BKNG

Booking Holdings Inc. (BKNG) | Rumor.io

Booking Holdings

BKNG

Attention (50-day avg)0.01%

Attention rank (50-day avg)#371

Bullish sentiment (50-day avg)81%

Price to earnings ratio18.2

Market capitalization127B

Earnings per share9

Dividend yield (TTM)1.02%

Revenue (annual)26.9B

Net income (annual)5.4B

Social

What share of all stock conversation is about BKNG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% +0.01	0.04% +0.02	0.01% 0	0.02% +0.01

Sep 24

Booking Holdings Inc. (BKNG) has been impacted by the rise of AI-powered travel booking platforms, with some analysts warning that this could squeeze the company's take rate.
A recent 13F filing shows that several quality-focused shops hold a significant portion of their portfolios in BKNG, with the multiple being a point of debate among analysts.
A BTIG analyst has reiterated a Buy rating on BKNG with a price target of $250, citing the company's long-term growth prospects despite current struggles.

Generated by AI

Sentiment

Of the messages about BKNG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +66.67	63.93% -4.7	72.77% -26.74	78.55% -15.65
Bearish	0% -66.67	36.07% +4.7	27.23% +26.74	21.45% +15.65

Bullish· Sep 23

The stock is oversold, with a RSI of 22 and a 27% decline in 3 weeks, making it an attractive buy opportunity.
Multiple analysts, including Erste Group, have upgraded Booking Holdings to a "buy" rating, citing strong operating margins, resilient global travel demand, and a diversified portfolio that spans hotels, flights, and cars.
The company's strong cash position, massive buyback program, and decades-long relationships with hotels and travel suppliers make it an attractive long-term investment opportunity.

Bearish· Apr 29

Booking Holdings' (BKNG) earnings disappointed investors, leading to a 6% stock drop.
The company's guidance cut, citing Middle East war impacts, may cause the stock to fall below $150.
Booking Holdings' Q1 print showed a -5.3% premarket reaction, indicating thin trading and a potential decline in travel demand.

Generated by AI

Topics

Of the messages about BKNG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	28.2%	39.21%	21.4%
Technical Analysis	—	0.25%	5.99%	3.09%
Macro	—	39.85%	30.28%	34.83%
Analysts	—	31.7%	19.89%	34.97%
Earnings	—	0%	0%	5.29%
Controversies	—	0%	4.64%	0.42%

Earnings· Apr 29

Booking Holdings (BKNG) reported Q1 2026 earnings, beating estimates with revenue of $5.53B (+16% YoY) and EPS of $1.14.
The company lowered its FY2026 EPS guidance to the "low to mid-teens" due to the impact of the Middle East conflict, despite posting a strong Q1.
BKNG shares fell about 4.5% after hours, despite a solid earnings report, as investors focused on the reduced guidance for the rest of the year.

Analysts· Apr 28

BofA raised its price target for BKNG to $5,580 from $5,540 and maintained a Neutral rating, citing less tariff risk and potential positive estimate revisions.
UBS cut its price target for BKNG to $5,557 from $5,960 and maintained a Buy rating, while also lowering its target for the company.
Piper Sandler and TD Cowen made changes to their ratings for BKNG, with Piper Sandler updating its rating to Neutral and setting a price target of $5,077, and TD Cowen lowering its price target for the company to $6,000.

Announcements· Apr 28

Booking Holdings reported Q1 2026 revenue of $5.53B, up 16% YoY, and adjusted EPS of $1.14, a 14% increase YoY.
The company's gross bookings reached $53.8B, a 15% increase YoY, and room nights sold totaled 338M, a 6% increase YoY.
Booking Holdings expects Q2 revenue growth between 4-6% and adjusted EPS growth in the low to mid-teens, with a high single-digit revenue growth forecast for the full year.

Controversies· Mar 10

Booking Holdings Inc. (BKNG) is facing criticism over a suspected scam involving a hotel reservation made through their platform.
A user reported receiving a suspicious email from a hotel via Booking, which may be a phishing attempt to steal credit card information.
The incident highlights concerns over data security and potential vulnerabilities in Booking's system.

Macro· Apr 5

Booking Holdings (BKNG) is expected to perform well due to its monopolistic position in the European hotel market and strong network effects.
The company's management is shareholder-friendly and prioritizes avoiding stock issuance to maintain existing shareholder value.
Booking Holdings' business model benefits from filling vacant rooms at hotels, which are more costly than commission fees, and has strong management with a focus on innovation.

Technical Analysis· Aug 9

$BKNG gapped down on earnings, with a potential whale rotation indicated by red BOPs on the daily chart and distribution on the weekly TSV.
$BKNG's 200dma (~2000) may serve as resistance, and the stock has filled the gap in March but remains below its 200dma.
$BKNG's break below 1985 could mark an important top, with technicals negative and a breach of the 50% Fib level, making the 61.8% Fib level a key watch point.

Generated by AI

Community

Of the messages about BKNG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	2.5%	48.15%	55.82%	23.04%
Newcomers	97.5%	51.85%	44.18%	76.96%

Regulars· Sep 23

The regulars are focusing on the recent drawdown in $BKNG as an opportunity to buy, with some taking the chance to double their position and others loading up on puts to build a position.
The uncertainty and risks surrounding the impact of Muse on Booking Holdings' stock price are being closely watched, with some seeing it as a potential threat and others downplaying its significance.
Analyst upgrades and upgrades to Buy from Hold have been a recurring theme, driven by strong operating margins, resilient global travel demand, and views that AI disruption fears are overdone, with some seeing this as a clear indication of the company's underlying value.

Newcomers· Sep 23

Many newcomers are focusing on the potential impact of AI on Booking Holdings, with some arguing that AI will disrupt the company's business model and others believing that AI will complement Booking's existing operations.
Some users are concerned about the recent decline in Booking Holdings' stock price, with one user arguing that the company's cash flow and buyback history make its current valuation too low.
Others are taking advantage of the dip in the stock price, with some users aggressively buying and others setting a buy target below $133, citing the company's strong moat, cash position, and profit margins.

Generated by AI

News

HMS Flow Brings Hotel Operations Together in One Cloud-Based Management Platform

HMS Flow centralizes property management, channel distribution, direct bookings, housekeeping, guest management, reporting, and rate intelligenc...

1d agomarkets.businessinsider.com

I Just Added $10,000 To Booking Holdings - Here's Why (NASDAQ:BKNG)

Booking Holdings (BKNG) looks undervalued at 16.25x P/E as bookings and EPS rise.

1d agoSeeking Alpha

I asked Instinct to plan 2 trips for me — and it sucked all the joy out of traveling

Instinct's AI agent created a thorough budget for a work trip in half the time I could, but it spent an hour working through vacation ideas.

2d agoBusiness Insider

Scam booking sent Loughborough family to Wetherspoon pub near Tower Bridge

Which? says staff are turning away up to 20 tourists a day after scammers used the pub's address.

5d agobbc.co.uk

BizTrip AI Brings Business Travel Booking Directly Into Claude and ChatGPT

SAN FRANCISCO, September 23, 2026--BizTrip AI, makers of agentic AI for corporate travel management, today announced that its core trip-planning and booking experience is now available natively inside both Claude and ChatGPT. The integration uses the Model Context Protocol (MCP) — specifically MCP "apps," which support rich, interactive rendering directly in a chat conversation — allowing travelers to search, compare, and book business travel without switching to a separate app or website.

7d agoYahoo Finance

Morgan Stanley sees Booking leading the OTA race over Expedia as AI transforms travel (EXPE:NASDAQ)

Morgan Stanley’s OTA outlook: AI-driven travel shift favors Booking (BKNG), downgrades Expedia (EXPE), upgrades Airbnb (ABNB).

13d agoSeeking Alpha

Also Discussed

Investors talking about BKNG also mention

#	Name	Attention
1	Expedia Group Inc.EXPE	0%0
2	Trip.com Group Limited American Depositary ReceiptTCOM	0%0
3	Pictet Cleaner Planet ETFPCLN	0%0
4	Tripadvisor, Inc.TRIP	0%0
5	Intuitive Surgical Inc.ISRG	0%0
6	AutoZone IncAZO	0%0
7	Mastercard Inc. Class A Common StockMA	0.04%new
8	Hartford Multifactor Emerging Markets ETFROAM	0%0
9	O'Reilly Automotive Inc.ORLY	0.01%-0.01
10	Airbnb, Inc.ABNB	0.13%+0.12

Booking Holdings Inc.

Consumer Cyclical
Travel Services

Booking Holdings Inc. is a global travel technology company that provides online and traditional travel and restaurant reservation services. Through brands such as Booking.com, Priceline, Agoda, KAYAK, and OpenTable, the company helps consumers search, compare, and book accommodations, flights, rental cars, vacation packages, cruises, activities, and dining reservations. Its platforms also offer meta-search tools, payment facilitation, travel-related insurance, and restaurant management services, connecting travelers, restaurants, and travel suppliers through a broad digital marketplace. Booking Holdings serves customers across multiple regions and languages, making it a central platform in the online travel and dining ecosystem.

Website

Location

800 Connecticut Avenue

Norwalk, CT, 06854

United States

Social

What share of all stock conversation is about BKNG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% +0.01	0.04% +0.02	0.01% 0	0.02% +0.01

Sep 24

Booking Holdings Inc. (BKNG) has been impacted by the rise of AI-powered travel booking platforms, with some analysts warning that this could squeeze the company's take rate.
A recent 13F filing shows that several quality-focused shops hold a significant portion of their portfolios in BKNG, with the multiple being a point of debate among analysts.
A BTIG analyst has reiterated a Buy rating on BKNG with a price target of $250, citing the company's long-term growth prospects despite current struggles.

Generated by AI

Sentiment

Of the messages about BKNG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +66.67	63.93% -4.7	72.77% -26.74	78.55% -15.65
Bearish	0% -66.67	36.07% +4.7	27.23% +26.74	21.45% +15.65

Bullish· Sep 23

The stock is oversold, with a RSI of 22 and a 27% decline in 3 weeks, making it an attractive buy opportunity.
Multiple analysts, including Erste Group, have upgraded Booking Holdings to a "buy" rating, citing strong operating margins, resilient global travel demand, and a diversified portfolio that spans hotels, flights, and cars.
The company's strong cash position, massive buyback program, and decades-long relationships with hotels and travel suppliers make it an attractive long-term investment opportunity.

Bearish· Apr 29

Booking Holdings' (BKNG) earnings disappointed investors, leading to a 6% stock drop.
The company's guidance cut, citing Middle East war impacts, may cause the stock to fall below $150.
Booking Holdings' Q1 print showed a -5.3% premarket reaction, indicating thin trading and a potential decline in travel demand.

Generated by AI

Topics

Of the messages about BKNG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	28.2%	39.21%	21.4%
Technical Analysis	—	0.25%	5.99%	3.09%
Macro	—	39.85%	30.28%	34.83%
Analysts	—	31.7%	19.89%	34.97%
Earnings	—	0%	0%	5.29%
Controversies	—	0%	4.64%	0.42%

Earnings· Apr 29

Booking Holdings (BKNG) reported Q1 2026 earnings, beating estimates with revenue of $5.53B (+16% YoY) and EPS of $1.14.
The company lowered its FY2026 EPS guidance to the "low to mid-teens" due to the impact of the Middle East conflict, despite posting a strong Q1.
BKNG shares fell about 4.5% after hours, despite a solid earnings report, as investors focused on the reduced guidance for the rest of the year.

Analysts· Apr 28

BofA raised its price target for BKNG to $5,580 from $5,540 and maintained a Neutral rating, citing less tariff risk and potential positive estimate revisions.
UBS cut its price target for BKNG to $5,557 from $5,960 and maintained a Buy rating, while also lowering its target for the company.
Piper Sandler and TD Cowen made changes to their ratings for BKNG, with Piper Sandler updating its rating to Neutral and setting a price target of $5,077, and TD Cowen lowering its price target for the company to $6,000.

Announcements· Apr 28

Booking Holdings reported Q1 2026 revenue of $5.53B, up 16% YoY, and adjusted EPS of $1.14, a 14% increase YoY.
The company's gross bookings reached $53.8B, a 15% increase YoY, and room nights sold totaled 338M, a 6% increase YoY.
Booking Holdings expects Q2 revenue growth between 4-6% and adjusted EPS growth in the low to mid-teens, with a high single-digit revenue growth forecast for the full year.

Controversies· Mar 10

Booking Holdings Inc. (BKNG) is facing criticism over a suspected scam involving a hotel reservation made through their platform.
A user reported receiving a suspicious email from a hotel via Booking, which may be a phishing attempt to steal credit card information.
The incident highlights concerns over data security and potential vulnerabilities in Booking's system.

Macro· Apr 5

Booking Holdings (BKNG) is expected to perform well due to its monopolistic position in the European hotel market and strong network effects.
The company's management is shareholder-friendly and prioritizes avoiding stock issuance to maintain existing shareholder value.
Booking Holdings' business model benefits from filling vacant rooms at hotels, which are more costly than commission fees, and has strong management with a focus on innovation.

Technical Analysis· Aug 9

$BKNG gapped down on earnings, with a potential whale rotation indicated by red BOPs on the daily chart and distribution on the weekly TSV.
$BKNG's 200dma (~2000) may serve as resistance, and the stock has filled the gap in March but remains below its 200dma.
$BKNG's break below 1985 could mark an important top, with technicals negative and a breach of the 50% Fib level, making the 61.8% Fib level a key watch point.

Generated by AI

Community

Of the messages about BKNG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	2.5%	48.15%	55.82%	23.04%
Newcomers	97.5%	51.85%	44.18%	76.96%

Regulars· Sep 23

The regulars are focusing on the recent drawdown in $BKNG as an opportunity to buy, with some taking the chance to double their position and others loading up on puts to build a position.
The uncertainty and risks surrounding the impact of Muse on Booking Holdings' stock price are being closely watched, with some seeing it as a potential threat and others downplaying its significance.
Analyst upgrades and upgrades to Buy from Hold have been a recurring theme, driven by strong operating margins, resilient global travel demand, and views that AI disruption fears are overdone, with some seeing this as a clear indication of the company's underlying value.

Newcomers· Sep 23

Many newcomers are focusing on the potential impact of AI on Booking Holdings, with some arguing that AI will disrupt the company's business model and others believing that AI will complement Booking's existing operations.
Some users are concerned about the recent decline in Booking Holdings' stock price, with one user arguing that the company's cash flow and buyback history make its current valuation too low.
Others are taking advantage of the dip in the stock price, with some users aggressively buying and others setting a buy target below $133, citing the company's strong moat, cash position, and profit margins.

Generated by AI

Booking Holdings

Social

Sep 24

Bullish· Sep 23

Bearish· Apr 29

Earnings· Apr 29

Analysts· Apr 28

Announcements· Apr 28

Controversies· Mar 10

Macro· Apr 5

Technical Analysis· Aug 9

Regulars· Sep 23

Newcomers· Sep 23

HMS Flow Brings Hotel Operations Together in One Cloud-Based Management Platform

I Just Added $10,000 To Booking Holdings - Here's Why (NASDAQ:BKNG)

I asked Instinct to plan 2 trips for me — and it sucked all the joy out of traveling

Scam booking sent Loughborough family to Wetherspoon pub near Tower Bridge

BizTrip AI Brings Business Travel Booking Directly Into Claude and ChatGPT

Morgan Stanley sees Booking leading the OTA race over Expedia as AI transforms travel (EXPE:NASDAQ)

Also Discussed

Booking Holdings Inc.

Company Information

Location

HMS Flow Brings Hotel Operations Together in One Cloud-Based Management Platform

I Just Added $10,000 To Booking Holdings - Here's Why (NASDAQ:BKNG)

I asked Instinct to plan 2 trips for me — and it sucked all the joy out of traveling

Scam booking sent Loughborough family to Wetherspoon pub near Tower Bridge

BizTrip AI Brings Business Travel Booking Directly Into Claude and ChatGPT

Morgan Stanley sees Booking leading the OTA race over Expedia as AI transforms travel (EXPE:NASDAQ)

Also Discussed

Social

Sep 24

Bullish· Sep 23

Bearish· Apr 29

Earnings· Apr 29

Analysts· Apr 28

Announcements· Apr 28

Controversies· Mar 10

Macro· Apr 5

Technical Analysis· Aug 9

Regulars· Sep 23

Newcomers· Sep 23