This week's biggest % winners & losers : Nov 4 - 8, 19 (wk 45)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: CLVS (5.88 +64.02%), COLL (19.96 +55.33%), SGRY (11.76 +35.48%), SIEN (8.84 +32.34%), EVH (10.12 +29.74%), EPZM (15.18 +28.1%)
• Materials: KOP (43.81 +31.17%), CENX (8.28 +29.17%)
• Industrials: BE (5.17 +54.79%), MAXR (11.8 +31.84%), TGI (27.7 +26.2%)
• Consumer Discretionary: NIO (1.98 +30.26%), SBH (19.9 +27.81%), ODP (2.56 +26.11%)
• Information Technology:  COMM (15.7 +38.82%), SYNA (59.01 +31.02%)
• Financials: TRUP (31.48 +32.55%)

This week's top % losers

• Healthcare: MYGN (23.64 -30.06%), ANIP (57.38 -26.89%), CYTK (8.2 -26.72%), ARQL (7.66 -24.83%)
• Industrials: NSP (68.88 -36.03%), NVEE (53.08 -27.94%)
• Consumer Discretionary: PRTY (2.34 -58.66%), MOD (7.02 -39.43%), EXPE (101.32 -26.47%), SHAK (62.06 -25.02%), ROKU (121.94  -16.76%), RP (54.11  -12.03%)
• Information Technology: PLT (25.47 -37.24%)
• Energy: EXTN (8.64 -33.59%)
• Consumer Staples: MED (74.36 -31.95%)

=Expedia (EXPE) reported earnings on Wed 6 Nov 19 (a/h)

Expedia Group misses by $0.43, misses on revs

Reports Q3 (Sep) earnings of $3.38 per share, excluding non-recurring items, $0.43 worse than the S&P Capital IQ Consensus of $3.81; revenues rose 2.8% year/year to $3.37 bln vs the $3.57 bln S&P Capital IQ Consensus.

Expedia Group's net income declined 22% and Adjusted EBITDA was flat in the third quarter.

For the third quarter of 2019, total gross bookings increased 9% (including 1 percentage point of negative foreign exchange impact), driven by growth in Expedia Partner Solutions, which includes the benefit from enterprise deals launched in late 2018, and Hotels.com.

Co guides for EBITDA growth on its conference call (4:30pm ET- Current outlook is +12-15%).

=Expedia (EXPE) reported earnings on Thur 7 Feb 2019 (a/h)

Expedia Group beats by $0.18, reports revs in-line

• Reports Q4 (Dec) earnings of $1.24 per share, excluding non-recurring items, $0.18 better than the S&P Capital IQ Consensus of $1.06; revenues rose 10.3% year/year to $2.56 bln vs the $2.55 bln S&P Capital IQ Consensus.
• Gross bookings increased 13% year-over-year to $99.7 billion for the full year 2018.

=Expedia Group (EXPE) reported earnings on Thur 25 Oct 2018 (a/h)

Expedia Group beats by $0.53, reports revs in-line

• Reports Q3 (Sep) earnings of $3.65 per share, excluding non-recurring items, $0.53 better than the S&P Capital IQ Consensus of $3.12; revenues rose 10.5% year/year to $3.28 bln vs the $3.29 bln S&P Capital IQ Consensus.

=Expedia Group (EXPE) reported earnings on Thur 26 Apr 2018 (a/h)

Expedia Group beats by $0.12, beats on revs; Authorizes additional repurchase of 15 mln shares of common stock 

• Reports Q1 (Mar) loss of $0.36 per share, $0.12 better than the Capital IQ Consensus of ($0.48); revenues rose 14.6% year/year to $2.51 bln vs the $2.44 bln Capital IQ Consensus.
• Gross bookings, including HomeAway, increased $3.6 billion or 15% year-over-year to $27.2 billion. 
• As of April 24, 2018, Expedia Group repurchased 2.5 million shares for $268 million year-to-date. The Executive Committee, acting on behalf of the Board of Directors, authorized additional repurchases of up to 15 million shares of common stock.

-=Expedia (EXPE) reported earnings on Thur 8 Feb 2018 (a/h)

(Reuters) - Shares of U.S. online travel services company Expedia fell after forecasting 2018 selling and marketing costs would outpace revenue growth as it battles rivals for market share.

The company, which owns Expedia.com and Hotels.com, reported equally disappointing previous quarter results partly due to underperformance at its Trivago hotel-search website.

The latest quarter was the first full quarter under Expedia's new Chief Executive Officer Mark Okerstrom, who succeeded Dara Khosrowshahi after he left to take the top job at car-ride provider Uber Technologies Inc.

"Under the new management, Expedia is more aggressively investing in tech and marketing to scale its global footprint and catch up to industry leader Priceline Group Inc, which currently has approximately 2x the inventory and room nights sold as Expedia," RBC Capital Markets analyst Mark Mahaney said.

Mahaney lowered his price target to $141 from $155, while maintaining an "outperform" rating.

Concerns that the apparent inventory war brewing between Priceline and Expedia after the management transition could weigh on the sector in a similar manner to what happened in China with online travel company Qunar, said Benchmark Co analyst Daniel Kurnos.

=Expedia (EXPE) reported earnings on Thur 26 Oct 2017 (a/h)

Expedia misses by $0.10, reports revs in-line 

• Reports Q3 (Sep) earnings of $2.51 per share, $0.10 worse than the Capital IQ Consensus of $2.61; revenues rose 14.9% year/year to $2.97 bln vs the $2.98 bln Capital IQ Consensus. 
• Gross bookings, including HomeAway, increased $2.2 billion or 11% year-over-year to $22.2 billion. Revenue increased 15% year-over-year to $3.0 billion. HomeAway delivered $305 million of revenue, representing an increase of 45% year-over-year. Room nights stayed, including HomeAway, increased 16% year-over-year. Room nights stayed for the global growth brands of Brand Expedia, Hotels.com, EAN and Egencia combined increased 18% year-over-year, with HomeAway room nights stayed up 36% year-over-year.
• Adjusted EBITDA grew 6% year-over-year during the third quarter, including trivago's $8 million loss and an estimated negative impact of approximately $15 million to $20 million from the recent natural disasters.

Trivago (TRVG) guides above estimates

  

Trivago NV (TRVG) raised its outlook for the year following the earnings release of majority shareholder Expedia (EXPE).  U.S. shares of Düsseldorf, Germany-based Trivago rose 3.8% to $15.80 after hours. "Given our strong start to the year, we have increased our full-year guidance and now expect annual revenue growth to be around 50% in 2017," said Trivago Chief Financial Officer Axel Hefer in a statement. Trivago reports quarterly results on May 15. Expedia shares slipped 2% after hours as the online travel company's earnings missed Wall Street estimates by a penny.

Expedia (EXPE) reported earnings on Thur 4/28/16 (a/h)

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Expedia‘s (EXPE) $632 million bet on Trivago paid off again Thursday when the No. 2 online travel agency announced first-quarter results that topped estimates, due in part to the German subsidiary’s 48% year-over-year growth.

Expedia stock bounded as much as 10% Friday before the closing the session up more than 8%, near 116. Shares of No. 1 rival Priceline (PCLN) rose 2%, the day after the company’s chief executive stepped down following an investigation into an at-work relationship.

For the quarter, Expedia reported $1.9 billion in sales, up 39% year over year, and 9 cents adjusted earnings per share, swinging from a 3-cent per-share loss in the year-earlier quarter. Both measures topped analyst views for $1.8 billion revenue and a 6-cent per-share loss.

Credit Suisse analyst Stephen Ju boosted his price target on Expedia stock to 134 from 130 noting the “clean, across-the-board beat.” Ju kept his neutral rating on Expedia stock as he awaits the effect of $3.9 billion acquisition HomeAway.

In total, Expedia spent $6 billion acquiring companies in 2015, Benchmark analyst Daniel Kurnos wrote in a research report. Trivago — which Expedia acquired a majority share in, in 2012 — was a highlight.

Trivago revenue jumped 48% to $176 million and accounted for the second-largest chunk of revenue behind the $1.54 billion, up 32%, achieved in Expedia’s core online travel agency segment. Egencia and HomeAway brought in $110 million and $142 million.

EXPE — is it a buy?

• 2/16/16:  Is EXPE a buy?

• 2 months later:

Expedia (EXPE) reported earnings on Thur 29 Oct 2015 (a/h)

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Expedia (EXPE) reports earnings on 4/30/15 (a/h)

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