Added to YB: 2026-10-01
Pitch date: 2026-09-25
BKNG [bullish]
Booking Holdings Inc.
+1.95%
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
$119.0B
Pitch Price
$162.63
Price Target
N/A
Dividend
1.06%
EV/EBITDA
11.49
P/E
17.51
EV/Sales
4.34
Sector
Hotels, Restaurants and Leisure
Category
N/A
Want to Sell Booking? Wait Until You Read This.
BKNG: Booking’s economics may make AI agents a distribution channel rather than a disintermediator: hotels likely cannot pay much above 10% while preserving direct-booking savings, whereas a rough, assumption-dependent comparison suggests Booking could pay agents up to 13% and still come out ahead. Lost paid-channel bookings may hurt profit less than gross bookings, especially if marginally profitable, though outside agents could steer travelers elsewhere if denied Booking’s inventory.
Read full article (3 min)