Expedia Group Inc. (EXPE)

Sep 28, 2026

Royal Caribbean Group's $3 billion investment in Sandals resorts, acquiring a 50% interest, is viewed by many as a potential new business model for the cruise industry. The joint venture aims to create synergies between sea and land-based vacations, with analysts suggesting strong crossover potential between the two customer bases and opportunities for broadened distribution and enhanced guest experiences. Despite initial stock market volatility, industry experts are optimistic about the long-term strategic rationale and the potential for this partnership to reshape the future of leisure travel.

Sep 27, 2026

After Barry Diller's People Inc. withdrew its offer to acquire MGM, reports indicate that MGM is now considering making an offer for People Inc. The author suggests that Barry Diller might be willing to sell People Inc. if the price is right, given his history of spinning off companies. Such an acquisition would allow MGM to effectively buy back a significant portion of its own shares while also gaining valuable assets from People Inc.

Sep 24, 2026

Shares of Expedia Group Inc. (EXPE) rose by 1.05% to $261.75 on Thursday, even as the broader stock market experienced a downturn with the S&P 500 Index and Dow Jones Industrial Average both falling. This gain ended a two-day losing streak for Expedia's stock.

Sep 24, 2026

Shares of Expedia Group Inc. (EXPE) fell 7.72% on Wednesday, closing at $259.04. This decline occurred during a broad market downturn, with the S&P 500 Index and Dow Jones Industrial Average also experiencing losses. This marks the second consecutive day of losses for Expedia's stock.

Sep 23, 2026

Barry Diller's People Inc. has withdrawn its offer to acquire the remaining shares of MGM Resorts International. Diller stated that "the mix was not coming together in the way we had hoped," but reaffirmed his belief in MGM Resorts' future and the company's significant existing stake. MGM Resorts confirmed the decision, emphasizing its strong standalone position and continued confidence in its strategy.

Sep 23, 2026

Booking Holdings Inc. (NASDAQ: BKNG) shares dropped 5.1% to $155.90 on Wednesday, fueled by concerns that AI booking agents, such as Meta's Muse, could disrupt its aggregator business model. The decline occurred on lighter-than-usual trading volume. The company's next scheduled results on October 27th will be a key catalyst for the stock.

Sep 23, 2026

Travel booking stocks, including Expedia (down 7%), Airbnb (down 6%), and Booking Holdings (down 5%), experienced a significant sell-off after Meta's Muse AI agent was introduced. Muse can directly book travel, threatening to disintermediate traditional aggregators and their associated fees. Goldman Sachs warned that AI agents could broadly disrupt industries reliant on middleman fees, leading to a re-evaluation of business models in travel and other sectors.

Sep 23, 2026

Investing commentator Joseph Carlson suggests that the rise of AI agents capable of handling shopping and booking tasks could negatively impact companies like Booking Holdings and Intuit, which primarily "sell friction" by simplifying complex processes. Conversely, he believes Meta Platforms and Microsoft stand to benefit, as Meta can still drive demand through its platforms and Meta's Muse, and Microsoft's strong workplace identity and permissions make it a central "agentic operating system." Carlson emphasizes that the key risk for businesses is losing the customer to AI agents that can perform the same functions more efficiently.

Sep 23, 2026

Investing commentator Joseph Carlson suggests that the rise of agentic commerce, driven by AI agents that can shop and book trips, could negatively impact companies like Booking Holdings and Intuit. He argues these companies "sell friction" which AI can now absorb. Conversely, Carlson believes Meta Platforms and Microsoft Corp. could benefit significantly as they are positioned to become the new "gatekeepers" or "toll collectors" in this evolving landscape.

Sep 23, 2026

Expedia plans to lay off 58 employees at its Seattle headquarters, affecting various roles including data scientists and finance analysts. This marks the latest in a series of job cuts by the company since early 2025. The article highlights an ongoing trend of workforce reductions at the travel technology giant.

Sep 22, 2026

Expedia (EXPE) has announced a partnership with Meta's (META) personal AI agent, Muse. This collaboration will allow travelers to plan and book trips, hotels, and flights directly through Muse. The online travel agent shared the news via a social media post, though the exact launch date was not specified.

Sep 22, 2026

Booking Holdings (NASDAQ: BKNG) is on track for its worst month since June 2022, with an 18.6% drop in September. This decline is attributed to three main factors: the EU blocking its eTraveli deal, rising oil prices increasing airfare fears, and the Fed's recent rate hike impacting consumer spending. Additionally, concerns about AI agents threatening online travel industry take rates and marketing efficiency, along with a recent executive reorganization at competitor Expedia, are contributing to the negative outlook.

Sep 22, 2026

Expedia Group (EXPE) shares dropped 5.8% after a recent bearish analyst initiation by Morgan Stanley, which set an Underweight rating and a $235 price target due to concerns over consumer assets and direct-booking risk. Despite the company reporting solid Q2 performance and a higher full-year outlook in August, the current sell-off appears to be driven by sentiment and valuation reassessment rather than new operational setbacks. Insider trading activity shows six sales and no purchases in the last six months, totaling over $4.1 million, further highlighting investor sentiment.

Sep 21, 2026

Morgan Stanley downgraded Expedia (EXPE) to Underweight from Equal Weight, citing concerns that the company is losing ground to rivals in user acquisition. While Expedia's business-to-business segment shows strong growth, its flat monthly active users and high marketing costs for customer re-acquisition are viewed as significant challenges. This contrasts with some other analysts who raised their outlook for Expedia, focusing on the company's overall bookings growth and stock buybacks.

Sep 19, 2026

Target Corporation (NYSE:TGT) is currently facing a "demand reset" driven by its exposure to discretionary demand and merchandising execution. The article emphasizes that while broader market sentiments like interest rates and energy costs influence the retail landscape, company-specific execution, customer relationships, and operational milestones are more crucial for TGT's long-term performance. Investors should focus on the durability of demand, consistency of execution, and strategic fit of Target's initiatives rather than short-term market chatter.

Sep 17, 2026

MakeMyTrip reported strong Q1 FY27 results with 19.9% YoY gross booking value growth in constant currency, driven by domestic travel and non-air segments amidst geopolitical headwinds. The company made significant progress in AI initiatives, launching Myra 2.0 and achieving 75% AI-generated code, while also pursuing an India listing to enhance investor participation. Management remains cautiously optimistic, focusing on long-term growth drivers and market share expansion in challenging environments.

Sep 17, 2026

TD Cowen has upgraded Expedia Group (NASDAQ:EXPE) to a "Hold" rating, aligning with the current average analyst rating for the stock. This upgrade follows Expedia's stronger-than-expected quarterly earnings, where it surpassed EPS and revenue forecasts. The article also notes recent insider share sales and significant institutional ownership in the company.

Sep 17, 2026

Corient Private Wealth LP decreased its stake in Expedia Group, Inc. by 32.9% in the second quarter, now holding 38,929 shares valued at $9.96 million. Institutional investors collectively own 90.76% of EXPE, while analysts maintain a "Hold" rating with an average price target of $316.79. Expedia reported strong quarterly earnings and revenue, beating estimates, and declared a quarterly dividend of $0.48 per share.

Sep 17, 2026

Booking Holdings (BKNG) stock saw a decline despite Morgan Stanley issuing a bullish "Overweight" rating and a $230 price target, countering the market's fear that AI poses a threat to online travel agencies (OTAs). Morgan Stanley believes AI will act as a new acquisition channel, sending high-value traffic to platforms like Booking.com, rather than replacing them. The bank also highlighted Booking's strong fundamentals, including 4.7 million unique properties and a high direct booking mix, suggesting the dip might be a buying opportunity.

Sep 16, 2026

This article details top Wall Street analyst research calls for Wednesday, September 16, 2026, amidst significant market movements. The Federal Reserve raised rates, oil prices surged due to Middle East fighting and a Saudi pipeline shutdown, and Bitcoin fell after crypto regulation failed in the Senate. The report includes upgrades for Credicorp, Paychex, Rocket Pharmaceuticals, Similarweb, and Union Pacific, along with downgrades for Expedia Group, Grupo Aval, Hartford Financial Services Group, Meritage Homes, and Nubank, and initiations for Airbnb, Booking Holdings, Dutch Bros, Five9, and Yum! Brands.

Sep 16, 2026

This article details top Wall Street analyst upgrades, downgrades, and initiations for various companies on Wednesday, September 16, 2026. It also provides a market summary, discussing the Fed's rate hike, rising oil prices due to Middle East conflict, and a drop in Bitcoin after a crypto regulation bill failed. The report includes specific recommendations for stocks like Credicorp, Expedia Group, Airbnb, and Yum! Brands.

Sep 16, 2026

Expedia Group's shares fell 2.7% in premarket trading after Morgan Stanley initiated coverage with an "Underweight" rating and a $235 price target, citing concerns over slowing user growth and competitive positioning. Morgan Stanley highlighted that Expedia's monthly active user growth was 0% in Q2 2026, significantly lagging competitors like Booking.com and Airbnb, and noted its reliance on less differentiated chain hotels and air travel inventory. This bearish assessment contrasts with more favorable ratings from other analysts following Expedia's recent Q2 earnings report and increased full-year guidance.

Sep 16, 2026

Engineers Gate Manager LP has reduced its stake in Expedia Group, Inc. by 55.3%, selling 8,991 shares and retaining 7,263 shares valued at approximately $1.86 million. Despite this, institutional investors collectively own a significant 90.76% of Expedia, and analysts generally rate the stock as "Hold" with a consensus price target of $318.71. The company recently exceeded quarterly expectations with $5.76 EPS and $4.32 billion in revenue and announced a quarterly dividend of $0.48 per share.

Sep 13, 2026

Tidal Investments LLC has increased its stake in Expedia Group, Inc. by 47.4% during the second quarter, acquiring an additional 10,331 shares to bring its total holding to 32,146 shares, valued at approximately $8.23 million. Other institutional investors have also adjusted their positions in Expedia, which reported strong quarterly earnings exceeding analyst expectations and declared a quarterly dividend of $0.48 per share. Despite some bullish analyst upgrades, the consensus rating for Expedia remains a "Hold" with a target price of $318.71.