Expedia Group Inc. ($EXPE) Stock Forecast: Down 5.3% Today

What is Expedia Group Inc.?

Expedia Group, Inc. ($EXPE) offers online travel services for booking flights, hotels, and vacation packages, serving a wide range of travelers worldwide.

Why is Expedia Group Inc. going down?

EXPE stock is down 5.3% on Feb 19, 2026 14:41

• A notable decrease in Cumberland Partners Ltd's stake in Expedia Group Inc. could indicate uncertainty about the company's prospects, influencing a decline in the stock price.
• Despite Expedia Group's strong quarterly earnings and dividend increase, investor focus has shifted towards growing competition in the industry, with Airbnb expanding its reach through technological advancements and global expansion.
• Booking Holdings' positive performance in Q4 and key partnerships, such as becoming the Official Travel Partner for the Route 66 Centennial, underscore the fierce rivalry within the online travel sector, potentially detracting attention from Expedia Group.
• Worries about the impact of AI advancements on the travel industry, exemplified by Booking Holdings' embrace of "Agentic AI," may cast doubts on Expedia Group's innovation and adaptability, influencing its stock performance adversely.

EXPE Price Chart

EXPE Technical Analysis

EXPE News

Cumberland Partners Ltd Has $4.03 Million Stock Position in Expedia Group, Inc. $EXPE

Cumberland Partners Ltd significantly reduced its stake in Expedia Group Inc. by 54.2% during the third quarter, now holding 18,850 shares valued at $4.03 million. Other institutional investors showed mixed activity, with some increasing and others initiating positions in EXPE. Expedia Group reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.

https://www.marketbeat.com/instant-alerts/filing-cumberland-partners-ltd-has-403-million-stock-position-in-expedia-group-inc-expe-2026-02-19/

Airbnb's Network Supported by Vertical Investments and a Strong AI Position

Airbnb's global online travel agency position is expected to strengthen over the next decade due to its leading alternative accommodation network, which is bolstered by over 5 million hosts and cumulative 2 billion guest arrivals. This network advantage is further supported by strategic investments in artificial intelligence and expansive growth into new experiences, services, and international accommodation markets. Morningstar maintains an attractive rating for Airbnb shares, emphasizing that AI is not a threat but rather a positive factor for its fundamental growth.

https://www.morningstar.com/company-reports/1431826-airbnbs-network-supported-by-vertical-investments-and-a-strong-ai-position

Booking Holdings Links Route 66 Centennial Deal To Valuation Story

Booking Holdings, through Booking.com, has become the Official Travel Partner for the Route 66 Centennial, set for 2026. This partnership is seen as a strategic move to boost brand visibility, particularly in domestic and road-trip segments, and could inform future product development in travel planning tools and cross-selling. While primarily a branding and customer acquisition play, investors should monitor its impact on US booking volumes and user engagement, especially given Booking Holdings' identified risk of high debt.

https://simplywall.st/stocks/us/consumer-services/nasdaq-bkng/booking-holdings/news/booking-holdings-links-route-66-centennial-deal-to-valuation

Booking Holdings Surges as 'Agentic AI' Pivot and Q4 Earnings Triumph Over Market Skepticism

Booking Holdings (NASDAQ: BKNG) reported strong Q4 2025 earnings, exceeding revenue and EPS estimates, which led to a significant surge in its stock price. The company attributed this success to its "Connected Trip" strategy and a new focus on "Agentic AI," moving beyond simple chatbots to autonomous systems for managing travel itineraries. This strategic pivot positions Booking Holdings to address market skepticism regarding AI disintermediation in the travel sector and maintain its competitive edge against rivals.

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-18-booking-holdings-surges-as-agentic-ai-pivot-and-q4-earnings-triumph-over-market-skepticism

Booking earnings loom as AI disruption concerns test travel giant

Booking Holdings Inc. is set to release its fourth-quarter earnings, with investors closely watching its "Connected Trip" strategy amidst rising concerns over AI disruption in the travel industry. The stock has seen a significant decline due to fears that AI could bypass traditional booking platforms. Analysts project strong year-over-year growth for earnings and revenue, but mixed analyst ratings and cautious guidance from rival Expedia highlight the sector's volatility and the impact of evolving consumer spending habits and technological changes.

https://ng.investing.com/news/earnings/booking-earnings-loom-as-ai-disruption-concerns-test-travel-giant-93CH-2347380

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Expedia Group Inc. Price History

11.11.2025 - EXPE Stock was up 6.6%

• A notable investment firm significantly increased its holdings in Expedia Group, Inc., demonstrating confidence in the company's potential for growth and fueling positive market sentiment.
• Expedia delivered robust quarterly earnings, surpassing expectations and announcing a dividend, which likely bolstered investor trust and drove the bullish movement.
• The recent acquisition of Tiqets, an online platform for travel experiences, exemplifies Expedia's strategic expansion efforts and capacity for revenue diversification in the competitive travel sector.
• Despite some directors engaging in insider selling, the overall optimistic developments surrounding Expedia, such as increased support from institutional investors and strong financial performance, probably influenced the bullish market activity.

17.10.2025 - EXPE Stock was down 5.1%

• The strong bearish movement in EXPE today could be attributed to profit-taking by investors after a significant increase in the stock price over the past month and year.
• Despite outperforming the market over the past 15 years with an impressive average annual return, investors may have decided to lock in their gains following recent price surges.
• The comparison with other companies in the Internet-Commerce sector, such as MercadoLibre, might have also influenced investor sentiment, leading to a sell-off in Expedia Group shares.
• The P/E ratio insights showing a recent increase in the stock price could have triggered a correction as investors reevaluated the stock's valuation, contributing to today's bearish movement.

13.01.2026 - EXPE Stock was down 5.3%

• Despite surpassing revenue and earnings expectations, observing double-digit booking growth, raising its dividend, and initiating a share repurchase program, EXPE stock encountered significant downward movement.
• The CFO's conservative outlook for 2026 and moderated margin projections in a fluctuating economic environment likely contributed to the stock's downtrend.
• Efforts to drive growth through expanding B2B partnerships and incorporating AI technologies may not have sufficiently alleviated concerns regarding future profitability and uncertainties in the broader market.
• The subdued sentiment prevailing in the travel sector, exemplified by Booking Holdings hitting a 52-week low, could have also exerted pressure on the performance of EXPE's stock.

13.01.2026 - EXPE Stock was down 9.1%

• Following a robust performance in Q4, Expedia Group surpassed revenue and earnings expectations. However, the stock saw a notable decrease in value.
• The company's 2026 outlook was accompanied by reserved guidance and adjusted margin projections by the CFO citing a dynamic economic backdrop, potentially contributing to the stock's downturn.
• Expedia Group's strategic emphasis on growth strategies and AI-driven enhancements in customer experiences contrasts with apprehensions around lingering B2C weaknesses and economic uncertainties, causing unease among investors.
• The fluctuating market sentiment may reflect shifting analyst perspectives and concerns regarding the company's elevated debt-to-equity ratio, notwithstanding its strong financial metrics.

14.00.2026 - EXPE Stock was down 5.0%

• Despite utilizing CEDAR Audio's VoicEX 2 plugin to improve communication internally, Expedia Group witnessed a decline in its stock value.
• A favorable outlook was presented by Morgan Stanley through an increased price target for Expedia Group; however, the general consensus still suggests a "Hold" rating, with the average price target falling below the current trading price.
• Institutional investors such as Vivid Wealth Management LLC and ZEGA Investments LLC raised their investments in Expedia Group, signaling confidence in the company, despite the stock experiencing a bearish movement.
• The disparity between optimistic forecasts, heightened institutional stakes, and the actual negative performance of the stock indicates possible external market influences or broader economic conditions impacting the unfavorable market sentiment towards Expedia Group for the day.

03.01.2026 - EXPE Stock was down 5.5%

• The recent appointment of a new CEO at KAYAK, a subsidiary of Booking Holdings, has prompted speculation about potential changes in strategy or direction within the parent company, possibly impacting investor sentiment towards Expedia Group.
• Price targets for Expedia Group were raised by several analysts, including TD Cowen, UBS, and Goldman Sachs, reflecting optimism about the company's future performance. However, there has been a sell-off amid concerns that these expectations were already factored into the market.
• A decrease in short interest for Expedia Group suggests a reduced pessimistic outlook among investors, though today's market movements could be influenced by profit-taking and broader trends rather than company-specific factors.
• Despite positive industry developments and improved analyst sentiment towards Booking Holdings, worries about valuation, debt levels, and insider sentiment may have contributed to the decline in Expedia Group's stock price.

04.01.2026 - EXPE Stock was down 11.8%

• Expedia Group Inc. (EXPE) experienced a sharp decline in its stock price, underperforming compared to its competitors and major market indices.
• The overall market downturn, with both the S&P 500 and Dow Jones Industrial Average declining, likely contributed to the bearish movement in EXPE stock.
• Investors may have reacted negatively to the news of Booking Holdings' (BKNG) leadership changes, AI focus, and varying analyst opinions, which could have raised concerns about competition and future growth prospects in the online travel industry.
• The bearish sentiment towards EXPE could also be influenced by broader economic factors and uncertainties, leading to a sell-off in the stock despite its long-term growth potential.

12.01.2026 - EXPE Stock was down 5.3%

• Institutional investors LSV Asset Management and Krilogy Financial LLC raised their stakes in Expedia Group, while the Illinois Municipal Retirement Fund decreased its holding. This shift in ownership dynamics could have influenced market sentiment and led to selling pressure on the stock.
• Some traders may have been enticed by the possibility of earning passive income through dividends from Expedia, prompting short-term trading activities that might have added to the stock's volatility.
• Collaborative efforts involving Society Pass Inc., NusaTrip, and Qi You Ji Network Technology to enhance hotel distribution may have indirectly affected the perception of Expedia's stock among investors, prompting a reassessment of the competitive landscape in the online travel sector.
• The combined impact of institutional transactions, dividend-focused trading strategies, and industry partnerships likely played a role in the stock's decline observed today.

19.01.2026 - EXPE Stock was down 5.3%

• A notable decrease in Cumberland Partners Ltd's stake in Expedia Group Inc. could indicate uncertainty about the company's prospects, influencing a decline in the stock price.
• Despite Expedia Group's strong quarterly earnings and dividend increase, investor focus has shifted towards growing competition in the industry, with Airbnb expanding its reach through technological advancements and global expansion.
• Booking Holdings' positive performance in Q4 and key partnerships, such as becoming the Official Travel Partner for the Route 66 Centennial, underscore the fierce rivalry within the online travel sector, potentially detracting attention from Expedia Group.
• Worries about the impact of AI advancements on the travel industry, exemplified by Booking Holdings' embrace of "Agentic AI," may cast doubts on Expedia Group's innovation and adaptability, influencing its stock performance adversely.

07.10.2025 - EXPE Stock was up 17.4%

• Strong Q3 earnings and revenues were reported by EXPE, exceeding expectations. This was mainly due to the notable growth in the B2B segment and an increase in hotel bookings, which positively impacted the stock's movement.
• Expedia Group's optimistic FY25 guidance signifies a promising future outlook, fostering trust among investors and analysts.
• The rise in short interest as a percentage of float for EXPE indicates a growing pessimistic sentiment within certain investors. Nonetheless, the overall market sentiment appeared to be more influenced by the robust financial results and positive guidance.
• Throughout the last two decades, EXPE has consistently outperformed the market, demonstrating its enduring growth potential and strong performance history. This consistent success likely enhanced investor confidence and contributed to today's bullish trend.

06.00.2026 - EXPE Stock was up 2.2%

• Expedia Group (EXPE) experienced a strong bullish movement today.
• The increase in Expedia's stock price can be attributed to the positive news surrounding the company, including the announcement of the acquisition of Tiqets to expand its global activities and experiences sector.
• The raised price target by an analyst to $256.00, following Expedia's strong Q3 earnings report, which surpassed analyst expectations for both EPS and revenue, also contributed to the bullish sentiment.
• The market's positive reaction to Expedia's performance contrasts with the mixed expert opinions reflected in the average price target of $276.84, indicating varying perspectives on the stock's future trajectory.

17.01.2026 - EXPE Stock was down 5.0%

• Skandinaviska Enskilda Banken AB publ significantly increased its stake in Expedia Group, Inc., demonstrating confidence in the company's future prospects. However, the recent downward trend in EXPE stock value could be linked to:
• Concerns within the market about potential AI disruption in the online travel agency sector, raising doubts about Expedia's ability to compete with major industry players like Booking Holdings and Airbnb.
• Expedia's cautious margin forecast for 2026, despite anticipating higher bookings and revenue, indicating apprehensions regarding profitability and potential challenges in maintaining profit margins amid fluctuating travel demand and increased discounting.
• Analysts reducing price targets due to margin worries, further contributing to the negative sentiment surrounding the stock and impacting its decline.
• These factors likely influenced the bearish movement in Expedia Group, Inc. as investors reassessed the company's growth prospects and competitive standing in the changing travel industry landscape.