-- 根據FactSet調查的分析師報告,Crane (CR) 的平均評級為“增持”,平均目標價為224美元。 (報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們:https://www..com/contact-us)
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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Booking Holdings Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target price by $8 to $196, 19x our 2026 EPS estimate (unchanged) and a discount to its 23x five-year average forward multiple, reflecting geopolitical risks. We lower our 2026 EPS to $10.33 from $10.74 and 2027's to $11.58 from $12.07, primarily reflecting lower gross bookings growth from the Middle East conflict. We maintain our Buy opinion as shares are undervalued given long-term competitive strengths and temporary geopolitical headwinds. The company's Connected Trip platform and Genius loyalty program are supporting higher-margin direct bookings, suggesting AI initiatives are strengthening consumer engagement rather than disintermediating the platform. Strong free cash flow supports future shareholder returns, including $3.6 billion in Q1 buybacks. While the Middle East conflict will impact Q2 bookings, BKNG has a history of seeing travel rebound following geopolitical or economic disruptions. U.S. room night growth accelerated in Q1 to a low-teens range, providing near-term momentum.