Ticker brief
EXPE EXPEDIA GROUP INC
Communications · Internet
last close
$289.01
1 day
-3.2%
14 days
+5.4%
mkt cap
$32.2B
signals 14d
19
authors 14d
15
crowd 14d
-0.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 60% rich · 85 pctile own 1y | IV/HV 1.34× |
| Skew — 25Δ RR 30d | -0.036 75 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +1.15 normal | 5-session Δ +0.09 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-02-13 (z=2.4) |
| Next earnings | 2026-11-04 (proj) | in 9d |
| CSP screen | rank #126 · $270.0 strike · 0.24% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-04 → 2026-10-15 · now +0.50 (−1 bearish … +1 bullish)
Who spoke15
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @ChrisLaCoursie1 | C | -1.99 | 3 | -0.03 |
| @TradewithJade1 | C | -0.81 | 3 | +0.53 |
| @tradetool1 | C | +0.68 | 1 | -0.15 |
| @newsinvesting | C | · | 1 | -0.15 |
| @SchwabNetwork | C | -0.56 | 1 | +0.00 |
| @DimitryNakhla | A | -1.33 | 1 | -0.55 |
| @DDBlakeFischer | A | -0.47 | 1 | -0.45 |
| @ReneSellmann | B | -2.01 | 1 | -0.05 |
| @ChrisCamillo | A | -0.27 | 1 | +0.10 |
| @7StarMike | C | +0.49 | 1 | +0.25 |
| @AlphaSenseInc | B | -0.17 | 1 | +0.15 |
| @Fiscal_ai | B | -1.43 | 1 | +0.00 |
| @ineedsow | C | -2.15 | 1 | -0.15 |
| @johnarnold | A | · | 1 | -0.45 |
| @tenet_research | C | -1.23 | 1 | +0.50 |
Recent signals19of 19 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-15 | @tenet_research | +0.50 | Identifies broad strength and rotation across travel, restaurants, crypto and nuclear groups. | -1.0% | tweet ↗ |
| 2026-10-14 | @TradewithJade1 | +0.45 | Recaps trimming growth and rotating into value after SPY reached the stated target. | +5.2% | tweet ↗ |
| 2026-10-14 | @TradewithJade1 | +0.45 | Discloses prior market shorts and existing value-stock purchases after anticipating hot CPI. | +5.2% | tweet ↗ |
| 2026-10-12 | @johnarnold | -0.45 | Calls Expedia's alleged seller restrictions blatantly anticompetitive and compares them with Amazon litigation. | +7.7% | tweet ↗ |
| 2026-10-12 | @ineedsow | -0.15 | Expresses surprise that Expedia remains near highs despite consumer financial pressure. | +7.7% | tweet ↗ |
| 2026-10-10 | @TradewithJade1 | +0.70 | Discloses existing call positions in MA, V and EXPE and expects many DIA components to rise. | +5.4% | tweet ↗ |
| 2026-10-10 | @Fiscal_ai | +0.00 | Quantifies annual booking volumes at leading online travel agencies and asks how AI agents may alter them. | +5.4% | tweet ↗ |
| 2026-10-09 | @AlphaSenseInc | +0.15 | Expert framework says commerce agents favor data-rich platforms but threaten retailer intermediation. | +5.4% | tweet ↗ |
| 2026-10-09 | @7StarMike | +0.25 | Labels EXPE as a swing setup but provides no visible entry mechanics. | +5.4% | tweet ↗ |
| 2026-10-09 | @ChrisLaCoursie1 | +0.00 | Promotes an extremely bullish NTRP acquisition thesis based on its AI travel platform | +5.4% | tweet ↗ |
| 2026-10-08 | @ChrisCamillo | +0.10 | Defends OpenAI partner-channel sales as real customer spending using Expedia as an analogy. | +7.0% | tweet ↗ |
| 2026-10-08 | @ChrisLaCoursie1 | -0.10 | Speculates NTRP may announce large ad deals and attract EXPE or BKNG as buyers. | +7.0% | tweet ↗ |
| 2026-10-08 | @ReneSellmann | -0.05 | Long-form analysis weighs agentic-AI risks against online travel agencies' supply moats. | +7.0% | tweet ↗ |
| 2026-10-07 | @ChrisLaCoursie1 | +0.00 | Predicts significant sponsorship revenue and frames NTRP as a potential buyout target. | +11.6% | tweet ↗ |
| 2026-10-05 | @DDBlakeFischer | -0.45 | Argues AI agents will eventually make OTA aggregators and their fees unnecessary. | +11.1% | tweet ↗ |
| 2026-10-05 | @DimitryNakhla | -0.55 | Contrasts agent-vulnerable travel platforms with deeply embedded enterprise software franchises. | +11.1% | tweet ↗ |
| 2026-10-05 | @SchwabNetwork | +0.00 | References charts and trades but provides no visible levels or directional conclusions. | +11.1% | tweet ↗ |
| 2026-10-05 | @newsinvesting | -0.15 | AI agents may disrupt traffic, pricing power and customer ownership across travel platforms. | +11.1% | tweet ↗ |
| 2026-10-04 | @tradetool1 | -0.15 | Analyzes how external AI agents could reshape travel-platform distribution and moats. | +9.1% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.