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].

Group 1: Booking Holdings - Booking Holdings has turned a $1,000 investment into approximately $180,000 over the past 20 years, reflecting significant growth in online booking services [2][3] - The company generated over $914 million in sales in 2004, with profits of $31.5 million, and reported $23.7 billion in sales and $5.9 billion in profits last year [2][3] - Despite potential near-term economic challenges, Booking Holdings is viewed as a solid long-term investment in the travel industry [4] Group 2: Apple - Apple, with a market cap of $3.3 trillion, has transformed a $1,000 investment into about $151,000 over the past 20 years [5][8] - Recent revenue growth has been modest at 4%, but the services segment has shown a 14% increase, contributing over $26.3 billion to total revenue [6][7] - The company has generated more than $98 billion in free cash flow over the trailing 12 months, making it a reliable investment option [7] Group 3: Regeneron Pharmaceuticals - Regeneron Pharmaceuticals has increased a $1,000 investment to approximately $125,000 over the past 20 years, with significant growth in sales and profits [8][9] - The company generated over $14.2 billion in sales for 2024, with net income exceeding $4.4 billion, and its Eylea medication brought in $6 billion in revenue last year [9][10] - Regeneron has a strong pipeline of drug candidates and is considered a good buy-and-hold investment, trading at just 14 times its estimated future earnings [10]

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]