$EXPE

Expedia Group, Inc.

Insider trades
6
4
0
$2.0M
Dzielak Robert J
0%
See all $EXPE insider activity →

Goldman Sachs Reveals AI Stocks To Buy List

After its Q2 earnings, Goldman Sachs updated an “AI Productivity Beneficiaries” basket by screening Russell 1000 firms for high labor costs versus sales and wage-bill exposure to AI automation. CoStar Group (CSGP) led, with 37% wage-bill exposure and labor costs at 31% of sales. Dollar Tree (DLTR) and eBay (EBAY) followed; Arthur J. Gallagher (AJG) and Brown & Brown (BRO) also ranked.

Expedia’s Fall Travel Outlook Reveals Shoulder Season Pricing is Harder to Find This Year, But Travelers Can Still Save on Select Getaways

Expedia said its Fall Travel Outlook shows shoulder-season deals are harder to find in many U.S. destinations. For the top 10 destinations, fall lodging prices averaged 20% higher than summer and fall flight prices averaged 2% higher. Expedia highlighted six destinations with combined lodging and flight savings of about 25% on average, led by Aspen at about 45%.

EXPE sentiment & insider activity

Over the past 7 days, alphai's AI scored 10 news stories mentioning EXPE (Expedia Group, Inc.). Coverage has skewed bullish: 6 bullish, 4 neutral, and 0 bearish.

Recent EXPE coverage spans earnings, insider activity and sector analysis.

In the last 30 days, EXPE insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($2.0M). The most active reporter was Dzielak Robert J, Chief Legal Officer & Sec'y, with 1 filing.

What's driving EXPE

  • This is a routine insider sale with no stated 10b5-1 plan, but it does not disclose new company fundamentals.

    SEC EDGAR · Aug 17, 2026

  • EXPE may benefit from AI productivity rotation, but confirmation requires quantified cost savings.

    yahoo.com · Aug 17, 2026

  • The release is a demand and pricing read-through for Expedia’s marketplace, but it is not a financial guidance update.

    voiceofalexandria.com · Aug 17, 2026

  • The PT raise is a bullish analyst signal, but the Neutral rating tempers expectations; near-term trading impact is likely limited unless other firms follow.

    tipranks.com · Aug 17, 2026

  • EXPE is flagged for potential productivity upside from AI adoption, but the article is not a new EXPE event.

    morningstar.com · Aug 17, 2026

alphai scores every news story that mentions EXPE with an AI model for sentiment and relevance, and aggregates insider trades from Expedia Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $EXPE

Score
$CSGPLow

Goldman Sachs Reveals AI Stocks To Buy List

After its Q2 earnings, Goldman Sachs updated an “AI Productivity Beneficiaries” basket by screening Russell 1000 firms for high labor costs versus sales and wage-bill exposure to AI automation. CoStar Group (CSGP) led, with 37% wage-bill exposure and labor costs at 31% of sales. Dollar Tree (DLTR) and eBay (EBAY) followed; Arthur J. Gallagher (AJG) and Brown & Brown (BRO) also ranked.

Expedia’s Fall Travel Outlook Reveals Shoulder Season Pricing is Harder to Find This Year, But Travelers Can Still Save on Select Getaways

Expedia said its Fall Travel Outlook shows shoulder-season deals are harder to find in many U.S. destinations. For the top 10 destinations, fall lodging prices averaged 20% higher than summer and fall flight prices averaged 2% higher. Expedia highlighted six destinations with combined lodging and flight savings of about 25% on average, led by Aspen at about 45%.

$EXPELow

Expedia price target raised to $351 from $322 at UBS

UBS raised its Expedia (EXPE) price target to $351 from $322 and kept a Neutral rating, citing Expedia’s strong Q2. The company reported gross bookings up 12%, revenue up 14%, and adjusted EBITDA up 23% to $1.12B, with U.S. demand and B2B momentum offsetting European softness.

The AI productivity payoff is coming. Here are 20 stocks primed to capture the gains as adoption spreads.

Goldman Sachs says investors have focused on AI infrastructure more than AI productivity beneficiaries. It reports Q2 S&P 500 EPS growth of 31% YoY, with infrastructure about half. Only 11% of S&P 500 firms quantified AI productivity impacts. Goldman estimates AI inference is <0.5% of S&P 500 revenues and has screened 20 stocks, including EBAY and CS GP.

$EXPEMed

Expedia Group (EXPE), What Is Behind The Fresh Attention?

Simply Wall St highlights Expedia Group’s (EXPE) Q2 2026 results with higher year-over-year sales and net income, and raised full-year and Q3 revenue guidance. It cites a $293.71 fair value versus a $332.69 last close, and notes a P/E of 19.6x versus 23.6x for US hospitality and 25.4x peers.

$EXPEHighAI 9/10

Expedia (EXPE) Q2 2026 Earnings Call Transcript

Expedia Group (EXPE) reported Q2 2026 results, saying it exceeded the high end of guidance for the fifth quarter in a row. Bookings rose 12%, revenue rose 14%, and adjusted EBITDA was $1.1 billion (25.9% margin). Adjusted EPS grew 36% and trailing 12-month free cash flow was $4.5 billion. The company raised full-year guidance and discussed AI, B2B growth, and acquisitions (Layla) and planned CarTrawler.

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