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$BKNG

13 stories mentioning BKNG

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Insider Trading

Booking Holdings Insider Sold Shares Worth $10,229,456, According to a Recent SEC Filing

Peter J Millones, Executive Vice President, General Counsel, on May 26, 2026, sold 62,500 shares in Booking Holdings (BKNG) for $10,229,456. Following the Form 4 filing with the SEC, Millones has control over a total of 425,075 common shares of the company, with 425,075 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1075531/000121461226000005/xslF345X05/form4-05272026_080552.xml

$BKNG
Wire

Gordon Haskett Lifts Booking From $220 From $217

Booking (BKNG) has an average rating of buy and mean price target of $228.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $173.84, Change: $+0.52, Percent Change: +0.30%

$BKNG
Wire

Booking Holdings Middle East Impact Seen Easing From March Levels, RBC Says

Booking Holdings' (BKNG) Middle East impact appears to have peaked in March, with RBC Capital Markets saying that the hit was likely the worst of it, though near-term guidance remains pressured.The brokerage said in a Wednesday note that the travel disruption in the Middle East and adjacent regions drove a slightly larger-than-expected cut to guidance due to elevated cancellations and weaker bookings weighed on March performance.RBC noted that management maintained its focus on product execution, marketing efficiency and long-term targets despite the near-term softness.The firm said Q1 showed mixed trends. The strength outside the Middle East was offset by regional weakness, while AI-driven efficiency gains and marketing leverage ex-ME remained supportive. The brokerage lowered its 2026 gross bookings and revenue estimates by 1.2% and 2.5%, respectively.RBC has an outperform rating on the stock and lowered its price target to $220 from $244.Price: $172.29, Change: $-1.03, Percent Change: -0.59%

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Research

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.

$BKNG
Wire

BMO Capital Adjusts Price Target on Booking to $240 From $248, Maintains Outperform Rating

Booking (BKNG) has an average rating of buy and mean price target of $228.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $172.58, Change: $-0.74, Percent Change: -0.43%

$BKNG
Asia Markets

US Equity Futures Largely Flat Pre-Bell as Traders Await Tech Earnings, Fed Rate Decision

US equity futures were largely flat pre-bell Wednesday as traders anticipated the financial results from four of the "Magnificent Seven" and the Federal Reserve's latest policy announcement.Dow Jones Industrial Average futures were 0.1% lower, S&P 500 futures were down 0.1% and Nasdaq futures were 0.2% higher.Slated to report quarterly earnings after-market today are Alphabet (GOOG, GOOGL), Microsoft (MSFT), Amazon (AMZN), and Meta Platforms (META), among others.The Federal Open Market Committee is widely expected to maintain the target range for its federal funds rate at 3.50% to 3.75% at its meeting today. Federal Reserve Chairman Jerome Powell is due to leave his post before the next committee meeting in June but has said he will remain until his named replacement, Kevin Warsh, is confirmed.The committee's statement following the meeting is due for release at 2 pm ET, with Fed Chair Powell's press conference scheduled to begin at 2:30 pm ET.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 3.8% at $108.34 per barrel and US West Texas Intermediate crude 4% higher at $103.93 per barrel.Durable goods new orders rose 0.8% in March after a 1.2% decrease in the prior month, compared with expectations for a 0.5% gain in a survey of analysts compiled by Bloomberg.Housing starts rose to an annual rate of 1.502 million in March, exceeding expectations for 1.38 million and above the 1.356 million pace in the prior month.The US advance international trade in goods deficit widened to $87.87 billion in March from $83.49 billion in the previous month, compared with expectations for $88 billion.In other world markets, Japan's Nikkei closed 1% lower, Hong Kong's Hang Seng ended 1.7% higher, and China's Shanghai Composite finished 0.7% higher. Meanwhile, the UK's FTSE 100 was down 1%, and Germany's DAX index was flat in Europe's early afternoon session.In equities, Seagate Technology (STX) shares were up 16% after the company posted fiscal Q3 non-GAAP earnings and revenue that beat analysts' estimates, in addition to issuing a better-than-expected fiscal Q4 outlook. NXP Semiconductors (NXPI) stock was up 21% after the company reported fiscal Q1 non-GAAP earnings and revenue that surpassed analysts' consensus and also setting higher-than-expected fiscal Q2 guidance. Visa (V) shares were up 5.7% after the company posted a fiscal Q2 adjusted earnings and revenue beat.On the losing side, Robinhood Markets (HOOD) shares dropped 12% after the company reported Q1 earnings and revenue that fell short of analysts' consensus. Booking (BKNG) and Deutsche Bank (DB) saw their stock decline 4.8% and 3.1%, respectively, despite posting higher Q1 adjusted earnings and revenue.

Dow JonesNasdaq CompositeS&P 500$AMZN$BKNG$DB$GOOG$GOOGL$HOOD$META$MSFT$NXPI$STX$V
Research

Research Alert: Bkng: Q1 Beat Overshadowed By Lower Full-year Growth Expectations

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BKNG reported EPS of $1.14, up 14% and beating the $1.09 consensus, while revenue grew 16% to $5.5B, meeting consensus. Adjusted net income margin declined 80 bps to 16.4% due to strategic U.S. investments and Middle East conflict headwinds, though gross bookings expanded 15% to $53.8B. The quarter reinforced BKNG's competitive positioning with continued market share gains and margin expansion despite geopolitical disruption. Management reduced full-year guidance to high-single-digit to low-double-digit gross bookings growth and high-single-digit revenue growth, with Q2 expecting 2%-4% room night growth. The company returned $3.6B through repurchases and declared a $0.42 dividend, while implementing a 25-for-1 stock split effective April 2, 2026. We view the guidance reduction as prudent given near-term uncertainty, though the key question remains whether this reflects temporary geopolitical disruption or more structural travel demand softness.

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Wire

Booking Q1 Adjusted Earnings, Revenue Rise

Booking (BKNG) reported Q1 adjusted earnings late Tuesday of $1.14 per diluted share, up from $0.99 a year earlier.Analysts polled by FactSet expected $1.08.Revenue for the three months ended March 31 was $5.53 billion, up from $4.76 billion a year earlier.Analysts surveyed by FactSet expected $5.52 billion.For Q2, the company expects revenue growth rate of 4% to 6%. For the full year 2026, the company expects low-to mid-teens adjusted EPS growth on high-single digit revenue growth.

$BKNG
Wire

Booking Offers Compelling Entry Point as Focus Shifts Back to Fundamentals, Oppenheimer Says

Booking (BKNG) is offering a compelling entry point for patient investors as focus shifts back to fundamentals amid geopolitical tensions, Oppenheimer said, with analysts highlighting attractive valuation and resilient travel demand supporting the outlook.The brokerage said in a Sunday note that shares have underperformed peers since the Iran conflict, reflecting higher Middle East exposure and Asia/Europe sensitivity to oil supply.Oppenheimer said airline commentary and third-party traffic checks suggest solid underlying demand, pointing to upside versus Q1 nights guidance of more than 7%. However, geopolitical tensions could still weigh on the outlook relative to underlying trends.Booking has also outperformed the S&P since OpenAI paused retail instant checkout, supporting the view that large travel platforms remain central in the evolving AI-driven travel ecosystem, according to the note.The company is scheduled to report its Q1 results Tuesday after market close.Oppenheimer maintained its outperform rating on the stock with a price target of $240.Price: $179.23, Change: $-1.05, Percent Change: -0.58%

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Asia Markets

US Equity Indexes Jump as Iran Ceasefire Extension, Strong Earnings Help Lift Sentiment

US equity indexes jumped on Wednesday, with the Nasdaq Composite hitting an all-time high, following an extension of the Iran ceasefire agreement and strong quarterly earnings.The Nasdaq Composite jumped 1.6% to 24,657.57, with the S&P 500 up 1.1% at 7,137.90 and the Dow Jones Industrial Average 0.7% higher at 49,490.03. All sectors except real estate, utilities, industrials, and financials rose. Technology, energy, and communication services led the gainers.The ceasefire extension will last for only three to five days, Fox News reported Wednesday, citing a White House official. The US blockade of the Middle East nation's ports remains in force. Iran has made lifting the blockade a key demand for resuming negotiations to end the war and for allowing marine traffic to transit through the Strait of Hormuz, the chokepoint for 20% of global crude oil flows.Meanwhile, Iran's Revolutionary Guard Corps seized two ships in the Strait of Hormuz, CNN reported, citing the IRGC. The IRGC targeted a third vessel that is "now disabled off Iran's coast," CNN cited Iranian media.West Texas Intermediate crude oil futures Jumped 3.1% to $92.45, and Brent crude futures advanced 2.9% to $101.34.Meanwhile, as the Q1 earnings season unfolds, about 85% of S&P 500 companies that have reported this quarter beat expectations, The Wall Street Journal cited data compiled by FactSet.On Wednesday, GE Vernova (GEV) posted higher Q1 earnings and revenue, and raised its annual revenue forecast range. Shares rose 14%, the biggest gainer on the S&P 500.Boeing's (BA) Q1 loss unexpectedly narrowed as commercial aircraft deliveries rose, while the plane maker reported a smaller cash burn year over year. Shares advanced 5.5%, leading the Dow.Booking Holdings (BKNG) is under investigation for allegedly using deceptive marketing tactics to promote its premium accommodation programs, the Italian Competition Authority said Wednesday. Shares slumped 6%, the steepest decline on the Nasdaq.After the bell on Wednesday, Tesla (TSLA) reported Q1 adjusted earnings of $0.41 per diluted share, up from $0.27 a year earlier. Analysts polled by FactSet expected $0.36. Revenue for the quarter was $22.39 billion, up from $19.34 billion a year earlier. Analysts surveyed by FactSet expected $22.1 billion. Shares of the electric vehicle manufacturer were up 3.7% in after-hours activity.In fixed income, most US Treasury yields rose, with the 10-year up 1.5 basis points to 4.31% and the two-year higher by 2.5 basis points to 3.8%.On Tuesday, Kevin Warsh, in a confirmation hearing at the Senate for the chair of the Federal Reserve, defended the central bank's independence while signaling a different policy approach to interest rates, guidance, and the balance sheet, according to a Wednesday note from SocGen.In precious metals, gold futures rose 0.8% to $4,758.2, and silver futures advanced 1.6% to $77.71.

Dow JonesNasdaq CompositeS&P 500$BA$BKNG$GEV$TSLA
Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) easing 0.1%.In corporate news, Booking (BKNG) is under investigation for allegedly using deceptive marketing tactics to promote its premium accommodation programs, the Italian Competition Authority said Wednesday. Shares dropped 6.3%.Netflix (NFLX) is in talks to purchase a historic Los Angeles movie studio space for a fragment of its 2021 sale price of $1.85 billion, after the property was repossessed by lenders including Goldman Sachs (GS), Bloomberg reported. Netflix rose 0.8%.Philip Morris International (PM) shares jumped past 6% after it reported Q1 results above market estimates.Best Buy (BBY) shares fell 4.8% after the firm said Corie Barry will step down as chief executive at the end of Q3, with Jason Bonfig, chief customer, product and fulfillment officer, set to succeed her.

$BBY$BKNG$NFLX$PM
Sectors

Sector Update: Consumer

Consumer stocks were mixed late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) easing 0.1%.In corporate news, Booking (BKNG) is under investigation for allegedly using deceptive marketing tactics to promote its premium accommodation programs, the Italian Competition Authority said Wednesday. Its shares dropped 6.3%.

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Asia Markets

US Equity Indexes Rise With Crude Oil After Trump Extends Iran Ceasefire

US equity indexes rose after midday Wednesday, with the Nasdaq Composite touching an all-time high, and crude oil futures also advanced after President Donald Trump extended a ceasefire with Iran.The Nasdaq Composite jumped 1.3% to 24,583.3, the S&P 500 was up 0.8% at 7,123.5, and the Dow Jones Industrial Average was 0.6% higher at 49,453.7. All sectors except real estate, industrials, and financials rose. Technology, energy, and communication services led the gainers.The ceasefire extension will last for only three to five days, Fox News reported Wednesday, citing a White House official. The US blockade of the Middle East nation's ports remains in force.Iran has made lifting the blockade on its ports a key demand for resuming Pakistan-brokered negotiations to end the war and for allowing marine traffic to transit through the Strait of Hormuz, the chokepoint for 20% of global crude oil flows.Meanwhile, Iran's Revolutionary Guard Corps seized two ships in the Strait of Hormuz, CNN reported, citing the IRGC. A third vessel was also reportedly targeted by the IRGC and is "now disabled off Iran's coast," CNN cited Iranian media.West Texas Intermediate crude oil futures jumped 4.4% to $93.65, and Brent crude futures advanced 3.8% to $102.22.In company news, GE Vernova (GEV) posted higher Q1 earnings and revenue, and raised its annual revenue forecast range. Shares rose 13%, the biggest gainer on the S&P 500.Boeing's (BA) Q1 loss unexpectedly narrowed as commercial aircraft deliveries rose, while the plane maker reported a smaller cash burn year over year. Shares advanced 5.3%, the Dow's top gainer.Booking Holdings (BKNG) is under investigation for allegedly using deceptive marketing tactics to promote its premium accommodation programs, the Italian Competition Authority said Wednesday. Shares slumped 4.9%, the steepest decline on the Nasdaq.Tesla's (TSLA) Q1 results are due after the bell. The electric vehicle manufacturer could see penetration of its Full Self-Driving supervised system rise to more than 50%, which would change its financial model, Wedbush Securities said in a Tuesday note.US Treasury yields were mixed, with the 10-year steady at 4.29% and the two-year up 1.9 basis points to 3.8%.In precious metals, gold futures rose 0.6% to $4,749.1, and silver futures advanced 1.9% to $77.91.

Dow JonesNasdaq CompositeS&P 500$BA$BKNG$GEV$TSLA