
Fresh momentum is carrying Airbnb (NASDAQ:ABNB | ABNB Price Prediction) past its online travel rivals after a quarter of reaccelerating growth. Airbnb stock is at $186.67, up 10% in morning trading.
Expedia Group, Inc. is an American online travel shopping company for consumer and small business travel. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Vrbo (previously HomeAway), Hotels.com, Hotwire.com, Orbitz, Travelocity, trivago and CarRentals.com.
| Revenue (TTM) | $16.23B |
| Gross Profit (TTM) | $14.68B |
| EBITDA | $3.13B |
| Operating Margin | 27.80% |
| Return on Equity | 76.70% |
| Return on Assets | 7.18% |
| Revenue/Share (TTM) | $133.93 |
| Book Value | $13.78 |
| Price-to-Book | 19.57 |
| Price-to-Sales (TTM) | 1.90 |
| EV/Revenue | 2.0 |
| EV/EBITDA | 8.40 |
| Quarterly Earnings Growth (YoY) | 14.90% |
| Quarterly Revenue Growth (YoY) | 11.90% |
| Shares Outstanding | $113.12M |
| Float | $112.25M |
| % Insiders | 0.62% |
| % Institutions | 109.51% |
Volatility is currently expanding

Fresh momentum is carrying Airbnb (NASDAQ:ABNB | ABNB Price Prediction) past its online travel rivals after a quarter of reaccelerating growth. Airbnb stock is at $186.67, up 10% in morning trading.

EXPE's Q3 earnings and revenues beat guidance, driven by strong travel demand and B2B growth, as the company raises its full-year 2026 outlook.

Expedia raises its 2026 revenue and bookings outlook as B2B growth and margin gains drive results, but softer demand and geopolitical risks cloud Q4 prospects.

Shares of Expedia Group, Inc. (NASDAQ:EXPE) were last seen down 7.6% to trade at $292, after the the travel firm posted a slower-than-expected fourth-quarter bookings and revenue outlook.

Expedia CEO Ariane Gorin told CNBC that the company has not yet seen AI agents affecting customers' booking habits. She said complexities in the travel industry would make it difficult for AI to fully replace travel services.

The online travel agency now expects annual revenue to be $16.37 billion to $16.43 billion, up from its previous guidance of $16.05 billion to $16.22 billion.

Online travel firm Expedia raises annual forecasts on resilient demand

SEATTLE--(BUSINESS WIRE)--Expedia Group, Inc. (NASDAQ: EXPE) announced financial results today for the third quarter ended September 30, 2026. Third Quarter Highlights (All comparisons year-over-year) Booked Room Nights grew 7%. Total Gross Bookings grew 11%, while B2B Gross Bookings grew 19% and B2C Gross Bookings grew 7%. Lodging Gross Bookings grew 10%. Revenue grew 12%, driven by B2B, which grew 23%. GAAP net income increased 7% while Adjusted Net Income grew 19%. Adjusted EBITDA increased.

EXPE expects 5-8% Q3 revenue growth as B2B demand and U.S. bookings stay strong, but overseas travel softness and margin pressure may weigh on results.

Expedia Group has improved profitability, with EBIT margin rising to nearly 15% and free cash flow reaching $3.1 billion in 2025. EXPE's B2B segment is a key growth driver, with 23% revenue growth in the latest quarter, diversifying beyond direct consumer bookings. AI-driven changes in travel discovery and booking could erode Expedia's customer acquisition control, pressuring margins and competitive positioning.
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