$WFC $GOOG $EXPE $TRIP 'Wells Fargo’s Brian Fitzgerald also jumped to the sidelines, arguing that the more structural changes are compounded with brand-specific issues. “While we saw some encouraging signs in the print — e.g., Expedia accelerated Core OTA domestic room-night growth and appears to be extending share gains in the U.S. — 3Q results and guidance added two significant, incremental proof points (sales and marketing de-leverage, weaker ADR [average daily rates]) to the Expedia bear case, adding to existing concerns regarding Vrbo and Trivago,” he wrote, while downgrading the stock to market perform from overweight and reducing his price target to $125 from $160."