Whales with a lot of money to spend have taken a noticeably bearish stance on Booking Holdings.Looking at options history for Booking Holdings (NASDAQ:BKNG) we detected 70 trades.If we consider the specifics of each trade, it is accurate to state that 22% of the investors opened trades with bullish expectations and 52% with bearish.From the overall spotted trades, 22 are puts, for a total amount of $1,688,051 and 48, calls, for a total amount of $2,867,634.Projected Price TargetsAfter evaluating the trading ...

Kayak co-founder and CEO Steve Hafner, who took the company public in 2012 and sold it to Booking Holdings for $2.1 billion the next year, is out as CEO after 22 years. Parent company Booking Holdings announced Tuesday morning that it appointed chief financial officer Peer Bueller as Kayak CEO, and Hafner has become executive chair, a newly created position. The announcement did not give a reason for the leadership shuffle, but said Hafner “will take on a new leadership role at Booking Holdings focused ...

Co-Founder and Current CEO, Steve Hafner, named Executive Chair NORWALK, Conn., Feb. 3, 2026 /PRNewswire/ -- Booking Holdings, the world's leading provider of online travel and related services, and parent company of consumer-facing brands including Booking.com, Priceline, Agoda, KAYAK and OpenTable, announced that Peer Bueller has been named Chief Executive Officer of KAYAK. Peer Bueller joined KAYAK in 2016 as Chief Financial Officer and added Chief Operating Officer to his remit in 2021. Since joining K ...

29 January 2026 Estimate Change Global Hotels & Leisure Global Hotels & Leisure: Dollar weakness - winners and losers Richard J. Clarke, FCA +44 20 7676 6850 richard.clarke@bernsteinsg.com Sabrina Blanc +33 1 42 13 47 32 sabrina.blanc@bernsteinsg.com Niall Mitchelson +44 20 7676 7144 niall.mitchelson@bernsteinsg.com Lasith Siriwardana +44 20 7550 2191 lasith.siriwardana@bernsteinsg.com Current dollar weakness laps dollar strength in Q1 2025 and will create a largely unprecedented FX swing in 1Q, which will ...

利用巨额Google广告投入锁定公域流量 ；通过Genius会员计划和Preferred Partner计划，以"会员特价"将成本转嫁给 酒店，模糊比价体系 ；利用"机+酒"交叉销售策略，将房价隐藏进打包总价。 【浙商社服 | 独家深度】从Booking看国内OTA：告别"价格平价"，巨头如何重塑护城河？ 市场因1月14日的立案调查而对国内OTA产生分歧，我们复盘了海外的反垄断进展，并且详细分析了为什么Booking 反而在反垄断的进程中份额持续提升，佣金率长期稳定。 除了OTA本身具备的双边网络效应外，Booking正在大力从代理模式（Agency）回归商户模式（Merchant），通过预 收款掌握资金流和最终定价权，规避对平价条款的直接法律干涉。 【浙商社服 | 独家深度】从Booking看国内OTA：告别"价格平价"，巨头如何重塑护城河？ 市场因1月14日的立案调查而对国内OTA产生分歧，我们复盘了海外的反垄断进展，并且详细分析了为什么Booking 反而在反垄断的进程中份额持续提升，佣金率长期稳定。 除了OTA本身具备的双边网络效应外，Booking正在大力从代理模式（Agency）回归商户模式（Me ...

Booking Holdings ( BKNG ) has been a solid compounder over time, and I believe the recent pullback fueled by fear around travel and AI competition offers an opportunity to buy this withI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investi ...

Core Viewpoint - Booking Holdings (BKNG) is viewed as a strong long-term investment opportunity, particularly following a recent decline attributed to concerns over travel and competition from AI [1]. Group 1: Company Overview - Booking Holdings has demonstrated solid compounding growth over time, indicating its resilience and potential for future performance [1]. Group 2: Investment Perspective - The recent pullback in Booking Holdings' stock price is seen as a buying opportunity, suggesting that current market fears may be overblown [1].

● Bleisure travel remains a priority for business travelers across Asia-Pacific , where a striking 76% of surveyed business travelers plan to combine business trips with personal leisure.● Bleisure interest exceeds 85% in the Philippines, Thailand, and Vietnam,  with business travelers eager to extend their stay for some downtime.● Markets with typically conservative business travel cultures show strong bleisure intent,  with over half of Japanese business travelers planning to add personal time to work tri ...

Investment Rating - The industry investment rating is positive [1] Core Insights - The European Union's regulatory efforts have intensified, designating Booking as a "gatekeeper" under the Digital Markets Act (DMA), which prohibits the use of price parity clauses that restrict hotel pricing [2] - Despite antitrust measures aimed at promoting competition, Booking's market share in Europe has increased from approximately 60% in 2013 to over 71% in 2023, indicating a concentration of market power [3] - Booking is strategically shifting its business model from an agency model to a merchant model, allowing it to control pricing and cash flow while avoiding direct legal interference with hotel pricing [4] Summary by Sections Regulatory Environment - The EU's regulatory framework has evolved, with Booking being classified as a "gatekeeper" under the DMA, which mandates compliance with new rules prohibiting price parity clauses [12][18] - The historical context of antitrust actions against Booking highlights a growing trend of regulatory scrutiny across various jurisdictions [25][28] Market Competition - The competitive landscape remains concentrated, with Booking leveraging its dual-sided network effects to maintain its leading position, while competitors like Expedia and Airbnb are exploring differentiated strategies [5][6] - The cancellation of price parity clauses has not led to significant price competition among OTAs, as Booking continues to utilize algorithms and monitoring to maintain pricing control [3][56] Business Model Transformation - Booking's transition to a merchant model allows it to pre-collect payments and manage pricing, effectively circumventing legal restrictions on hotel pricing [4] - The company is investing heavily in Google advertising and membership programs to enhance its market presence and obscure pricing comparisons [4] Future Outlook - The report anticipates that the competitive dynamics in the OTA market will continue to evolve, with Booking's strong market position likely to persist despite regulatory challenges [5][6]

BOSTON, Jan. 30, 2026 (GLOBE NEWSWIRE) -- With football’s biggest weekend set to bring tens of thousands of fans to Santa Clara, new search data from KAYAK, a leading travel search engine, shows that traveling to the Bay Area for this year’s championship game is significantly more affordable than attending last year’s big game in New Orleans. According to KAYAK, fans flying into the Bay Area are paying an average of $331 for airfare, which is up 12% year over year compared to this time last year. Despite th ...