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BKBKNG

Booking Holdings Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 16% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (131/wk), no spike
$BKNG·$166B·Travel Services·Consumer Cyclical
$199.09-3.2%YTD-9.3%1Y-9.6%
Mentions · last 7 days
2026-08-22: 11 posts2026-08-23: 7 posts2026-08-24: 15 posts131+8%
Price updated 12h ago·X counts updated 7d ago
BKBKNG
$BKNGBooking Holdings Inc.
$199.09-3.18%131 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BKNG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Booking Holdings coiling around $205 with real Q2 beat and 68% ROIC — quality online-travel compounder pausing after a run.

Booking Holdings is the largest global online-travel platform — Booking.com, Priceline, Agoda, Kayak, plus a scaling ads/attractions business. The setup is a real-business quality compounder coiled after a strong operating run.

  • The core P&L is genuinely elite: Q1 revenue grew 16.2% YoY to $5.53B at a 100% gross margin (no COGS by nature of the online-travel model), 23% operating margin, and 68% ROIC — the sell side models EPS climbing from ~$10.44 this year to ~$12.30 in 2027 and ~$14.30 in 2028, so the compounding curve is intact.
  • The Q2 print was clean: EPS beat at $2.54 vs $2.43 consensus (a ~4% beat), and Q3 seasonality (peak summer bookings) means the print rhythm reinforces the compounding thesis rather than breaking it.
  • The insider selling is the counter-tell: officer Peter Millones sold $10.39M on August 17, CFO Ewout Steenbergen sold $4.22M on August 12, plus board sales — combined ~$15M+ of insider selling into strength is a meaningful signal, though at 73% of the 52-week range it's not necessarily conviction leaving.

The setup is a real-business quality online-travel compounder coiled after a beat with a loud insider counter-tell — the October 27 Q3 print is the referee, and the market needs continued revenue growth above 15% plus reiterated FY guide. A clean beat with visible booking-growth extends the coil up toward $230-250 crowd targets; a European hotel cartel class-action settlement or a slowing bookings print cools the tape from current levels. ABNB comparison is fair but BKNG has more institutional discipline.

Agrees with X sentimentThe small but constructive X read on the bull-flag forming on the daily with a break toward $230/$250 in play, the published buy at $175.52 → $209.62 (+19.4%), and the comparison to ABNB with more institutional discipline is factually consistent with the tape and Q2 beat. The European hotel-cartel class-action risk being heard in Amsterdam is a real overhang the crowd is right to flag.

What to watch: The October 27 Q3 earnings — need continued revenue growth above 15%, reiterated FY26 EPS guide toward the $10.44 consensus, and updated European-cartel legal color. A European hotel cartel class-action settlement or a slowing bookings print cools the tape from current levels; a clean beat with visible booking-growth extends the coil up toward $230-250 crowd targets.

On the calendar: 2026-10-27 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-31

Chatter on Booking Holdings is thin but modestly bullish, driven by technical traders eyeing a bull flag pattern on the daily chart with upside targets of $230-$250 and support around $206. One post frames the platform as structurally analogous to Uber's role for autonomous vehicles, with small hotels dependent on its distribution reach. Another lists it among stocks trading below intrinsic value.

Read the AI verdict + X sentiment for $BKNG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest online travel platform operating Booking.com, Priceline, Kayak, and OpenTable.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Services sits in its cycle right now — and what that implies for $BKNG.

Travel Services · Consumer Cyclical

International leisure travel demand is outperforming domestic; RevPAR is holding but corporate travel bookings are more cautious. AI-driven pricing optimization is the technology differentiator for platform players.

What this means for $BKNG

Partial — insurance earnings follow combined ratio and investment income dynamics, partially correlated to industry macro; Booking Holdings Inc.

Industry benchmark

8-name peer basket
+3.7%YTD
-8.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
68.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
34.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-95.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
100%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$2.54$2.43+4.5%
Q1 2026Apr 28, 2026$1.14$1.08+5.6%
Q4 2025Feb 18, 2026$1.95$1.950.0%
Q3 2025Oct 28, 2025$3.98$3.83+3.9%
Next earningsTue, Oct 27·consensus EPS $4.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.5B+16.2%100%23.0%$1.37$3.1B
Q4 FY25$6.3B+16.0%100%32.0%$1.76$1.4B
Q3 FY25$9.0B+12.7%100%43.7%$3.39$1.4B
Q2 FY25$6.8B+16.0%100%33.1%$1.10$3.1B

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$29.3B$29.0B – $29.8B$10.44$10.00 – $10.8027
FY27$32.0B$31.4B – $32.7B$12.30$11.93 – $12.6428
FY28$34.7B$33.7B – $36.4B$14.30$13.55 – $15.2320
FY29$37.7B$36.8B – $38.7B$17.22$16.71 – $17.8211
FY30$40.0B$39.1B – $41.1B$19.34$18.76 – $20.0211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 773.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Peter J MillonesEXECUTIVE VP, GENERAL COUNSEL50.0K sh$10.4MSellAug 17Wittman Vanessa AmesDirector375 sh$79KSellAug 12Ewout L SteenbergenCFO20.0K sh$4.2MSellAug 5Robert J MylodDirector1.0K sh$207KSellJul 29Robert J MylodDirector5.0K sh$1.0MSellJul 28Wittman Vanessa AmesDirector1.1K sh$216KSellMay 26Peter J MillonesEXECUTIVE VP, GENERAL COUNSEL62.5K sh$10.2MSellApr 17Wittman Vanessa AmesDirector1.1K sh$216KSellApr 15Glenn D FogelCEO16.7K sh$3.1MSellMar 16Glenn D FogelCEO136 sh$581K
+ 14 other (11 awards · 2 inkinds · 1 gift) in window

See when $BKNG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationAug 5S-3ASR
AI summary

BKNG filed a S-3ASR (automatic shelf) registration statement with the SEC. As a Well-Known Seasoned Issuer, the registration is effective immediately upon filing. A shelf registration gives BKNG flexibility to issue debt, equity, or hybrid securities when market conditions are favorable. Filing does not indicate imminent capital raising.

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

Booking Holdings Inc. (BKNG) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on multiple proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KMaterial agreementMay 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Booking Holdings Inc. (BKNG) disclosed the entry into a material definitive agreement related to a securities offering, reported under 8-K Item 1.01. The transaction involves approximately $0. The agreement formalizes the terms between the company and underwriters or placement agents for the offering. This type of disclosure accompanies concurrent prospectus supplements and indentures for note offerings or equity distribution agreements.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Booking Holdings Inc. (BKNG) disclosed the entry into a material definitive agreement related to a securities offering, reported under 8-K Item 1.01. The transaction involves approximately $0. The agreement formalizes the terms between the company and underwriters or placement agents for the offering. This type of disclosure accompanies concurrent prospectus supplements and indentures for note offerings or equity distribution agreements.

3New insider — initial holdingsMay 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of BKNG securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at BKNG.

424B5Prospectus supplement (offering)May 5424B5
AI summary

The Depository Trust Company (BKNG) filed a 424B5 prospectus supplement for an offering of senior notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

424B5Prospectus supplement (offering)May 5424B5
AI summary

BKNG (BKNG) filed a 424B5 prospectus supplement for an offering of senior notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

3New insider — initial holdingsApr 93
+ 15 other (3 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can Amtech's Booking Momentum Unlock Stronger Revenue Growth?zacks.com·21h ago87,752 Shares in Booking Holdings Inc. $BKNG Acquired by Beacon Pointe Advisors LLCdefenseworld.net·3d agoAusdal Financial Partners Inc. Invests $476,000 in Booking Holdings Inc. $BKNGdefenseworld.net·4d agoAxon Enterprise vs. Booking Holdings: Evaluating Absolute Scale and Sequential Volatility in Quarterly Revenue Trendsfool.com·6d agoIs Now a Good Time to Buy Booking Holdings Stock?fool.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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