Expedia (EXPE) Target Raised to $282 Amid Strong Operating Metrics

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On February 13, Baird raised its price target on Expedia Group, Inc. (NASDAQ:EXPE) to $282 from $280 and reiterated an Outperform rating following fourth-quarter results that exceeded expectations. The firm updated its financial model to reflect stronger-than-anticipated operating trends, underscoring improving booking volumes and profitability metrics that point to continued execution across the company’s platform portfolio.

Expedia Group, Inc. (NASDAQ:EXPE) reported fourth-quarter and full-year 2025 results on February 12, 2026, highlighting double-digit year-over-year growth in both gross bookings and revenue, 9% growth in room nights, and a 32% increase in adjusted EBITDA accompanied by margin expansion. Performance was supported by 24% growth in B2B bookings and resilient demand across both international and U.S. markets.

Although GAAP net income declined 31% for the quarter, the company ended 2025 with $5.7 billion in unrestricted cash, repurchased approximately 9 million shares for $1.7 billion, and increased its quarterly dividend by 20% to $0.48 per share, with a dividend payable on March 26, 2026. The combination of accelerating EBITDA growth, disciplined capital allocation, and enhanced shareholder returns signals confidence in sustained free cash flow generation, strengthening the investment thesis.

Expedia Group, Inc. (NASDAQ:EXPE) founded in 1996 and headquartered in Seattle, Washington, is a leading travel technology platform operating a broad portfolio of brands, including Expedia, Hotels.com, Vrbo, Travelocity, Orbitz, and Trivago. Through its global marketplace of travel services, the company connects consumers and partners across lodging, air, car rental, cruises, and vacation packages.

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