BKNG Booking Holdings Inc.
BULLISH
Impact: 2/10
ANALYST-UPGRADE
15 firms acted on BKNG: Morgan Stanley, Citizens, B of A Securities, Wedbush, Truist Securities, Keybanc, Mizuho, Wedbush, BTIG, Baird, Truist Securities, Cantor Fitzgerald, Jefferies, Benchmark, Erste Group
Final — all horizons settled through T+60d
BKNG ▼ -4.82% at T+60d
LONG call ✗ call lost -4.82% · α vs SPY -11.57% · entry $162.37 → $154.54
Last close $162.30 (close Jun 8) · -0.04% from $162.37 entry
T+1d
+2.32%
call +2.32% · α +1.49%
$166.14
settled 4mo ago
T+5d
+2.10%
call +2.10% · α +3.13%
$165.78
settled 3mo ago
T+20d
+5.70%
call +5.70% · α +10.68%
$171.63
settled 3mo ago
T+60d
-4.82%
call -4.82% · α -11.57%
$154.54
settled 21d ago
Price Chart
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Executive Summary
15 firms acted on BKNG: Morgan Stanley, Citizens, B of A Securities, Wedbush, Truist Securities, Keybanc, Mizuho, Wedbush, BTIG, Baird, Truist Securities, Cantor Fitzgerald, Jefferies, Benchmark, Erste Group
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
2/10
Consensus & Targets
Buy / Strong Buy
37 (82%)
Hold
8
Sell / Strong Sell
0
Total Analysts
36
Mean PT
$225.01
Median PT
$220.00
High PT
$298.00
Low PT
$175.00
Current Price
$168.36
Implied Upside
+33.6%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-30 | Argus Research | maintain | Buy | $205.00 |
| 2026-04-29 | JP Morgan | maintain | Overweight | $208.00 |
| 2026-04-29 | UBS | maintain | Buy | $249.00 |
| 2026-04-29 | TD Cowen | maintain | Buy | $230.00 |
| 2026-04-29 | RBC Capital | maintain | Outperform | $220.00 |
| 2026-04-29 | Citigroup | maintain | Buy | $225.00 |
| 2026-04-29 | Oppenheimer | maintain | Outperform | $215.00 |
| 2026-04-29 | Wells Fargo | maintain | Equal-Weight | $215.00 |
| 2026-04-29 | Evercore ISI Group | maintain | Outperform | $245.00 |
| 2026-04-29 | Cantor Fitzgerald | maintain | Neutral | $175.00 |
Firm Track Record — Morgan Stanley
Morgan Stanley accuracy: 55% on 4993 calls | avg return: 4.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Tigress Financial | 100% | 2/2 | 5.4% | top tier |
| Keybanc | 100% | 2/2 | 0.6% | top tier |
| B. Riley Securities | 86% | 6/7 | 9.5% | top tier |
| JP Morgan | 83% | 5/6 | 15.2% | top tier |
| Oppenheimer | 80% | 4/5 | 11% | top tier |
| Cantor Fitzgerald | 80% | 8/10 | 11.6% | top tier |
| Benchmark | 75% | 6/8 | 6.1% | top tier |
| Piper Sandler | 75% | 3/4 | 3.7% | top tier |
| Barclays | 75% | 6/8 | 6.8% | top tier |
| Wedbush | 73% | 8/11 | 8% | top tier |
Earnings Estimates
Next earnings: Jul 27, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $10.46 | $10.07 — $10.75 | $29.4B | ↑1 ↓0 |
| 0q | $2.46 | $2.25 — $2.64 | $7.2B | ↑2 ↓0 |
| +1y | $12.31 | $10.53 — $13.23 | $32.2B | ↑2 ↓0 |
| +1q | $4.56 | $4.25 — $4.69 | $9.7B | ↑2 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 4 sells
Congressional
Gilbert Cisneros (democrat) — buy $1,001 - $15,000
Congressional
Gilbert Cisneros (democrat) — sell $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
FMR LLC — trim (-28.8%)
Institutional
RENAISSANCE TECHNOLOGIES LLC — doubled (17563%)
Short Interest
Short: 1,276,140 | Exempt: 3,691 | TRF Vol: 2,283,140 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
7 reports for BKNG
50%
Hit rate
best @ T+5▲ +6.48%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $162.37 $171.63 | ▲ +5.70% | ▲ +10.68% | $162.30 (−0.04%) |
|
May 5, 2026
5w ago
|
424B5
| $167.63 $167.21 | ▼ −0.25% | ▼ −5.20% | $162.30 (−3.18%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $162.37 $171.63 | ▲ +5.70% | ▲ +10.68% | $162.30 (−0.04%) |
|
Apr 28, 2026
6w ago
|
8-K
| $173.98 $168.37 | ▼ −3.22% | ▼ −8.68% | $162.30 (−6.71%) |
|
Apr 21, 2026
7w ago
|
DEFA14A
| $179.40 $154.54 | ▼ −13.86% | ▼ −17.02% | $162.30 (−9.53%) |
|
Apr 20, 2026
7w ago
|
Press Release
| $190.86 $155.07 | ▼ −18.75% | ▼ −23.67% | $162.30 (−14.96%) |
|
Feb 28, 2026
14w ago
|
Institutional Cluster
| $166.81 $164.70 | ▼ −1.27% | ▲ +6.67% | $162.30 (−2.70%) |
Showing 7 of 7
US Market Status
Market Closed — Opens in 3h 48m
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