This hotel stock on our list is breaking out of a yearlong consolidation phase ahead of a big year for travel
Josh Brown and Sean Russo take a look at travel names on their Best Stocks list ahead of 2026.
TL;DR
- Travel was a strong economic segment in the past year, with hotels, airlines, and booking sites outperforming other leisure industries.
- Expedia reported significant year-over-year increases in gross bookings, revenue, room nights, adjusted EBITDA, and earnings per share, along with stock buybacks and raised full-year guidance.
- Major U.S. events in the coming decade, including the FIFA World Cup and Olympics, are expected to be significant catalysts for the travel industry.
- Business travel is recovering, with domestic business travel expected to grow and business rates projected to surpass leisure rates in the future.
- Hotel companies Hilton Worldwide Holdings and Marriott International, and airline companies United Airlines and Delta Air Lines, are showing strong performance and positive growth expectations for 2026.
- Airlines and hotels are benefiting from resilient consumer spending and a strong pipeline of future events.
- Expedia, Hilton, Marriott, United Airlines, and Delta Air Lines have all shown positive stock price action, with many breaking out to new highs.