NORWALK, Conn., July 7, 2026 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) announced today that it intends to hold a conference call to discuss its second quarter 2026 financial results on Tuesday, August 4 at 4:30 p.m.
Booking.com's chief business officer said he uses AI to analyze how rivals are tackling strategic problems. James Waters, who oversees areas like product, said AI helps with research that would otherwise take days.
Revenue Increased Sequentially Approximately 170% from Q1 to Q2 (QoQ) as Customer Adoption Accelerates Across Key Travel Markets Revenue Increased Sequentially Approximately 170% from Q1 to Q2 (QoQ) as Customer Adoption Accelerates Across Key Travel Markets
Booking Holdings (BKNG) is down 15% YTD, mainly due to AI disruption fears, but I see these risks as potentially priced in. BKNG's ecosystem remains vital for tourism and agentic AI, as listings are still essential for bookings regardless of AI advances. At 17x forward P/E, BKNG trades at a 9% premium to peers, yet I believe its strong fundamentals and consistency justify a higher premium.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Booking Holdings Inc. has a strong earnings track record, as BKNG has established itself as the clear online travel agency leader. BKNG stock has been pressured by overstated concerns. The conflict in Iran and AI disintermediation don't look to threaten BKNG's long-term growth story. Temporary concerns have created a good entry point. I estimate BKNG stock to have 33% upside to $240.7.