Added to YB: 2025-08-01
Pitch date: 2025-07-30
BKNG [neutral]
Booking Holdings Inc.
-5.41%
current return
Author Info
No bio for this author
Company Info
Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, and internationally.
Market Cap
$159.2B
Pitch Price
$5.6K
Price Target
13.5K (+155%)
Dividend
0.78%
EV/EBITDA
15.89
P/E
32.24
EV/Sales
6.14
Sector
Hotels, Restaurants and Leisure
Category
growth
Booking Holdings 2Q25 Earnings: From Travel Giant to Transaction Rail
BKNG (earnings update): Massive 50% EBITDA guidance upgrade overlooked due to minor Q3 room night miss. Connected Trip now low double-digit % of transactions, growing 30-50% YoY. Merchant model at 59% enables fintech transformation. Bull case: $12-15K in 3yrs (35% IRR) as global commerce platform; base: $8500; bear: $4200 if stalls.
Read full article (5 min)