Booking Holdings Inc. (BKNG)
Booking Holdings: Hotel Fragmentation Moat
Booking Holdings remains a compelling buy due to its dominant merchant model in a highly fragmented global hotel sector. BKNG's merchant revenue is projected to reach 70% of total revenue by 2028, underpinning sustained earnings and free cash flow growth. Despite AI disruption fears, consensus forecasts solid 19% annual earnings growth and over $10bn in free cash flow, supporting robust buybacks and dividends.
3 Stock-Split Stocks to Buy Before They Soar Between 73% and 149% According to Select Wall Street Analysts
Stock splits have regained popularity in recent years. Historically, this has been a hallmark of a business executing at a high level.
Booking Holdings: When Narratives Do Not Match Reality
Booking Holdings delivered a double beat in annual results, with robust FCF growth and strong capital allocation via buybacks and a pending 25:1 stock split. BKNG's Merchant segment is rapidly gaining share, driving negative working capital and reinforcing its payment processing moat against AI disruption. Operational excellence is evidenced by recurring cost savings, deep supplier integrations, and increasing direct app bookings, supporting resilience against competitive and technological threats.
Booking Holdings Split: The Catalyst Wall Street Didn't See Coming
Let's not bury the lead. Booking Holdings Inc. NASDAQ: BKNG announced a 25-for-1 stock split effective April 2.
Down 32%, Booking Holdings Announces 25-to-1 Stock Split. Time to Buy?
Booking Holdings ( NASDAQ:BKNG ) just reported fourth-quarter results that beat top and bottom line estimates, raised its dividend, and announced a 25-to-1 stock split.
Booking Tops Forecasts but Tumbles 9% as Travel Demand Shows Signs of Cooling
Booking Holdings (NASDAQ: BKNG) posted Q4 2025 results yesterday evening, reporting $6.35 billion in revenue, up 16% year-over-year.
Booking Holdings Q4 Earnings Beat Estimates, Revenues Rise Y/Y
BKNG tops Q4 estimates as revenues jump 16%, room nights hit 285M, and merchant bookings surge, with upbeat 2026 growth and margin outlook.
Booking Holdings Inc. (BKNG) Q4 2025 Earnings Call Transcript
Booking Holdings Inc. (BKNG) Q4 2025 Earnings Call Transcript
Booking Holdings (BKNG) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Booking Holdings (BKNG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Booking Holdings (BKNG) Beats Q4 Earnings and Revenue Estimates
Booking Holdings (BKNG) came out with quarterly earnings of $48.8 per share, beating the Zacks Consensus Estimate of $48.23 per share. This compares to earnings of $41.55 per share a year ago.
Booking Vs. Airbnb: Which Travel Giant Wins The 2026 Upside Race?
Airbnb (ABNB) dropped 17% over the last month, reigniting the familiar debate for travel investors. Is this a buying opportunity, or an early warning sign?
BKNG Gears Up to Report Q4 Earnings: What's in Store for the Stock?
Booking Holdings prepares to post Q4 results with strong EPS growth expected, even as U.S. pricing softness and booking normalization emerge.
