Added to YB: 2026-06-23
Pitch date: 2026-06-20
BKNG [bullish]
Booking Holdings Inc.
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
$133.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.98%
EV/EBITDA
12.79
P/E
22.55
EV/Sales
4.91
Sector
Hotels, Restaurants and Leisure
Category
value
The Curious Investor | June 2026 update - Part 1 - Booking Holdings Inc.
BKNG (added to position): Leading OTA, high-return cash machine. Down 19% YTD on AI agent fears + Middle East war headwinds; avg cost $173.5. Author sees AI as tailwind (ChatGPT directs to 3rd party apps), strong moats via trust/Genius loyalty/data. Q1 record $3.6bn buyback (>FCF). 6.9% FCF yield, 17x PE, resilient guidance. Risk: EU fines. Position now 2%+.
Read full article (3 min)