Is Now a Good Time to Buy Booking Holdings Stock?

Booking Holdings (BKNG) reported Q2 revenue of $7.4B, up 8%, and adjusted EPS of $2.54, beating estimates. Management lowered full-year gross bookings guidance to high single digits and Q3 room night growth to 3-5%, citing Middle East-related airline capacity issues. CEO Glenn Fogel noted long-haul travel pressure but expects domestic travel to remain strong. The company's connected trip strategy grew in low double digits. Analysts model a target price of $300, implying 43% upside over 2.4 years

Airbnb (ABNB) raised its 2026 revenue forecast, citing AI-driven cost savings, and reported Q2 revenue of $3.61B, beating estimates. Booking Holdings (BKNG) beat Q2 estimates but trimmed its full-year outlook, blaming Middle East conflict. ABNB shares hit a 4-year high, while BKNG's price target was raised to $245 by Argus.

Booking.com faces a proposed UK mass action over alleged anticompetitive commission rates charged to hotel operators, according to a summary by MLex.

Booking Holdings CEO Glenn Fogel said travel demand remains strong. The company reported Q2 earnings of $2.54 per share, up 15%, and revenue of $7.4bn, up 8%, beating expectations; shares rose about 6% after release. Fogel attributed performance partly to strong US tourism and said AI is lowering customer service costs and speeding issue resolution.

Expedia reported Q2 revenue of $4.32B (+14% YoY) and adjusted EPS of $5.76 vs $5.23 consensus, raised 2026 gross bookings guidance to $129.5B-$130.8B, and lifted revenue outlook to $16.05B-$16.22B, Reuters said. Booking Holdings also beat estimates, citing resilient demand. Domestic travel outpaced cross-border, while Middle East conflict disrupts routes.

Booking Holdings reported Q2 adjusted profit of $2.54 per share, above the $2.45 estimate, citing resilient U.S. domestic travel. It trimmed its full-year gross bookings growth outlook to high single-digits from prior high single-digits to low double-digits, citing ongoing Middle East conflict impacts on inbound travel and flight routes through Q3. Shares rose 6% after hours.