Cantor Fitzgerald cuts Expedia price target to $180, keeps neutral rating

Published 29/01/2025, 13:48
Cantor Fitzgerald cuts Expedia price target to $180, keeps neutral rating

On Wednesday, Cantor Fitzgerald adjusted its price target for Expedia Group Inc. (NASDAQ:EXPE) shares, bringing it down to $180 from the previous target of $190, while retaining a Neutral stance on the stock. According to InvestingPro analysis, Expedia appears undervalued at its current price of $171.77, with strong fundamentals including a PEG ratio of 0.52, indicating attractive valuation relative to growth. The firm’s analyst expressed concerns over the unclear future of the business-to-consumer (B2C) segment and questioned whether Expedia could enhance growth at its VRBO vacation rental platform without increasing investment levels.

The analyst pointed out that although Expedia might present a preliminary outlook for fiscal year 2025 with a slight acceleration in bookings growth when excluding foreign exchange impacts, the prospects for margin expansion appear more daunting. Despite these concerns, InvestingPro data shows the company maintains impressive gross profit margins of 89.19% and has achieved revenue growth of 6.56% over the last twelve months. The commentary highlighted that Expedia’s stock performance has lagged behind the Nasdaq index by approximately 10 percentage points since the start of the year.

The firm’s position remains neutral, pending a clearer understanding of the growth trajectory for Expedia’s B2C brands in the fiscal year 2025. The analyst’s remarks reflect a cautious stance on the company’s ability to navigate the challenges within the travel industry, particularly in improving its vacation rental business amidst stable investment levels.

Expedia’s performance in the market and the company’s future financial outlook, especially concerning its B2C operations and margin growth, are being closely monitored by investors. The updated price target from Cantor Fitzgerald indicates a tempered expectation for the travel booking giant’s stock in the near term. For a deeper understanding of Expedia’s financial health and growth prospects, investors can access comprehensive analysis and additional ProTips through InvestingPro’s detailed research reports, which provide expert insights on over 1,400 US stocks.

In other recent news, Expedia Group Inc. has seen significant developments. Ahead of their anticipated fourth-quarter earnings report, Cantor Fitzgerald analysts revised their price target for the company, adjusting it to $180 from $190, while maintaining a Neutral rating. The company’s fourth-quarter performance is expected to be strong, with key performance indicators predicted to show notable outperformance. Analysts from BofA Securities have upgraded Expedia from Neutral to Buy, citing early signs of improvement in U.S. travel trends and potential growth in EBITDA.

Meanwhile, Booking Holdings (NASDAQ:BKNG) has experienced a favorable turn of events, as a federal court overturned a verdict that held the company accountable for violating a computer fraud law against Ryanair DAC. This decision has removed a significant legal obstacle for the company. In addition, Booking’s Chief Financial Officer, Ewout Steenbergen, noted that American consumers are still delaying their vacation planning due to inflation, while European travelers are making travel arrangements earlier.

The Federal Trade Commission (FTC) has implemented a final Junk Fees Rule aimed at prohibiting deceptive pricing and hidden fees in the live-event ticketing and short-term lodging industries, which could impact companies like Booking Holdings and Expedia. These are some of the recent developments impacting these companies in the travel industry.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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