Shared on 04 May 26

Fair value Decreased 3.42%

BKNG: AI Disruption Fears Will Ease As Stock Split Approaches

Booking Holdings' updated analyst price target has moved modestly lower, with the fair value estimate shifting from about $232.62 to $224.66 as analysts factor in slightly softer revenue growth assumptions, a marginally higher discount rate, and a lower future P/E multiple, even as projected profit margins hold steady to slightly higher. Analyst Commentary Recent research on Booking Holdings shows a mix of optimism around execution and profit resilience, alongside caution tied to valuation assumptions, AI related uncertainty, and the impact of the share split on published targets.

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Shared on 20 Apr 26

Fair value Decreased 96%

BKNG: AI Disruption Fears Will Ease As Stock Split Catalysts Build

Analysts have adjusted the Booking Holdings fair value estimate to $232.62 per share. This reflects updated assumptions around slightly higher revenue growth, a modestly lower profit margin outlook, and a marginally higher forward P/E multiple following recent price target changes tied to Q4 results, AI related concerns, and the impact of the announced stock split.

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Shared on 05 Apr 26

Fair value Decreased 0.039%

BKNG: AI Disruption Fears Should Ease As Agentic Tools Mature

Analysts have trimmed Booking Holdings' blended fair value estimate marginally to about $5,800 per share. This reflects a slightly higher discount rate and modest tweaks to revenue growth, profit margin, and forward P/E assumptions as they weigh strong Q4 execution against mixed price target revisions and ongoing AI related debate around the OTA model.

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Shared on 22 Mar 26

Fair value Decreased 0.25%

BKNG: AI Disruption Fears Easing Should Support Future Cash Generation

The analyst price target for Booking Holdings edges slightly lower in this update, with a modest trim in fair value to $5,802 per share, as analysts balance solid Q4 execution and resilient profitability against mixed target revisions across the Street and ongoing debate around AI driven disruption and opportunity for online travel agencies. Analyst Commentary Street research around Booking Holdings is split between confidence in execution and concern about how AI and new shopping models could affect long term profitability and valuation multiples.

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Shared on 07 Mar 26

Fair value Decreased 0.97%

BKNG: AI Relief And Solid Travel Demand Will Support Future Cash Generation

Our updated analyst price target for Booking Holdings edges slightly lower to $5,816 from $5,874 as analysts factor in a modestly lower fair value and P/E, alongside slightly higher revenue growth and profit margin expectations. This outlook is supported by research that highlights resilient OTA fundamentals and easing AI disintermediation concerns following the reported ChatGPT checkout pivot.

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Shared on 21 Feb 26

Fair value Decreased 5.40%

BKNG: AI Execution And Solid Travel Demand Will Support Future Cash Generation

Narrative Update The updated analyst price target for Booking Holdings reflects a modest recalibration lower in fair value to about $5,874, as analysts weigh solid Q4 execution and continued investment, including in AI initiatives, against slightly lower margin assumptions and a reduced future P/E multiple. Analyst Commentary Recent research views on Booking Holdings cluster around strong Q4 execution and continued investment, with price targets shifting both higher and lower as analysts reassess margins, AI spend, and sector multiples.

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Shared on 06 Feb 26

Fair value Decreased 0.29%

BKNG: AI Partnerships And Solid Travel Demand Will Support Future Cash Generation

Analysts have lowered their fair value estimate for Booking Holdings by about US$18 to roughly US$6,209, as they balance slightly higher revenue growth and profit margin assumptions with a modestly higher discount rate and a small trim to the future P/E multiple, reflecting mixed recent changes in Street price targets and views on AI related risks and travel demand. Analyst Commentary Recent Street research on Booking Holdings reflects a split view, with some analysts more upbeat on execution and long term positioning, while others focus on valuation, AI risk, and travel demand uncertainty.

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Shared on 23 Jan 26

Fair value Increased 0.22%

BKNG: AI Partnerships And Travel Demand Will Support Future Margin Resilience

Analysts have inched their fair value estimate for Booking Holdings higher to US$6,226.70 from US$6,212.92, pointing to slightly stronger long term revenue growth and profit margin assumptions, a modestly lower discount rate, and a small adjustment to future P/E expectations in light of recent price target increases across the Street. Analyst Commentary Recent Street research on Booking Holdings clusters around a constructive travel backdrop, AI related risks, and where the stock sits versus long term expectations.

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Shared on 09 Jan 26

Fair value Increased 0.076%

BKNG: AI Partnerships And Travel Demand Will Support Future Earnings Resilience

Analysts made a modest upward revision to their fair value estimate for Booking Holdings to about US$6,213, reflecting slightly higher assumed revenue growth and P/E, partially offset by a marginally lower profit margin outlook and discount rate, consistent with recent price target increases and supportive views on travel demand and AI execution. Analyst Commentary Recent research on Booking Holdings points to a generally constructive tone, with several firms raising price targets and highlighting the company’s positioning in online travel and AI.

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Shared on 25 Dec 25

BKNG: Durable AI Partnerships Will Support Future Travel Demand Resilience

Analysts have modestly raised their price target for Booking Holdings to $6,100 from $6,000, citing the companys resilient global travel demand, strong execution, and relative insulation from perceived AI driven disruption in online travel. Analyst Commentary Recent Street research on Booking Holdings reflects a broadly constructive stance, with the modest price target increase to $6,100 supported by multiple positive datapoints and a narrower set of emerging concerns around growth durability and competitive dynamics.

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Shared on 11 Dec 25

Fair value Increased 0.016%

BKNG: Durable Travel Demand And AI Partnerships Will Support Continued Outperformance

Analysts have nudged their blended fair value estimate for Booking Holdings slightly higher to about $6,208 from roughly $6,207 per share, citing resilient global travel demand, underappreciated AI disruption risk given Booking's scale and partnerships, and a series of upward price target revisions and Outperform initiations across the Street. Analyst Commentary Street views on Booking Holdings remain broadly constructive, with most recent research highlighting durable fundamentals and a growing recognition that near term AI related fears may be overdone.

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Shared on 27 Nov 25

Fair value Decreased 0.047%

BKNG: Strong Q3 Results And AI Resilience Will Support Outperformance

Analysts have slightly reduced their price target for Booking Holdings by $2.90 to $6,207. They cite ongoing strong travel demand and resilient business fundamentals, while noting a cautious market reaction to new AI-driven competition risks.

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Shared on 13 Nov 25

Fair value Increased 1.14%

BKNG: Strong Q3 Performance And AI Momentum Will Drive Further Upside

The analyst price target for Booking Holdings has increased by $69.84 to $6,210. Analysts cite strong Q3 performance, healthy future guidance, and continued cost efficiencies as supporting factors for the upward revision.

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Shared on 29 Oct 25

Fair value Increased 0.65%

Booking Holdings' analyst price target has increased by $40 to $6,140. Analysts point to strong quarterly results and confident guidance, supported by ongoing cost optimization and growth initiatives.

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Shared on 04 Sep 25

Despite persistent bullish sentiment driven by resilient leisure travel demand, accelerating reservation data, and valuation discounts versus peers, recent analyst caution over softer Q3 guidance has resulted in no net change to Booking Holdings' consensus analyst price target, which remains at $6,100. Analyst Commentary Bullish analysts continue to raise price targets based on reduced macro risks, a resilient leisure travel backdrop, and incrementally positive trends in Booking’s Asia exposure.

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Shared on 07 May 25

Fair value Increased 10%

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Shared on 30 Apr 25

Fair value Increased 2.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

Fair value Decreased 1.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 2.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Increased 0.096%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 10 Mar 25

Fair value Decreased 2.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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AI Progress And Cost Efficiency Will Drive Outperformance Amid Sector Tailwinds

BKNG: AI Disruption Fears Will Ease As Stock Split Approaches

BKNG: AI Disruption Fears Will Ease As Stock Split Catalysts Build

BKNG: AI Disruption Fears Should Ease As Agentic Tools Mature

BKNG: AI Disruption Fears Easing Should Support Future Cash Generation

BKNG: AI Relief And Solid Travel Demand Will Support Future Cash Generation

BKNG: AI Execution And Solid Travel Demand Will Support Future Cash Generation

BKNG: AI Partnerships And Solid Travel Demand Will Support Future Cash Generation

BKNG: AI Partnerships And Travel Demand Will Support Future Margin Resilience

BKNG: AI Partnerships And Travel Demand Will Support Future Earnings Resilience

BKNG: Durable AI Partnerships Will Support Future Travel Demand Resilience

BKNG: Durable Travel Demand And AI Partnerships Will Support Continued Outperformance

BKNG: Strong Q3 Results And AI Resilience Will Support Outperformance

BKNG: Strong Q3 Performance And AI Momentum Will Drive Further Upside

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