Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-15
BKNG [neutral]
Booking Holdings Inc.
-6.75%
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
$134.9B
Pitch Price
$186.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.07
P/E
22.75
EV/Sales
4.98
Sector
Hotels, Restaurants and Leisure
Category
growth
Wedgewood Partners Portfolio Holding: Booking Holdings Inc.
BKNG (holding update): EPS +17%, rev +16% on strong travel demand into early 2026. Stock weak on 'AI loser' label & Middle East conflict concerns. Consumer AI proving more incremental than disruptive to existing commerce channels. Geopolitical risks viewed as short-term (few quarters) headwind, not multi-year drag.
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