Las Vegas Sands vs Expedia
Las Vegas Sands and Expedia are the two companies this page compares to explain different business models, revenue approaches, and the wider market context. It covers corporate structure, strategy, and performance indicators in a neutral, accessible way, showing how each company positions itself in its industry. Educational content, not financial advice.
Las Vegas Sands and Expedia are the two companies this page compares to explain different business models, revenue approaches, and the wider market context. It covers corporate structure, strategy, an...
Why It's Moving
LVS Dips to 20-Day Low as Investors Rotate Out of Gaming Ahead of Q4 Earnings
- Barclays, Morgan Stanley, and BofA analysts hiked price targets to $65-$70, citing easy year-over-year comps from stimulus and tax refunds boosting regional gaming exposure.
- Gaming sector faces 'muted' 2026 outlook with rates favoring goods over services, plus stretched consumers after years of inflation, per analyst notes.
- Stock shows short-term weakness with 10.9% 30-day decline despite 38% one-year gains, as market anticipates earnings amid neutral-to-positive Wall Street views.
Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst
- Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
- Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
- Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.
LVS Dips to 20-Day Low as Investors Rotate Out of Gaming Ahead of Q4 Earnings
- Barclays, Morgan Stanley, and BofA analysts hiked price targets to $65-$70, citing easy year-over-year comps from stimulus and tax refunds boosting regional gaming exposure.
- Gaming sector faces 'muted' 2026 outlook with rates favoring goods over services, plus stretched consumers after years of inflation, per analyst notes.
- Stock shows short-term weakness with 10.9% 30-day decline despite 38% one-year gains, as market anticipates earnings amid neutral-to-positive Wall Street views.
Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst
- Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
- Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
- Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.
Investment Analysis
Pros
- Las Vegas Sands is forecasted to grow revenues from $11.3 billion in 2024 to $12.35 billion in 2025 with improving EBITDA margins from 33.81% to 37.95%.
- The company has strong net profit margin growth potential, increasing from 12.8% in 2024 to 14.8% in 2025, indicating improved profitability.
- Las Vegas Sands operates integrated resorts in key global markets including Macao, Singapore, and Las Vegas, providing diversified geographic exposure.
Considerations
- Analyst price forecasts show potential downside, with some models predicting a share price decline of about 11% by the end of 2025.
- The company's PE ratio stands high at around 28, significantly above its 10-year average of 6.34, suggesting possibly stretched valuation levels.
- Long-term forecasts indicate significant volatility and uncertainty, with some predictions showing potential price drops of over 60% by 2035 and 2040.
Expedia
EXPE
Pros
- Expedia benefits from a large market capitalization of around $26 billion, supporting scale advantages in the online travel services sector.
- The company is positioned in the growing travel and leisure industry recovering from pandemic impacts, with strong demand for online travel bookings.
- Expedia has a diversified business model with multiple brands and services which can help mitigate operational risks and capitalize on various travel segments.
Considerations
- Expedia remains subject to travel industry cyclicality and macroeconomic factors which can cause volatility in its earnings and revenue streams.
- The company faces significant competition from other online travel agencies and direct travel providers, pressuring margins and market share.
- Economic uncertainties such as inflation, interest rates, or geopolitical tension can negatively impact consumer travel spending, affecting Expedia’s growth.
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Las Vegas Sands (LVS) Next Earnings Date
Las Vegas Sands (LVS) is scheduled to release its next earnings report for Q4 2025 after market close on Wednesday, January 28, 2026. The company will host a conference call at 1:30 p.m. Pacific Time to discuss the results. This follows their historical pattern of late-January releases for the prior year's fourth quarter.
Expedia (EXPE) Next Earnings Date
Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.
Las Vegas Sands (LVS) Next Earnings Date
Las Vegas Sands (LVS) is scheduled to release its next earnings report for Q4 2025 after market close on Wednesday, January 28, 2026. The company will host a conference call at 1:30 p.m. Pacific Time to discuss the results. This follows their historical pattern of late-January releases for the prior year's fourth quarter.
Expedia (EXPE) Next Earnings Date
Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.
Which Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
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