When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

This article looks at the 10 Best Magic Formula Stocks for 2026.For the past several decades, individual investors have sought high-quality, undervalued stocks. While many strategies exist, most require a thorough analysis of financial statements.However, in 2005, American academic and hedge fund manager Joel Greenblatt introduced what he called the ‘Magic Formula’ in his book The Little Book That Still Beats the Market. This is a straightforward, rules-based approach to investing in good stocks trading at ...

Expedia Group, Inc. (NASDAQ:EXPE) is included among the 13 Most Promising Long-Term Stocks to Buy According to Hedge Funds. Expedia (EXPE) Target Reduced by Citigroup Following Latest Results Mike Fuchslocher / Shutterstock.com On February 23, Citigroup lowered its price recommendation on Expedia Group, Inc. (NASDAQ:EXPE) to $225 from $281. It reiterated a Neutral rating on the shares. The revision reflected a more measured outlook following the company’s latest results and guidance. On February 12, Ex ...

Core Viewpoint - The article discusses the preference for Booking (BKNG) over Expedia (EXPE) due to Booking's greater international selection and overall user experience in travel planning [1]. Group 1: Company Analysis - Booking (BKNG) is favored for its extensive international offerings, which enhances the travel experience for users [1]. - Expedia (EXPE) is mentioned as a competitor but does not match the selection provided by Booking [1]. Group 2: Analyst Background - The author has over 35 years of experience in the investment field, including roles as a sell-side and buy-side analyst, as well as a portfolio manager for debt and equity funds [1]. - The focus is on providing fundamental analysis of companies and funds, with an emphasis on financial statements and their implications [1].

Core Insights - Expedia Group, Inc. (NASDAQ:EXPE) reported strong fourth-quarter results with double-digit year-over-year growth in gross bookings and revenue, alongside a 32% increase in adjusted EBITDA [3][4] - Baird raised its price target on Expedia to $282 from $280, maintaining an Outperform rating due to improved operating trends and profitability metrics [1][3] - The company ended 2025 with $5.7 billion in unrestricted cash and repurchased approximately 9 million shares for $1.7 billion, while increasing its quarterly dividend by 20% to $0.48 per share [4] Financial Performance - Expedia experienced a 9% growth in room nights and a 24% increase in B2B bookings, indicating resilient demand in both international and U.S. markets [3] - Despite a 31% decline in GAAP net income for the quarter, the overall financial health is supported by accelerating EBITDA growth and disciplined capital allocation [4] Company Overview - Founded in 1996 and headquartered in Seattle, Washington, Expedia is a leading travel technology platform with a diverse portfolio of brands including Expedia, Hotels.com, Vrbo, and others [5]

Core Viewpoint - Expedia Group, Inc. is a leading online travel company with a diverse range of services and faces competition from major players in the travel industry [1] Group 1: Stock Performance and Analyst Ratings - BMO Capital maintained a "Market Perform" rating for Expedia, raising its price target from $250 to $255, indicating a positive outlook [2] - Jefferies Financial Group raised its price target from $270 to $285 while maintaining a "hold" rating, and HSBC increased its target price from $365 to $387 with a "buy" rating, reflecting mixed analyst sentiment [4] - Currently, Expedia's stock is priced at $212.67, down 6.41% with a market capitalization of approximately $24.88 billion [5] Group 2: Short Interest and Trading Activity - In January, Expedia's short interest rose by 22.8% to over 7.5 million shares, representing 6.7% of its shares sold short, with a days-to-cover ratio of 3.9 days [3]

Core Viewpoint - Expedia (EXPE) has experienced a significant decline of 25.4% over the past four weeks, but it is now positioned for a potential trend reversal as it is in oversold territory, supported by analysts predicting better earnings than previously expected [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to determine if a stock is oversold, with readings below 30 indicating oversold conditions [2]. - EXPE's current RSI reading is 27.59, suggesting that the heavy selling pressure may be exhausting itself, indicating a potential reversal in the stock's trend [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts that earnings estimates for EXPE have increased by 2% over the last 30 days, which typically correlates with price appreciation in the near term [7]. - EXPE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [8].

Core Insights - Expedia is actively adapting to the AI era by exploring innovative methods to engage travelers and implementing AI technologies within its operations [1] Group 1 - The company is testing new strategies to reach travelers, indicating a proactive approach to market changes [1] - Expedia is leveraging AI aggressively in its internal processes, showcasing its commitment to technological advancement [1]

Core Insights - Expedia Group (EXPE) reported a strong fourth-quarter 2025 performance with adjusted EPS of $3.78, exceeding the Zacks Consensus Estimate by 9.29% and marking a 58% year-over-year increase [1] - The company's revenues reached $3.55 billion, surpassing consensus estimates by 4.22% and reflecting an 11.4% year-over-year growth [1] - Expedia ended the quarter with 94 million booked room nights, a 9% increase from 86.4 million in the prior year, while gross bookings rose 11% to $27 billion, driven by robust demand in both the U.S. and international markets [1] B2B and Advertising Performance - The B2B segment showed exceptional growth, with gross bookings increasing by 24% to $8.66 billion and revenues climbing 24% to $1.29 billion, exceeding the Zacks Consensus Estimate by 7.64% [2] - Adjusted EBITDA for B2B reached $308 million, surpassing estimates by 1.27%, although the margin decreased by 60 basis points year-over-year to 23.9% due to investments in new product lines and partner capabilities [2] - The B2B segment benefited from double-digit growth across all regions, with the Rapid Application Programming Interface being a significant contributor [3] Advertising Growth - Advertising revenues rose 19% to $305 million, beating the Zacks Consensus Estimate by 16.36%, as the company achieved a record number of active advertising partners [4] - Expedia Group Advertising revenues grew 19% to $208 million, while trivago advertising revenues surged 47% to $97 million, driven by the introduction of new ad formats [4] B2C Segment Dynamics - The B2C segment also performed well, with gross bookings growing 5% to $18.34 billion and revenues increasing 4% to $2.16 billion, surpassing estimates by 1.91% [5] - Despite geopolitical challenges in Asia impacting regional performance, B2C adjusted EBITDA reached $679 million, exceeding estimates by 13.23%, with a margin of 31.5%, up 560 basis points year-over-year [7] - Lodging revenues grew 11% to $2.82 billion, beating estimates by 4.48%, while air revenues declined 3% to $94 million, missing estimates by 13.27% [8]

Group 1: Metals Sector - Jefferies analysts raised price targets for gold and copper miners, indicating a bullish outlook on precious and base metals [2][9] - Newmont's target increased to $158 from $136 and Barrick Gold's target raised to $66 from $60 [2] - Mid-tier players like Alamos Gold and Endeavour Mining also saw target increases to $61 and C$112 respectively [2] Group 2: Travel Sector - Jefferies cut its price target for Expedia from $285 to $240, reflecting concerns over potential headwinds in the digital booking space [3][9] - The firm remains optimistic about the aviation recovery in North America, raising Air Canada's target to C$22 from C$18 [3] Group 3: Economic Data and Currency - Japan's Q4 2025 GDP growth was below analyst forecasts, leading to a dovish outlook for the Bank of Japan and pushing the EUR/JPY exchange rate above 181.50 [4][9] - Industrial Production remained flat at -0.1% month-over-month in December, but Capacity Utilization rebounded by 1.3% [5] Group 4: Corporate Developments - ByteDance is enhancing safeguards against unauthorized use of IP and likenesses in response to concerns over its Seedance 2.0 project [6][9] - Jefferies raised its target for Moderna to $37 from $30, indicating a stabilizing outlook for the biotech company [7] - TD Cowen analysts upgraded Magna International's price forecast from $58 to $75, signaling confidence in the automotive supplier's growth trajectory for 2026 [7]