异动解读 | Expedia财报超预期并上调全年展望,股价盘中大涨17%

异动解读
Nov 07, 2025

在线旅游巨头Expedia(EXPE)周五盘中股价大涨17%,至254.52美元。这一显著涨幅主要源于公司发布的强劲第三季度财报以及对2025年业绩的乐观展望。

根据公司最新发布的财报,Expedia第三季度调整后每股收益达7.57美元,显著高于分析师预期的6.92美元。其中,B2B业务表现尤为亮眼,预订量同比增长26%至93.8亿美元。更值得注意的是,Expedia上调了2025年的收入增长预期,预计将达到6%至7%,较此前3%至5%的预期有显著提升。

多家券商对Expedia的表现给予积极评价。汇丰银行将目标价从232美元上调至272美元,摩根大通将目标价从225美元上调至260美元,而Piper Sandler更是将评级从"减持"上调至"中性",并将目标价从190美元大幅上调至250美元。这些积极的分析师评级进一步推动了Expedia股价的上涨。

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