Analyst Consensus ?
ConsensusBuy71 ratings
Bullish4664.8%
Neutral2535.2%
Bearish00.0%
Booking Holdings Inc. · BKNG · FY2026 Q2 · Calendar Q3 2026
Booking Holdings: Resilient demand, AI rollout and higher savings target
The quarter supports a resilient-demand thesis: Booking Holdings exceeded the high end of guidance, while Connected Trip, loyalty and merchant payments strengthened the platform. The longer-term case still depends on scaling AI and managing geopolitical, SEO and cost risks.
Reported After market closeNASDAQConsumer Cyclical
$130.58B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.54
Consensus $2.43
EPS surprise
+4.5%
Reported versus consensus
Reported revenue
$7.35B
Consensus $7.19B
Revenue surprise
+2.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.8%
Event window
SPY move
+1.8%
Same window
Abnormal move
-1.0%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
+0.7%
Up to 20 sessions
BKNGSPY benchmark
Ask FN2 about BKNG FY2026 Q2
Transcript, numbers and history already loaded
Why did BKNG rise 0.8% after beating EPS estimates in FY2026 Q2?What changed in BKNG's guidance and outlook in FY2026 Q2?Give me the bull and bear case for BKNG after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Connected Trip transactions grew at a low-double-digit rate and now represent a low-double-digit share of bookings. Management identified another $100 million of annual run-rate savings, lifting the target to $650 million; LLM traffic remains below 1% of room nights.
Guidance delta
Management said Q2 surpassed the high end of guidance and reaffirmed its long-term outlook; no new numeric guidance change is supplied here.
Key takeaways
- Q2 exceeded the high end of guidance despite Middle East headwinds.
- Connected Trip transactions grew at a low-double-digit rate and reached a low-double-digit share of bookings.
- Management raised its annual run-rate savings target to $650 million, while AI-powered discovery remains early.
Management priorities
- Scale Connected Trip, Penny and AI-powered discovery.
- Invest in product, supply and brand in the United States and Asia.
- Integrate B2B operations and pursue transformation savings.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$168.52Previous close
$86.84Low
$196.09Average
$309.84High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 22, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| BTIG | Buy | Buy | Maintain | Aug 27, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 24, 2026 |
| Argus Research | Buy | Buy | Maintain | Aug 10, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 5, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Aug 5, 2026 |
| UBS | Buy | Buy | Maintain | Aug 5, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 5, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 5, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Aug 5, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Benchmark | Buy | Buy | Maintain | Aug 5, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Aug 5, 2026 |
| Jefferies | Hold | Hold | Maintain | Jul 14, 2026 |
| TD Cowen | Buy | Buy | Maintain | Apr 29, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Apr 29, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 29, 2026 |
| DA Davidson | Buy | Buy | Maintain | Apr 29, 2026 |
| Barclays | Overweight | Overweight | Maintain | Apr 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Apr 29, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Apr 21, 2026 |
| Tigress Financial | Strong Buy | Strong Buy | Maintain | Apr 8, 2026 |
| Truist Securities | Buy | Buy | Maintain | Apr 6, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Apr 6, 2026 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Feb 24, 2026 |
| Susquehanna | Positive | Positive | Maintain | Feb 20, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Feb 4, 2026 |
| Citizens | Market Perform | Market Outperform | Downgrade | Feb 4, 2026 |
| B of A Securities | Buy | Neutral | Upgrade | Nov 24, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Apr 30, 2025 |
| Citizens Capital Markets | Market Outperform | Market Outperform | Maintain | Feb 24, 2025 |
| Mizuho | Outperform | Outperform | Maintain | Dec 19, 2024 |
| Goldman Sachs | Neutral | Neutral | Maintain | Nov 1, 2024 |
| Erste Group | Buy | Hold | Upgrade | Jun 14, 2024 |
| HSBC | Buy | Buy | Maintain | May 7, 2024 |
| Edward Jones | Hold | Buy | Downgrade | Feb 16, 2024 |
| Ascendiant Capital | Buy | Buy | Maintain | Dec 29, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 4, 2023 |
| Gordon Haskett | Hold | Buy | Downgrade | Jan 25, 2023 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Dec 7, 2022 |
| Stifel | Hold | Hold | Maintain | Aug 4, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | Oct 12, 2021 |
| Needham | Buy | Buy | Maintain | Nov 6, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 8, 2020 |
| CFRA | Hold | Hold | Maintain | May 8, 2020 |
| Stifel Nicolaus | Hold | Hold | Maintain | Feb 27, 2020 |
| Consumer Edge Research | Overweight | Overweight | Maintain | Nov 18, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Nov 1, 2019 |
| Raymond James | Market Perform | Outperform | Downgrade | Oct 25, 2019 |
| Telsey Advisory Group | Market Perform | Outperform | Downgrade | Mar 19, 2019 |
| PiperJaffray | Neutral | Overweight | Downgrade | Feb 28, 2019 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Feb 28, 2019 |
| Argus | Buy | Hold | Upgrade | Mar 8, 2018 |
| MKM Partners | Neutral | Buy | Downgrade | Dec 7, 2017 |
| CLSA | Buy | Buy | Maintain | Dec 8, 2016 |
| Pacific Crest | Equal Weight | Sector Weight | Maintain | Nov 8, 2016 |
| Guggenheim | Neutral | Buy | Downgrade | May 4, 2016 |
| Moffett Nathanson | Buy | Buy | Maintain | Mar 8, 2016 |
| Redburn Partners | Buy | Buy | Maintain | Sep 4, 2015 |
| FBR Capital | Perform | Outperform | Downgrade | Dec 2, 2014 |
| Evercore Partners | Hold | Equal Weight | Maintain | Oct 10, 2014 |
| Macquarie | Outperform | Outperform | Maintain | Aug 12, 2014 |
| Buckingham Research | Neutral | Neutral | Maintain | Jun 27, 2014 |
| Oracle Investment Research | Buy | Strong Buy | Downgrade | Feb 20, 2014 |
| Monness Crespi Hardt | Buy | Buy | Maintain | Feb 19, 2014 |
| Monness, Crespi, Hardt | Buy | Neutral | Upgrade | Nov 8, 2013 |
| Janney Capital | Neutral | Neutral | Maintain | Sep 12, 2013 |
| Lazard | Buy | Buy | Maintain | May 29, 2013 |
| Ascendiant | Buy | Buy | Maintain | Jan 29, 2013 |
| Nomura | Buy | Buy | Maintain | Jan 25, 2013 |
| JG Capital | Overweight | Overweight | Maintain | Nov 20, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $168.52. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Matthew Cost | $230 | $171.32 | +36.5% | Sep 16, 2026 |
| Bernstein | Richard Clarke | $188 | $210.48 | +11.6% | Aug 26, 2026 |
| Evercore ISI | Mark Mahaney | $270 | $214.39 | +60.2% | Aug 24, 2026 |
| Argus Research | Analyst unavailable | $245 | $210.21 | +45.4% | Aug 10, 2026 |
| Susquehanna | Shyam Patil | $240 | $207.02 | +42.4% | Aug 6, 2026 |
| D.A. Davidson | Tom White | $240 | $207.02 | +42.4% | Aug 6, 2026 |
| Truist Financial | Greg Miller | $242 | $205.1 | +43.6% | Aug 5, 2026 |
| Deutsche Bank | Analyst unavailable | $230 | $205.34 | +36.5% | Aug 5, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $220 | $205.66 | +30.5% | Aug 5, 2026 |
| Wedbush | Ygal Arounian | $247 | $207.99 | +46.6% | Aug 5, 2026 |
| Oppenheimer | Analyst unavailable | $240 | $194.27 | +42.4% | Aug 5, 2026 |
| Mizuho Securities | Analyst unavailable | $240 | $194.27 | +42.4% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $230 | $194.27 | +36.5% | Aug 5, 2026 |
| Piper Sandler | Analyst unavailable | $215 | $194.27 | +27.6% | Aug 5, 2026 |
| Wells Fargo | Analyst unavailable | $220 | $194.27 | +30.5% | Aug 5, 2026 |
| BMO Capital | Brian Pitz | $250 | $194.27 | +48.4% | Aug 5, 2026 |
| Jefferies | Analyst unavailable | $234 | $194.27 | +38.9% | Aug 5, 2026 |
| Goldman Sachs | Eric Sheridan | $215 | $178.86 | +27.6% | Jul 20, 2026 |
| Argus Research | John Staszak | $210 | $174.18 | +24.6% | Jul 9, 2026 |
| Wells Fargo | Analyst unavailable | $214 | $182.41 | +27.0% | Jun 30, 2026 |
| D.A. Davidson | Analyst unavailable | $230 | $173.19 | +36.5% | Apr 29, 2026 |
| Piper Sandler | Analyst unavailable | $195 | $175.92 | +15.7% | Apr 29, 2026 |
| Evercore ISI | Analyst unavailable | $245 | $173.38 | +45.4% | Apr 29, 2026 |
| Oppenheimer | Jed Kelly | $215 | $173.38 | +27.6% | Apr 29, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $175 | $173.38 | +3.8% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $215 | $173.38 | +27.6% | Apr 29, 2026 |
| Wells Fargo | Ken Gawrelski | $215 | $173.38 | +27.6% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $210 | $173.38 | +24.6% | Apr 29, 2026 |
| Evercore ISI | Mark Mahaney | $250 | $180.28 | +48.4% | Apr 27, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $180 | $180.28 | +6.8% | Apr 27, 2026 |
| Deutsche Bank | Benjamin Black | $210 | $192.02 | +24.6% | Apr 21, 2026 |
| Tigress Financial | Analyst unavailable | $260 | $181 | +54.3% | Apr 8, 2026 |
| Morgan Stanley | Brian Nowak | $220 | $154.83 | +30.5% | Feb 23, 2026 |
| Susquehanna | Analyst unavailable | $260 | $162.22 | +54.3% | Feb 20, 2026 |
| D.A. Davidson | Tom White | $240 | $158.44 | +42.4% | Feb 19, 2026 |
| Robert W. Baird | Analyst unavailable | $234 | $157.78 | +38.9% | Feb 19, 2026 |
| HSBC | Meredith Prichard Jensen | $309.84 | $158.44 | +83.9% | Feb 19, 2026 |
| Oppenheimer | Analyst unavailable | $240 | $170.8 | +42.4% | Feb 19, 2026 |
| BMO Capital | Analyst unavailable | $248 | $170.8 | +47.2% | Feb 19, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $179.8 | $170.8 | +6.7% | Feb 19, 2026 |
| UBS | Stephen Ju | $259.4 | $170.8 | +53.9% | Feb 19, 2026 |
| Piper Sandler | Thomas Champion | $200 | $170.8 | +18.7% | Feb 19, 2026 |
| Barclays | Analyst unavailable | $220 | $170.8 | +30.5% | Feb 19, 2026 |
| Gordon Haskett Capital Corporation | Robert Mollins | $217.6 | $169.48 | +29.1% | Feb 10, 2026 |
| Wedbush | Analyst unavailable | $220 | $177.63 | +30.5% | Feb 6, 2026 |
| UBS | Stephen Ju | $264.32 | $204.89 | +56.8% | Feb 3, 2026 |
| Goldman Sachs | Eric Sheridan | $236.8 | $206.05 | +40.5% | Jan 27, 2026 |
| Wells Fargo | Analyst unavailable | $238.16 | $217.8 | +41.3% | Jan 9, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $233.2 | $217.83 | +38.4% | Jan 8, 2026 |
| Argus Research | John Staszak | $256 | $211.92 | +51.9% | Jan 6, 2026 |
| Bernstein | Analyst unavailable | $216.28 | $214.69 | +28.3% | Jan 6, 2026 |
| BNP Paribas | Analyst unavailable | $244 | $193.44 | +44.8% | Nov 24, 2025 |
| BOCOM International Holdings Company | Analyst unavailable | $240 | $190.72 | +42.4% | Nov 24, 2025 |
| D.A. Davidson | Analyst unavailable | $264 | $209.68 | +56.7% | Oct 30, 2025 |
| Bernstein | Richard Clarke | $217.32 | $208.38 | +29.0% | Oct 30, 2025 |
| Wedbush | Analyst unavailable | $240 | $203.03 | +42.4% | Oct 29, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $222 | $204.5 | +31.7% | Oct 29, 2025 |
| Mizuho Securities | Analyst unavailable | $240 | $204.5 | +42.4% | Oct 29, 2025 |
| UBS | Stephen Ju | $272.24 | $204.82 | +61.5% | Oct 29, 2025 |
| Truist Financial | Greg Miller | $232.4 | $204.15 | +37.9% | Oct 29, 2025 |
| Robert W. Baird | Analyst unavailable | $253 | $203.05 | +50.1% | Oct 29, 2025 |
| Wells Fargo | Analyst unavailable | $220.92 | $204.82 | +31.1% | Oct 29, 2025 |
| KeyBanc | Sergio Segura | $265.2 | $204.82 | +57.4% | Oct 29, 2025 |
| Morgan Stanley | Brian Nowak | $246 | $204.82 | +46.0% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $250 | $204.82 | +48.4% | Oct 29, 2025 |
| Truist Financial | Analyst unavailable | $230 | $205.85 | +36.5% | Oct 27, 2025 |
| KeyBanc | Analyst unavailable | $258 | $209.22 | +53.1% | Oct 22, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $223.6 | $210.82 | +32.7% | Oct 22, 2025 |
| Wells Fargo | Analyst unavailable | $217.72 | $216.72 | +29.2% | Oct 6, 2025 |
| Mizuho Securities | Analyst unavailable | $239 | $218.19 | +41.8% | Sep 29, 2025 |
| BMO Capital | Analyst unavailable | $240 | $224.52 | +42.4% | Jul 30, 2025 |
| Morgan Stanley | Analyst unavailable | $226 | $224.52 | +34.1% | Jul 30, 2025 |
| UBS | Analyst unavailable | $222.28 | $195.6 | +31.9% | Apr 28, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $173.2 | $181.63 | +2.8% | Apr 16, 2025 |
| BTIG | Jake Fuller | $220 | $171.36 | +30.5% | Apr 4, 2025 |
| Truist Financial | Greg Miller | $188 | $194.91 | +11.6% | Nov 6, 2024 |
| RBC Capital | Brad Erickson | $210 | $189.96 | +24.6% | Nov 1, 2024 |
| Susquehanna | Shyam Patil | $220 | $189.96 | +30.5% | Nov 1, 2024 |
| Piper Sandler | Thomas Champion | $196 | $178.56 | +16.3% | Oct 31, 2024 |
| Evercore ISI | Mark Mahaney | $212 | $178.56 | +25.8% | Oct 31, 2024 |
| Barclays | Trevor Young | $204 | $178.56 | +21.1% | Oct 31, 2024 |
| Piper Sandler | Ross Sandler | $204 | $178.56 | +21.1% | Oct 31, 2024 |
| JMP Securities | Nicholas Jones | $200 | $171.91 | +18.7% | Oct 15, 2024 |
| Wells Fargo | Ken Gawrelski | $166.92 | $166.79 | -0.9% | Oct 8, 2024 |
| Barclays | Trevor Young | $180 | $166.79 | +6.8% | Oct 8, 2024 |
| Morgan Stanley | Brian Nowak | $168 | $151.48 | -0.3% | Sep 5, 2024 |
| Jefferies | John Colantuoni | $168 | $152.55 | -0.3% | Sep 4, 2024 |
| Jefferies | John Colantuoni | $174 | $135.34 | +3.3% | Aug 5, 2024 |
| Wedbush | Scott Devitt | $156 | $137.78 | -7.4% | Aug 2, 2024 |
| Oppenheimer | Jed Kelly | $184 | $156.38 | +9.2% | Jul 22, 2024 |
| Barclays | Trevor Young | $172 | $159.6 | +2.1% | Jul 11, 2024 |
| Argus Research | John Staszak | $184.6 | $159.6 | +9.5% | Jul 10, 2024 |
| Argus Research | John Staszak | $173.68 | $152.37 | +3.1% | Jun 4, 2024 |
| Oppenheimer | Jed Kelly | $168 | $143.27 | -0.3% | May 3, 2024 |
| Evercore ISI | Mark Mahaney | $180 | $138.92 | +6.8% | May 3, 2024 |
| B.Riley Financial | Naved Khan | $176 | $142.64 | +4.4% | Apr 3, 2024 |
| Seaport Global | Aaron Kessler | $175.2 | $153.86 | +4.0% | Feb 22, 2024 |
| BOCOM International Holdings Company | Aaron Kessler | $175.2 | $147.81 | +4.0% | Feb 20, 2024 |
| Wedbush | Scott Devitt | $194.4 | $5,112.68 | +15.4% | Dec 27, 2023 |
| Wedbush | Scott Devitt | $122.4 | $108.03 | -27.4% | Jun 6, 2023 |
| Morgan Stanley | Analyst unavailable | $92 | $78.91 | -45.4% | Aug 23, 2022 |
| Deutsche Bank | Lee Horowitz | $91.2 | $85.79 | -45.9% | Aug 18, 2022 |
| Wells Fargo | Analyst unavailable | $92 | $84.84 | -45.4% | Aug 15, 2022 |
| Susquehanna | Analyst unavailable | $112 | $77.17 | -33.5% | Aug 5, 2022 |
| Deutsche Bank | Lee Horowitz | $92 | $78.66 | -45.4% | Aug 4, 2022 |
| Stifel Nicolaus | Analyst unavailable | $92 | $76.78 | -45.4% | Aug 4, 2022 |
| Mizuho Securities | Analyst unavailable | $92 | $75.8 | -45.4% | Aug 4, 2022 |
| UBS | Analyst unavailable | $91.4 | $75.97 | -45.8% | Aug 1, 2022 |
| Truist Financial | Naved Khan | $104 | $73.39 | -38.3% | Jul 26, 2022 |
| Gordon Haskett Capital Corporation | Robert Mollins | $98.96 | $73.54 | -41.3% | Jun 28, 2022 |
| JMP Securities | Nicholas Jones | $92 | $77.24 | -45.4% | Jun 27, 2022 |
| Morgan Stanley | Brian Nowak | $84 | $72.59 | -50.2% | Jun 23, 2022 |
| Morgan Stanley | Analyst unavailable | $84 | $75.59 | -50.2% | Jun 23, 2022 |
| Truist Financial | Naved Khan | $120 | $79.17 | -28.8% | Jun 14, 2022 |
| Mizuho Securities | James Lee | $110 | $80.94 | -34.7% | May 10, 2022 |
| Stifel Nicolaus | Scott Devitt | $104 | $84.13 | -38.3% | May 5, 2022 |
| Tigress Financial | Ivan Feinseth | $128.4 | $89.47 | -23.8% | Apr 25, 2022 |
| Citigroup | Analyst unavailable | $104 | $89.58 | -38.3% | Apr 20, 2022 |
| Evercore ISI | Mark Mahaney | $116 | $84.08 | -31.2% | Mar 3, 2022 |
| Susquehanna | Shyam Patil | $116 | $91.26 | -31.2% | Feb 26, 2022 |
| Mizuho Securities | James Lee | $118 | $91.8 | -30.0% | Feb 24, 2022 |
| Credit Suisse | Stephen Ju | $114 | $91.8 | -32.4% | Feb 24, 2022 |
| Barclays | Mario Lu | $106.8 | $91.8 | -36.6% | Feb 24, 2022 |
| RBC Capital | Brad Erickson | $108 | $91.8 | -35.9% | Feb 24, 2022 |
| J.P. Morgan | Doug Anmuth | $104 | $91.8 | -38.3% | Feb 24, 2022 |
| Piper Sandler | Thomas Champion | $97.6 | $91.8 | -42.1% | Feb 24, 2022 |
| UBS | Lloyd Walmsley | $111 | $91.8 | -34.1% | Feb 24, 2022 |
| Morgan Stanley | Brian Nowak | $112.8 | $91.8 | -33.1% | Feb 24, 2022 |
| Gordon Haskett Capital Corporation | Robert Mollins | $113.32 | $91.8 | -32.8% | Feb 24, 2022 |
| Loop Capital Markets | Daniel Adam | $86.84 | $91.8 | -48.5% | Feb 24, 2022 |
| JMP Securities | Andrew Boone | $110 | $91.8 | -34.7% | Feb 24, 2022 |
| Stifel Nicolaus | Scott Devitt | $106 | $98.79 | -37.1% | Feb 23, 2022 |
| Piper Sandler | Thomas Champion | $98.8 | $98.04 | -41.4% | Jan 14, 2022 |
| Wolfe Research | Deepak Mathivanan | $126.4 | $98.6 | -25.0% | Jan 4, 2022 |
| D.A. Davidson | Tom White | $92 | $87.28 | -45.4% | Nov 29, 2021 |
| Tigress Financial | Ivan Feinseth | $126 | $93.65 | -25.2% | Nov 23, 2021 |
| Argus Research | John Staszak | $122.4 | $102.79 | -27.4% | Nov 10, 2021 |
| Citigroup | James Hardiman | $96 | $97.48 | -43.0% | Nov 4, 2021 |
| Bank of America Securities | Justin Post | $124 | $97.48 | -26.4% | Nov 4, 2021 |
| Cowen & Co. | Kevin Kopelman | $118 | $98.59 | -30.0% | Oct 12, 2021 |
Track every rating change on BKNG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBooking Holdings Inc. is a leading global provider of online travel and dining reservation services. The company manages a portfolio of well-known digital platforms. Among these, Booking.com specializes in online accommodation bookings, while Rentalcars.com is dedicated to facilitating vehicle rentals. Priceline offers a comprehensive range of online travel booking options, encompassing hotels, flights, rental cars, vacation packages, and cruises, alongside hotel distribution services. Agoda also provides online lodging reservations, further expanding into flights, ground transportation, and activity bookings.…
Historical context
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Get the BKNG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-08-07T20:10:59.618998+00:00
- FN2 earnings calendar · 2026-09-08T01:23:13.784197+00:00
- Polygon adjusted daily market bars · 2026-09-22T08:40:52.361769+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-22T08:40:52.358982+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.