Booking Holdings Inc. (BKNG)
Booking Holdings Inc. (BKNG) Q3 2025 Earnings Call Transcript
Booking Holdings Inc. (NASDAQ:BKNG ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Glenn Fogel - President, CEO & Director Ewout Steenbergen - Executive VP & CFO Conference Call Participants Kevin Kopelman - TD Cowen, Research Division Douglas Anmuth - JPMorgan Chase & Co, Research Division Lee Horowitz - Deutsche Bank AG, Research Division Mark Stephen Mahaney - Evercore ISI Institutional Equities, Research Division Ronald Josey - Citigroup Inc., Research Division Justin Post - BofA Securities, Research Division Trevor Young - Barclays Bank PLC, Research Division Presentation Operator Welcome to Booking Holdings Third Quarter 2025 Conference Call. Booking Holdings would like to remind everyone that this call may contain forward-looking statements, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.
Booking Holdings (BKNG) Reports Q3 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Booking Holdings (BKNG) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Booking Holdings (BKNG) Beats Q3 Earnings and Revenue Estimates
Booking Holdings (BKNG) came out with quarterly earnings of $99.5 per share, beating the Zacks Consensus Estimate of $96.04 per share. This compares to earnings of $83.89 per share a year ago.
Booking Third-Quarter Profit, Sales Rise as Travel Demand Stabilizes
The online travel agency reported a profit of $2.75 billion, or $84.41 a share, thanks to steady travel demand trends.
4 Reasons Booking Holding Soars Even Higher After Earnings
Booking posted its fourth straight earnings and revenue beat, with adjusted EPS of $99.50 vs.
Booking Holdings: Short-Term Risks Create Long-Term Opportunities
Booking Holdings share price performance in recent years was not due to multiple re-pricing. Short-term macroeconomic and geopolitical risks should not be ignored and would likely continue to weigh on BKNG's performance. The stock, however, is reasonably priced, and long-term investors should focus on different matters related to capital allocation.
Investors Heavily Search Booking Holdings Inc. (BKNG): Here is What You Need to Know
Booking Holdings (BKNG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Why Is Booking Stock With Its High Flow Yield Not On Your Watchlist?
Here is why we believe Booking (BKNG) stock is worth considering.
Why Booking Holdings (BKNG) Dipped More Than Broader Market Today
In the most recent trading session, Booking Holdings (BKNG) closed at $5, indicating a -3.28% shift from the previous trading day.
Booking Holdings: A Solid GARP Play In The Travel Sector
Booking Holdings remains a top travel sector pick, benefiting from strong cash flow, secular trends, and robust operational leverage. BKNG's Connected Trip initiative and cross-selling success drive profitability, while emerging trends like medical tourism and digital nomads offer long-term growth potential. Despite recent gains, BKNG offers an attractive 8.5% implied IRR even under conservative assumptions, with optionalities providing further upside.
Why Booking Holdings (BKNG) is a Top Growth Stock for the Long-Term
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Booking Holdings Market-Beating Algorithm Shines Amid Geopolitical Uncertainty (Upgrade)
Booking Holdings (BKNG) is upgraded to Buy, with a DCF spot estimate of $192B, versus a $178B market cap, reflecting renewed upside. BKNG's growth is driven by strengthening Take Rates, rapid airline ticket expansion, and its successful Connected Trip strategy, increasing user lock-in. The company demonstrates resilience amid geopolitical uncertainty, with strong European and Asian market exposure offsetting U.S. travel softness.
