ホーム/BKNG

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BKNGNASDAQ/consumer discretionary

Booking Holdings Inc.

$175.80Down-2,59 (-1,45%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Booking Holdings Inc. operates in Hotels, Resorts and Cruise Lines within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
178,71
Hoch
180,64
Tief
174,53
Marktkapitalisierung
136,22 Mrd.
KGV
23.19
52-Wochen-Hoch
--
Dividende
0.900%
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Broad geographic reach and a large accommodation marketplace can translate continued travel demand into room-night and booking growth. The base case remains conditional on travel cyclicality staying manageable.
Bull case
Broad geographic reach and a large accommodation marketplace can translate continued travel demand into room-night and booking growth. Connecting accommodations, flights, ground transport, restaurants and AI-assisted planning can improve conversion, cross-sell and customer loyalty. Expansion of merchant offerings and alternative accommodations can widen inventory, payment capabilities and monetization opportunities.
Bear case
Economic weakness, geopolitical events, health emergencies or transportation disruption can quickly reduce travel demand and cancellations. Competition with travel platforms, suppliers and search engines can raise performance-marketing costs and reduce direct traffic or take rates. Consumer, competition, tax, privacy and payments rules across many jurisdictions can increase costs, restrict practices and create legal exposure.
Thesis invalidation
Reassess the thesis if economic weakness, geopolitical events, health emergencies or transportation disruption can quickly reduce travel demand and cancellations.

Key catalysts

  • Global travel demand and scale

    Broad geographic reach and a large accommodation marketplace can translate continued travel demand into room-night and booking growth.

  • Connected Trip and AI

    Connecting accommodations, flights, ground transport, restaurants and AI-assisted planning can improve conversion, cross-sell and customer loyalty.

  • Merchant and alternative accommodations

    Expansion of merchant offerings and alternative accommodations can widen inventory, payment capabilities and monetization opportunities.

Principal risks

  • Travel cyclicality

    Economic weakness, geopolitical events, health emergencies or transportation disruption can quickly reduce travel demand and cancellations.

  • Marketing and platform competition

    Competition with travel platforms, suppliers and search engines can raise performance-marketing costs and reduce direct traffic or take rates.

  • Regulatory and payments exposure

    Consumer, competition, tax, privacy and payments rules across many jurisdictions can increase costs, restrict practices and create legal exposure.

Latest earnings research

Q1 2026

Booking Holdings reported first-quarter 2026 results reflecting continued global travel activity and progress across its travel platforms, with management emphasizing execution of the Connected Trip strategy.

Valuation interpretation

  • A durable valuation case depends on Booking converting global scale and direct demand into growth without disproportionate marketing expense.
  • Connected Trip and merchant capabilities add strategic optionality, but investors should weigh their conversion and loyalty benefits against payments, service and regulatory complexity.

Peer research

ABNBHLTMAR

Recent news

StockStory · vor 10 Stunden

3 Profitable Stocks for Long-Term Investors

Motley Fool · vor 16 Stunden

Wall Street's Newest Blockbuster Stock Split Was Just Announced -- and This Non-Tech Titan Has Skyrocketed 457,000% Since Its IPO

Insider Monkey · vor 5 Tagen

Jim Cramer on Booking Holdings: “I Think It’s a Buy”

Motley Fool · vor 5 Tagen

Booking vs. Marriott International: Which Travel Stock Is a Better Buy in 2026?

Zacks · vor 5 Tagen

Booking Holdings (BKNG) Suffers a Larger Drop Than the General Market: Key Insights

StockStory · vor 5 Tagen

Expedia, Booking, and Airbnb Shares Plummet, What You Need To Know

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Booking Holdings Reports Financial Results for 1st Quarter 2026Booking Holdings Inc. · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/28 0:00:00

Open original source
Booking Holdings Investor RelationsBooking Holdings Inc. · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended March 31, 2026Booking Holdings Inc. · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/28 0:00:00

Open original source

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