$BKNG

Booking Holdings (BKNG) shares fell 1.12% to $155.87, underperforming major indices. Over the past month, BKNG declined 12.57%, lagging its sector and the S&P 500. The company is expected to report earnings of $4.48 per share and revenue of $9.56 billion on November 3, 2026, reflecting year-over-year growth. Analysts have slightly increased EPS estimates, and BKNG has a Zacks Rank of #3 (Hold).

The FTC is investigating Booking Holdings' Priceline over its relationship with Guest Reservations, focusing on advertising practices that may mislead consumers. The company disputes the FTC's position and is discussing a resolution. Potential penalties could exceed $500 million, according to a source. Booking Holdings has warned of possible financial and operational impacts.

Booking Holdings (BKNG) may face an FTC investigation over claims that its subsidiary Priceline.com partners with third-party hotel booking services that charge hidden fees, potentially violating consumer protection laws.

Booking Holdings (BKNG) is reportedly under investigation by the FTC for alleged deceptive hotel advertising practices, according to Reuters. The company's stock is currently trading at $157.00 USD, down 0.40% on the day and 3.43% over the past year. This regulatory scrutiny could impact the company's operations and financial performance.

The FTC is preparing to take action against Booking Holdings (BKNG) over online ads that mislead consumers into paying extra fees on third-party sites, according to sources. The case could result in over $500 million in penalties. Booking Holdings disclosed the FTC's investigation in August, stating it is in talks to resolve the matter. Guest Reservations, the affiliate in question, has faced over 1,000 consumer complaints.

Booking.com seeks to enforce a two-day weekly office rule. A judge indicated support, stating it's reasonable, while the works council argued it harms autonomy and mental health. The company cited low attendance (27%) and mental health benefits of in-office work. A ruling is expected by late October if no agreement is reached.

Türkiye's parliament approved a bill to regulate foreign digital accommodation platforms like Booking.com and Airbnb. The law, effective Jan. 1, 2027, requires platforms to obtain a permit, pay fees, and designate a local representative. Violations may result in fines or permit cancellation. Platforms will also face commission caps and restrictions on provider relationships.

Booking.com's head of public affairs claims Europe's hotel distribution is balanced, citing a HOTREC study. However, Booking Holdings holds ~70% of European OTA bookings, with Booking.com alone at ~20% of all hotel bookings. This follows an EU court ruling upholding Booking's dominant market position. HOTREC argues OTAs often sell rooms below agreed prices.

Wells Fargo reduced its price target for Booking Holdings (BKNG) to $190 from $220, citing concerns over travel demand and slowing growth. The stock is down 26% year-to-date. Other analysts have mixed views, with some raising targets and others lowering them. BKNG trades at a P/E ratio of 17.35 and a PEG ratio of 0.29.

B. Riley maintains buy ratings on Booking (BKNG), Expedia (EXPE), and Airbnb (ABNB), citing positive travel trends and market share gains. Price targets set at $274 for BKNG, $390 for EXPE, and $210 for ABNB. Airbnb trades at $160.39 with a market cap of $94.56B. Other analysts also upgraded ABNB, citing growth and AI potential.