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.

Mike Fuchslocher / Shutterstock.com

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.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

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