Booking (NASDAQ:BKNG) Price Target Cut to $4,500.00 by Analysts at Jefferies Financial Group

Booking (NASDAQ:BKNG) had its price objective decreased by Jefferies Financial Group from $5,600.00 to $4,500.00 in a research note released on Monday morning,MarketScreener reports. Jefferies Financial Group currently has a hold rating on the business services provider’s stock.

Several other equities research analysts have also commented on BKNG. UBS Group set a $6,485.00 price target on shares of Booking and gave the company a “buy” rating in a research note on Thursday. Piper Sandler restated a “neutral” rating and issued a $5,000.00 target price (down from $5,750.00) on shares of Booking in a research report on Thursday. TD Cowen reaffirmed a “buy” rating on shares of Booking in a research note on Thursday. BMO Capital Markets increased their price target on Booking from $6,000.00 to $6,200.00 and gave the stock an “outperform” rating in a research note on Thursday, February 19th. Finally, Wedbush lowered their price target on Booking from $6,000.00 to $5,500.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. Twenty-nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $5,867.09.

Booking Price Performance

Shares of BKNG opened at $3,870.83 on Monday. Booking has a 12 month low of $3,765.45 and a 12 month high of $5,839.41. The stock has a fifty day moving average price of $4,975.82 and a 200 day moving average price of $5,168.12. The company has a market cap of $122.59 billion, a P/E ratio of 23.30, a PEG ratio of 0.91 and a beta of 1.21.

Booking shares are set to split on the morning of Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly issued shares will be issued to shareholders after the closing bell on Thursday, April 2nd.

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

Insider Activity

In other Booking news, 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 directly owned 687 shares of the company’s stock, valued at approximately $3,566,320.05. This represents a 2.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the transaction, the director owned 840 shares of the company’s stock, valued at approximately $4,288,502.40. This trade represents a 4.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,108 shares of company stock worth $15,287,682 over the last 90 days. 0.16% of the stock is currently owned by company insiders.

Institutional Trading of Booking

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Booking during the 3rd quarter valued at $26,000. Halbert Hargrove Global Advisors LLC raised its position in shares of Booking by 150.0% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after purchasing an additional 3 shares during the period. Guerra Advisors Inc acquired a new stake in shares of Booking during the third quarter worth $27,000. Daytona Street Capital LLC purchased a new stake in shares of Booking during the fourth quarter valued at $27,000. Finally, Legacy Bridge LLC acquired a new position in shares of Booking in the 4th quarter valued at $27,000. 92.42% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Erste Group lifted FY2026 EPS estimates for Booking, which supports the company’s near‑term earnings outlook. Read More.
• Positive Sentiment: Gordon Haskett upgraded BKNG to Buy with a $5,440 price target, arguing investor concerns about AI competition are overblown — a bullish counterpoint to recent cuts. Read More.
• Positive Sentiment: Royal Bank of Canada reiterated an Outperform rating and at least one note raised a $6,200 target, indicating some firms still see meaningful upside versus current levels. Read More.
• Neutral Sentiment: Analysts are revising fair value estimates modestly lower and flagging AI spending, margin pressure, and changing sector multiples as balancing forces — a shifting story rather than a clearcut sell thesis. Read More.
• Neutral Sentiment: Booking is mentioned in recent commentary about stock‑split candidates; a split can boost retail interest but doesn’t change fundamentals. Read More.
• Negative Sentiment: Argus cut its price target sharply from $6,400 to $4,700 (still a Buy), signaling reduced confidence in longer‑run valuation and contributing to selling pressure. Read More.
• Negative Sentiment: Jefferies lowered its target to $4,500 from $5,600 and moved to a Hold, which is an explicit downgrade in conviction from a major firm. Read More.
• Negative Sentiment: Several large brokers (JPMorgan, Citigroup, Wells Fargo, Benchmark, DA Davidson, BNP Paribas and others) have trimmed price targets in recent days, creating a broad downward re‑rating by the sell side. 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.