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: 233.600
Low
220.00
Averages
284.79
High
360.00
Current: 233.600
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.
Expedia Exceeds Q4 2025 Expectations with Strong Growth
- Significant Growth: Expedia reported an 11% increase in both gross bookings and revenue for Q4 2025, reaching $27 billion and $3.5 billion respectively, showcasing strong market performance, particularly with a 24% rise in B2B bookings, indicating the effectiveness of its business model and robust market demand.
- Margin Expansion: The company expanded its margins by 4 points in Q4, with B2C EBITDA margins reaching 31.5%, up 6 points year-over-year, reflecting improved operational efficiency and successful cost control, which enhances investor confidence in future profitability.
- Technology-Driven Innovation: Expedia's sites and apps are now 30% faster, with upgrades in AI integration and payment options enhancing user experience, which is expected to further drive customer conversion rates and loyalty, strengthening competitive positioning in the market.
- Optimistic Outlook: Management anticipates overall revenue growth of 6% to 9% for 2026 and plans to continue investing in B2B and advertising sectors to support long-term growth, demonstrating confidence in future market opportunities and strategic positioning.
See More
Expedia Q4 Earnings Exceed Expectations
- Strong Earnings Performance: Expedia reported a Q4 non-GAAP EPS of $3.78, beating expectations by $0.41, which underscores the company's robust profitability and bolsters market confidence in its financial health.
- Significant Revenue Growth: The company achieved Q4 revenue of $3.54 billion, an 11.3% year-over-year increase that exceeded market expectations by $130 million, reflecting a sustained recovery in travel demand and an increase in market share.
- Robust Cash Position: Ending the year with $5.7 billion in unrestricted cash and short-term investments, Expedia ensures financial flexibility for future investments and operations, enhancing its resilience against market fluctuations.
- Increased Shareholder Returns: The company raised its quarterly dividend by 20% to $0.48 per share and repurchased approximately 9 million shares for $1.7 billion in 2025, demonstrating a strong commitment to shareholder returns while reflecting confidence in future growth prospects.
See More
Expedia Set to Release Q4 Earnings on Feb. 12
- Earnings Release Date: Expedia Group is set to announce its fourth-quarter earnings after the market closes on February 12, with investors keenly awaiting performance insights that could influence stock price movements.
- Dividend Yield: Currently, Expedia boasts an annual dividend yield of 0.68%, translating to a quarterly dividend of 40 cents per share, totaling $1.60 annually, which draws investor interest in its dividend potential.
- Return on Investment Calculation: To achieve a monthly dividend income of $500, investors would need approximately $876,000 or 3,750 shares, while a more modest goal of $100 per month requires $175,200 or 750 shares, highlighting the significant capital required for substantial returns.
- Price Volatility Impact: Expedia's shares fell by 3.3% to close at $233.60 on Wednesday, indicating that fluctuations in stock price will directly affect the dividend yield, prompting investors to monitor market trends to optimize their investment strategies.
See More
Stock Movers: Cisco, AppLovin, Micron, Fastly, Equinix, Rollins, Novocure, and Others
- Stock Market Trends: Stock futures were rising on Thursday as investors reacted to recent economic data.
- Economic Data Impact: The rise in stock futures comes in the wake of a delayed U.S. monthly jobs report and other economic indicators.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
Expedia Set to Release Q4 Earnings on February 12
- Earnings Announcement: Expedia (EXPE) is set to announce its Q4 earnings on February 12 after market close, with a consensus EPS estimate of $3.37, reflecting a significant 41% year-over-year increase, indicating strong profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $3.41 billion, representing a 7.2% year-over-year growth, showcasing Expedia's robust performance amid a recovery in travel demand, particularly in the U.S. market.
- Historical Performance: Over the past two years, Expedia has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating the company's reliability in financial forecasting and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen seven upward revisions with no downward adjustments, while revenue estimates have experienced 13 upward revisions and two downward, reflecting analysts' optimistic outlook on Expedia's future performance.
See More
Expedia Exceeds Q4 2025 Expectations with Strong Growth
- Significant Growth: Expedia reported an 11% increase in both gross bookings and revenue for Q4 2025, reaching $27 billion and $3.5 billion respectively, showcasing strong market performance, particularly with a 24% rise in B2B bookings, indicating the effectiveness of its business model and robust market demand.
- Margin Expansion: The company expanded its margins by 4 points in Q4, with B2C EBITDA margins reaching 31.5%, up 6 points year-over-year, reflecting improved operational efficiency and successful cost control, which enhances investor confidence in future profitability.
- Technology-Driven Innovation: Expedia's sites and apps are now 30% faster, with upgrades in AI integration and payment options enhancing user experience, which is expected to further drive customer conversion rates and loyalty, strengthening competitive positioning in the market.
- Optimistic Outlook: Management anticipates overall revenue growth of 6% to 9% for 2026 and plans to continue investing in B2B and advertising sectors to support long-term growth, demonstrating confidence in future market opportunities and strategic positioning.
See More
Expedia Q4 Earnings Exceed Expectations
- Strong Earnings Performance: Expedia reported a Q4 non-GAAP EPS of $3.78, beating expectations by $0.41, which underscores the company's robust profitability and bolsters market confidence in its financial health.
- Significant Revenue Growth: The company achieved Q4 revenue of $3.54 billion, an 11.3% year-over-year increase that exceeded market expectations by $130 million, reflecting a sustained recovery in travel demand and an increase in market share.
- Robust Cash Position: Ending the year with $5.7 billion in unrestricted cash and short-term investments, Expedia ensures financial flexibility for future investments and operations, enhancing its resilience against market fluctuations.
- Increased Shareholder Returns: The company raised its quarterly dividend by 20% to $0.48 per share and repurchased approximately 9 million shares for $1.7 billion in 2025, demonstrating a strong commitment to shareholder returns while reflecting confidence in future growth prospects.
See More
Expedia Set to Release Q4 Earnings on Feb. 12
- Earnings Release Date: Expedia Group is set to announce its fourth-quarter earnings after the market closes on February 12, with investors keenly awaiting performance insights that could influence stock price movements.
- Dividend Yield: Currently, Expedia boasts an annual dividend yield of 0.68%, translating to a quarterly dividend of 40 cents per share, totaling $1.60 annually, which draws investor interest in its dividend potential.
- Return on Investment Calculation: To achieve a monthly dividend income of $500, investors would need approximately $876,000 or 3,750 shares, while a more modest goal of $100 per month requires $175,200 or 750 shares, highlighting the significant capital required for substantial returns.
- Price Volatility Impact: Expedia's shares fell by 3.3% to close at $233.60 on Wednesday, indicating that fluctuations in stock price will directly affect the dividend yield, prompting investors to monitor market trends to optimize their investment strategies.
See More
Stock Movers: Cisco, AppLovin, Micron, Fastly, Equinix, Rollins, Novocure, and Others
- Stock Market Trends: Stock futures were rising on Thursday as investors reacted to recent economic data.
- Economic Data Impact: The rise in stock futures comes in the wake of a delayed U.S. monthly jobs report and other economic indicators.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
Expedia Set to Release Q4 Earnings on February 12
- Earnings Announcement: Expedia (EXPE) is set to announce its Q4 earnings on February 12 after market close, with a consensus EPS estimate of $3.37, reflecting a significant 41% year-over-year increase, indicating strong profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $3.41 billion, representing a 7.2% year-over-year growth, showcasing Expedia's robust performance amid a recovery in travel demand, particularly in the U.S. market.
- Historical Performance: Over the past two years, Expedia has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating the company's reliability in financial forecasting and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen seven upward revisions with no downward adjustments, while revenue estimates have experienced 13 upward revisions and two downward, reflecting analysts' optimistic outlook on Expedia's future performance.
See More
