The Zacks Analyst Blog Highlights Expedia, Carvana, MercadoLibre and SharkNinja

For Immediate Release

Chicago, IL – May 7, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Expedia Group EXPE, Carvana CVNA, MercadoLibre MELI and SharkNinja, Inc. SN.

Here are highlights from Tuesday’s Analyst Blog:

Expedia Gearing Up to Post Q1 Earnings: What's in Store for the Stock?

Expedia Group is scheduled to report its first-quarter 2025 results on May 8.

The Zacks Consensus Estimate for EXPE's first-quarter 2025 revenues is currently pegged at $3.03 billion, indicating a 4.76% increase from the year-ago quarter's reported figure.

The consensus mark for earnings is pinned at 42 cents per share, which has been revised downward by 2 cents over the past 30 days. The figure suggests a 100% increase from the year-ago reported figure.

EXPE surpassed the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with an average surprise of 45.86%.

See the Zacks Earnings Calendar to stay ahead of market-making news.

Let us see how things are shaping up for the upcoming announcement.

Factors to Consider

Expedia Group's performance in the first quarter of 2025 is expected to have been shaped by international demand, strategic investments, and continued cost discipline.

The company guided for gross bookings growth of 4% to 6% and revenue growth of 3% to 5%, factoring in a two-point foreign exchange headwind and the Easter shift. Excluding these, underlying growth is expected to have been 7% to 9%. Bookings saw some softening compared to the fourth quarter of 2024 due to strong holiday promotions in late 2024 that might have pulled demand forward, though overall travel demand remained stable.

Vrbo's growth momentum is likely to have continued into the quarter, supported by expanded urban inventory and improved supply quality. Brand Expedia is expected to have benefited from merchandising actions in air and package products, which would have driven incremental bookings without additional marketing costs. Hotels.com is expected to have returned to modest growth, aided by improving international trends and recovery from earlier disruptions.

Expedia's B2B segment, which represented 27% of total bookings in 2024, is expected to have remained strong, especially in APAC, driven by existing partner growth and new product initiatives. The company continued to deepen relationships and expand unique inventory to support partner performance.

Advertising revenues, which grew 25% in the fourth quarter, are likely to have remained a key top-line contributor. Growth is expected to have been supported by increased advertiser participation, product innovation, and strong returns, positioning advertising as a high-margin, scalable business for the company.

Adjusted EBITDA margins for the first quarter are expected to have remained flat to slightly up year over year. This reflects sustained overhead and marketing efficiency, although the first quarter is traditionally the company's lowest margin period. The impact of cost-saving actions taken in 2024 is expected to have continued to support profitability despite seasonality and FX-related pressures.

What Our Model Says for EXPE

Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.

EXPE currently has an Earnings ESP of +14.86% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Other Stocks to Consider

Here are some other companies worth considering, as our model shows that these also have the right combination of elements to beat earnings in their upcoming releases:

Carvana currently has an Earnings ESP of +4.89% and sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here.

Carvana shares have gained 27.6% in the year-to-date (YTD) period. CVNA is slated to report its first-quarter 2025 results on May 7.

MercadoLibre has an Earnings ESP of +2.30% and a Zacks Rank #3 at present.

MELI shares have rallied 32.1% YTD. It is scheduled to report its first-quarter 2025 results on May 7.

SharkNinja, Inc. has an Earnings ESP of +7.34% and a Zacks Rank #3 at present.

SN shares have lost 15.3% YTD. It is scheduled to report its first-quarter 2025 results on May 8.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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