Added to YB: 2026-08-10
Pitch date: 2026-08-06
BKNG [neutral]
Booking Holdings Inc.
+3.46%
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, the United Kingdom, and internationally.
Market Cap
$155.8B
Pitch Price
$207.25
Price Target
N/A
Dividend
0.81%
EV/EBITDA
14.94
P/E
22.92
EV/Sales
5.64
Sector
Hotels, Restaurants and Leisure
Category
growth
Booking 2Q26: Fewer Nights, More Money
BKNG (holding update): Q2 rev +8% to $7.35B, room nights +5.3% (missed 329M consensus), EBITDA +9%, margins +40bps to 36%; held FY guide despite 7mo Middle East war. Merchant mix 73% drives 8-qtr revenue-over-volume spread. Marketing rose to 4.7% of GB, direct stuck mid-60s—flywheel unproven. $7.4B H1 buybacks at $173. Owns, adds toward $175.
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