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BKBKNG

Booking Holdings Inc.

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$BKNG·$124B·Travel Services·Consumer Cyclical
$163.45-1.4%YTD-22.6%1Y-18.4%
Price updated 4m ago·X counts updated 5d ago
BKBKNG
$BKNGBooking Holdings Inc.
$163.45-1.42%363 posts2.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BKNG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

363X posts · last 7 days
Sep 28Oct 11
Chatter Meter
2.2×
QuietNormal · 1×Loud

How loud $BKNG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 97% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-16

Booking is caught between a valuation-reset thesis and a real overhang after the EU General Court upheld the block on the eTraveli acquisition, dinging the Connected Trip roadmap. Bulls anchor to 15-16x forward earnings and a PEG of 1 as GARP-friendly, and question whether -4.5% is a rational response to Meta's muse booking travel. Others call it overvalued or wait for a bull/bear substack breakdown, so the tape is genuinely torn.

Read what X is saying about $BKNG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BKNG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Quality travel compounder at a 25-year low multiple — the EU court just made it harder, Meta's AI agent made it scarier.

Booking Holdings runs Booking.com, Priceline, Kayak and OpenTable — the dominant global OTA franchise. The stock is down 25% YTD and sits at 14% of its 52-week range after the EU General Court upheld the block on the eTraveli acquisition — a specific overhang on the Connected Trip roadmap.

  • The business is still compounding: revenue grew 16% YoY to $5.53B last quarter at a 34% operating margin — this is the exact combination (double-digit growth + 30%+ margins + $7B+ FCF) that normally earns a 25x P/E, which is why the current 21.5x reads value.
  • The eTraveli block hurts: Connected Trip (flights-plus-hotels-plus-cars) is the core bull-case roadmap, and losing the vertical-integration path forces a slower, licensing-based build versus Expedia's direct-flights path.
  • The Meta Muse AI-shopping-agent threat is specific: Meta's travel-booking agent, if adopted at scale, is a disintermediation risk; Booking's answer is Agentic AI Studio for suppliers, but it's a defensive move, not an offensive one.

Breaking-down holds unless Oct 27 earnings confirm room-nights growth stays above 10% YoY and management names a specific post-eTraveli Connected Trip path. A soft room-nights print, or any specific Meta-agent-attributed softening in direct bookings, is what seals the de-rating; a 15x forward P/E plus a tangible AI-partnership announcement is what breaks the tape higher.

Agrees with X sentimentThe X split is honest: bulls citing 15-16x forward earnings and PEG 1 as GARP-friendly are right on the valuation; bears flagging the eTraveli block and Meta Muse threat are right on the structural overhangs — the chart is pricing the second over the first, which matches breaking-down.

What to watch: Oct 27 earnings — room-nights growth above 10%, international revenue mix, operating margin trajectory, and any Connected Trip / AI-agent strategic commentary. A soft room-nights print or Meta-attributed softness is what seals the breaking-down tape.

On the calendar: 2026-10-27 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — resilient leisure travel demand sustains booking volumes across OTAs and cruise operators.

What this means for $BKNG

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

Industry benchmark

7-name peer basket
-11.8%YTD
-2.4%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, Nov 3·consensus EPS $4.49

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$29.3B$29.1B – $29.5B$10.46$10.22 – $10.9727
FY27$32.0B$31.2B – $32.6B$12.35$11.97 – $12.9027
FY28$34.6B$33.0B – $36.4B$14.35$12.17 – $15.3024
FY29$38.0B$37.2B – $39.1B$17.18$16.71 – $17.8222
FY30$40.7B$39.8B – $41.8B$19.72$19.17 – $20.4514

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.22%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.-9.6%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.-7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 749.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.135-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

SellSep 15Paulo PisanoCHIEF HUMAN RESOURCES OFFICER1.5K sh$260KSellSep 1Robert J MylodDirector1.0K sh$200KSellAug 31Paulo PisanoCHIEF HUMAN RESOURCES OFFICER3.0K sh$610KSellAug 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$10.2M
+ 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
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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.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 CERT) in window

Recent news

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

Booking Holdings Inc. (BKNG) is Attracting Investor Attention: Here is What You Should Knowzacks.com·1d agoBooking Holdings (BKNG) Advances While Market Declines: Some Information for Investorszacks.com·2d agoBooking Holdings unveils AI travel startup Vayo, based in Seattle, with a planned $100M investmentgeekwire.com·3d agoBooking Holdings Launches Vayo with Planned $100M Investmentprnewswire.com·3d agoMiddle Coast Investing Q1 2026 Portfolio Activityseekingalpha.com·4d 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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