…ll rebound in March/April. In travel, there are modest concerns on pressure on US inbound travel, a bigger negative for Expedia than Priceline. FX spot rates for both the Euro and the Pound have depreciated 1% vs. the US$ since end of Jan. Many key upcoming events for stocks in 2...
Results for “Expedia”
Search across the indexed text of every released document.
Names that match “Expedia”
10 documents found
Expedia (Buy, $146 PO) Stock view: 1Q faces tough comps, but should clear way for strength into ‘18 We think 1Q expectations are somewhat muted as Expedia has highlighted several earnings headwinds in early 2017, including incremental cloud migration spend, higher marketing spe...
a bigger negative for Expedia than Priceline. FX spot rates for both the
we think Expedia could see a bigger stock benefit from an acceleration in room
…n the past based on GMV growth and market share trends and this volatility could increase due to economic uncertainty. Expedia (EXPE) Our $146 price objective is based on our sum of the parts (SOP) that assumes 9x 2018E EBITDA for the core OTA business (a discount to Priceline...
…Away growth. We expect room night growth to remain stable at 16% in 1Q’17 before accelerating on easier comps in 2Q/3Q. Expedia guided 2017 EBITDA growth to 10-15% and our 2017 EBITDA forecast of $1.86bn (15% y/y growth) is modestly above the Street at $1.83bn (14% y/y growth). T...
…margin opportunity, 3) hotels favoring their own distribution channels, 4) FX volatility, 5) increased competition from Expedia, TripAdvisor and potentially Google, and 6} the impact of terrorism/disease on global travel trends. The stock has been subject to heavy volatility in t...
…OG US Justin Post Amazon.com AMZN AMZN US Justin Post Bankrate RATE RATE US Nat Schindler eBay EBAY EBAY US Justin Post Expedia EXPE EXPE US Justin Post Facebook FB FB US Justin Post GrubHub GRUB GRUB US Nat Schindler IAC InterActive IAC IAC US Nat Schindler LendingTree TREE TREE...
…OG US Justin Post Amazon.com AMZN AMZN US Justin Post Bankrate RATE RATE US Nat Schindler eBay EBAY EBAY US Justin Post Expedia EXPE EXPE US Justin Post Facebook FB FB US Justin Post GrubHub GRUB GRUB US Nat Schindler IAC InterActive IAC IAC US Nat Schindler LendingTree TREE TREE...
…abet A GOOGL 848.91 Alphabet C GOOG 831.41 Amazon.com AMZN 909.28 Bankrate RATE 975 Care.com CRCM 11.68 eBay EBAY 33.81 Expedia EXPE 124.97 Facebook FB 141.85 Fitbit FIT 571 GrubHub GRUB 33.27 LendingTree TREE 117.8 Match Group MTCH 16.45 Netflix nflx 143.62 ONDK ONDK 462 Pandora...