Jefferies Financial Group Cuts Booking (NASDAQ:BKNG) Price Target to $4,500.00

Booking (NASDAQ:BKNG) had its price objective decreased by investment analysts at Jefferies Financial Group from $5,600.00 to $4,500.00 in a research report issued on Monday,MarketScreener reports. The firm currently has a “hold” rating on the business services provider’s stock. Jefferies Financial Group’s price objective suggests a potential upside of 11.99% from the company’s current price.

Several other equities research analysts have also recently commented on BKNG. Benchmark dropped their price target on shares of Booking from $6,400.00 to $5,600.00 and set a “buy” rating on the stock in a research report on Thursday. DA Davidson dropped their target price on shares of Booking from $6,600.00 to $6,000.00 and set a “buy” rating on the stock in a report on Thursday. The Goldman Sachs Group reissued a “neutral” rating and set a $5,920.00 target price on shares of Booking in a research note on Tuesday, January 27th. Wall Street Zen upgraded shares of Booking from a “hold” rating to a “buy” rating in a report on Sunday, January 4th. Finally, BNP Paribas Exane decreased their price target on shares of Booking from $6,100.00 to $6,000.00 and set an “outperform” rating on the stock in a research report on Friday. Twenty-eight research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, Booking presently has an average rating of “Moderate Buy” and an average target price of $5,886.79.

Booking Trading Down 1.4%

BKNG stock opened at $4,018.07 on Monday. The company has a market capitalization of $127.25 billion, a price-to-earnings ratio of 24.36, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21. Booking has a 52 week low of $3,871.01 and a 52 week high of $5,839.41. The firm’s 50-day moving average is $5,007.56 and its two-hundred day moving average is $5,179.11.

Booking shares are set to split on Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly minted shares will be issued to shareholders after the market closes on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last posted its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 EPS for the quarter, topping analysts’ consensus estimates of $47.96 by $0.84. The company had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.12 billion. Booking had a negative return on equity of 128.99% and a net margin of 20.08%.The company’s quarterly revenue was up 16.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $41.55 EPS. On average, equities research analysts predict that Booking will post 209.92 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Glenn D. Fogel sold 550 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $4,093.72, for a total transaction of $2,251,546.00. Following the transaction, the chief executive officer owned 18,995 shares of the company’s stock, valued at approximately $77,760,211.40. This represents a 2.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Vanessa Ames Wittman sold 15 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $5,191.15, for a total value of $77,867.25. Following the sale, the director directly owned 687 shares of the company’s stock, valued at $3,566,320.05. The trade was a 2.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 3,108 shares of company stock valued at $15,287,682 over the last quarter. Insiders own 0.16% of the company’s stock.

Hedge Funds Weigh In On Booking

Several large investors have recently bought and sold shares of the stock. J. Stern & Co. LLP raised its position in shares of Booking by 191,965.8% during the fourth quarter. J. Stern & Co. LLP now owns 2,832,970 shares of the business services provider’s stock valued at $15,171,489,000 after buying an additional 2,831,495 shares during the last quarter. Norges Bank acquired a new position in Booking in the 4th quarter valued at approximately $3,271,041,000. Laurel Wealth Advisors LLC lifted its position in shares of Booking by 578,824.0% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 289,462 shares of the business services provider’s stock worth $1,675,765,000 after acquiring an additional 289,412 shares during the period. HF Advisory Group LLC grew its holdings in shares of Booking by 28,353.8% during the 4th quarter. HF Advisory Group LLC now owns 204,298 shares of the business services provider’s stock worth $1,094,083,000 after purchasing an additional 203,580 shares in the last quarter. Finally, Cardano Risk Management B.V. grew its holdings in shares of Booking by 862.0% during the 4th quarter. Cardano Risk Management B.V. now owns 218,080 shares of the business services provider’s stock worth $1,167,890,000 after purchasing an additional 195,411 shares in the last quarter. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Booking News Summary

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimates for Booking, which supports higher forward earnings expectations and underpins buy-side interest. Read More.
• Positive Sentiment: Gordon Haskett upgraded BKNG to Buy with a $5,440 price target, arguing investor concern around AI competition is overblown — a bullish take that can help sustain demand for the shares. Read More.
• Positive Sentiment: At least one research note raised Booking’s price target to $6,200, reflecting pockets of continued confidence among some Wall Street analysts. Read More.
• Neutral Sentiment: A broader thematic note flags a shift in the story: analysts trimmed a fair-value estimate modestly (from ~$6,209 to ~$5,874) after balancing strong Q4 execution against questions on margins and AI spending — a mixed read that explains both buys and trims across the street. Read More.
• Negative Sentiment: Multiple firms cut price targets (or trimmed expectations): BNP Paribas Exane and DA Davidson to $6,000, Citigroup to $6,250, JPMorgan to $5,600, KeyCorp to $5,935, Benchmark to $5,600, and Wells Fargo to $5,456 — these downgrades reflect caution on margins, AI spending, and sector multiples and likely pressured the stock earlier in the session. Read More. Read More. Read More. Read More. Read More. Read More. Read More.

Booking Company Profile

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.