BKNG Booking Holdings Inc.

bearish 1/2 shifts correct ↓ $163.30 +2.24 (+1.4%)
Mkt Cap $122B P/E 20.7 fwd 12.8 52wk $150.14 - $233.58 7d ago
Est. revisions: -6.9% (1 up, 20 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.8)

Factor Model

net -1.8 5.2 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
-0.3
Analyst Rev.
-0.9
Narrative Gap
+0.0

Booking Holdings shows 73% ROIC, strong buybacks

Watch: Watch upcoming quarterly earnings and geopolitical developments for clarity on growth guidance and stock momentum.

Booking Holdings posts a 73% return on invested capital, up from a 32% five-year average, with operating margins expanding to nearly 35%. The company generated $7.8 billion in owner earnings and $9.34 billion in operating cash flow, supporting record stock buybacks of $3.6 billion in Q1 and $8.04 billion over the trailing twelve months. Despite geopolitical concerns pressuring shares near 16x owner earnings, the financial health and buybacks suggest undervaluation.

These metrics and aggressive buybacks point to robust capital efficiency and shareholder returns, signaling Booking Holdings could be materially undervalued despite recent bearish sentiment.

Evidence

31d ago Argus Research main BKNG: Buy → Buy
32d ago Baird main BKNG: Outperform → Outperform
32d ago RBC Capital main BKNG: Outperform → Outperform
32d ago Wells Fargo main BKNG: Equal-Weight → Equal-Weight
32d ago Oppenheimer main BKNG: Outperform → Outperform
7 older signals
32d ago Citigroup main BKNG: Buy → Buy
32d ago JP Morgan main BKNG: Overweight → Overweight
32d ago UBS main BKNG: Buy → Buy
32d ago TD Cowen main BKNG: Buy → Buy
32d ago Evercore ISI Group main BKNG: Outperform → Outperform
32d ago Cantor Fitzgerald main BKNG: Neutral → Neutral
32d ago Barclays main BKNG: Overweight → Overweight
Fundamentals & Data ▾
Booking Holdings Inc. Consumer Cyclical · Travel Services
Mkt Cap
$122B
P/E
20.7 fwd 12.8
Beta
1.10
Div Yield
102.00%
52w Range
$150.14 - $233.58
Short Interest
26.8M 3.46%
Days to Cover
3.6 +33%
Technicals mixed
vs 20d MA
+0.3%
from 52w Hi
-15.0%
Vol (20d)
32%
1w return
+5.3%
1m return
-9.4%
Vol ratio
0.9x
Insiders
selling 0B / 8S
Analysts
mixed
EPS Estimate
$2.44 -6.9% 30d 1up / 20dn
Est. Dispersion
16% 22 analysts
Analyst Target
$224 $175 - $298
Options P/C
0.75
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw, Renaissance, Two Sigma
Financials
Revenue
$5.5B +16% YoY
FCF
$3.1B
Op Margin
23%
Momentum: accelerating
Top Holders
Citadel $3.9B
Bridgewater $431M
D.E. Shaw $147M
Renaissance $102M
Two Sigma $82M
Recent Filings & Data
insider trade 1
net selling
1 insider · 1 transactions (30d)
Recent transactions
SULLIVAN CAROLINE DOLORES · award
Track Record (1/2 correct) ▾

Direction History

1/2 correct at 5 days
2026-04-29 bearish -3.2%
2026-04-23 bullish -4.8%
15 signals · latest 4d ago

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