Heavyweight investors have adopted a bearish approach towards Expedia Group, with 25% leaning bullish and 50% bearish. Based on trading activity, the significant investors aim for a price territory from $180.0 to $210.0 for Expedia Group over the recent three months. Notable options activity includes 2 puts totaling $87,965 and 10 calls amounting to $401,840.
Heavyweight investors have adopted a bearish approach towards Expedia Group (EXPE), with 25% leaning bullish and 50% bearish. Based on recent trading activity, significant investors are targeting a price territory from $180.0 to $210.0 for Expedia Group over the past three months [1]. Notable options activity includes 2 puts totaling $87,965 and 10 calls amounting to $401,840 [1].
On August 13, 2025, Expedia Group's stock surged 3.19%, driven by a 6% Q2 revenue increase to $3.8 billion, primarily fueled by growth in its B2B segment and advertising. CEO Ariane Gorin highlighted AI partnerships with OpenAI and Google to enhance traffic conversion rates, mitigating U.S. demand softness through international diversification [2]. Despite this positive performance, regulatory scrutiny over AI pricing and antitrust issues in China and California poses potential risks to Expedia's tech-driven travel models.
Analysts have mixed views on Expedia Group. Royal Bank of Canada raised its price target to $200.00, suggesting a potential upside of 3.39% from the stock's current price. Other analysts, including Wedbush and Citigroup, have also adjusted their ratings and price targets, reflecting a range of views on the company's prospects [3].
In conclusion, the bearish stance of heavyweight investors, coupled with the recent surge in stock price and mixed analyst ratings, indicates a complex market environment for Expedia Group. Investors should closely monitor regulatory developments and the company's performance to make informed decisions.
References:
[1] https://www.benzinga.com/insights/options/25/08/47126496/decoding-expedia-groups-options-activity-whats-the-big-picture
[2] https://www.ainvest.com/news/expedia-500m-volume-surges-237th-market-activity-ai-integration-diversified-growth-fuel-3-19-rally-2508/
[3] https://www.marketbeat.com/instant-alerts/royal-bank-of-canada-boosts-expedia-group-nasdaqexpe-price-target-to-20000-2025-08-08/
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