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Expedia (EXPE) stock fell 7.7% on September 23, leaving it about 24% below its August 24 high of $339. Yet the company's latest results beat its forecast, and over the past 12 months the stock has still returned about 17%, roughly in line with the S&P 500. So how far could Expedia go in a real market shock.
Booking (BKNG) turns 35% of its sales into operating profit, against 18.6% for the S&P 500. Yet its stock lost 29% in the year to September 23, 2026, while the index returned 13%. Booking expects third-quarter 2026 revenue to grow just 4% to 6%. The question you face is whether that slower growth is a pause or Booking's new pace. Start with what the current price already asks you to pay.
Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.
Airbnb (ABNB) is spending to grow beyond homes, into hotels, car rentals, and other services. For an owner, the risk is that this spending squeezes profit margins while the stock trades at a premium. Management has not said what margin Airbnb expects for 2027.
Key Stats for Expedia StockCurrent Price: $259. 04Target Price (Mid): ~$447Street Target (Mean): ~$339Potential Total Return: ~73%Annualized IRR: ~14% / yearWhat Happened?Expedia Group (EXPE) said on September 22 that it is joining Muse, Meta Platforms’ new personal AI agent.
Key Stats for Airbnb StockCurrent Price: $149. 58Target Price (Mid): ~$321Street Target: ~$184Potential Total Return: ~114%Annualized IRR: ~20% / yearWhat Happened?Airbnb (ABNB) lost 7.
Cost concerns have long challenged e-grocery, and addressing the issue is becoming more urgent as consumer price sensitivity rises, executives of the companies said.
Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about who actually owns the supply.
Airbnb (ABNB) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Airbnb has delivered a 21.5% gain over the past year, even after a recent pullback, which puts fresh attention on whether that price still lines up with what its earnings can support. With the stock now around US$149.58, investors are weighing how much of the story is already reflected in the multiple attached to its profits. The 21.5% 1 year return keeps existing shareholders ahead. This raises the question of how much earnings strength the current valuation is assuming from here. The new...
Shares of financial marketplace platform LendingTree (NASDAQ:TREE) fell 7.4% in the afternoon session after the Wall Street Journal reported that Meta’s Muse can buy goods online, respond to emails, and complete other tasks a user authorizes. Barron’s Anita Hamilton wrote Tuesday that this is already hitting travel sites, because Muse can book flights and places to stay. Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling, she reported. Bloomberg Intelligence analysts Mandeep Singh a
Shares of online travel agency Expedia (NASDAQ:EXPE) fell 7.2% in the afternoon session after Barron’s Anita Hamilton wrote that Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling because Muse can book flights and places to stay. Expedia was down 5.5%, to $265.60, by midday Tuesday, she reported. Bloomberg Intelligence analysts Mandeep Singh and William Tong wrote that if agents take 5% to 10% of travel, ride-hailing, and delivery business, the combined revenue loss could exceed $5
Shares of online accommodations platform Airbnb (NASDAQ:ABNB) fell 6.2% in the afternoon session after Barron’s said Meta’s Muse can make bookings itself, which is the transaction Airbnb charges for when a guest reserves a home. Anita Hamilton wrote that Airbnb and Booking were falling alongside Expedia because Muse can book flights and places to stay, the transaction those sites charge for. Booking was down 2.6% in Tuesday’s session, Maeil Business Newspaper reported. Both are still lower Wedne
Meta's new AI agent can book a flight or hotel room without ever visiting Expedia, Airbnb, or Booking Holdings, and Wall Street is now asking whether the aggregator business model has a future at all.
Investors appeared disgruntled over Instacart’s growing tech footprint. Maplebear stock fell Wednesday, the day after the company said Instacart’s grocery ordering system will be connected to Meta’s artificial-intelligence agent Muse. Shares of the grocery-ordering company slid 2.1% to $43.38, while Meta Platforms stock rose 1% Wednesday.
Netflix and Airbnb could see meaningful earnings growth, delivering compounding returns.
Under the arrangement, Gopuff will become part of the Instacart Marketplace and will use Carrot Ads to run advertising on its own online storefront.
The expansion brings Airbnb closer to travelers' full trip spending
Airbnb, Inc. (ABNB) closed at $161.88 in the latest trading session, marking a -2.98% move from the prior day.
The service is launching in the U.S. and is expected to reach Canada by year-end.
Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.
Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.
The widely followed growth investor keeps making moves.
Morgan Stanley cut Expedia Group, Inc. (NASDAQ:EXPE) to Underweight from Equal Weight on September 16 as a new analyst took over coverage, with a $235 price target about 20% below where the stock had been trading. Analyst Matthew Cost’s argument is that Expedia is losing the race for users. By Morgan Stanley’s count, its monthly […]
Airbnb (ABNB) could add about 1 million rooms to its total addressable market by the end of the year
When Airbnb’s founders struggled to attract investors and piled up debt, an unconventional fundraising stunt helped buy them enough time to keep building.
Key Stats for Airbnb, Inc. 52-Week Range: $110.
LTH vs. ABNB: Which Stock Is the Better Value Option?
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Airbnb (NASDAQ:ABNB) and the rest of the consumer internet stocks fared in Q2.
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