up about 0.5% of its holdings.
Energy Sector Performance: The Energy sector is also performing well, up 0.8%, with Exxon Mobil Corp and Devon Energy Corp showing gains of 2.4% and 2.3%, respectively.
ETF Tracking Energy Stocks: The Energy Select Sector SPDR ETF (XLE) is up 1.0% today and 6.66% year-to-date, with Exxon and Devon comprising approximately 24.8% of its holdings.
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Analyst Views on EXPE
Wall Street analysts forecast EXPE stock price to rise
28 Analyst Rating
9 Buy
19 Hold
0 Sell
Moderate Buy
Current: 246.660
Low
220.00
Averages
284.79
High
360.00
Current: 246.660
Low
220.00
Averages
284.79
High
360.00
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.
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- Trade Desk Stock Plummet: Trade Desk's shares plummeted 14% as its current-quarter revenue guidance fell short of analyst expectations, highlighting intensified competition in the advertising technology sector that may impact the company's future market share.
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- Significant Revenue Growth: Q1 revenue rose approximately 15% year-over-year to $3.43 billion, exceeding market expectations of $3.35 billion, indicating stronger performance in global markets compared to the U.S.
- Impact of Conflict on Bookings: Although the Middle East conflict negatively affected bookings, resulting in a two-point decline in gross bookings and room nights, cancellations have subsided in April, indicating potential market recovery.
- Strong Advertising Performance: The company's advertising and media segment grew by 15% in Q1, with Trivago achieving a remarkable 47% revenue growth, further enhancing the overall revenue structure of the company.
See More
Expedia Q1 Earnings Exceed Expectations
- Earnings Beat: Expedia reported a Q1 non-GAAP EPS of $1.96, surpassing expectations by $0.58, indicating strong performance amid market recovery and boosting investor confidence.
- Significant Revenue Growth: The company achieved $3.43 billion in revenue for Q1, a 14.7% year-over-year increase that exceeded market expectations by $80 million, demonstrating substantial market share gains as travel demand rebounds.
- Guidance Adjustments: Expedia's outlook for FY 2026 maintains gross bookings and revenue growth expectations in the range of +1 to +1.25 percentage points, with adjusted EBITDA margin expansion projected at 0.5 to 1 percentage point, reflecting confidence in future growth.
- Executive Change: The appointment of Derek Andersen as CFO is expected to leverage his extensive financial management experience to optimize financial strategies in a complex market environment, further enhancing the company's value.
See More
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- Oil Price Recovery: West Texas Intermediate crude oil prices rebounded above $97 per barrel after a morning dip, reflecting cautious optimism about future demand, which could impact related energy stocks' performance.
- Divergent Tech Stock Performance: As AI-related stocks pull back, cybersecurity software stocks like CrowdStrike and Palo Alto Networks surged, crossing $500 and $190 respectively for the first time, indicating increased market confidence in their business models and potentially attracting more investor interest.
- Boeing Stock Rise: Boeing's shares rose as CEO Kelly Ortberg is set to accompany President Trump on his trip to China, with the market anticipating a major order of up to 500 planes, although skepticism remains regarding the order's realization.
- Employment Data Expectations: Economists forecast a 65,000 increase in April's nonfarm payrolls with the unemployment rate steady at 4.3%, while average hourly earnings are expected to rise by 3.8%, providing crucial economic health indicators that could influence investor confidence.
See More
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- Feature Launch: At its annual GO-GET event, Uber announced a partnership with Expedia to introduce an in-app hotel booking feature, allowing users to search and book from over 700,000 hotels worldwide directly within the Uber app, aimed at enhancing user experience and generating new revenue streams.
- Market Expansion Strategy: By integrating travel services, Uber aims to capture a larger share of consumer spending in mobility and lifestyle, which not only increases user engagement but also opens up new revenue channels for the company.
- Future Development Plans: Vacation rental options from Expedia-owned Vrbo are expected to be added by 2026, further enriching Uber's service offerings, enhancing user retention, and boosting competitive strength in the market.
- Industry Background Analysis: While Uber is recognized as a promising investment in the tech sector, analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk, reflecting market preferences for different technology sectors.
See More
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- Job Market Expectations: According to FactSet consensus estimates, the U.S. is expected to add only 50,000 jobs in April, significantly lower than March's 178,000, indicating signs of economic slowdown that could impact investor confidence.
- Unemployment Rate Stability: The unemployment rate is anticipated to remain steady at 4.3%, suggesting that despite the decrease in job additions, the labor market remains relatively stable, potentially alleviating fears of an economic downturn.
- GDP Growth Situation: The U.S. GDP grew at a seasonally adjusted annualized rate of 2% in the first quarter, higher than the fourth quarter's 0.5% but below the 2.2% estimate, reflecting economic sluggishness that may influence future monetary policy decisions.
- Market Volatility: Despite a strong performance in April, with the S&P 500 and Nasdaq hitting record highs, investors should remain cautious of the upcoming
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