Booking Holdings Inc.

NasdaqGS:BKNG Rapport sur les actions

Capitalisation boursière : US$119.7b

Booking Holdings Croissance future

Future contrôle des critères 2/6

Booking Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 13.6% et de 7.8% par an respectivement. Le BPA devrait croître de de 16.9% par an. Le rendement des capitaux propres devrait être 579.5% dans 3 ans.

Informations clés

13.6%

Taux de croissance des bénéfices

16.92%

Taux de croissance du BPA

Hospitality croissance des bénéfices18.5%
Taux de croissance des recettes7.8%
Rendement futur des capitaux propres579.51%
Couverture par les analystes

Good

Dernière mise à jour05 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • May 04

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.
Seeking Alpha • Apr 29

Booking Holdings Q1 Review: Geopolitical Risk And AI Fears Prompt A Contrarian Buy

Summary Booking Holdings Inc. is rated Strong Buy, with market pessimism over AI disruption and geopolitical headwinds creating a compelling margin of safety. Q1 2026 delivered strong results, but guidance reflects Middle Eastern conflict, with management expecting 2-4% room night and 4-6% revenue and EBITDA growth in Q2. Fears of AI disintermediation are overstated; BKNG's moat lies in complex fulfillment, regulatory compliance, and global payment infrastructure. BKNG trades at 16.5x 2026 EPS with a 1.1x PEG, robust buybacks, and DCF-implied 33% upside; risk-tolerant investors can capitalize on current mispricing. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 20

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.
Mise à jour du récit • Apr 05

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.
Mise à jour du récit • Mar 22

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.
Mise à jour du récit • Mar 07

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.
Mise à jour du récit • Feb 21

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.
Mise à jour du récit • Feb 06

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.
Mise à jour du récit • Jan 23

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.
Mise à jour du récit • Jan 09

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.
Mise à jour du récit • 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.
Mise à jour du récit • Dec 11

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.
Mise à jour du récit • Nov 27

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.
Mise à jour du récit • Nov 13

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.
Mise à jour du récit • Oct 29

AI Progress And Cost Efficiency Will Drive Outperformance Amid Sector Tailwinds

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.
Mise à jour du récit • Sep 04

AI Integration And Global Partnerships Will Transform Travel Experiences

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.
Article d’analyse • Jul 20

With Booking Holdings Inc. (NASDAQ:BKNG) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 34.1x Booking Holdings Inc. ( NASDAQ:BKNG ) may be sending very bearish...
Article d’analyse • Jul 02

When Should You Buy Booking Holdings Inc. (NASDAQ:BKNG)?

Let's talk about the popular Booking Holdings Inc. ( NASDAQ:BKNG ). The company's shares saw a significant share price...
Article d’analyse • Jun 14

Here's Why Booking Holdings (NASDAQ:BKNG) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse • May 27

Is There An Opportunity With Booking Holdings Inc.'s (NASDAQ:BKNG) 23% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Booking Holdings fair value estimate is US$6,884 Booking...
Seeking Alpha • Apr 15

Booking Holdings: Still Flying First Class (Rating Downgrade)

Summary As a top pick in August 2024, Booking Holdings Inc. outperformed the S&P 500 by 34%. Booking is successfully executing on becoming a travel one-stop-shop, with flight bookings surging and increased growth momentum in its most recent quarter. Booking's reliance on the U.S. market is manageable, putting travel boycotts into an alleviating perspective. I maintain a long-term bullish stance on BKNG stock, but shifted to a temporary Hold, recognizing potential geopolitical risks. I often rate hold/neutral, even when my inclination is bullish or bearish. Rating systems don't consider time horizons or investment strategies. My articles aim to inform, not to make decisions. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Booking Holdings: Back To Low Valuation Levels Despite Stronger Outlook

Summary Booking Holdings' stock is attractive due to its dominant market position, strong financial performance, and fair valuation. The company exceeded Q4 expectations with $5.5 billion revenue and 17% gross bookings growth, showcasing its resilience and profitability. Booking continues to outperform competitors Airbnb and Expedia in key metrics, outgrowing them despite being much larger. Despite economic uncertainty and fears of AI disruption, Booking's consistent growth and market leadership make it a compelling 'Buy'. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Booking Appears To Be Eating Airbnb's Lunch In Alternate Accommodations

Summary Booking is the market leader in the online travel agency segment and is gaining market share in the fast-growing alternative accommodations sector from Airbnb. Despite similar free cash flow yields to Airbnb, Booking's diversified portfolio and higher take rate make it a compelling long-term investment. Regulatory risks and geopolitical tensions pose challenges, but Booking's traditional accommodations could benefit from restrictions on short-term rentals. I plan to hold and potentially add to my Booking shares during market pullbacks, given its strong growth and market position. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

Booking Holdings: Further Valuation Upside From Cost-Cutting And Strategic Expansion Initiatives

Summary Booking Holdings reported strong Q3 2024 results, with $7.99 billion in revenue, an 8.9% y/y growth, and significant gains in room nights and flight bookings. Despite slight margin deterioration due to higher SG&A and financial expenses, adjusted EBITDA exceeded guidance by 9%, showcasing operational resilience. Apart from industry tailwinds, BKNG's strategic initiatives in alternative accommodations and connected trips will continue to drive growth. It's cost-savings program will also result in annual savings of $450 million. Valuation analysis suggests that BKNG is still undervalued, with a potential upside of close to 29.98%. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

Booking Holdings: An Underappreciated Dividend Growth Company

Summary Booking Holdings' robust free cash flow and aggressive share buyback program make it a top pick for dividend growth, with potential annual increases of 12%. As the largest online travel agency, Booking Holdings benefits from high margins and a capex-light model, driving significant free cash flow. Risks include reliance on the travel industry, potential competition from Google, and regulatory challenges, particularly in the EU. Despite these risks, Booking Holdings' financial strength and efficient capital return strategies make it a compelling long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Booking Holdings: Market Share Gains And Margin Expansion At A Reasonable Price

Summary Booking Holdings is trading around all-time highs following another quarter of market share gains and strong margin expansion. BKNG announced plans to reduce its workforce, further cementing the new CFO's ambition in driving operational leverage. Travel is a surprisingly resilient industry, and Booking is best positioned to capitalize on the industry's consistent above-market growth. With a mid-teens growth outlook, Booking remains attractively valued even at the high end of its historical valuation range. Read the full article on Seeking Alpha
Seeking Alpha • Oct 09

Booking Holdings' 'Genius' Keeps The Growth Story Alive

Summary Travel demand remains strong, with Booking Holdings expected to continue benefiting from its Genius product, driving robust cash flows and operating margins. Despite some softness in Q2, Booking Holdings' loyal Genius customers sustain spending, supporting single-digit growth and margin expansion. Management's positive outlook includes 8-9% sales growth through 2026, with a target price of ~$4757 based on a forward earnings multiple of ~24x. Global economic slowdowns pose risks, but current indicators do not show signs of structural weakness affecting Booking Holdings' growth outlook. Read the full article on Seeking Alpha
Seeking Alpha • Sep 09

Booking Holdings: Quality Business Facing Cyclical Headwinds

Summary Booking Holdings remains strategically positioned for growth despite cyclical macroeconomic headwinds. Q2 results showed mixed performance, with revenue beats but weaker guidance. Booking's aggressive share buybacks and a commitment to return $24 billion to shareholders bolster investor confidence. The company’s focus on mobile app bookings, AI investments, and operational leverage may drive profitability and margin expansion despite market headwinds. Valuation suggests BKNG stock is slightly overvalued. However, a premium of 15-20% above fair value should not be a major concern for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 07

Booking Holdings: Focus On Market Share Dynamics Amid Industry Slowdown

Summary Booking Holdings shares are having a volatile year due to industry slowdown concerns. The second quarter results were worrisome when compared to Airbnb. Valuation is low heading into a deceleration period, offering potential upside for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Jul 07

Booking Q2 Preview: New Heights Ahead - Powered By AI And Genius Loyalty Program

Summary Booking continues to prove why it is the clear market leader, with robust performance metrics, profitable growth trend, and growing mindshare among global travelers. Much of its tailwinds are attributed to the Genius Loyalty Program and AI-powered travel assistants, providing loyal customers with enhanced personalized travel experiences. These have already contributed to BKNG's promising FY2024 guidance, sustaining the stock's rally while outperforming its OTA peers. It continues to trade attractively compared to peers as well, with the stock reasonably priced despite the consistent upgrades in its top/bottom lines estimates. We will also highlight a few metrics to look out for in the upcoming FQ2'24 earnings call on August 01, 2024, with these underscoring the health of BKNG's businesses and near-term prospects. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:BKNG - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202834,72310,15811,72712,30418
12/31/202732,0959,10810,82211,31935
12/31/202629,3758,1779,3839,79934
3/31/202627,6876,1549,0339,341N/A
12/31/202526,9175,4049,0879,409N/A
9/30/202526,0395,0448,3158,640N/A
6/30/202525,0254,8139,2409,578N/A
3/31/202524,0865,4398,4828,902N/A
12/31/202423,7395,8827,8948,323N/A
9/30/202423,0525,0368,5018,948N/A
6/30/202422,3995,0307,5067,947N/A
3/31/202422,0024,7996,7727,159N/A
12/31/202321,3654,2896,9997,344N/A
9/30/202320,6305,3027,8458,171N/A
6/30/202319,3414,4576,4486,801N/A
3/31/202318,1734,0247,4017,748N/A
12/31/202217,0903,0586,1866,554N/A
9/30/202216,0222,4414,2664,660N/A
6/30/202214,6461,5445,8796,254N/A
3/31/202212,5125204,3744,722N/A
12/31/202110,9581,1652,5162,820N/A
9/30/20219,2153821,6971,964N/A
6/30/20217,1794141,0281,288N/A
3/31/20215,649703-13258N/A
12/31/20206,79659-20185N/A
9/30/20208,8971,3951,4301,739N/A
6/30/202011,2972,5442,3512,670N/A
3/31/202014,5173,4013,9984,335N/A
12/31/201915,0664,865N/A4,865N/A
9/30/201914,9404,340N/A4,872N/A
6/30/201914,7494,157N/A4,985N/A
3/31/201914,4364,156N/A4,848N/A
12/31/201814,5273,998N/A5,338N/A
9/30/201814,1172,797N/A5,428N/A
6/30/201813,7022,750N/A5,350N/A
3/31/201813,1902,492N/A4,921N/A
12/31/201712,6812,341N/A4,662N/A
9/30/201712,2263,570N/A4,585N/A
6/30/201711,4832,356N/A4,218N/A
3/31/201711,0142,216N/A4,020N/A
12/31/201610,7432,135N/A3,984N/A
9/30/201610,3951,965N/A3,768N/A
6/30/20169,8072,656N/A3,558N/A
3/31/20169,5312,592N/A3,238N/A
12/31/20159,2242,551N/A3,204N/A
9/30/20159,0642,499N/A2,976N/A
6/30/20158,7982,364N/A2,959N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BKNG ( 13.6% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de BKNG ( 13.6% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de BKNG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BKNG ( 7.8% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BKNG ( 7.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BKNG devrait être très élevé dans 3 ans ( 579.5 %).

Découvrir les entreprises en croissance

7D

1Y

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 03:59
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Booking Holdings Inc. est couverte par 61 analystes. 35 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John StaszakArgus Research Company
Michael BellisarioBaird
Douglas AnmuthBarclays