Booking Holdings Inc. (NASDAQ:BKNG) Receives $227.23 Consensus Target Price from Brokerages

Booking Holdings Inc. (NASDAQ:BKNG) has earned a consensus recommendation of “Moderate Buy” from the thirty-six brokerages that are currently covering the company, MarketBeat.com reports. Nine investment analysts have rated the stock with a hold rating, twenty-six have assigned a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $227.2271.

Several research analysts have recently weighed in on the company. Robert W. Baird lowered their price objective on Booking from $234.00 to $215.00 and set an “outperform” rating for the company in a research report on Wednesday, April 29th. BMO Capital Markets cut their target price on Booking from $248.00 to $240.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 29th. Wells Fargo & Company set a $214.00 target price on Booking and gave the company an “equal weight” rating in a research report on Tuesday, June 30th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $175.00 target price (down from $180.00) on shares of Booking in a research note on Wednesday, April 29th. Finally, B. Riley Financial lowered their target price on Booking from $272.00 to $264.00 and set a “buy” rating for the company in a report on Monday, April 27th.

Booking Stock Up 0.8%

BKNG opened at $194.27 on Friday. Booking has a twelve month low of $150.14 and a twelve month high of $231.80. The company has a fifty day moving average of $176.96 and a 200-day moving average of $176.82. The stock has a market cap of $150.54 billion, a PE ratio of 25.55, a price-to-earnings-growth ratio of 1.21 and a beta of 1.07.

Booking (NASDAQ:BKNG) last released its earnings results on Monday, August 3rd. The business services provider reported $2.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.43 by $0.11. The business had revenue of $7.35 billion for the quarter, compared to analyst estimates of $7.19 billion. Booking had a net margin of 22.23% and a negative return on equity of 117.14%. Booking’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $55.40 earnings per share. Sell-side analysts anticipate that Booking will post 10.42 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, VP Peter J. Millones sold 62,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $163.67, for a total transaction of $10,229,375.00. Following the completion of the sale, the vice president owned 425,075 shares of the company’s stock, valued at $69,572,025.25. This trade represents a 12.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vanessa Ames Wittman sold 1,125 shares of Booking stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $192.00, for a total transaction of $216,000.00. Following the completion of the sale, the director owned 16,508 shares of the company’s stock, valued at $3,169,536. This represents a 6.38% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 68,625 shares of company stock worth $11,445,375. Corporate insiders own 0.17% of the company’s stock.

Institutional Investors Weigh In On Booking

A number of large investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its position in Booking by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 2,997,949 shares of the business services provider’s stock valued at $16,055,006,000 after buying an additional 23,159 shares in the last quarter. J. Stern & Co. LLP raised its stake in Booking by 191,965.8% during the 4th quarter. J. Stern & Co. LLP now owns 2,832,970 shares of the business services provider’s stock worth $15,171,489,000 after buying an additional 2,831,495 shares during the period. State Street Corp boosted its holdings in Booking by 0.5% in the fourth quarter. State Street Corp now owns 1,435,116 shares of the business services provider’s stock worth $7,685,520,000 after acquiring an additional 6,976 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in Booking by 15.4% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 966,121 shares of the business services provider’s stock worth $5,173,899,000 after acquiring an additional 128,700 shares in the last quarter. Finally, Bank of Nova Scotia grew its stake in Booking by 1,497.3% in the first quarter. Bank of Nova Scotia now owns 870,520 shares of the business services provider’s stock valued at $3,665,168,000 after acquiring an additional 816,022 shares during the period. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Booking News Summary

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Q2 results exceeded expectations: Booking reported adjusted earnings of $2.54 per share, above the roughly $2.43–$2.45 consensus, while revenue rose 8.1% year over year to $7.35 billion, topping the $7.19 billion estimate. Booking Beats Q2 CY2026 Sales Expectations
• Positive Sentiment: Travel demand remained resilient: Management said results beat the high end of guidance across key metrics, supported by solid domestic and regional travel demand. This helped ease earlier concerns about Middle East-related disruption and broader travel weakness. Booking Holdings Reports Higher Revenue on Strong Travel Demand
• Positive Sentiment: AI strategy emphasizes monetization: Booking is positioning its platform to own the transaction even when generative AI tools handle itinerary recommendations. The company’s inventory, authentication, cancellation, payment and supplier-settlement capabilities remain important competitive advantages. AI Can Plan the Trip but Booking Holdings Wants the Transaction
• Neutral Sentiment: Analyst sentiment remains broadly favorable, with the average brokerage recommendation equivalent to a Buy, although the usefulness of sell-side ratings may be limited because recommendations often skew optimistic. Is It Worth Investing in Booking Holdings Based on Wall Street’s Bullish Views?
• Negative Sentiment: Q3 revenue guidance fell short: Booking forecast third-quarter revenue of approximately $9.4 billion to $9.5 billion, below the $9.7 billion analyst consensus. Continued pressure on long-haul international travel and lingering geopolitical risks could temper the earnings reaction and limit upside.

About Booking

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.