Booking Holdings Inc. Common StNasdaq: BKNG
Consumer Discretionary · Hotels, Resorts & Cruise Lines
$169.91
+0.92%
Vol: 3.6M
Research Digest
Friday, May 1, 2026
Booking Holdings beat Q1 2026 earnings but slashed FY2026 guidance citing Middle East travel disruptions
BKNG reported Q1 2026 revenue of $5.53B (up 16.2% YoY) and non-GAAP EPS of $1.14 (5.7% above estimates), with gross bookings at $53.8B (up 15% YoY). However, the company sharply reduced full-year 2026 guidance citing Middle East regional travel disruptions of 600 basis points in March and 300 bps expected in Q2, now guiding to high-single-digit revenue growth vs. prior low-double-digit outlook. RBC cut price target to $220 from $244, Evercore ISI to $245 from $250, and Piper Sandler to $220 from $230. Stock trades down 18.88% YTD at $173.38. CEO highlighted AI initiatives aimed at improving conversion. Stock split completed April 6.
Previous Market Intelligence
13 daysApr 30Booking Holdings posts $1.1B Q1 net income (+225% YoY) but cuts 2026 guidance due to Middle East conflict headwindsMixed▶
Booking Holdings delivered exceptional Q1 2026 results with $5.5B revenue (+16% YoY) and $1.1B net income (+225% YoY), exceeding Wall Street estimates. Strong AI initiatives in Priceline Penny and conversational shopping drove user conversion gains. However, the company lowered full-year guidance to high-single-digit growth from low-double-digit, citing a 3-point drag from Middle East conflict in Q2. Multiple analysts cut price targets including RBC (to $220 from $244), reflecting macro uncertainty. The strong earnings growth is offset by cautious guidance and geopolitical risks impacting travel demand.
Apr 29Booking Holdings beats Q1 2026 earnings but cuts 2026 guidance; Strait of Hormuz blockade impacts 2 percentage points of growthNegative▶
Booking delivered strong Q1 with gross bookings up 15% YoY to $53.8B and revenue rising 16% to $5.5B, but management warned geopolitical challenges will impact 2026 outlook. The Strait of Hormuz blockade shaved 2 percentage points from room night and bookings growth. Multiple analysts slashed price targets: RBC to $220 from $244 (Outperform), and Piper Sandler also cut guidance due to Middle East headwinds. Stock fell 19% YTD amid recession concerns.
Apr 16Booking Holdings completes 25-for-1 stock split, adds NXP CEO to board, expects 12% EPS growth in Q1 2026; earnings April 28Positive▶
Booking Holdings completed a 25-for-1 forward stock split and expanded its board by adding former NXP Semiconductors CEO Kurt Sievers. CEO Glenn Fogel 2025 compensation declined 21% to $35.4 million due to reduced stock awards following two highly lucrative years. The company launched a partnership with DogPack to power pet-friendly travel bookings. Q1 2026 earnings are expected April 28 with analysts forecasting $1.11 per share profit, up 12.1% from $0.99 per share year-ago. Despite bullish analyst consensus, BKNG has underperformed the S&P 500 by 3.4% over 52 weeks due to U.S.-Iran tensions affecting global travel demand.
Apr 14Booking Holdings completes 25-for-1 stock split; Q1 earnings April 28Positive▶
Completed 25-for-1 split April 2. 9.4% dividend increase to $10.50. Q1 earnings April 28. Q4 revenue $6.349B (+16.1%). FCF $9.086B. 9 buy ratings.
Apr 13Historic 25-for-1 stock split completed; dividend increase 9.4%; Q1 earnings April 28Positive▶
Booking Holdings completed 25-for-1 stock split (effective April 2, split-adjusted trading began April 6), reducing price from $4,117.51 to ~$165 for retail accessibility. Increased dividend 9.4% to $10.50/share. Q4 2025 revenue rose 16.1% YoY to $6.349B. Full-year 2025 free cash flow $9.086B. Management guides mid-teens adjusted EPS growth for 2026. Q1 results April 28.
Apr 10Booking Holdings completes 25-for-1 stock split; stock hits 52-week low amid geopolitical tensions.Mixed▶
Booking Holdings executed 25-for-1 stock split effective April 2. Board appointed Kurt Sievers and announced Lynn Radakovich retirement. Q1 2026 results expected April 28 forecasting $29.5 EPS. Stock hit 52-week low amid geopolitical tensions, down ~20% YTD. Strategic initiatives include pet-friendly travel and generative AI tools.
Apr 9Booking Holdings completes 25-for-1 stock split; Q1 results scheduled for April 28Neutral▶
Booking Holdings completed a 25-for-1 stock split, increasing authorized shares from 1 billion to 25 billion and reducing share price from above $4,000 to ~$170. Stock trades at $182.75, up 5.44% post-split. Kurt Sievers (former NXP CEO) joined Board of Directors. Tigress Financial raised price target to $260 citing AI-driven Connected Trip momentum. Stock under pressure from geopolitical headwinds and Iran tensions impacting Asian/European markets. Q1 2026 results release April 28.
Apr 8Booking Holdings 25-for-1 stock split begins trading; stock hits 52-week low amid Iran tensions.Negative▶
BKNG began split-adjusted trading April 6 after 25-for-1 forward stock split. Stock hit 52-week low due to Iran geopolitical tensions affecting travel sector. Q1 earnings April 28. Pre-market April 6 showed -1.20% to $165.76. 26 analysts have Buy consensus.
Apr 7Booking Holdings completes historic 25-for-1 stock split amid 21.5% YTD decline from geopolitical risks and regulatory scrutiny.Neutral▶
Booking completed 25-for-1 stock split reducing price from $4,000+ to ~$170, improving retail accessibility without changing fundamentals. Stock hit 52-week low $167.77 (down 21.5% YTD) on Iran conflict risks and Truist target cut. House Oversight Committee investigating surveillance pricing algorithms at Booking.com on personalized pricing practices. Board appointed Kurt Sievers (ex-NXP CEO) bringing M&A expertise. Mizuho upgraded to top pick after OpenAI shifted to app-based purchases with Booking.com partnership. Revenue target $35.2B by 2029 signals growth. Consensus Strong Buy with ~33% upside from depressed valuation despite geopolitical headwinds.
Apr 6Booking Holdings executes 25-for-1 stock split April 6; Q4 revenue +16.1% YoY.Positive▶
Booking Holdings completed first-ever 25-for-1 forward stock split April 6, reducing share price from ~$4,117 to ~$165. Q4 2025 revenue grew 16.1% YoY to $6.349B, beating estimates. Board refresh underway with Kurt Sievers appointed. Q1 2026 earnings call April 28. Under House Oversight scrutiny for surveillance pricing algorithms.
Apr 3Booking Holdings completes 25-for-1 stock split effective April 2; trading begins split-adjusted Monday April 6.Mixed▶
Booking Holdings completed 25-for-1 forward stock split effective April 2 with trading on split-adjusted basis beginning Monday April 6. Company increased authorized common shares from 1 billion to 25 billion. Q4 2025 showed 16% revenue growth with strong demand for travel especially in Asia. Kurt Sievers appointed to Board. Stock price $4,177.03 but down 25.3% over 90 days.
Apr 1Booking Holdings executes historic 25-for-1 stock split effective April 2, 2026 and increases dividend 9.4% as Q1 earnings call set for April 28.Positive▶
Booking Holdings executed a historic 25-for-1 forward stock split effective April 2, 2026, reducing share price from $4,117.51 to approximately $165. The company announced a 9.4% dividend increase to $10.50 per share for Q1 2026. Q4 2025 revenue grew 16.1% YoY to $6.349 billion, beating estimates. Full-year 2025 free cash flow at $9.086 billion, up 15.1%. Management guides mid-teens adjusted EPS growth for 2026. 30 analysts rate BKNG as Buy.
Mar 31Booking Holdings announces historic 25-for-1 stock split effective April 6 and increases dividend 9.4%.Positive▶
Booking 25-for-1 split effective April 6. Dividend increased to $10.50 up 9.4%. Q4 revenue rose 16% to $6.3B beating estimates. 2026 guidance: 9% revenue, 15% EPS growth. $700M GenAI investment. Faces $530M Spanish fine. Consensus Moderate Buy $6,000.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| BKNGBOOKING | $169.91 | +0.92% | -4.4% | 13.7x | — | $130.5B |
| MARMARRIOTT | $354.99 | -1.85% | +7.0% | 27.7x | 1.10 | $95.8B |
| ABNBAIRBNB | $141.78 | +1.01% | +10.7% | 24.3x | 1.16 | $83.4B |
| HLTHILTON | $317.85 | -1.92% | +5.6% | 31.1x | 1.11 | $73.8B |
| RCLROYAL | $265.67 | +0.72% | -4.3% | 13.3x | 1.94 | $71.4B |
| CCLCARNIVAL | $26.66 | +0.55% | +2.1% | 10.2x | 2.48 | $36.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.