EXPE Earnings
Thursday, May 07 2026
EPS Estimate
$1.39
$1.12 – $1.64
Revenue Estimate
$3.4B
Current Price
$273.80
Our Position
bullish · highExpedia beats margins, lifts guidance to $282 target
structured data
est. revisions stable
(-0.5pp / 30d)
The 32% EBITDA growth with margin expansion shows Expedia is scaling profitably despite macro uncertainty in travel. Capital deployment—$1.7B in repurchases plus a 20% dividend hike—is a vote of confidence that management sees durable cash flows ahead. The B2B bookings acceleration (24% YoY) hints at a less penetrated segment gaining traction, which could underpin growth beyond near-term cycles.
Watch: Watch Q1 2026 guidance and forward bookings trends. B2B growth acceleration is the inflection story—if that sustains above 20% YoY, it resets the narrative from cyclical leisure to structural demand diversification.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
27.1
Est. Revisions (30d)
+1.6% 11up/0dn
Analyst Target (mean)
$283 $225–$387 +3%
Options P/C Ratio
0.83
Est. Dispersion
37% 16 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw, Renaissance
Recent Activity
insider trades
92 transactions
Sell
·
DZIELAK ROBERT J (Officer)
·45,891 shares
·$6,054,846
Other
·
SCHENKEL SCOTT F (Chief Financial Officer)
·7,626 shares
Sell
·
DZIELAK ROBERT J (Officer)
·8,225 shares
·$1,816,244
Other
·
DZIELAK ROBERT J (Officer)
·47,195 shares
Other
·
SCHENKEL SCOTT F (Chief Financial Officer)
·2,359 shares
87 more
Other
·
BANERJEE MADHUMITA MOINA
·718 shr
Other
·
GORIN ARIANE
·67,491 shr
Other
·
DILLER BARRY
·9,256 shr
Other
·
SOLIDAY LANCE A
·4,643 shr
Other
·
DZIELAK ROBERT J
·2,304 shr
Other
·
SCHENKEL SCOTT F
·30,507 shr
Sell
·
BANERJEE MADHUMITA MOINA
·1,000 shr
·$258,000
Other
·
GORIN ARIANE
·1,500 shr
Sell
·
SOLIDAY LANCE A
·856 shr
·$219,932
Sell
·
SOLIDAY LANCE A
·849 shr
·$210,620
Other
·
DZIELAK ROBERT J
·5,003 shr
Other
·
SCHENKEL SCOTT F
·2,360 shr
Other
·
GORIN ARIANE
·13,174 shr
Other
·
SOLIDAY LANCE A
·1,126 shr
Sell
·
JACOBSON CRAIG A
·3,000 shr
·$814,650
Other
·
KHOSROWSHAHI DARA
·17,500 shr
Other
·
DUBUGRAS HENRIQUE VASONCELOS
·861 shr
Other
·
GORIN ARIANE
·1,530 shr
Other
·
SOLIDAY LANCE A
·374 shr
Sell
·
SOLIDAY LANCE A
·852 shr
·$175,412
Sell
·
JACOBSON CRAIG A
·3,000 shr
·$623,329
Other
·
DILLER BARRY
·9,257 shr
Other
·
SOLIDAY LANCE A
·1,129 shr
Sell
·
DZIELAK ROBERT J
·5,964 shr
·$1,210,382
Other
·
GORIN ARIANE
·1,529 shr
Other
·
BANERJEE MADHUMITA MOINA
·1,609 shr
Other
·
ANDERSON BEVERLY J
·2,253 shr
Other
·
MENENDEZ-CAMBO PATRICIA
·2,253 shr
Other
·
DUBUGRAS HENRIQUE VASONCELOS
·1,609 shr
Other
·
WANG ALEXANDR
·1,609 shr
Other
·
JACOBSON CRAIG A
·2,253 shr
Other
·
KHOSROWSHAHI DARA
·2,253 shr
Other
·
VON FURSTENBERG ALEXANDER
·2,253 shr
Other
·
CLINTON CHELSEA
·2,253 shr
Other
·
DZIELAK ROBERT J
·5,002 shr
Other
·
GORIN ARIANE
·13,173 shr
Other
·
DILLER BARRY
·9,255 shr
Other
·
SOLIDAY LANCE A
·1,125 shr
Other
·
DILLER BARRY
·1,000 shr
Sell
·
SOLIDAY LANCE A
·691 shr
·$132,098
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,962,673
Sell
·
DZIELAK ROBERT J
·5,000 shr
·$1,028,500
Other
·
DZIELAK ROBERT J
·4,430 shr
Other
·
GORIN ARIANE
·8,499 shr
Other
·
DILLER BARRY
·10,111 shr
Other
·
SOLIDAY LANCE A
·962 shr
Sell
·
DZIELAK ROBERT J
·4,869 shr
·$988,407
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,697,940
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,851,528
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,846,553
Sell
·
DZIELAK ROBERT J
·5,536 shr
·$1,014,405
Sell
·
SOLIDAY LANCE A
·727 shr
·$135,189
Other
·
DZIELAK ROBERT J
·4,428 shr
Other
·
WHALEN JULIE PATENAUDE
·3,772 shr
Other
·
GORIN ARIANE
·8,497 shr
Other
·
DILLER BARRY
·10,112 shr
Exercise
·
SOLIDAY LANCE A
·7,963 shr
·$731,500
Sell
·
SOLIDAY LANCE A
·7,000 shr
·$1,273,940
Sell
·
GORIN ARIANE
·57,244 shr
·$10,368,990
Exercise
·
GORIN ARIANE
·57,244 shr
·$5,981,998
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,568,656
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,501,788
Sell
·
KHOSROWSHAHI DARA
·10,000 shr
·$1,502,061
Sell
·
DZIELAK ROBERT J
·5,417 shr
·$729,138
Sell
·
SOLIDAY LANCE A
·5,725 shr
·$770,454
Exercise
·
SOLIDAY LANCE A
·5,000 shr
·$522,500
Other
·
DZIELAK ROBERT J
·4,631 shr
Exercise
·
DZIELAK ROBERT J
·50,320 shr
·$4,795,610
Other
·
WHALEN JULIE PATENAUDE
·3,773 shr
Other
·
DILLER BARRY
·10,110 shr
Other
·
SOLIDAY LANCE A
·961 shr
Sell
·
SOLIDAY LANCE A
·544 shr
·$61,679
Other
·
WHALEN JULIE PATENAUDE
·1,114 shr
Other
·
BANERJEE MADHUMITA MOINA
·870 shr
Other
·
ANDERSON BEVERLY J
·1,984 shr
Other
·
MENENDEZ-CAMBO PATRICIA
·1,984 shr
Other
·
DUBUGRAS HENRIQUE VASONCELOS
·870 shr
Other
·
WANG ALEXANDR
·870 shr
Other
·
KERN PETER M
·500,000 shr
Other
·
JACOBSON CRAIG A
·1,984 shr
Other
·
KHOSROWSHAHI DARA
·1,984 shr
Other
·
VON FURSTENBERG ALEXANDER
·1,984 shr
Other
·
CLINTON CHELSEA
·1,984 shr
Other
·
WHALEN JULIE PATENAUDE
·3,771 shr
Other
·
GORIN ARIANE
·8,496 shr
Sell
·
JACOBSON CRAIG A
·6,722 shr
·$757,657
Other
·
GORIN ARIANE
·1,529 shr
analyst ratings
2 ratings
BTIG
→Buy
2d ago
Wells Fargo
→Equal-Weight
8d ago
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