Booking (NASDAQ:BKNG) Price Target Cut to $5,935.00 by Analysts at KeyCorp

Booking (NASDAQ:BKNG) had its price target dropped by analysts at KeyCorp from $6,500.00 to $5,935.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The brokerage currently has an “overweight” rating on the business services provider’s stock. KeyCorp’s target price indicates a potential upside of 38.99% from the company’s previous close.

Several other equities analysts have also weighed in on the company. Gordon Haskett upgraded Booking from a “hold” rating to a “buy” rating and set a $5,440.00 target price on the stock in a report on Tuesday, February 10th. Citigroup cut Booking from an “outperform” rating to a “hold” rating in a report on Wednesday, February 4th. Citizens Jmp restated a “market perform” rating on shares of Booking in a report on Wednesday, February 4th. TD Cowen reiterated a “buy” rating on shares of Booking in a research report on Thursday. Finally, Mizuho raised shares of Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 target price for the company in a research note on Wednesday, February 4th. Twenty-six investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $6,011.12.

Booking Trading Up 3.1%

NASDAQ:BKNG opened at $4,269.99 on Thursday. The firm has a market cap of $137.62 billion, a price-to-earnings ratio of 27.75, a price-to-earnings-growth ratio of 0.89 and a beta of 1.21. Booking has a twelve month low of $4,020.54 and a twelve month high of $5,839.41. The company has a 50-day moving average of $5,057.50 and a 200-day moving average of $5,201.54.

Booking’s stock is scheduled to split before the market opens on Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly issued shares will be issued to shareholders after the closing bell on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last released its earnings results on Wednesday, February 18th. The business services provider reported $48.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $47.96 by $0.84. The company had revenue of $6.35 billion during the quarter, compared to analyst estimates of $6.12 billion. Booking had a negative return on equity of 134.86% and a net margin of 19.37%.The company’s revenue for the quarter was up 16.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $41.55 earnings per share. On average, research analysts forecast that Booking will post 209.92 earnings per share for the current year.

Insiders Place Their Bets

In other Booking news, Director Vanessa Ames Wittman sold 15 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $5,362.00, for a total value of $80,430.00. Following the completion of the transaction, the director directly owned 702 shares of the company’s stock, valued at approximately $3,764,124. The trade was a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert J. Mylod, Jr. sold 40 shares of Booking stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total value of $204,214.40. Following the transaction, the director owned 840 shares in the company, valued at $4,288,502.40. This trade represents a 4.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 3,108 shares of company stock worth $15,287,682. Corporate insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. First Growth Capital LLC acquired a new stake in shares of Booking during the fourth quarter worth $407,000. Corient Private Wealth LLC boosted its stake in Booking by 125.6% in the 4th quarter. Corient Private Wealth LLC now owns 54,077 shares of the business services provider’s stock worth $289,600,000 after purchasing an additional 30,110 shares during the period. Blue Sparrow LLC DE bought a new position in Booking during the 4th quarter worth about $21,063,000. Mercer Global Advisors Inc. ADV raised its stake in shares of Booking by 946.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 45,036 shares of the business services provider’s stock valued at $241,183,000 after purchasing an additional 40,731 shares during the period. Finally, Summit Global Investments lifted its holdings in shares of Booking by 81.4% in the fourth quarter. Summit Global Investments now owns 606 shares of the business services provider’s stock valued at $3,247,000 after purchasing an additional 272 shares in the last quarter. Institutional investors and hedge funds own 92.42% of the company’s stock.

Trending Headlines about Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Q4 results: Revenue of $6.35B (+16% y/y) and EPS that topped consensus, driven by higher gross bookings and improving margins — a main driver behind the stock strength. Booking Holdings Inc (BKNG) Q4 2025 Earnings Call Highlights: Strong Growth Amid Strategic …
• Positive Sentiment: Travel demand reading: Room nights +9% and gross bookings +16% indicate sustained international travel recovery, supporting higher revenue and margin leverage. Booking Sales, Profit Rise as More Travelers Make Reservations
• Positive Sentiment: Management highlights generative AI initiatives helping personalization and conversion — a potential medium-term margin/productivity tailwind if adoption scales. Booking Holdings sees strong growth as it uses generative AI to its advantage
• Positive Sentiment: Corporate action: Company announced a 25-for-1 stock split (shares payable early April), which increases accessibility/liquidity and often supports positive sentiment among retail investors. Booking Holdings stock page
• Neutral Sentiment: Forward guide: Booking provided revenue guidance for Q1 roughly in the $5.4B–$5.5B range, above some Street estimates — revenue tone looks constructive though EPS guidance was unclear in initial commentary. Booking Holdings (BKNG) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Documentation: The earnings transcript, slide deck and presentations were posted — useful for investors digging into unit economics, regional trends and product commentary. Booking Holdings Inc. (BKNG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Insider selling: CEO Glenn Fogel reported multiple share sales in February (totaling several hundred shares across filings), which some investors view as a mild negative signal despite large remaining holdings. SEC Form 4 (insider transaction)

About Booking

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.