Booking Holdings Likely to Announce Stock Split, Market Cap at $164 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 24 2026
0mins
Should l Buy BKNG?
Source: Fool
- Stock Split Potential: Booking Holdings, with a market cap of $164 billion and a current share price of $5,098.04, is seen as the most likely candidate to announce a stock split, which could attract more retail investors and enhance market liquidity.
- Market Reaction Expectations: Despite NVR's high share price of $7,762 and its asset-light business model performing well, the company's long-standing avoidance of stock splits has led to negligible expectations for future splits, potentially undermining investor confidence.
- Seaboard's Challenges: Seaboard's diversified operations have seen double-digit revenue growth in three of the last five years, but its volatility raises concerns that a stock split after a strong year could lead to further price declines during economic downturns, increasing the risks associated with splitting.
- Investor Focus: Investors are generally drawn to potential stock split candidates, and Booking Holdings, due to its consumer-facing business model and lower price point, is likely to become a favored choice among investors, potentially driving its stock price higher.
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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: 4140.150
Low
5407
Averages
6153
High
6850
Current: 4140.150
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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- Revenue Growth Expectations: The quarterly revenue is expected to reach $6.13 billion, up 12.1% from $5.47 billion in the previous year, reflecting a recovery in travel demand and an increase in the company's market share.
- Executive Appointment: On February 3, Booking Holdings appointed Peer Bueller as CEO of KAYAK, a move that could drive strategic transformation and enhance KAYAK's competitiveness in the online travel market.
- Stock Price Fluctuation: As of Tuesday, Booking Holdings shares slipped 0.01% to close at $4,140.15, indicating cautious investor sentiment ahead of the earnings report despite overall positive market conditions.
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- Stock Price Reaction: Following the earnings release, Booking Holdings' shares fell 1.64% in after-hours trading, reflecting market concerns over the earnings miss, which could lead to short-term volatility in investor sentiment.
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- Earnings Release Announcement: Booking Holdings is set to release its Q4 earnings on February 18, with analysts projecting earnings per share of $48.67, a 25.5% increase from $41.55 a year ago, indicating sustained improvement in profitability.
- Revenue Growth Expectations: The quarterly revenue is expected to reach $6.13 billion, up 12.1% from $5.47 billion in the previous year, reflecting a recovery in travel demand and an increase in the company's market share.
- Executive Appointment: On February 3, Booking Holdings appointed Peer Bueller as CEO of KAYAK, a move that could drive strategic transformation and enhance KAYAK's competitiveness in the online travel market.
- Stock Price Fluctuation: As of Tuesday, Booking Holdings shares slipped 0.01% to close at $4,140.15, indicating cautious investor sentiment ahead of the earnings report despite overall positive market conditions.
See More
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- Earnings Report: Booking Holdings reported a Q4 GAAP EPS of $44.22, missing expectations by $2.15, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: Despite the EPS miss, the company achieved revenues of $6.35 billion, a 15.5% year-over-year increase, surpassing market expectations by $220 million, highlighting steady business growth, particularly in the luxury hotel segment.
- Stock Price Reaction: Following the earnings release, Booking Holdings' shares fell 1.64% in after-hours trading, reflecting market concerns over the earnings miss, which could lead to short-term volatility in investor sentiment.
- Market Outlook: Although the current earnings report reveals challenges, analysts believe the trend of record-high prices in ultra-luxury hotels may support future revenue growth for the company, especially as affluent consumers continue to spend.
See More
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- Outlook Cut Affects Stock: Cybersecurity firm Palo Alto Networks (PANW) saw its shares drop by 6% after lowering its full-year earnings outlook, indicating market concerns over its future profitability and potentially diminishing investor confidence.
- Earnings Season Pressure: As of February 13, 74% of S&P 500 companies have reported earnings, with a blended growth rate of 13.2%, which, if sustained, would mark the index's tenth consecutive quarter of annual earnings growth, showcasing resilience in overall market performance.
- Mixed Competitor Performance: General Mills (GIS) experienced a 6% drop in stock price due to disappointing earnings, while online trading platform eToro (ETOR) surged over 20% following a strong quarterly performance, highlighting varied market reactions to different companies.
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See More
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- Travel Predictions: Preliminary figures indicate that Beijing is expected to see 110 million trips during the Lunar New Year, with a staggering 9.5 billion trips nationwide, reflecting a strong desire for new experiences among China's 1.4 billion population and signaling economic recovery.
- Tourism Resurgence: Xishuangbanna reported over 4 million visits and tourism revenue of 5.04 billion yuan (approximately $730 million) during the holiday, demonstrating the resilience of local tourism markets in attracting visitors despite economic challenges.
- Theme Park Launch: iQiyi opened its first theme park in Yangzhou, featuring virtual reality and live performances to meet the rising demand for offline entertainment, positioning it as a new growth driver for the company amid fierce competition in the streaming market.
- Luxury Market Trends: Despite retail sales in China growing only 0.9% in December, Louis Vuitton opened two new stores in the past year, emphasizing the use of social media and celebrity endorsements to attract consumers, showcasing the resilience of luxury brands during the festive shopping season.
See More
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- Earnings Reports: Carvana, DoorDash, and eBay are set to release their earnings on February 18, with particular attention on Carvana's sales growth amidst a busy market day.
- Booking Holdings Performance: Analysts expect Booking Holdings to report a 12% revenue growth in Q4, driven by stable global leisure demand and the expansion of alternative accommodations, while management must address the potential threat from AI travel planning tools.
- Energy Sector Update: Occidental Petroleum is announcing its Q4 results, with analysts predicting stable production from its core US onshore assets despite declining oil prices, which may pressure earnings and free cash flow.
- Macro Economic Data: The Federal Reserve will release minutes from its January FOMC meeting, with market participants looking for clues on inflation and labor market policies, while housing starts are forecasted at an annualized rate of 1.31 million and building permits at 1.4 million, indicating the impact of elevated rates on the housing market.
See More
