2026oct
EXPE Oct 2026 · Hold
Expedia Group is rated Hold with a synthesized fair value of $267.03 against a market price of $265.00, offering 0.77% implied upside. While disciplined fixed overhead costs and two-thirds direct B2C bookings support near-term EBITDA margin expansion of 150 to 175 basis points and FY2027 consensus diluted EPS of $24.51, structural competition from Booking Holdings and Airbnb caps take rates and limits further multiple expansion.Latest published research · analyzed 2026-10-04 · current · sources aging