Expedia Group Stock: Is EXPE Outperforming the Consumer Cyclical Sector?

Expedia Group Stock: Is EXPE Outperforming the Consumer Cyclical Sector?

Aritra Gangopadhyay

Tue, September 22, 2026 at 12:20 PM GMT+3 2 min read

• EXPE -6.28%
• XLY -1.36%

Seattle, Washington-based Expedia Group, Inc. (EXPE) operates as an online travel company in the United States and internationally. The company has a market cap of $33.5 billion and operates through B2C, B2B, and trivago segments, and operates Brand Expedia, a full-service online travel brand that offers various travel products and services, Hotels.com for lodging accommodations, Vrbo, an online marketplace for alternative accommodations, and more.

Companies with a market cap of $10 billion or more are typically called "large-cap stocks." EXPE fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the travel services industry.

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However, the stock currently trades 17.8% below its 52-week high of $342 recorded on Aug. 26. EXPE has grown 16.7% over the past three months, outperforming the State Street Consumer Discretionary Select Sector SPDR ETF's (XLY) 4.2% decline during the same time frame.

In the longer term, EXPE has delivered a similar performance. The stock has surged 26.3% over the past 52 weeks, also surpassing the 7% fall of XLY over the same period. EXPE has been trading above its 200-day moving average since June and below its 50-day moving average since this month.

On Aug. 4, EXPE stock rose 2.4% following the release of its Q2 2026 earnings. The company's revenue for the quarter rose 14% from the prior year's quarter to $4.3 billion and surpassed the Street's estimates. Moreover, its adjusted EPS came in at $5.76, also topping the consensus estimates. Additionally, its operating margin amounted to 18.5%, up from 12.8% in the year-ago quarter, indicating higher profitability. The company expects full-year revenue in the range of $16.05 billion to $16.22 billion.

When stacked against its rival, Viking Holdings Ltd (VIK) has grown 38.3% over the past year, outpacing EXPE.

Wall Street has a moderately bullish view of the stock currently. Among the 36 analysts tracking EXPE, the overall consensus stands at a "Moderate Buy." Its mean price target of $331.78 offers an 18.1% upside potential from current prices.

On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com