Booking Holdings Stock Outlook: Is Wall Street Bullish or Bearish?

Core Insights - Booking Holdings Inc. (BKNG) is valued at $151.2 billion and operates major online travel brands, connecting travelers with various services globally [1] - Over the past year, BKNG shares have underperformed the broader market, declining 8.6% compared to a 10.5% increase in the S&P 500 Index [2] - Despite strong third-quarter results, BKNG's stock fell 2.1% due to cautious investor sentiment regarding future outlook [4] Financial Performance - In Q3 2025, BKNG reported $9.01 billion in revenue, a 13% year-over-year increase, and gross bookings rose 14% to $49.7 billion, indicating strong global travel demand [4] - Adjusted EPS increased by 19% to $99.50, surpassing analyst expectations, and room nights booked rose approximately 8% [4] - For the current fiscal year, analysts project a 21.3% growth in EPS to $226.96 on a diluted basis, with a strong earnings surprise history [5] Analyst Ratings and Price Targets - Among 38 analysts covering BKNG, the consensus rating is a "Moderate Buy," with 25 "Strong Buy" ratings, 2 "Moderate Buys," and 11 "Holds" [5] - The mean price target is $6,174.29, suggesting a 34.7% upside from current levels, while the highest target of $7,447 indicates a potential upside of 62.5% [6]