Booking Holdings Inc BKNG

What the company does

Booking Holdings Inc is a large-cap company in the Consumer Cyclical sector (Travel Services), with a market value of $117.1B, based in the USA.

It employs about 25,550 people and has been listed since Mar 30, 1999.

Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, the United Kingdom, and internationally. The company operates Booking.com, which offers online accommodation reservations; and Priceline, which provides discount travel reservations services, as well as online accommodation, flight, rental car reservation services, vacation packages, cruises, activity, and affiliate programs. It also operates Agoda that offers online accommodation reservation, flight, ground transportation, and attractions.

Cheap or expensive? relatively cheap

Its price-to-earnings (P/E) is 17.3 versus 39.8 for 4 direct peers — relatively cheap.

Revenue is growing 8% versus the same quarter last year.

On analysts' next-year forecasts the multiple drops to 13.3 — they expect higher earnings.

The average analyst price target is 232.97, 50% above the current price (their view, not ours).

The stock sits at 9% of its one-year range (0% = the low, 100% = the high).

The risks

• • Quarterly report in 9 days (2026-11-03) — a day the stock can move a lot.

Strengths

• ✅ Profitable — 26 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Buys back its shares (6% fewer shares in a year).
• ✅ Most analysts rate it buy (30 vs 0).
• ✅ Pays a dividend (1.0% a year).

What changed this week

Over the past week the stock fell 4.7% (for comparison: S&P 500 -0.4%, sector ETF XLY +0.6%).

This week's news

• Why Booking (BKNG) stock is down today finance.yahoo.com · 2026-10-21
  What the article says

  Why Booking (BKNG) stock is down today What happened? Shares of online travel agency Booking Holdings (NASDAQ:BKNG) fell 3.8% in the afternoon session after the European Commission initiated formal proceedings to determine whether the company breached the Digital Services Act. The European Commission announced that… source ↗

• Booking Holdings (BKNG) Stock Sinks As Market Gains: Here's Why finance.yahoo.com · 2026-10-21
  What the article says

  In the latest close session, Booking Holdings (BKNG) was down 3.38% at $158.38. The stock's change was less than the S&P 500's daily gain of 0.58%. Elsewhere, the Dow saw an upswing of 0.69%, while the tech-heavy Nasdaq appreciated by 1.05%. The online booking service's stock has dropped by 0.18% in the past month,… source ↗

• AI-Agent Era Sparks a New Trade for Travel Stocks: Buy Hotels, Sell Online Agencies finance.yahoo.com · 2026-10-21
  What the article says

  Wall Street has found a new way to trade the rise of AI agents: buy the hotels, sell the websites that book them. The bet is that software agents will book rooms straight from Marriott's or Hilton's own websites, leaving online travel agencies with less to do and fewer commissions to collect. The charts are already… source ↗

• Sector Update: Consumer Stocks Decline Late Afternoon finance.yahoo.com · 2026-10-21
  What the article says

  Consumer stocks were lower late Wednesday afternoon, with the State Street Consumer Staples Select S PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in source ↗

• Agoda Serves Up Pickleball Getaways across Asia finance.yahoo.com · 2026-10-21
  What the article says

  SINGAPORE, Oct. 21, 2026 /PRNewswire/ -- The pop of a ball against a paddle has become a familiar sound in parks and resorts across Asia, drifting out from beachfront courts at sunrise and hotel lawns at dusk. Easy to learn and highly social, pickleball is ideal for groups of friends and families, and travelers now… source ↗

• The Eurovision Effect: Agoda Maps Asia's Travel Interest Ahead of the Bangkok Grand Final finance.yahoo.com · 2026-10-20
  What the article says

  SINGAPORE, Oct. 20, 2026 /PRNewswire/ -- Digital travel platform Agoda has seen a rise in travel interest to Bangkok this November, building towards one of the region's biggest cultural moments of the year with the inaugural Eurovision Asia Grand Final, happening in the Thai capital on 14 November. The contest marks a… source ↗

What changed since last week

• New risk flag: earnings report coming up.

• The price fell 4.7% since the last summary.