BKNG Shares Drop to Lowest Point in Over 16 Months as Brokerages Highlight AI-Related Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy BKNG?
Source: stocktwits
Stock Performance: Booking Holdings (BKNG) shares have dropped over 8%, reaching their lowest levels since September 2024, despite better-than-expected fourth-quarter results, due to concerns about potential AI disruption.
Revenue Growth: The company reported a 16% increase in fourth-quarter revenue to $6.3 billion, surpassing Street estimates, and projected low double-digit revenue growth for fiscal 2026.
Stock Split Announcement: Booking's board approved a 25-for-1 stock split, effective April 2, which will adjust trading on a split-adjusted basis starting April 6.
Analyst Ratings: Analysts have reduced price targets for Booking, with Cantor Fitzgerald lowering it to $4,495 and Barclays to $5,500, while maintaining neutral or overweight ratings, reflecting concerns about AI developments impacting stock valuation.
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Analyst Views on BKNG
Wall Street analysts forecast BKNG stock price to rise
25 Analyst Rating
18 Buy
7 Hold
0 Sell
Moderate Buy
Current: 177.250
Low
5407
Averages
6153
High
6850
Current: 177.250
Low
5407
Averages
6153
High
6850
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.
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- Rental Price Trends: While daily rental rates in Germany rose by 5%, average car hire prices have generally decreased across other countries, with Romania experiencing a significant drop of 35%, making travel more appealing and cost-effective for tourists.
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