Booking Holdings Inc.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Booking Holdings reported an 8% year-over-year revenue increase in Q2, with adjusted earnings per share up 15%. The company generated $3.6B in free cash flow and is aggressively repurchasing shares. Despite travel industry headwinds, its EBITDA margin rose to 36%. The stock has a forward P/E ratio in the low 20s and a 0.8% dividend yield.
Analyst Mark Mahaney raised Booking Holdings' (BKNG) price target to $270, maintaining an 'Outperform' rating. The average target is $236.41, implying a 10.9% upside, while the highest target suggests 41.2% potential upside. This view has not changed in the past three months.
Booking Holdings (BKNG) fell 1.6% to $210.41 after Bernstein SocGen reiterated a neutral rating with a $188 target, citing AI disruption risks and loyalty program engagement concerns. The company's recent earnings beat was offset by conservative revenue guidance. Evercore ISI raised its target to $270, highlighting analyst divergence. The broader market was flat, making the decline stock-specific.
Over the past 7 days, alphai's AI scored 6 news stories mentioning BKNG (Booking Holdings Inc.). Coverage has been balanced: 3 bullish, 0 neutral, and 3 bearish.
Recent BKNG coverage spans earnings, financial news and technology.
In the last 30 days, BKNG insiders filed 17 SEC Form 4 transactions — no purchases and 17 sales ($15.9M). The most active reporter was MILLONES PETER J, EXECUTIVE VP, GENERAL COUNSEL, with 9 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Strong earnings and cash generation may support upside and justify buybacks.
Analyst upgrade may prompt buying interest and support price appreciation.
Analyst downgrade and below-consensus guidance pressure the stock lower.
The launch could boost OpenTable's revenue from AI services and increase demand for its reservation platform.
Guidance cut signals slower near‑term growth, likely pressuring the stock.
alphai scores every news story that mentions BKNG with an AI model for sentiment and relevance, and aggregates insider trades from Booking Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Booking Holdings reported an 8% year-over-year revenue increase in Q2, with adjusted earnings per share up 15%. The company generated $3.6B in free cash flow and is aggressively repurchasing shares. Despite travel industry headwinds, its EBITDA margin rose to 36%. The stock has a forward P/E ratio in the low 20s and a 0.8% dividend yield.
3 min readAnalyst Mark Mahaney raised Booking Holdings' (BKNG) price target to $270, maintaining an 'Outperform' rating. The average target is $236.41, implying a 10.9% upside, while the highest target suggests 41.2% potential upside. This view has not changed in the past three months.
1 min readBooking Holdings (BKNG) fell 1.6% to $210.41 after Bernstein SocGen reiterated a neutral rating with a $188 target, citing AI disruption risks and loyalty program engagement concerns. The company's recent earnings beat was offset by conservative revenue guidance. Evercore ISI raised its target to $270, highlighting analyst divergence. The broader market was flat, making the decline stock-specific.
2 min readOpenTable (BKNG) launched 20+ AI-powered tools for restaurants, including LLM integrations, AI Concierge, and automation features. Key metrics: 17x YoY increase in seated diners from LLM integrations, 500K+ monthly AI Concierge users, 4.5 hours/month saved via Table Automations, 40% YoY growth in POS partner adoptions, and 270% increase in diners seated via voice AI partners.
2 min readBooking 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
3 min readAirbnb (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.
3 min readBooking.com faces a proposed UK mass action from the Bed and Breakfast Association over alleged anticompetitive commission rates charged to hotel operators, according to a claim summary.
1 min readSquare and OpenTable expanded their partnership, linking reservation, payment, and guest data for restaurants. The integration combines OpenTable's booking data with Square's transaction and operational data, aiming to streamline restaurant operations and improve customer insights. The partnership covers six markets and targets better guest engagement and operational efficiency. According to Square, this removes manual work for restaurant operators.
2 min readTravel companies are increasingly quantifying AI's value. Airbnb reported 17% share gains after showing AI-driven economic benefits. Expedia noted mixed results but expects future gains. Sabre and Amadeus aim to strengthen their AI infrastructure roles. Booking Holdings is also measuring AI's economic impact.
5 min readBooking Holdings (BKNG) reported that its Executive Vice President and General Counsel, Peter J. Millones, sold 50,050 shares on August 17, 2026, under a pre-arranged 10b5-1 trading plan. The shares were sold in nine tranches at weighted-average prices ranging from $204.91 to $212.88. Millones now holds 375,025 shares directly.
1 min read
