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Expedia Group Inc: 1 director

A director at Expedia Group Inc sold 3,000 shares at 207.776USD and the significance rating of the trade was 63/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

US Trends Improving; Neutral, $220 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush Estimates, FactSet ConsensusReports healthy 2Q25 results. Expedia reported 2Q gross bookings of $30.4B (+5.5% Y/Y), ~2% above consensus of $29.8B (+3.4% Y/Y). Room nights reached 106mm, with Y/Y growth ~200bps above consensus and ~270bps above

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Travel Getting Toppy; Neutral, $130 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAirbnb reported strong 2Q results and provided an in-line outlook for 3Q. Nights and Experiences booked growth in 2Q of +7.4% Y/Y was ~80bps above Street estimates. Revenue and adj. EBITDA were ahead of estimates by

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Now Arriving: July '25 Online Travel Trends

Key Findings:US hotel RevPAR growth has averaged -0.4% Y/Y in 2Q, from +2% Y/Y in 1Q and +4% Y/Y in 4Q24. Growth fell ~1% Y/Y in June after flat Y/Y growth (~0%) in both May and April. Trends are slightly more positive on a 2-year stacked basis, with RevPAR growth averaging +1% Y/Y in 2Q, consisten

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
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