Susquehanna Cuts Booking (NASDAQ:BKNG) Price Target to $5,000.00

Booking (NASDAQ:BKNG) had its target price cut by Susquehanna from $6,500.00 to $5,000.00 in a report published on Friday, MarketBeat reports. They currently have a positive rating on the business services provider’s stock.

Other equities research analysts have also issued research reports about the company. HSBC reiterated a “buy” rating and issued a $7,746.00 target price on shares of Booking in a research note on Thursday. Barclays set a $5,500.00 price objective on shares of Booking and gave the company an “overweight” rating in a research note on Thursday. Argus upped their target price on shares of Booking from $6,000.00 to $6,400.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Wedbush lowered their price target on shares of Booking from $6,000.00 to $5,500.00 and set an “outperform” rating for the company in a report on Friday, February 6th. Finally, B. Riley Financial lifted their price target on shares of Booking from $6,700.00 to $6,800.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Twenty-eight equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Booking presently has an average rating of “Moderate Buy” and an average price target of $5,971.64.

Booking Stock Performance

Shares of NASDAQ:BKNG opened at $4,076.79 on Friday. The stock has a 50-day simple moving average of $5,007.56 and a 200-day simple moving average of $5,179.11. The stock has a market capitalization of $129.11 billion, a P/E ratio of 24.54, a PEG ratio of 0.91 and a beta of 1.21. Booking has a 1 year low of $3,871.01 and a 1 year high of $5,839.41.

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

Booking (NASDAQ:BKNG) last posted its earnings results on Wednesday, February 18th. The business services provider reported $48.80 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter in the previous year, the business posted $41.55 EPS. The business’s quarterly revenue was up 16.0% on a year-over-year basis. Analysts predict that Booking will post 209.92 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Robert J. Mylod, Jr. sold 40 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total value of $204,214.40. Following the completion of the sale, the director owned 840 shares of the company’s stock, valued at approximately $4,288,502.40. The trade was a 4.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Glenn D. Fogel sold 953 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $5,181.34, for a total transaction of $4,937,817.02. Following the transaction, the chief executive officer directly owned 19,615 shares in the company, valued at $101,631,984.10. The trade was a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,108 shares of company stock valued at $15,287,682 in the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. KERR FINANCIAL PLANNING Corp acquired a new position in Booking in the third quarter worth $26,000. Halbert Hargrove Global Advisors LLC lifted its position in shares of Booking by 150.0% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after buying an additional 3 shares during the last quarter. Guerra Advisors Inc acquired a new position in shares of Booking in the 3rd quarter valued at about $27,000. Daytona Street Capital LLC acquired a new position in shares of Booking in the 4th quarter valued at about $27,000. Finally, Legacy Bridge LLC bought a new stake in shares of Booking during the 4th quarter valued at about $27,000. Institutional investors and hedge funds own 92.42% of the company’s stock.

Booking News Roundup

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.