Booking Holdings Inc. saw its stock price drop by 3.02%, hitting a 20-day low, as the Nasdaq-100 fell 1.48% and the S&P 500 declined 0.87%.
Despite Booking Holdings' strong performance over the past year, including exceeding earnings estimates in its last eight quarters, the stock is experiencing downward pressure amid a broader market decline. The overall market sentiment has shifted negatively, impacting travel technology stocks like Booking Holdings, which has risen 14% over the past 12 months but is now facing sector rotation as investors react to the current market conditions.
This decline may present a buying opportunity for investors looking to capitalize on the company's strong fundamentals, especially as the travel sector continues to recover. However, the current market environment suggests caution as volatility remains high.
Wall Street analysts forecast BKNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BKNG is 6153 USD with a low forecast of 5407 USD and a high forecast of 6850 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
Wall Street analysts forecast BKNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BKNG is 6153 USD with a low forecast of 5407 USD and a high forecast of 6850 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Buy
7 Hold
0 Sell
Moderate Buy
Current: 5153.410
Low
5407
Averages
6153
High
6850
Current: 5153.410
Low
5407
Averages
6153
High
6850
Wells Fargo
Equal Weight
maintain
2026-01-09
Reason
Wells Fargo
Price Target
AI Analysis
2026-01-09
maintain
Equal Weight
Reason
Wells Fargo raised the firm's price target on Booking Holdings to $5,954 from $5,523 and keeps an Equal Weight rating on the shares. The firm sees a constructive cyclical backdrop for Online Travel Agencies heading into 2026. Wells is raising OTA room nights forecast. AI disintermediation risk has largely receded from shares, but it still sees change ahead.
Cantor Fitzgerald
Deepak Mathivanan
Neutral
maintain
2026-01-08
Reason
Cantor Fitzgerald
Deepak Mathivanan
Price Target
2026-01-08
maintain
Neutral
Reason
Cantor Fitzgerald analyst Deepak Mathivanan raised the firm's price target on Booking Holdings to $5,830 from $5,550 and keeps a Neutral rating on the shares. Despite lingering macro concerns, the outlook for Global Internet stocks into 2026 is increasingly positive as AI enters a "Synergy" phase that should drive accelerating revenue growth, improved value capture, and clearer long-term returns on capex, the analyst tells investors in a research note. With valuations still about 20% below medium-term ranges despite 2025 outperformance, the group is positioned to outperform in 2026 amid positive estimate revisions and improving sentiment, Cantor says.
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Bernstein
Market Perform
downgrade
2026-01-06
Reason
Bernstein
Price Target
2026-01-06
downgrade
Market Perform
Reason
Bernstein lowered the firm's price target on Booking Holdings to $5,407 from $5,433 and keeps a Market Perform rating on the shares. The firm says it normally bemoans the fact that every year our outlook piece has to be overly focused on recession risk. 2026 looks a rare exception, which should be a good year for travel with more stable U.S./China markets, limited supply supporting pricing and a strong event calendar. Bernstein is positive on the fundamentals, but notes that for OTAs, the AI question will dominate as online travel stocks remain at the center of the AI debate.
Argus
John Staszak
Buy
maintain
2026-01-06
Reason
Argus
John Staszak
Price Target
2026-01-06
maintain
Buy
Reason
Argus analyst John Staszak raised the firm's price target on Booking Holdings to $6,400 from $6,000 and keeps a Buy rating on the shares. The firm says demand for travel remains solid. It is positive on online travel companies, particularly Booking, citing its focus on Europe. The company to benefit from the strength of its Booking.com brand in Europe and from a recovery in the U.S., the analyst tells investors in a research note.
About BKNG
Booking Holdings Inc. is a provider of travel and restaurant online reservation and related services. The Company offers its services through five primary consumer-facing brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. Through its brands, consumers can book an array of accommodations (including hotels, motels, resorts, homes, apartments, bed and breakfasts, hostels, and other alternative and traditional accommodation properties) and a flight to their destinations; make a car rental reservation or arrange for an airport taxi; make a dinner reservation; or book a vacation package, tour, activity, or cruise. Consumers can also use its meta-search services to easily compare travel reservation information, such as flight, hotel, and rental car reservations from hundreds of online travel platforms at once. Booking.com offers accommodation reservation services for approximately 4.0 million properties in over 220 countries and territories and in over 40 languages.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
