Booking Holdings Inc.

NasdaqGS:BKNG Aktierapport

Börsvärde: US$130.4b

Booking Holdings Förvaltning

Förvaltning kriterier kontrolleras 3/4

Booking Holdings VD är Glenn Fogel, utsedd i Jan 2017, har en mandatperiod på 9.33 år. totala årliga ersättningen är $ 35.42M, bestående av 3.5% lön 96.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.083% av företagets aktier, värda $ 107.89M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.5 år respektive 7.9 år.

Viktig information

Glenn Fogel

Verkställande direktör

US$35.4m

Total ersättning

VD-lön i procent3.53%
Anställning som VD9.3yrs
Ägande av VD0.08%
Ledningens genomsnittliga anställningstid4.5yrs
Styrelsens genomsnittliga mandatperiod7.9yrs

Senaste uppdateringar av ledningen

Recent updates

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

Apr 29

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Jul 20
With Booking Holdings Inc. (NASDAQ:BKNG) It Looks Like You'll Get What You Pay For

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

Jul 02
When Should You Buy Booking Holdings Inc. (NASDAQ:BKNG)?

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

Jun 14
Here's Why Booking Holdings (NASDAQ:BKNG) Has Caught The Eye Of Investors

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

May 27
Is There An Opportunity With Booking Holdings Inc.'s (NASDAQ:BKNG) 23% Undervaluation?

Booking Holdings: Still Flying First Class (Rating Downgrade)

Apr 15

Booking Holdings: Back To Low Valuation Levels Despite Stronger Outlook

Mar 13

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

Feb 11

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

Jan 09

Booking Holdings: An Underappreciated Dividend Growth Company

Dec 03

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

Nov 12

Booking Holdings' 'Genius' Keeps The Growth Story Alive

Oct 09

Booking Holdings: Quality Business Facing Cyclical Headwinds

Sep 09

Booking Holdings: Focus On Market Share Dynamics Amid Industry Slowdown

Aug 07

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

Jul 07

Booking Holdings: Still Leading The Online Travel Agent Pack

Jun 03

Booking Holdings: Exceptional Company With Material Upside; Buy

May 23

Analys av ersättningar till VD

Hur har Glenn Fogel:s ersättning förändrats jämfört med Booking Holdings:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$6b

Dec 31 2025US$35mUS$1m

US$5b

Sep 30 2025n/an/a

US$5b

Jun 30 2025n/an/a

US$5b

Mar 31 2025n/an/a

US$5b

Dec 31 2024US$45mUS$1m

US$6b

Sep 30 2024n/an/a

US$5b

Jun 30 2024n/an/a

US$5b

Mar 31 2024n/an/a

US$5b

Dec 31 2023US$47mUS$750k

US$4b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$4b

Dec 31 2022US$32mUS$750k

US$3b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$520m

Dec 31 2021US$54mUS$750k

US$1b

Sep 30 2021n/an/a

US$382m

Jun 30 2021n/an/a

US$414m

Mar 31 2021n/an/a

US$703m

Dec 31 2020US$7mUS$164k

US$59m

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$3b

Mar 31 2020n/an/a

US$3b

Dec 31 2019US$15mUS$750k

US$5b

Ersättning vs marknad: Glenn s total kompensation ($USD 35.42M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.57M ).

Ersättning vs inkomst: Ersättningen från Glenn har varit i linje med företagets resultat under det senaste året.

VD OCH KONCERNCHEF

Glenn Fogel (63 yo)

9.3yrs
Anställning
US$35,418,102
Kompensation

Mr. Glenn D. Fogel has been Chief Executive Officer of Booking.com B.V. June 26, 2019. Mr. Fogel has been the Chief Executive Officer, President and Director of Booking Holdings Inc. (fka The Priceline Gro...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Glenn Fogel
President9.3yrsUS$35.42m0.083%
$ 107.9m
Ewout Steenbergen
Executive VP & CFO2.2yrsUS$11.73m0.012%
$ 15.5m
Peter Millones
Executive VP & General Counsel25.3yrsUS$10.69m0.063%
$ 81.7m
Paulo Pisano
Chief Human Resources Officer4.8yrsUS$7.31m0.0098%
$ 12.8m
Caroline Sullivan
Senior VPless than a yearinga uppgifteringa uppgifter
Leslie Cafferty
Head of Communicationsno datainga uppgifteringa uppgifter
Debby Soo
Chief Executive Officer of OpenTable5.8yrsinga uppgifteringa uppgifter
Vijay Iyer
Senior VPno datainga uppgifteringa uppgifter
Omri Morgenshtern
Chief Executive Officer of Agoda4.3yrsinga uppgifteringa uppgifter
Brigit Zimmerman
Chief Executive Officer of Pricelineno datainga uppgifteringa uppgifter
Peer Bueller
CEO of KAYAKless than a yearinga uppgifteringa uppgifter
4.5yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren ledning: BKNG s ledningsgrupp anses vara erfaren ( 4.5 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Glenn Fogel
President9.3yrsUS$35.42m0.083%
$ 107.9m
Charles Noski
Lead Independent Director11.2yrsUS$409.10k0.0047%
$ 6.1m
Mirian Graddick-Weir
Independent Director7.9yrsUS$354.10k0.0025%
$ 3.3m
Thomas Rothman
Independent Director13.3yrsUS$334.10k0.0040%
$ 5.2m
Robert Joseph Mylod Jr.
Independent Chairman9yrsUS$474.14k0.0086%
$ 11.3m
Vanessa Wittman
Independent Director6.9yrsUS$376.19k0.0019%
$ 2.5m
Nicholas Read
Independent Director7.9yrsUS$354.10k0.0011%
$ 1.5m
Lynn M. Radakovich
Independent Director10.3yrsUS$349.10k0.0012%
$ 1.5m
Kelly Grier
Independent Director2.5yrsUS$344.10k0.00019%
$ 247.8k
Kurt Sievers
Independent Directorless than a yearinga uppgifteringa uppgifter
Sumit Singh
Independent Director3.9yrsUS$339.10k0.0016%
$ 2.1m
Joseph Quinlan
Independent Director3.6yrsUS$349.10k0.00042%
$ 547.8k
7.9yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren styrelse: BKNG s styrelse anses vara erfaren ( 7.9 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 15:16
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Booking Holdings Inc. bevakas av 61 analytiker. 36 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
John StaszakArgus Research Company
Michael BellisarioBaird
Douglas AnmuthBarclays