Booking (NASDAQ:BKNG) Price Target Lowered to $5,000.00 at Susquehanna

Booking (NASDAQ:BKNG) had its target price decreased by Susquehanna from $6,500.00 to $5,000.00 in a research note published on Friday, MarketBeat reports. Susquehanna currently has a positive rating on the business services provider’s stock.

BKNG has been the topic of a number of other reports. JPMorgan Chase & Co. dropped their price target on Booking from $6,250.00 to $5,600.00 and set an “overweight” rating on the stock in a research report on Thursday. Cantor Fitzgerald restated a “neutral” rating and set a $4,495.00 price objective (down from $5,830.00) on shares of Booking in a research note on Thursday. Gordon Haskett raised Booking from a “hold” rating to a “buy” rating and set a $5,440.00 target price on the stock in a research report on Tuesday, February 10th. B. Riley Financial boosted their price target on shares of Booking from $6,700.00 to $6,800.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Seaport Research Partners upped their price target on shares of Booking from $6,030.00 to $6,260.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Twenty-eight research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, Booking currently has an average rating of “Moderate Buy” and an average price target of $5,971.64.

Booking Price Performance

BKNG stock opened at $4,076.79 on Friday. The firm has a market cap of $129.11 billion, a price-to-earnings ratio of 24.54, a PEG ratio of 0.86 and a beta of 1.21. Booking has a 1-year low of $3,871.01 and a 1-year high of $5,839.41. The firm has a fifty day moving average price of $5,007.56 and a two-hundred day moving average price of $5,183.53.

Booking shares are going to split on the morning of Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly issued shares will be distributed to shareholders after the market closes on Thursday, April 2nd.

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

Insider Activity

In other Booking news, CEO Glenn D. Fogel sold 953 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $5,181.34, for a total transaction of $4,937,817.02. Following the transaction, the chief executive officer owned 19,615 shares of the company’s stock, valued at approximately $101,631,984.10. This trade represents a 4.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the sale, the director owned 840 shares in the company, valued at $4,288,502.40. This trade represents a 4.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 3,108 shares of company stock valued at $15,287,682. Company 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. UNIVEST FINANCIAL Corp lifted its position in Booking by 4.5% in the second quarter. UNIVEST FINANCIAL Corp now owns 46 shares of the business services provider’s stock worth $267,000 after purchasing an additional 2 shares during the period. Haven Private LLC raised its stake in shares of Booking by 3.0% in the 2nd quarter. Haven Private LLC now owns 68 shares of the business services provider’s stock worth $394,000 after buying an additional 2 shares in the last quarter. Premier Path Wealth Partners LLC lifted its holdings in shares of Booking by 1.0% in the second quarter. Premier Path Wealth Partners LLC now owns 207 shares of the business services provider’s stock valued at $1,200,000 after buying an additional 2 shares during the period. Horizon Investment Services LLC lifted its holdings in shares of Booking by 0.3% in the second quarter. Horizon Investment Services LLC now owns 605 shares of the business services provider’s stock valued at $3,503,000 after buying an additional 2 shares during the period. Finally, Summitry LLC boosted its stake in Booking by 2.5% during the second quarter. Summitry LLC now owns 81 shares of the business services provider’s stock valued at $469,000 after buying an additional 2 shares in the last quarter. 92.42% of the stock is currently owned by institutional investors.

Key Stories Impacting Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Q4 beat: BKNG reported Q4 revenue of $6.35B (+16% y/y) and EPS of $48.80, with room nights +9% and gross bookings +16% — strong operating metrics that underpin the stock’s upside. Q4 earnings highlights
• Positive Sentiment: 25-for-1 stock split: management announced a 25-to-1 split effective early April, which increases retail accessibility/liquidity and often supports demand from individual investors. MarketBeat BKNG page (split)
• Positive Sentiment: AI as a productivity lever: management highlighted generative-AI initiatives to improve personalization and conversion, which could be a medium-term margin tailwind if execution scales. Generative AI coverage
• Neutral Sentiment: Forward tone: company gave constructive revenue growth guidance for the quarter (revenue growth range above some Street estimates), though currency-adjusted growth and margin cadence bear watching. Guidance & metrics comparison
• Neutral Sentiment: Documentation released: earnings transcript, slide deck and call replay are available for investors who want to dig into unit economics and regional trends. Earnings call transcript
• Negative Sentiment: Analyst price-target cuts: multiple firms trimmed targets (examples include Susquehanna, JPMorgan, Wells Fargo and others), which pressured sentiment and contributed to recent near-term weakness. Benzinga: price-target cuts / 52-week low
• Negative Sentiment: AI disintermediation fears & insider selling: investors remain concerned that big‑tech AI agents could bypass OTAs and that higher marketing spend may compress near-term margins; CEO share sales in February add a modest negative optics element. Deep dive on AI/marketing impact Read More.

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.