The market expects Booking Holdings (BKNG) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be relea ...

OpenTable releases its annual Top 100 Brunch Restaurants list, with venues fit for the whole family, solo dines and everything in between SAN FRANCISCO, April 22, 2025 /PRNewswire/ -- Moms have spoken and they want to take a load off this Mother's Day. OpenTable research reveals 39% of moms have had to book their own celebratory meal, and 44% say that having someone else take the lead on decisions makes Mother's Day the most special.1 The findings also show an interest in having their own time out, with nea ...

STAMFORD, Conn., April 17, 2025 (GLOBE NEWSWIRE) -- KAYAK, the world’s leading travel search engine, launches its Spring Savings Travel Hacker Report, dishing out expert tips to score the best deals this Spring. Nearly 78% of Americans cite cost as a consideration for their travel frequency, with airfare costs (50%) topping their concerns. This underscores the increasing importance of savings. But the bright side is: Data shows the average costs of flying are currently stable compared to spring last year, p ...

Core Points - Agoda's hotel booking app displays a price of 2509 yuan per night, but the final payment shows an average of 3234 yuan per night, resulting in a price difference of nearly 29% [1][3][4] - The price discrepancy is attributed to a 15% service fee and a 10% tax, which are only disclosed in small print during the final payment stage [1][6][8] - This lack of transparency in pricing has raised concerns among consumers, especially when compared to domestic OTA platforms that display all-inclusive prices [8][10][12] Pricing Transparency Issues - Consumers have reported that Agoda's pricing structure is misleading, as the initial displayed price does not include additional fees, impacting their travel budget [2][3][8] - In contrast, domestic OTAs like Ctrip and Qunar clearly indicate that their prices include taxes and fees, making it easier for consumers to understand the total cost upfront [10][12] - Agoda's customer service indicated that the pricing display depends on the hotel or supplier's policies, which can lead to inconsistencies across different platforms [12][13] Consumer Behavior and Expectations - Chinese consumers prefer to see a comprehensive price that includes all fees from the beginning, contrasting with practices in other countries where fees are often added later [13][16] - The dynamic pricing model used by Agoda, where different prices may be shown to the same consumer across various platforms, can create confusion and mistrust [13][16] - There is a call for Agoda to align its pricing display practices with local consumer expectations to better serve the Chinese market [16]

Group 1 - The travel industry is expected to experience significant growth in the coming years, particularly in online bookings, driven by favorable trends such as rising incomes and changing consumer behaviors [1] - The analysis emphasizes a fundamental approach to identifying undervalued stocks within the travel sector that possess growth potential [1] Group 2 - The article does not provide specific financial data or performance metrics related to the companies mentioned [2][3] - There is no detailed discussion on individual companies or their stock performance in the travel industry [2][3]

Group 1 - Booking Holdings is the largest player in the travel and tourism industry, particularly in rentals such as hotels, apartments, and trips [1] - The company is being covered for the first time on Seeking Alpha, indicating a new focus on its investment potential [1] Group 2 - The analysis aims to identify the best businesses globally to create a long-term portfolio that can outperform the market [1]

Core Insights - The article emphasizes the importance of a value-oriented investment approach, suggesting that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing indicators [1]. Group 1 - The author has five years of cumulative experience in consulting and auditing firms, including roles in professional valuation and controlling positions [1]. - The article aims to inform readers rather than make specific investment decisions, highlighting that rating systems do not account for varying time horizons or investment strategies [1]. - The author expresses a tendency to rate stocks as hold/neutral, even when having a bullish or bearish inclination, indicating a cautious approach to investment recommendations [1]. Group 2 - There is a disclosure stating that the author has no current stock or derivative positions in the companies mentioned but may initiate a long position in BKNG within the next 72 hours [2]. - The article is written independently by the author, who is not receiving compensation from any company mentioned, except for Seeking Alpha [2]. - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the opinions of the platform as a whole [3].

Core Viewpoint - Booking Holdings is experiencing a mixed performance in the market, with a slight increase in stock price recently but a notable decline over the past month compared to broader market indices [1][2]. Financial Performance - The upcoming earnings report is expected to show an EPS of $17.57, reflecting a 13.83% decrease year-over-year, while revenue is projected at $4.59 billion, indicating a 4.07% increase year-over-year [2]. - For the entire fiscal year, earnings are projected at $210.22 per share and revenue at $25.22 billion, representing increases of 12.36% and 6.25% respectively from the prior year [3]. Analyst Estimates - Recent changes in analyst estimates suggest a favorable outlook on Booking Holdings' business health and profitability, with the Zacks Consensus EPS estimate increasing by 0.08% in the past month [4][6]. - Booking Holdings currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [6]. Valuation Metrics - The company is trading at a Forward P/E ratio of 22.29, which is higher than the industry average of 21.53 [6]. - The PEG ratio for Booking Holdings is 1.68, compared to the Internet - Commerce industry average of 1.33, suggesting a premium valuation relative to expected earnings growth [7]. Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [7][8]. - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive landscape within the industry [8].

BKNG MOVES UP OVER 130 POINTS AT ITS HIGH OF THE DAY AFTER THE ALERT Market News and Data brought to you by Benzinga APIs and include firms, like https://www.tradepulse.net, which are responsible for parts of the data within this article. After Market Close UPDATE:The price at the time of the Power Inflow was $4559.51. The returns on the High price ($4693.97) and Close price ($4685.75) after the Power Inflow are respectively 2.9% and 2.7%. The result underlines the importance of a trading plan that includes ...

Core Insights - The US stock market is currently facing challenges primarily due to self-inflicted issues stemming from indecisive US policies and an escalating trade war with tariffs imposed on close allies, which may result in increased inflation and funding rates [1] Group 1: Investment Strategy - The focus is on building a market-beating portfolio that emphasizes strong capital appreciation and aggressive dividend growth, targeting blue-chip companies with competitive advantages and industry-leading market share [1] - Companies are selected based on their attractive valuations relative to forward growth in both US and European markets, with an emphasis on free cash flow rather than just yield chasing [1] Group 2: Analyst Position - The analyst holds long positions in several companies, including Visa (V), LVMH (LVMHF), Berkshire Hathaway (BRK.B), NVIDIA (NVDA), Broadcom (AVGO), and Booking Holdings (BKNG), through various financial instruments [1]