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BKBKNG

Booking Holdings Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$BKNG·$150B·Travel Services·Consumer Cyclical
$174.33+0.5%YTD-18.6%1Y-20.4%
Price updated 11m ago·X counts updated 1d ago
BKBKNG
$BKNGBooking Holdings Inc.
$174.33+0.52%204 posts4×
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.

204X posts · last 7 days
Aug 27Sep 9
Chatter Meter
4×
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 95% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-09

Bulls are stacking three things: a Google DMA-driven Search change in Europe giving Booking and Expedia more prominence, a valuation still below its three-year median, and aggressive year-long institutional accumulation. Chartists like a 200MA double-bottom and a trendline breakout retest. The one caution is $META's AI booking flow appearing in the crosshairs.

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 numbersWinding up for a moveAI verdict · as of 2026-09-10

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

Online travel giant compounding at 16% revenue growth and 34% op margin — Google's DMA change is the fresh European tailwind.

Booking Holdings runs Booking.com, Priceline, Agoda, KAYAK, and OpenTable — the largest online travel accommodations platform globally. Down 19% YTD and 22% t12m despite fundamentals that keep compounding.

  • Growth is holding at scale: revenue grew 13-16% YoY across the last three quarters at 34% operating margin — this is a real cash-generating platform business with billions in annual FCF.
  • The Google DMA change is the fresh European catalyst: European Digital Markets Act enforcement is giving Booking and Expedia more prominence in Google Search results — a direct market-share tailwind in Europe's core travel market.
  • Insider selling is present but modest: multiple small trims (Mylod $200K, Pisano $610K, Millones $10.4M, Wittman $79K) into the recent rally to $200+ — not coordinated distribution, but a real signal that some executives think the recent rebound has room to give back.

The path if it works: European market-share gains from the DMA change compound, aggressive institutional accumulation continues, and analysts' FY26 EPS of $10.45 lands. What ends the coil the wrong way is Meta's AI booking flow taking share (the crowd's one caution), or a Q3 print on Oct 27 that shows room-night growth decelerating; at 31% of 52w range there's real room and valuation is below the three-year median.

Agrees with X sentimentX's bullish framing (Google DMA-driven Search change, valuation below three-year median, aggressive institutional accumulation, 200MA double-bottom breakout retest) matches the setup — this is a real oversold quality compounder with catalysts landing. The Meta AI-booking-flow caution is genuine but not yet in the tape.

What to watch: The Oct 27 Q3 print for room-night growth (needs to hold 8%+) and any commentary on European DMA impact; also whether Meta's AI-agent booking flow shows up as a real revenue leak. A break of $160 would confirm further downside.

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

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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

Travel demand remains robust — cruise return volumes are at record bookings, online travel agencies benefit from AI-personalised itinerary tools, and home-sharing (Airbnb) serves the experience-over-things consumer. Pricing power is moderating from peak but RevPAR remains above 2019.

What this means for $BKNG

Direct beneficiary — Booking Holdings; AI-trip planner and Priceline.com/Kayak ecosystem, highest-margin OTA, European hotel dominance.

Industry benchmark

7-name peer basket
-12.8%YTD
-9.5%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 29 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$29.3B$29.1B – $29.5B$10.45$10.20 – $10.9528
FY27$32.0B$31.2B – $32.6B$12.38$11.98 – $12.9129
FY28$34.6B$33.0B – $36.4B$14.33$12.19 – $15.3223
FY29$38.2B$37.3B – $39.2B$17.41$16.89 – $18.0411
FY30$40.8B$39.9B – $42.0B$20.12$19.53 – $20.8511

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.2.0×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.31%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.-10.6%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 · 773.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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

SellSep 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$10.2MSellApr 17Wittman Vanessa AmesDirector1.1K sh$216K
1–10 of 12
+ 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.

Booking Holdings Inc. (BKNG) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·1d agoBooking Holdings Inc. (BKNG) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·2d agoBooking Holdings Stock: A Travel Stock to Buy Right Now?fool.com·2d agoBooking Holdings (BKNG) Declines More Than Market: Some Information for Investorszacks.com·2d agoHere's Why Booking Holdings (BKNG) is a Strong Growth Stockzacks.com·3d 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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