Expedia Group (EXPE) is in focus after its B2B arm outlined new AI powered products, an agreement to acquire CarTrawler, and fresh merchandising and advertising tools aimed at partners across sectors.

The recent AI focused B2B announcements, the planned CarTrawler acquisition, and the CLEAR partnership come as Expedia Group trades at US$226.56, with a 7 day share price return of 4.12%, a year to date share price return that is down 19.93%, and a 3 year total shareholder return of 139.14%. This suggests that long term holders have seen considerably stronger overall gains than short term traders.

If this mix of travel technology, AI tools, and partner driven growth has your attention, it may be worth scanning for other companies riding similar trends through 47 AI infrastructure stocks

With Expedia Group trading at US$226.56 and sitting below consensus analyst targets, while already posting a 3 year total shareholder return of 139.14%, the key question is simple: is there still upside, or is future growth already priced in?

Most Popular Narrative: 34.5% Undervalued

At a last close of $226.56 versus a narrative fair value of $345.94, Expedia Group is framed as meaningfully undervalued, with the focus shifting to how the business is evolving rather than short term travel swings.

Expedia is no longer a simple reopening trade. It is an execution story. The company’s future depends less on macro travel growth and more on its ability to monetize evolving traveler behavior.

Curious what sits behind that view of Expedia’s “next phase”? The narrative leans heavily on experience led travel, longer stays, and margin rich technology improvements. It also bakes in specific expectations for revenue growth, earnings expansion, and future profit multiples that you will not see just by looking at the current share price.

Result: Fair Value of $345.94 (UNDERVALUED)

However, this hinges on execution. Weaker AI adoption by partners or tougher competition for experience-led travel could quickly challenge that 34.5% undervalued narrative.

Next Steps

Given the mix of optimism and concern in this story, it can be useful to review the underlying data yourself. Move quickly to shape your own view by weighing up 4 key rewards and 1 important warning sign

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.