Expedia Gains 5% on Record U.S. Growth: Why AI-Driven Efficiency Could Fuel a 34% Surge to $354

Wiltone Asuncion4 minute read
Reviewed by: Thomas Richmond
Last updated Feb 3, 2026

Key Stats for Expedia Group Stock

  • Price Change: +4.5%
  • Current Price: $277
  • Advanced Model Price Target: $354

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What Happened?

Shares of Expedia Group, Inc. (EXPE) climbed 4.5% to close at $277 on Monday after the company delivered a dominant third-quarter earnings beat.

The travel giant reported record Q3 revenue of $4.41 billion, representing a 9.0% increase year over year.

The primary catalyst for the surge was the company’s B2B segment, which delivered its 17th consecutive quarter of double-digit growth with a 26.0% jump in gross bookings.

In the U.S. consumer market, Expedia Group (EXPE) grew room nights at the fastest pace in over three years, a key sign of domestic market share gains.

While competitors like Airbnb (NASDAQ:ABNB) and Booking Holdings (NASDAQ:BKNG) manage shifting global demand, Expedia is leveraging its unified technology platform to accelerate feature rollouts.

The company also recently announced an agreement to acquire activities platform Tiqets to enhance its full-trip traveler experiences.

Expedia Group Stock Price Target (TIKR)

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Is Expedia Group Undervalued Today?

On the latest earnings call, CEO Ariane Gorin emphasized the company’s strong execution and strategic momentum.

He stated: “Notably, we grew room nights in the U.S. at the fastest pace in over three years, delivered our 17th consecutive quarter of double-digit growth in B2B, up 26% and grew consumer bookings by 7%.”

Regarding the role of technology, he highlighted the long term potential of artificial intelligence for the platform.

He noted: “As we enter the final quarter of the year, we have strong confidence in our ability to execute and to create value for all of our stakeholders.”

The company repurchased $451 million in shares during the quarter, reflecting management’s aggressive stance on capital return and belief in the stock’s value.

Read the full EXPE Transcript on TIKR to see the 26.0% B2B growth highlights >>>

According to TIKR’s Advanced Valuation Model, the recent price momentum still leaves significant room for appreciation.

  • Advanced Model Price Target: $354
  • Current Price: $277
  • Potential Upside: +33.5%

The investment case for Expedia Group (EXPE) has evolved from a simple travel agency into a high-margin technology marketplace.

If Expedia Group (EXPE) continues to execute on its AI-driven personalization, it could further accelerate the intrinsic value gap toward the bull case.

Conclusion: The travel technology turnaround is hitting its stride. With B2B bookings up 26.0% and a valuation model pointing to $354, Expedia Group stock offers a compelling mix of record U.S. momentum and long-term margin expansion.

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How Much Upside Does Expedia Group Stock Have From Here?

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  2. Operating Margins
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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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