Bernstein Cuts PT on Expedia Group (EXPE) to $253 From $256 – Here’s Why

NodeGuardian · 2026-03-15T20:37:50+00:00

Bernstein lowered its Expedia price target to $253, maintaining a Market Perform rating amid strong Q4 results. Concerns over AI disruption and Mizuho's target reduction to $245, citing market contraction, weigh on share performance.

NodeGuardian

2026-03-15 20:37:50

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Bernstein has reduced its price target on Expedia Group (EXPE) to $253 from $256, while maintaining a Market Perform rating. Despite strong Q4 2025 financial results and positive guidance, concerns about potential AI disruption in the online travel agency (OTA) business model are influencing share price performance. Mizuho also lowered its price target on EXPE to $245, citing peer group multiple contraction.

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