Added to YB: 2026-08-21
Pitch date: 2026-08-19
BKNG [neutral]
Booking Holdings Inc.
-1%
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
$160.0B
Pitch Price
$212.00
Price Target
307.00 (+44%)
Dividend
0.79%
EV/EBITDA
15.33
P/E
23.54
EV/Sales
5.79
Sector
Hotels, Restaurants and Leisure
Category
value
Quarterly Portfolio Review: What I’m Analyzing This Quarter - Booking Holdings Inc.
BKNG (trimmed position): Yellow-rated. Trimmed 25 shares at $215; holds 145 at $174 avg. Q2 gross bookings +9%, adj EPS +15%, merchant mix 73%. Deceleration: Q3 GB guide 4-6%, FY26 cut to HSD, Connected Trip/airline slowing. AI discovery risk key debate (LLM room nights <1%). DCF ~$307 (~44% MOS, 11-12% IRR); range $185-$249.
Read full article (4 min)