US · Consumer Cyclical · Travel Services
EPS came in at 4.66 against a street estimate of 4.48 — a beat of 4.0%.
Analysts rate Booking Holdings Inc a buy (30 buy, 7 hold, 0 sell out of 37) with an average price target of $231.31.
CONFIDENT Q2 beat guidance across all metrics. Room nights +5%, gross bookings +9%, EBITDA +9%. Connected Trip momentum, AI showing ROI in customer service. Middle East impact persisting but demand resilient. Q2 2026 Domestic travel outperformed international. Middle East conflict reduced long-haul, airline capacity, elevated prices. Inbound Middle East travel pressured; outbound normalized. Analysts pressed for quantified AI impact (conversion, CSAT) and flight deceleration explanations. Management emphasized early-stage testing, exogenous airline capacity pressures, and domestic resilience offsetting long-haul weakness. LLM traffic remains minimal (<1%) but strategic positioning with OpenAI/Google ongoing. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.43% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.52% |
| T. Rowe Price Associates, Inc. | 3.44% |
| Amvescap Plc. | 3.32% |
| Dodge & Cox | 3.30% |
| Geode Capital Management, LLC | 2.83% |
| Capital World Investors | 2.66% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $8,893 million, down from $9,008 million in the third quarter of 2025, including a $900 million FTC | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 room nights grew 7% year over year to 345M. • Gross bookings grew 10% to $54.5B, or approximately 11% on a constant-curre | 2026-11-03 |
| Quarterly report · Q2 2026 BOOKING HOLDINGS INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income (6 months): $3,033 million vs. $1,228 million prior year (+147%) • Net In | 2026-08-04 |
| Results announced · Q3 2026 BOOKING HOLDINGS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $7.4B, up 8% YoY (7% constant currency) • Gross Bookings: $51.0B, up 9% YoY (8 | 2026-08-04 |
| Shareholder vote results · Q2 2026 BOOKING HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held virtually on June 2, 2026 • Total votes cast: approximat | 2026-06-02 |
| Material agreement · Q2 2026 BOOKING HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued €1,900,000,000 aggregate principal amount of senior notes in a registered | 2026-05-11 |
| Material agreement · Q2 2026 BOOKING HOLDINGS INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $750,000,000 aggregate principal amount of 5.375% Senior Notes due 2036 • Interes | 2026-05-07 |
| Quarterly report · Q1 2026 BOOKING HOLDINGS INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Net Income: $1,083 million vs. Q1 2025: $333 million (+225% YoY) • Diluted E | 2026-04-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.42 / share ex-date Sep 11, 2026 · pay Sep 30, 2026 | 2026-09-11 |
| Dividend | $0.42 / share ex-date Jun 5, 2026 · pay Jun 30, 2026 | 2026-06-05 |
| Split | 25 : 1 effective Apr 6, 2026 | 2026-04-06 |
| Dividend | $0.42 / share ex-date Mar 6, 2026 · pay Mar 31, 2026 | 2026-03-06 |
| Dividend | $0.38 / share ex-date Dec 5, 2025 · pay Dec 31, 2025 | 2025-12-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Booking Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.