What Happened?
A number of stocks fell in the morning session after President Trump declared the Iran ceasefire "over" and threatened fresh strikes, sending oil higher.
Online travel platforms earn commissions on flights, hotels, and packages, so their revenue is a direct derivative of travel volumes and prices. The problem with an oil-driven shock is that it hits both sides of that equation: higher jet fuel pushes airfares up, which can dampen the very bookings these platforms monetize, while geopolitical uncertainty makes travelers hesitant to commit to trips, especially international ones where margins are richest.
Renewed Middle East conflict raises the additional risk of itinerary disruptions and cancellations across European and Gulf-adjacent routes. Layered on top is the growth-stock dynamic: rising bond yields compress the valuations of high-multiple internet names.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Online Travel company Expedia (NASDAQ: EXPE) fell 4.6%. Is now the time to buy Expedia? Access our full analysis report here, it’s free.
- Online Travel company Booking (NASDAQ: BKNG) fell 4.6%. Is now the time to buy Booking? Access our full analysis report here, it’s free.
- Online Travel company Airbnb (NASDAQ: ABNB) fell 4.5%. Is now the time to buy Airbnb? Access our full analysis report here, it’s free.
Zooming In On Expedia (EXPE)
Expedia’s shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 14 days ago when the stock gained 9.8% on the news that a major institutional investor, Corient Private Wealth LLC, significantly increased its holdings in the company, a move viewed as a strong vote of confidence.
The positive sentiment was further supported by recent shareholder approval of the current board and the executive pay package. This news builds on lingering enthusiasm from a recent quarter where revenue jumped 14.7 percent.
Separately, the company announced changes to its One Key loyalty program. While members will no longer earn rewards on flight bookings starting July 28, Gold and Platinum members will gain lounge access for eligible flight delays of 90 minutes or more beginning in late September.
Expedia is down 9.1% since the beginning of the year, and at $257.19 per share, it is trading 14.6% below its 52-week high of $301.31 from January 2026. Despite the year-to-date decline, investors who bought $1,000 worth of Expedia’s shares 5 years ago would now be looking at an investment worth $1,592.
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