Live NationExpedia

Live Nation vs Expedia

Live Nation Entertainment, Inc. and Expedia, Inc. are compared to illustrate their business models, financial performance, and the market context in which they operate. The page presents neutral, acce...

Why It's Moving

Live Nation

Live Nation Buzzes with Tour Announcements as Analyst Tweaks Stir Debate on LYV's Path.

  • Wave of tour reveals from Feb 9-13, including Fuerza Regida's first national stadium tour and Jimmy Eat World's 25th anniversary trek, underscores strong pipeline for ticket sales and venue revenue.
  • Citigroup slashed its price target from $195 to $181 but retained Buy rating, highlighting tempered upside amid Q3 profit decline outlook.
  • Deutsche Bank nudged target from $175 to $173 with Buy intact, balancing buy-side support against high leverage and legal scrutiny pressures.
Sentiment:
โš–๏ธNeutral
Expedia

Expedia's Q4 Earnings Ignite Optimism for 2026 Growth Despite Short-Term Volatility

  • Q4 results prompted a raised quarterly dividend to $0.48 per share, payable March 26, underscoring confidence in cash flow stability amid robust booking trends.
  • Forward guidance highlights AI tools and a unified platform boosting margins, with B2B and advertising as resilient revenue drivers.
  • Upcoming catalysts include sustained room night growth and international expansion, positioning Expedia to navigate economic cycles effectively.
Sentiment:
๐ŸƒBullish

Investment Analysis

Pros

  • Live Nation operates a dominant global position in live entertainment including concerts, ticketing, and sponsorship segments.
  • Analysts generally hold a consensus 'Strong Buy' rating with an average price target around $173, implying upside potential from current levels.
  • The company benefits from diversified revenue streams and scale, including ownership and operation of venues plus strong event promotion capabilities.

Considerations

  • The stock currently trades at a high price-to-earnings ratio above 100, indicating stretched valuation relative to earnings.
  • Recent analyst revisions include some target price reductions reflecting concerns about short-term growth and margin pressures.
  • Market volatility and macroeconomic factors like consumer spending patterns and event attendance could impact revenue unpredictably.

Pros

  • Expedia is a leading online travel booking platform with significant market share in vacation rentals, hotels, and flights.
  • The company has improved profitability and cash flow generation in recent quarters supported by travel demand recovery.
  • Expediaโ€™s strong brand portfolio and investment in technology enhance competitive positioning and customer experience.

Considerations

  • Exposure to cyclical travel industry risks including economic downturns, geopolitical tensions, and pandemic-related disruptions remains high.
  • Intense competition from peers and alternative travel booking channels exert pricing pressure and limit margin expansion.
  • Regulatory scrutiny around data privacy and changing digital marketing rules could increase compliance costs and affect business.

Related Market Insights

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The Experience Economy: Why Memories Are the New Luxury

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Live Nation (LYV) Next Earnings Date

Live Nation Entertainment (LYV) is scheduled to report its next earnings, covering Q4 2025, after market close on Thursday, February 19, 2026. This date aligns with analyst expectations and historical patterns for the company's fiscal year-end release. The earnings call is set for February 26, 2026, at 10:00 AM ET.

Expedia (EXPE) Next Earnings Date

Expedia Group's next earnings release is scheduled for April 29, 2026, which will cover the first quarter of 2026. The company typically reports earnings after market close and holds a conference call to discuss quarterly results with investors. Based on historical patterns, the company has consistently reported earnings in late April for Q1 results.

Which Baskets Do They Appear In?

Ephemeral Experiences

Ephemeral Experiences

Invest in companies creating lasting memories through fleeting moments. These carefully selected stocks represent leaders in the experience economy, from sold-out concerts to dream vacations. As consumers increasingly value doing over owning, these companies are positioned to capture this powerful spending shift.

Published: June 17, 2025

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Experience Economy

Experience Economy

Companies creating memorable experiences are capturing a growing share of consumer spending. This carefully curated collection includes stocks selected by expert analysts that are positioned to benefit from the shift toward travel, entertainment, and leisure activities.

Published: June 17, 2025

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