Booking Holdings Inc. (NASDAQ:BKNG) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 18.Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings at $48.67 per share, up from $41.55 per share in the year-ago period. The consensus estimate for Booking's quarterly revenue is $6.13 billion, versus $5.47 billion a year earlier, according to data from Benzinga Pro.On Feb. 3, Booking Holdings named Peer Bueller as CEO of KAYAK.Booking Holdin ...

Booking Holdings to Make Fourth Quarter and Full Year 2025 Earnings Press Release Available on Company's Investor Relations Website on February 18 [Accessibility Statement] Skip NavigationNORWALK, Conn., Feb. 17, 2026 /PRNewswire/ -- Fourth quarter and full year 2025 financial results for Booking Holdings (NASDAQ: BKNG) will be made available at approximately 4:00 p.m. ET on February 18 through a press release posted to the company's Investor Relations website: [http://ir.bookingholdings.com].Booking Holdin ...

Core Insights - Booking Holdings (BKNG) is set to report its fourth-quarter 2025 results on February 18, with revenue estimates at $6.11 billion, reflecting an 11.73% year-over-year growth, and earnings per share (EPS) estimated at $48.23, indicating a 16.08% increase from the previous year [1][2] Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for revenues is $6.11 billion, suggesting an 11.73% growth from the same quarter last year [1] - The consensus estimate for earnings is $48.23 per share, indicating a 16.08% increase year-over-year, with a recent upward revision of 5 cents in the past 30 days [1] - The company has consistently beaten earnings estimates in the last four quarters, with an average beat of 18.21% [2] Group 2: Operational Momentum and Strategic Initiatives - Booking Holdings is expected to have entered Q4 2025 with strengthening operational momentum, driven by strategic initiatives in loyalty and multi-vertical expansion [3] - The Genius loyalty program is anticipated to show robust engagement, with higher conversion rates and repeat booking behavior from travelers in Levels 2 and 3 [3] - The direct channel mix is projected to be in the mid-60% range, contributing to marketing efficiency and reduced customer acquisition costs [3] Group 3: Market Trends and Growth Projections - The Connected Trip vision is gaining momentum, with multi-vertical booking behavior accelerating, particularly in flight tickets and attractions, which are growing faster than accommodation bookings [4] - Room night growth is expected to moderate between 4% and 6% due to normalization of the booking window, indicating a slowdown in growth [5] - Revenue growth is projected between 10% and 12%, facing challenges from a higher mix of lower-margin flight and attractions bookings, which may pressure overall take rates and margins [5] Group 4: Earnings ESP and Stock Outlook - According to the Zacks model, Booking Holdings has an Earnings ESP of +1.01% and a Zacks Rank of 3 (Hold), which suggests a moderate likelihood of an earnings beat [6] - The company is positioned within a competitive landscape, with other stocks like Nutrien and Analog Devices also showing favorable earnings outlooks [7][9]

Core Viewpoint - The article discusses the investment positions of various analysts and the recommendations made by The Motley Fool regarding Booking Holdings [1] Group 1 - Jason Hall, Jon Quast, and Toby Bordelon do not hold positions in any of the stocks mentioned [1] - The Motley Fool has positions in and recommends Booking Holdings, indicating a positive outlook on the company [1]

Core Viewpoint - Booking Holdings has experienced a significant decline in stock value, losing 20% since the beginning of the year and 27% from its June high, primarily due to investor concerns regarding AI and other challenges [1][2]. Current Stock Performance - Booking Holdings stock is currently in bear market territory, down more than 20%, which may present a buying opportunity ahead of the upcoming earnings announcement [2]. - The stock is nearing new 52-week lows, with no signs of a halt in the decline [5]. AI Concerns and Investments - Investor concerns about the impact of AI on the travel industry are influencing the stock's performance, despite Booking Holdings' significant investments in AI technology, including an in-house AI trip planner and partnerships with OpenAI [3]. - AI capabilities at kayak.com are designed to enhance user experience by allowing comparisons and filtering options through conversational language [3]. Revenue Forecasts - Analysts project a 17% revenue increase for Q4 and a 22% increase for 2025, exceeding the company's own forecast of 12% growth for the year [4]. - Although revenue growth is expected to slow to an estimated 18% in 2026, this still indicates sustained business performance rather than a decline [4]. Valuation Metrics - The current price-to-earnings (P/E) ratio of 28 is below the S&P 500 average of 30 and significantly lower than its 40 multiple from the previous summer [5]. - Analysts anticipate a forward P/E of 16, suggesting potential for substantial profit growth [5]. Long-term Investment Perspective - Despite concerns regarding AI's impact and the downward trend in stock price, Booking Holdings is positioned to maintain double-digit revenue growth rates, making it an attractive option for long-term investors [6].

Group 1 - The company achieved total sales of $52.29 billion last year, reflecting a 1.3% increase on a like-for-like basis compared to the previous year [1]

Group 1 - The fourth quarter earnings season is nearing completion, with 74% of S&P 500 companies having reported results, showing a blended earnings growth of 13.2%, which would mark the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth [1] - Analysts had initially expected an 8.3% increase in earnings per share, a decrease from the previous quarter's 13.6% growth rate, but Wall Street has raised expectations, particularly for tech companies, which have been significant contributors to earnings growth [2] - Companies that missed earnings estimates have experienced an average stock decline of 2% during this earnings period, which is an improvement compared to the 2.8% decline seen over the past five years for similar misses [3] Group 2 - Major capital expenditures by Big Tech companies are influencing the AI trade, with ongoing themes such as artificial intelligence, economic policies from the Trump administration, and a K-shaped consumer economy continuing to provide investment opportunities [4] - Upcoming earnings reports from notable companies such as Walmart, Deere & Co., Analog Devices, Booking Holdings, DoorDash, and eBay are anticipated, which will further inform market trends and investor sentiment [4]

Core Insights - KAYAK analyzes the UK's latest Divorce Report to identify cities that are favorable for lasting relationships, with Liverpool being highlighted as the top destination for Valentine's Day [1][3]. Group 1: Valentine's Day Trends - Searches for UK hotels have increased by 9% year-on-year this Valentine's Day, indicating a growing preference among British travelers for local romantic getaways [2]. - KAYAK aims to inspire couples to explore the UK by ranking destinations associated with longer-lasting relationships, offering an alternative to traditional Valentine's celebrations [2]. Group 2: Liverpool's Appeal - Liverpool has received KAYAK's highest 'lucky in love' star rating due to having the lowest divorce rate in the country, suggesting a positive environment for couples [3]. - The city features a vibrant social scene and music culture, which may contribute to relationship longevity, alongside an average nightly hotel price of £97, making it an attractive option for couples [3]. Group 3: KAYAK's Recommendations - KAYAK's list of romantic getaways includes various destinations that cater to different types of couples, emphasizing quality time together rather than traditional romantic settings [4]. - The full list provides recommendations for places to stay and romantic restaurants, enhancing the planning experience for couples [6].

Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Analyst Background - Vladimir Dimitrov has experience as a strategy consultant and has worked with major global brands [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]

Core Insights - Booking.com has been named the Official Travel Partner of the Route 66 Centennial, promoting road trips as a preferred travel choice for 79% of travelers seeking spontaneity and flexibility [1] - The Route 66 Centennial will feature numerous events throughout 2026, with Booking.com facilitating travel arrangements and accommodations along the iconic highway [1] Group 1: Booking.com Initiatives - Booking.com offers thousands of accommodation options along Route 66, including nostalgic motels and retro-inspired stays, enhancing the travel experience [1] - The platform provides flexible booking features, free cancellations on many properties, and a user-friendly app to streamline trip planning [1] - Booking.com aims to support local communities and small businesses along Route 66, emphasizing the cultural significance of the highway [1] Group 2: Route 66 Centennial Events - Key events include the Roads & Rails Festival in Albuquerque, National Kick-Off Event in Springfield, Texas Route 66 Festival in Amarillo, AAA Route 66 Road Fest in Tulsa, and the Mother Road Festival in Springfield, showcasing diverse cultural experiences [1] - Each event offers unique attractions, such as concerts, car shows, and local food festivals, encouraging travelers to explore the route [1] - Booking.com promotes various accommodations near these events, making it easier for travelers to participate in the celebrations [1]