Wells Fargo & Company Has Lowered Expectations for Booking (NASDAQ:BKNG) Stock Price

Booking (NASDAQ:BKNG) had its price target cut by research analysts at Wells Fargo & Company from $5,456.00 to $5,377.00 in a report issued on Wednesday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the business services provider’s stock. Wells Fargo & Company‘s price objective suggests a potential upside of 28.32% from the company’s previous close.

Several other equities research analysts have also issued reports on BKNG. Oppenheimer set a $6,000.00 target price on Booking and gave the company an “outperform” rating in a research report on Thursday, February 19th. Jefferies Financial Group lowered their price target on Booking from $5,600.00 to $4,500.00 and set a “hold” rating on the stock in a report on Monday, February 23rd. TD Cowen reissued a “buy” rating on shares of Booking in a report on Thursday, February 19th. UBS Group set a $6,485.00 target price on shares of Booking and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Citigroup cut their price target on shares of Booking from $6,500.00 to $6,250.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. Twenty-nine research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $5,843.21.

Booking Stock Performance

NASDAQ BKNG opened at $4,190.21 on Wednesday. Booking has a fifty-two week low of $3,765.45 and a fifty-two week high of $5,839.41. The stock has a market cap of $132.70 billion, a PE ratio of 25.27, a PEG ratio of 0.94 and a beta of 1.21. The firm’s fifty day moving average price is $4,422.36 and its two-hundred day moving average price is $4,934.99.

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

Booking (NASDAQ:BKNG) last issued its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 earnings per share for the quarter, topping analysts’ consensus estimates of $47.96 by $0.84. Booking had a negative return on equity of 128.99% and a net margin of 20.08%.The business had revenue of $6.35 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter in the previous year, the company posted $41.55 EPS. Booking’s quarterly revenue was up 16.0% compared to the same quarter last year. As a group, sell-side analysts predict that Booking will post 209.92 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Vanessa Ames Wittman sold 15 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $5,191.15, for a total transaction of $77,867.25. Following the completion of the sale, the director directly owned 687 shares in the company, valued at approximately $3,566,320.05. This represents a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $5,105.36, for a total value of $204,214.40. Following the completion of the sale, the director directly owned 840 shares in the company, valued at $4,288,502.40. The trade was a 4.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,749 shares of company stock valued at $12,571,467. Insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Booking during the 3rd quarter valued at about $26,000. Halbert Hargrove Global Advisors LLC boosted its stake in Booking by 150.0% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after purchasing an additional 3 shares during the period. Guerra Advisors Inc bought a new position in shares of Booking during the third quarter worth $27,000. Daytona Street Capital LLC bought a new stake in Booking in the 4th quarter valued at $27,000. Finally, Legacy Bridge LLC purchased a new stake in Booking in the 4th quarter worth $27,000. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Trending Headlines about Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Kurt Sievers, retired CEO of NXP Semiconductors, was appointed to Booking’s board today — adds seasoned technology and global-management experience to the board, a governance pick investors view as constructive. Kurt Sievers Appointed to Booking Board
• Positive Sentiment: Seasonal demand (e.g., cherry blossom travel) and recovering Asia travel trends were highlighted as upside drivers for Booking’s core Booking.com business, supporting revenue leverage and longer-term growth expectations. Cherry Blossom Demand Highlights Booking
• Positive Sentiment: Coverage ahead of the company’s 25-for-1 forward stock split (effective early April) is drawing attention — the split should make shares more accessible to retail investors and can increase participation/liquidity. Inside Booking’s Historic Split
• Neutral Sentiment: Booking set an investor webcast to release Q1 2026 results on April 28; this provides a scheduled near-term data point that could drive volatility depending on topline/margin trends. Q1 2026 Webcast Announcement
• Neutral Sentiment: Market commentary noted a modest session gain while the stock still lags broader market performance — suggests short-term buying interest but continued caution from investors. Zacks: BKNG Advances But Underperforms
• Negative Sentiment: Analyst/press pieces are flagging valuation pressure after recent share weakness (roughly ~21% YTD decline noted), which keeps a check on upside despite solid revenue/profit metrics — this narrative is weighing on sentiment. Assessing Booking Valuation After Share Weakness

Booking Company Profile

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.