Bernstein Cuts PT on Expedia Group (EXPE) to $253 From $256 – Here’s Why

Expedia Group, Inc. (NASDAQ:EXPE) is one of the most undervalued hotel stocks to invest in now. On March 11, Bernstein cut the price target on Expedia Group, Inc. (NASDAQ:EXPE) to $253 from $256 while reiterating a Market Perform rating on the shares. The firm stated that all three OTAs delivered a top and bottom-line beat, and that fiscal Q4 was, financially, a strong finish to 2025. Guidance was ahead of consensus for 26, and all grew market shares profitably in 2025 on a full-year basis. However, the firm also stated that concerns associated with the potential AI disruption of the OTA business model are driving share price performance instead of short-term earnings momentum.

EXPE

Expedia Group, Inc. (NASDAQ:EXPE) also received a rating update from Mizuho on March 3. The firm cut the price target on the stock to $245 from $270 while maintaining a Neutral rating on the shares. It updated the company’s model following the release of its fiscal Q4 report, and cited peer group multiple contraction for the target cut.

Expedia Group, Inc. (NASDAQ:EXPE) is an online travel company that provides travel products and services to leisure and corporate travelers. The company’s operations are divided into the B2C, B2B, and Trivago segments.

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