Added to YB: 2026-05-13
Pitch date: 2026-03-04
BKNG [bullish]
Booking Holdings Inc.
-12.35%
current return
Author Info
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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, the United Kingdom, and internationally.
Market Cap
$128.6B
Pitch Price
$180.03
Price Target
7.7K (+4555%)
Dividend
1.01%
EV/EBITDA
12.37
P/E
21.78
EV/Sales
4.75
Sector
Hotels, Restaurants and Leisure
Category
value
Booking Holdings Inc. - $BKNG.MX
BKNG: OTA leader w/ 10yr rev/EPS CAGR of 11.3%/16.6%, 25% FCF margin, net debt 0.3x EBITDA. Down 25% on AI fears but 65% bookings direct on app (loyalty rewards). 90% earnings from small hotels insulated from ChatGPT. Partnered w/ OpenAI for in-app booking. 15x fwd P/E vs 20-30x historical, 15% EPS growth. $21.8B buyback (16% float). Upside 75%+ at 20x 2028 est $365 EPS=$7300; downside 20% at 12x flat earnings. Risk/reward favors buy.
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