Bank of America Reaffirms Buy on Expedia (EXPE), Citing Global Hotel Share Gains

Expedia Group Inc. (NASDAQ:EXPE) ranks among the best performing S&P 500 stocks in the last 3 months. On August 26, Bank of America reaffirmed its Buy rating on Expedia Group Inc. (NASDAQ:EXPE), citing indicators that the online travel operator will win a moderate global hotel room night share by 2025. According to analysts, Expedia’s total nights climbed by 6.5% in the first half of 2025, which was marginally less than the 7.3% growth of the broader online travel agency (OTA) sector.

The firm further emphasizes that, while Expedia’s VRBO division faces growth hurdles due to to its stronger U.S. exposure, with planned growth of 3% vs the sector’s 8%, this disparity is shrinking in comparison to 2024’s estimated difference of 11 percentage points. Strong advertising income is also assisting in offsetting possible revenue headwinds from sales-boosting merchandise initiatives.

Expedia Group Inc. (NASDAQ:EXPE) is a US and international online travel company. The company is divided into B2C, B2B, and Trivago sectors.

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Disclosure: None. This article is originally published at Insider Monkey.