Booking (NASDAQ:BKNG) Posts Earnings Results, Beats Estimates By $0.17 EPS

Booking (NASDAQ:BKNG) released its quarterly earnings results on Tuesday. The business services provider reported $4.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.49 by $0.17, FiscalAI reports. Booking had a negative return on equity of 102.96% and a net margin of 25.53%. The business had revenue of $9.79 billion during the quarter, compared to the consensus estimate of $9.55 billion.

Booking Price Performance

NASDAQ:BKNG traded up $1.92 on Tuesday, reaching $155.67. The stock had a trading volume of 13,146,714 shares, compared to its average volume of 8,123,269. The company has a market cap of $116.97 billion, a price-to-earnings ratio of 17.23, a P/E/G ratio of 0.93 and a beta of 1.13. The firm’s fifty day moving average is $170.14 and its two-hundred day moving average is $176.96. Booking has a 12-month low of $146.28 and a 12-month high of $220.81.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on BKNG shares. Bank of America reaffirmed a “buy” rating on shares of Booking in a report on Monday, October 26th. BTIG Research reissued a “buy” rating and set a $250.00 price objective on shares of Booking in a research note on Thursday, October 22nd. Morgan Stanley set a $230.00 price objective on Booking and gave the stock an “overweight” rating in a research report on Wednesday, September 16th. Benchmark upped their target price on Booking from $220.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Cantor Fitzgerald reduced their target price on Booking from $220.00 to $170.00 and set a “neutral” rating on the stock in a research note on Monday, October 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $232.81.

Key Headlines Impacting Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: UBS lowered its price target to $265 from $274 but maintained a Buy rating, indicating it still sees substantial potential upside from the share price cited in the report. Ticker Report article
• Positive Sentiment: A separate analyst-focused report said Wall Street recommendations remain optimistic about Booking, providing some support for the investment case. Zacks article
• Neutral Sentiment: Booking was scheduled to publish third-quarter 2026 results at approximately 4:00 p.m. ET on November 3. The report is a near-term catalyst, with results and guidance likely to shape investor sentiment. Earnings announcement
• Negative Sentiment: Investors remain concerned about whether AI travel agents could weaken online travel platforms’ role, as well as regulatory scrutiny in Europe. The stock’s recent weakness and debate over valuation add to uncertainty ahead of earnings. Yahoo Finance article on valuation and AI concerns

Insider Buying and Selling at Booking

In other news, VP Peter Millones, Jr. sold 50,050 shares of Booking stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $207.59, for a total transaction of $10,389,879.50. Following the completion of the sale, the vice president directly owned 375,025 shares in the company, valued at $77,851,439.75. The trade was a 11.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paulo Pisano sold 1,500 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $163.06, for a total transaction of $244,590.00. Following the completion of the transaction, the insider directly owned 70,400 shares of the company’s stock, valued at approximately $11,479,424. This represents a 2.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 78,425 shares of company stock valued at $16,210,864. Corporate insiders own 0.17% of the company’s stock.

Booking Company Profile

Booking Holdings Inc is a global online travel and restaurant-reservation company that connects consumers with travel providers through digital platforms and mobile applications. Its services include accommodations, flights, rental cars, cruises, vacation packages, restaurant reservations and other travel-related offerings.

The company operates a portfolio of well-known brands, including Booking.com, Priceline, Agoda, KAYAK, OpenTable, Rentalcars.com and Kayak-associated travel services.