Booking Holdings Inc (BKNG) FY2025Q4 Earning Prediction
Booking Holdings Inc (BKNG) is set to release its FY2025Q4 earnings performance on 02/18 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 6.00B and an earnings per share (EPS) of 47.96 for the FY2025Q4. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
The forecast predicts a Beat for BKNG based on strong demand, strategic initiatives, and mitigated risks.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Fact data highlights strong demand tailwinds, strategic partnerships, and mitigated AI risks favoring Booking Holdings (BKNG). Key drivers:
Room Nights & Gross Bookings: Integration with Spotnana expands global inventory access, likely accelerating room night growth. Analysts note "robust underlying travel demand" and geographic strength (Wedbush, DA Davidson).
Adjusted EBITDA: Operational efficiency gains from AI investments (BofA) and cost discipline offset macro risks.
AI Disintermediation Risks Reduced: Partnerships with Google and proprietary data (BofA, BTIG) lower threats from AI-driven search tools.
U.S. Visa Pause: Minimal impact as it targets immigrants, not tourists.
Tactical Strategy Recommendations
- Directional Play: Long BKNG shares or Jan 2026 $5,400 calls (~3% OTM).
- Hedge: Short Expedia (EXPE) due to BMO’s note on Vrbo competition and margin pressure.
- Catalyst: AI-driven booking tools (e.g., Genius loyalty integration) could surprise positively.
Earnings Surprise Analysis
BKNG Transcript
The earnings call summary reveals strong financial performance, continued product development, and strategic market expansion, particularly in Asia. The integration with OpenAI and AI-driven tools show promising early results in improving customer satisfaction and conversion rates. Despite competitive pressures, the company remains optimistic about its strategies and growth potential. The Q&A session highlights effective risk management and a focus on innovation. Overall, the positive elements outweigh any concerns, suggesting a likely stock price increase in the short term.
BKNG Report
Frequently Asked Questions
What is the Booking Holdings Inc FY2025Q4 Earnings Release Date and Time?
Booking Holdings Inc (BKNG) is scheduled to release its FY2025Q4 earnings report onFeb 18, 2026, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Booking Holdings Inc FY2025Q4 Revenue and EPS?
Analysts' consensus predicts 6.00B in revenue and an EPS of 48.00 for Booking Holdings Inc's FY2025Q4.
What Does Intellectia's AI Predict for Booking Holdings Inc FY2025Q4 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat forBooking Holdings Inc's FY2025Q4 earnings, with a prediction date of Feb 18, 2026. Booking Holdings Inc The forecast predicts a Beat for BKNG based on strong demand, strategic initiatives, and mitigated risks.
How Can I Use This Earnings Prediction to Trade BKNG Stock?
Leverage Intellectia's AI forecast to position trades ahead of theFeb 18, 2026 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Booking Holdings Inc FY2025Q4?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
