EXPETransportation
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Get what investors say about EXPE next
Follow EXPE free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what EXPE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about EXPE
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-03-01 | Ameya ShindeFounder & Portfolio Manager, Multiples Capital Management | Bullish | Sunday's Idea Brunch | Market is misapplying AI disruption fears to Expedia, whose true value is its B2B platform serving as… |
| 2026-02-24 | Committee MemberUnnamed member, CNBC Halftime Report investment committee | Bearish | CNBC Halftime Committee | Expedia faces AI-driven disruption to its core travel-search business and is already showing a technical… |
| 2024-10-18 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | Expedia's business model is a UI layer on top of third-party licensed data—the most fragile structure in an… |
Next report: 4 Nov 2026 after the close
Notable options days
Sessions in the last 120 where EXPE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 15 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-23 | ||||||
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| 2026-06-25 | ||||||
| 2026-06-24 |
EXPE on the Wheel
EXPE did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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