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]

Philadelphia, Pennsylvania, March 25, 2025 (GLOBE NEWSWIRE) -- OpenTable, a global leader in restaurant technology, and FreedomPay, a global leader in Next Level Commerce™, today announced a partnership to elevate the payment experience for hotel restaurants and groups. The partnership unlocks restaurants' abilities to require credit card holds, charge no-show fees, take deposits, and offer prepaid experiences utilizing FreedomPay’s network of 1,000+ payment integrators, innovators, and consultants. Restaur ...

For Immediate ReleasesChicago, IL – March 24, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Philip Morris International Inc. (PM) , Booking Holdings Inc. (BKNG) , Anheuser-Busch InBev SA/NV (BUD) , Elite Pharmaceuticals, Inc. (ELTP) and National Research Corp. (NRC) .Here are highlights from Monday’s Analyst Blo ...

2025年03月16日 证券研究报告 | 美股市场速览 资金持续流出，速度略有放缓 行业研究·海外市场专题 美股 中性·维持 证券分析师：王学恒 证券分析师：张熙，CFA 010-88005382 0755-81982090 wangxueh@guosen.com.cn zhangxi4@guosen.com.cn S0980514030002 S0980522040001 请务必阅读正文之后的免责声明及其项下所有内容 数据速览 价格走势：半导体回升，消费板块趋弱 本周，美股进一步回撤，标普500跌2.3%。 风格：小盘成长（罗素2000成长-1.2%）>小盘价值（罗素2000价值-1.8%）>大盘价值（罗素1000价值-1.9%）>大盘成长（罗素1000成长-2.6%）。 4个行业上涨，20个行业下跌。强势行业：半导体产品与设备（+4.4%）、能源（+2.6%）、公用事业（+2%）、保险（+0.4%）；弱势行业：技术硬件与设备（- 8.8%）、食品与主要用品零售（-6.3%）、耐用消费品与服装（-6.2%）、消费者服务（-5.6%）、运输（-5.4%）。 资金流向：资金持续流出，速度略有放缓 本周，美股资金 ...

Market Sentiment - The markets are currently anxious about the potential for a deeper recession in the U.S. economy, which could have global repercussions [1] Valuation Trends - Valuation multiples have significantly decreased amid rising fears in the market [1] Industry Insights - Gary Alexander has extensive experience in covering technology companies and has worked in Silicon Valley, providing insights into current industry trends [1]

Group 1 - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them indefinitely [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid underperforming assets while maximizing exposure to high-potential winners [1] - The company plans to publish articles on selected companies approximately three times a week, including extensive quarterly follow-ups and ongoing updates [1] Group 2 - The company may rate high-quality firms as 'Hold' if their growth opportunities do not meet the required threshold or if the associated downside risks are deemed too high [1]

Core Insights - Booking Holdings (BKNG) shares have increased by 25.4% over the past 12 months, significantly outperforming the Zacks Retail-Wholesale sector, which saw a 5.8% increase [1] - The company has shown strong growth in room nights and bookings, benefiting from a favorable travel demand environment [2][4] - BKNG's AI integration across its platforms is enhancing customer experience and operational efficiency [6][7] Financial Performance - In the fourth quarter, room nights grew by 13% year over year, surpassing expectations, with Europe showing particularly strong performance [3] - Gross bookings rose by 17% year over year in the same quarter, supported by increased flight bookings and higher Average Daily Rates [4] - Airline ticket bookings surged by 52% year over year in Q4 2024, aided by strong offerings from Booking.com, Agoda, and Priceline [5] Future Outlook - For Q1 2025, room night growth is projected to be between 5% and 7%, with gross bookings growth expected in the same range [8] - Revenue growth for the first quarter is anticipated to be between 2% and 4%, with the Zacks Consensus Estimate for revenues at $4.59 billion, indicating a 4% year-over-year increase [8] Challenges - Despite strong performance, BKNG faces a downward trend in earnings estimates, with a 14.18% decrease in the consensus estimate for Q1 2025 earnings per share [10] - Foreign exchange rate changes negatively impacted gross bookings growth by approximately 1 percentage point in Q4 2024 [11] - The company is experiencing intense competition from various players in the online travel booking industry, including Expedia, Tripadvisor, and Google [12]

Group 1 - Over half of Americans (55%) are considering booking a "sleepcation" in 2025, with 85% reporting feeling sleep-deprived in the past year [1][2] - KAYAK has launched a guide to the best sleepcation destinations, focusing on factors like air quality, noise pollution, and proximity to nature [2][3] - The trend reflects a shift in travel priorities, with rest and relaxation becoming central to vacation planning [2][3] Group 2 - The top global sleepcation destinations include Split, Croatia; Canmore, Canada; and Andorra la Vella, Andorra [6] - In the U.S., popular sleepcation spots are Leavenworth, Washington; Mammoth Lakes, California; and Pigeon Forge, Tennessee [6] - KAYAK's new "Sleepcation" filter allows travelers to find the most sleep-friendly destinations at the lowest prices [2][3] Group 3 - The survey conducted by PureSpectrum involved 1,121 U.S. consumers who traveled within the last two years, with data collected from January 28-30, 2025 [4] - KAYAK's methodology for ranking destinations included factors such as air quality, noise pollution, and safety, excluding cities with populations over 1.5 million [7]