NASDAQ:BKNG

Booking Holdings Inc. (BKNG)

184.40
-0.16 (0.09%)
as of Jul 2, 2026, 10:54:58 pm Market Open.
113 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Experts display mixed sentiments on Booking Holdings Inc. (BKNG-Q), navigating concerns around AI's impact on the travel industry while acknowledging the company's strengths. The stock recently underwent a notable decline, attributed to both geopolitical factors and market fears regarding consumer spending in travel sectors. However, many analysts argue that despite these challenges, the appetite for experiential travel remains resilient, and growth forecasts remain optimistic, notably in the Asian market. Reassurances are also provided regarding BKNG's robust business model, solid earnings growth, and a strategic focus on AI to enhance user experiences. The overall market sentiment is cautiously positive, suggesting a potential for recovery and growth in the coming years.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
EXPE
PAST TOP PICK
(A Top Pick June 10/09. Up 62.5%.) Sold his holdings at about $250, up 116%. Online travel and got hit in 2008-2009. Great company but got a little bit rich for him. Trading at about 15X forward earnings and he is watching it.
PAST TOP PICK
(A Top Pick June 10/09. Up 65.55%.) Sold his holdings in March.
PAST TOP PICK
(A Top Pick June 10/09. Up 121.3%.) Online hotel/airline reservation discounter. Huge beneficiaries of the skittishness in the economy as people that had to travel are looking for better bargains. Sold his holdings and wouldn't go back in at these levels.
TOP PICK
Online travel. Great company and still well below the highs of a year ago. Continues to grow and hasn't disappointed on earnings even through this economic slowdown. Trades at about 16X earnings.
PAST TOP PICK
(A Top Pick May 14/08. Down 25%.)
TOP PICK
An Internet-based travel site growing dramatically. Since 2005, revenues have more than doubled. Earnings have gone up sevenfold. Multiple is pretty much static.
DON'T BUY
Have a poor business model. Revenues are dropping.
Showing 121 to 127 of 127 entries