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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 (695/wk), no spike
$BKNG·$138B·Travel Services·Consumer Cyclical
$182.80+4.5%YTD-14.7%1Y-19.5%
Mentions · last 7 days
2026-07-09: 99 posts2026-07-10: 164 posts2026-07-11: 46 posts2026-07-12: 115 posts2026-07-13: 193 posts2026-07-14: 121 posts2026-07-15: 147 posts892+41%
Price updated 11h ago·X counts updated 11h ago
BKBKNG
$BKNGBooking Holdings Inc.
$182.80+4.55%892 posts+41%
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 2026-07-16

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

'There's no such thing as a moat' from the CEO — 21x P/E and Q1 +16% growth make the coil interesting.

Booking Holdings is the global online-travel aggregator (Booking.com + Priceline + Agoda) whose 2026 tape has been -15% YTD despite continued top-line growth. The stock is coiled at 30% of the 52-week range with earnings hitting August 4.

  • The core business is executing at scale: Q1 2026 revenue grew 16.2% YoY to $5.5B, gross margin held at 100% (specific accounting), and operating margin was 23% — the marketplace flywheel is intact, and 7% trailing FCF yield gives real cash generation for the buyback.
  • Valuation is defensible: 21x TTM P/E and 4.7x sales for a business earning 34% trailing operating margins is at the low end of the OTA multiple range — the setup is a compounder into the August 4 print rather than a chased breakout.
  • The CEO commentary is genuinely interesting: Glenn Fogel casually said 'there's no such thing as a moat' — the community is intrigued, and the Cloudflare pay-per-crawl model could reduce OTA search-arbitrage costs, which is exactly the AI-agent-commerce narrative bulls are tracking.

The August 4 Q2 earnings are the near-term arbiter — Q2 gross-bookings growth trajectory, room-nights growth, and any specific AI-agent-integration commentary extend the coiling setup toward $210. A gross-bookings deceleration or European macro-linked weakness stalls the tape near current levels.

Agrees with X sentimentX is bullish, models >32B in advertising past 5 years and >$7B in paid search last year with a 50+ point contribution margin swing between direct (55% of room nights) and paid customers, and cites CEO Glenn Fogel's 'there's no such thing as a moat' commentary. Cloudflare pay-per-crawl model could reduce OTA search-arbitrage costs. Mechanics validate: Q1 revenue +16% YoY at 34% trailing operating margin, and 21x P/E is defensible for the compounder.

What to watch: The August 4 Q2 earnings. Watch Q2 gross-bookings growth trajectory, room-nights growth, and any AI-agent-integration or search-arbitrage cost-savings commentary. Gross-bookings deceleration or European macro-linked weakness stalls the tape near current levels; steady growth + AI-agent affirmation extends toward $210.

On the calendar: 2026-08-04 — Q2 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-15

Booking Holdings chatter is bullish. BKNG operating profit projected to grow significantly. Community models >32B in advertising past 5 years and >$7B in paid search last year, with a 50+ point contribution margin swing between direct (55% of room nights) and paid customers. CEO Glenn Fogel casually said 'there's no such thing as a moat' - the community was intrigued. Cloudflare pay-per-crawl model could reduce OTA search-arbitrage costs. Community broadly long.

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

No material change from last week — NCLH and Viking benefit from persistent experiential travel demand, premium pricing on onboard revenue, and 2027 itinerary pre-booking strength.

What this means for $BKNG

Direct beneficiary — World's largest online travel platform operating Booking.com, Priceline, Kayak, and OpenTable; primary revenue lines track directly to the experiential travel demand and premium pricing power in cruises and tours.

Industry benchmark

5-name peer basket
-5.1%YTD
-1.7%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
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%
Q2 2025Jul 29, 2025$2.22$2.01+10.4%
Next earningsTue, Aug 4·consensus EPS $2.43

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 27 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$29.4B$29.1B – $29.9B$10.44$10.00 – $10.8026
FY27$32.1B$31.5B – $32.7B$12.32$11.98 – $12.6227
FY28$34.7B$34.7B – $34.7B$14.31$13.57 – $15.2518
FY29$37.7B$36.9B – $38.5B$17.23$16.77 – $17.7111
FY30$40.1B$39.2B – $40.9B$19.37$18.85 – $19.919

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.0.7×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.30%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.+3.6%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.-6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 772.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.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

SellMay 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 FogelCEO645 sh$2.8M
+ 23 other (17 awards · 5 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

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
8-KCharter amendmentApr 28-K — Item 5.03: Charter amendment
+ 14 other (3 8-Ks · 2 13Gs · 2 proxys · 1 CERT) in window

Recent news

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

Booking, Alphabet, and 7 Other Stocks to Buy Ahead of Earningsbarrons.com·20h agoHotel dining, checked in: OpenTable reveals how hotel restaurants are shaping Canadian dining and travel plansglobenewswire.com·23h agoEcommerce earnings could provide catalyst for sector gains, Jefferies saysproactiveinvestors.com·2d agoBook the Restaurant, Then the Room: OpenTable Reveals the 2026 Top 100 Hotel Restaurants in Americaprnewswire.com·2d agoBooking vs. Marriott International: Which Travel Stock Is a Better Buy in 2026?fool.com·8d 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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