BNP Paribas Exane Lowers Booking (NASDAQ:BKNG) Price Target to $6,000.00

Booking (NASDAQ:BKNG) had its price objective decreased by equities research analysts at BNP Paribas Exane from $6,100.00 to $6,000.00 in a research note issued on Friday,MarketScreener reports. The brokerage currently has an “outperform” rating on the business services provider’s stock. BNP Paribas Exane’s price target points to a potential upside of 47.17% from the stock’s current price.

Other research analysts also recently issued research reports about the stock. UBS Group set a $6,485.00 price target on shares of Booking and gave the stock a “buy” rating in a research report on Thursday. Piper Sandler reaffirmed a “neutral” rating and issued a $5,000.00 target price (down from $5,750.00) on shares of Booking in a research note on Thursday. HSBC reissued a “buy” rating and set a $7,746.00 price target on shares of Booking in a research note on Thursday. KeyCorp dropped their price objective on shares of Booking from $6,500.00 to $5,935.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, Robert W. Baird set a $5,850.00 price objective on Booking in a research report on Thursday. Twenty-eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, Booking currently has an average rating of “Moderate Buy” and a consensus target price of $5,971.64.

Booking Price Performance

Shares of BKNG stock opened at $4,076.79 on Friday. The stock’s fifty day simple moving average is $5,007.56 and its 200 day simple moving average is $5,181.61. Booking has a one year low of $3,871.01 and a one year high of $5,839.41. The firm has a market cap of $129.11 billion, a price-to-earnings ratio of 24.54, a P/E/G ratio of 0.88 and a beta of 1.21.

Booking’s stock is going to split on Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly minted shares will be payable to shareholders after the market closes on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last issued its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $47.96 by $0.84. Booking had a negative return on equity of 128.99% and a net margin of 20.08%.The company had revenue of $6.35 billion during the quarter, compared to analysts’ expectations of $6.12 billion. During the same period last year, the business earned $41.55 earnings per share. The business’s revenue was up 16.0% on a year-over-year basis. On average, research analysts anticipate that Booking will post 209.92 earnings per share for the current year.

Insider Buying and Selling at Booking

In related news, CEO Glenn D. Fogel sold 452 shares of Booking stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $4,149.75, for a total transaction of $1,875,687.00. Following the completion of the sale, the chief executive officer directly owned 18,543 shares of the company’s stock, valued at $76,948,814.25. The trade was a 2.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Vanessa Ames Wittman sold 15 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $5,191.15, for a total value of $77,867.25. Following the completion of the sale, the director owned 687 shares of the company’s stock, valued at $3,566,320.05. This represents a 2.14% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 3,108 shares of company stock worth $15,287,682. Insiders own 0.16% of the company’s stock.

Hedge Funds Weigh In On Booking

Several institutional investors have recently modified their holdings of BKNG. UNIVEST FINANCIAL Corp grew its holdings in Booking by 4.5% during the second quarter. UNIVEST FINANCIAL Corp now owns 46 shares of the business services provider’s stock valued at $267,000 after purchasing an additional 2 shares during the period. Haven Private LLC boosted its position in shares of Booking by 3.0% during the second quarter. Haven Private LLC now owns 68 shares of the business services provider’s stock worth $394,000 after purchasing an additional 2 shares in the last quarter. Premier Path Wealth Partners LLC grew its holdings in shares of Booking by 1.0% in the 2nd quarter. Premier Path Wealth Partners LLC now owns 207 shares of the business services provider’s stock valued at $1,200,000 after buying an additional 2 shares during the period. Horizon Investment Services LLC increased its position in shares of Booking by 0.3% in the 2nd quarter. Horizon Investment Services LLC now owns 605 shares of the business services provider’s stock valued at $3,503,000 after buying an additional 2 shares in the last quarter. Finally, Summitry LLC increased its position in shares of Booking by 2.5% in the 2nd quarter. Summitry LLC now owns 81 shares of the business services provider’s stock valued at $469,000 after buying an additional 2 shares in the last quarter. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Booking News Summary

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Q4 beat: BKNG reported Q4 revenue of $6.35B (+16% y/y) and EPS of $48.80, with room nights +9% and gross bookings +16% — strong operating metrics that underpin the stock’s upside. Q4 earnings highlights
• Positive Sentiment: 25-for-1 stock split: management announced a 25-to-1 split effective early April, which increases retail accessibility/liquidity and often supports demand from individual investors. MarketBeat BKNG page (split)
• Positive Sentiment: AI as a productivity lever: management highlighted generative-AI initiatives to improve personalization and conversion, which could be a medium-term margin tailwind if execution scales. Generative AI coverage
• Neutral Sentiment: Forward tone: company gave constructive revenue growth guidance for the quarter (revenue growth range above some Street estimates), though currency-adjusted growth and margin cadence bear watching. Guidance & metrics comparison
• Neutral Sentiment: Documentation released: earnings transcript, slide deck and call replay are available for investors who want to dig into unit economics and regional trends. Earnings call transcript
• Negative Sentiment: Analyst price-target cuts: multiple firms trimmed targets (examples include Susquehanna, JPMorgan, Wells Fargo and others), which pressured sentiment and contributed to recent near-term weakness. Benzinga: price-target cuts / 52-week low
• Negative Sentiment: AI disintermediation fears & insider selling: investors remain concerned that big‑tech AI agents could bypass OTAs and that higher marketing spend may compress near-term margins; CEO share sales in February add a modest negative optics element. Deep dive on AI/marketing impact Read More.

Booking Company Profile

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.