Equity Brief · Consumer Cyclical2026-05-20
BKNG·Consumer Cyclical

Booking Holdings Inc

I · Analyse IA

En bref

Booking Holdings runs multiple travel booking websites that let consumers search, compare, and reserve hotels, flights, rental cars, restaurant tables, and vacation activities online. The company makes money by charging commissions to hotels and other travel providers when customers book through its platforms, and by selling travel insurance and advertising to businesses in the travel industry [Yahoo Finance].

Booking Holdings (BKNG) operates the world's largest online travel platforms including Booking.com, Priceline, Agoda, KAYAK, and OpenTable, connecting travelers with accommodations, flights, car rentals, restaurants, and activities [Yahoo Finance]. The company generates $26.9B in annual revenue with strong profitability (20% net margin) and recently completed a 25-for-1 stock split in April 2026 to improve share accessibility [EODHD]. However, management cut 2026 guidance in May due to Middle East geopolitical tensions and tighter European regulations, causing the stock to drop 7.9% [Yahoo Finance].

Booking Holdings shows exceptional financial strength with a 9.3/10 health score, generating $9.1B in annual free cash flow and minimal net debt [Yahoo Finance].

En bref AI analysisConfiance 8/10

Score Sentinellis

9.3/10

Financially healthy

Capitalisation boursière

$119.7B

Chiffre d'affaires (12 mois)

$26.9B

II · Actualités récentes

Ce qui a fait bouger le cours

5 stories · ranked by relevance

  • macro2026-05-20

    Booking Holdings Tests Value Focus As Summer 2026 Travel Campaigns Ramp Up

    Simply Wall St

  • macro2026-05-18

    Agoda Simplifies Trip Planning with Multi-Product Booking in One Checkout

    Yahoo Finance

  • macro2026-05-14

    Why Booking Holdings (BKNG) Is Down 7.9% After Cutting Guidance And Raising New Debt - And What's Next

    Yahoo Finance

  • macro2026-05-14

    A Look At Booking Holdings (BKNG) Valuation After Its 2026 Outlook Cut And Rising AI And Regulatory Risks

    Simply Wall St

  • macro2026-05-17

    Angi, Carvana, and Booking Shares Are Falling, What You Need To Know

    Yahoo Finance

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Booking's 2026 guidance cut reflects direct exposure to Middle East geopolitical instability, which reduces travel demand to affected regions and creates unpredictable revenue volatility [Yahoo Finance]

1 sur 5 risques dans ce rapport

Risques

5

Opportunités

6

Signaux d'alerte

4

Direction

10

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