Mark Mahaney – a senior Evercore ISI analyst – has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small/mid-cap names. According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year.

Abacus FCF Advisors LLC grew its stake in shares of Expedia Group, Inc. (NASDAQ: EXPE) by 2.9% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,898 shares of the online travel company's stock after acquiring an

Amazon stock is a top pick at Evercore ISI for 2026 after the tech giant's shares underperformed the S&P 500 in 2025.

Ellsworth Advisors LLC purchased a new stake in shares of Expedia Group, Inc. (NASDAQ: EXPE) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 19,833 shares of the online travel company's stock, valued at approximately $4,332,000. Several other institutional investors

Burns Matteson Capital Management LLC acquired a new position in Expedia Group, Inc. (NASDAQ: EXPE) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,258 shares of the online travel company's stock, valued at approximately $483,000. Several other

Macro uncertainties are crimping holiday sales but Expedia and Amazon shareholders have reason to cheer.

Expedia, Yelp, Angi, and Square are building agentic artificial intelligence (AI) capabilities for Amazon's Alexa+. The new integrations are set to debut on the virtual assistant device next year, Amazon wrote on its blog Tuesday (Dec. 23).

Online retail's momentum into 2026 puts Amazon, Expedia and Fiverr in focus as e-commerce growth, AI tools and easing rates fuel demand.

Stocks like NVDA, RL, EXPE and COR are seeing price strength and have a high chance of carrying the momentum forward.

Bartlett and CO. Wealth Management LLC lessened its stake in Expedia Group, Inc. (NASDAQ: EXPE) by 52.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,813 shares of the online travel company's stock after selling 3,043 shares during