Professional
Added to YB: 2026-04-27
Pitch date: 2026-04-10
BKNG [neutral]
Booking Holdings Inc.
+5.59%
current return
Author Info
No bio for this author
Company Info
Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, the United Kingdom, and internationally.
Market Cap
$139.6B
Pitch Price
$170.71
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.65
P/E
27.09
EV/Sales
5.25
Sector
Hotels, Restaurants and Leisure
Category
value
Middle Coast Investing Portfolio Holding: Booking Holdings Inc.
BKNG (holding update): Down 32% from highs despite no business weakness, outgrowing peers (Expedia, ABNB). 27% shares bought back since 2019. Less regulatory risk vs ABNB (Netherlands-based Booking.com), diversified geography (non-US exposure + US share gains). AI threat overblown per CEO—OpenAI abandoned checkout plans. Already showing AI cost savings. Strong mgmt execution through pandemic/ABNB competition.
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