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Today's Featured Content 3 Travel Stocks to Watch Heading Into the HolidaysWritten by Chris Markoch. Published 10/6/2025. 
Key Points - A strong outlook for earnings growth and margin expansion supports Expedia's stock valuation despite trading above consensus targets.
- Profit-taking has pressured Royal Caribbean stock, but analysts see upside fueled by strong demand, a healthier balance sheet, and rising dividends.
- Fuel hedging and strong earnings growth projections position Southwest Airlines well if holiday travel demand meets expectations.
With fall underway, investors should already be looking ahead to the holiday travel season—and what it could mean for travel stocks. According to TravelAge West, travel and entertainment spending is set to rise roughly 1%, even as consumers dial back on gifts and other expenses. Still, shoppers will hunt for bargains, and investors should do the same. Here are three travel names that offer a blend of upside potential and risk control as we head into the busy holiday months. Expedia: Balancing Price and Value Expedia Group Inc. (NASDAQ: EXPE) ranks among the top online travel platforms. Over the past three years, EXPE stock has returned 129.6%. While growth has cooled somewhat in 2025, shares are still up more than 16% year to date and over 24% in the last three months. That rally has driven the stock roughly 4% above consensus price targets, raising valuation concerns. Yet bullish analyst forecasts and a robust margin outlook suggest there's still room to run—especially with holiday bookings on the horizon. In September, Mizuho and BTIG Research raised their targets to $240 and $250, respectively. At about 17x forward earnings—and with projected earnings growth of 20% over the next year—Expedia trades at a discount to its own growth profile. Additionally, the company expects solid margin expansion through year-end. It reported a 24% increase in EBITDA margin in its latest quarter—momentum that could accelerate as holiday travel picks up. Royal Caribbean: Smooth Sailing After a Pullback Royal Caribbean Group (NYSE: RCL) has executed one of the most impressive turnarounds since the pandemic. The stock delivered over 765% total return in the past three years and is up 37% in 2025, thanks to resilient demand and a stronger balance sheet after 2020's debt load. Shares have slipped more than 12% in the past month, a bit of profit-taking after RCL hit an all-time high above $365 on a strong Q2 earnings beat. The consensus price target of $326.95 implies limited near-term upside, but several analysts still see levels near or above $400, reflecting confidence in continued growth. Royal Caribbean also boosted its appeal by increasing its dividend 25% this year. That combination of healthy demand, improving fundamentals, and growing shareholder returns makes RCL worth a close look as holiday travel ramps up. Southwest Airlines: Hedging Its Way to Holiday Strength Southwest Airlines Co. (NYSE: LUV) looks attractively valued against its future earnings potential. Analysts project over 50% EPS growth in the next 12 months, putting its forward P/E of 20x into perspective. Southwest's well-known fuel-hedging strategy should help offset rising jet costs, while lower interest rates may spur demand for its low-cost, domestic network. LUV shares are down about 3.5% in 2025 after peaking this summer, and further pullbacks are possible. However, with earnings due in October, strong holiday booking guidance could create a compelling entry point as travel season peaks. As holiday travel activity heats up, these three stocks offer investors a way to capture potential upside while managing sector-specific risks.
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