Expedia price target lowered to $266 from $270 at UBS

UBS lowered the firm’s price target on Expedia (EXPE) to $266 from $270 and keeps a Neutral rating on the shares. Business to Consumer experienced its fastest growth in EMEA in nearly three years, with segment margins rising 6 points to 31.5% due to marketing leverage and increased advertising, the analyst tells investors in a research note. Strong consumer travel demand, including longer booking windows and stays, drove 9% Room Nights growth, while 1Q26 group bookings and revenue guidance came in above Street expectations, the firm says.