Baird Senior Research Analyst Michael Bellisario joined Market Domination to share insights on travel technology stocks ahead of Travel Tuesday.

Bellisario highlighted two standout performers in the sector: Booking Holdings (BKNG) and Expedia Group (EXPE). He characterized Booking as a "high quality" stock benefiting from strong international exposure. As for Expedia, he described it as "a self-help turnaround story," noting the company's success in overcoming minor disruptions to regain market share.

"Travel trends are positive. People have jobs, people are spending money, and people are getting on airplanes," Bellisario told Yahoo Finance, emphasizing the sector's strong fundamentals.

However, he also identified key risks facing these companies. The primary concerns include the potential for "a demand shock" and broader "international risk," particularly noting the current uncertainty surrounding cross-border travel.

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This post was written by Angel Smith