Expedia Group's implied fair value has been raised from US$293.71 to US$339.81, a roughly 16% increase, following updated 2026 guidance and new product launches. Several analysts lifted their price targets after Q2, including BTIG to US$400, Evercore ISI to US$430, Wedbush to US$417, and B. Riley to US$390, citing strong bookings, revenue, and EBITDA beats. However, Rosenblatt initiated with a Neutral rating and a US$360 target, flagging U.S. consumer concentration and AI-related risks. The fair value revision incorporates a lower revenue growth assumption of 6.81%, a higher profit margin of 15.25%, and a higher future P/E of 16.8x.
Expedia Group Inc.Fair value raised and multiple analysts lifted price targets after Q2 beats
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