Booking.comBKNG
About: Booking is the world's largest online travel agency by sales, offering booking and payment services for hotel and alternative accommodation rooms, airline tickets, rental cars, restaurant reservations, cruises, experiences, and other vacation packages. The company operates several branded travel booking sites, including Booking.com, Agoda, OpenTable, and Rentalcars.com, and has expanded into travel media with the acquisitions of Kayak and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
Employees: 23,600
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
234% more first-time investments, than exits
New positions opened: 244 | Existing positions closed: 73
24% more funds holding in top 10
Funds holding in top 10: 70 [Q3] → 87 (+17) [Q4]
15% more capital invested
Capital invested by funds: $127B [Q3] → $147B (+$19.5B) [Q4]
12% more call options, than puts
Call options by funds: $11.6B | Put options by funds: $10.3B
5% more funds holding
Funds holding: 1,667 [Q3] → 1,757 (+90) [Q4]
1.79% less ownership
Funds ownership: 90.86% [Q3] → 89.07% (-1.79%) [Q4]
14% less repeat investments, than reductions
Existing positions increased: 566 | Existing positions reduced: 659
Research analyst outlook
20 Wall Street Analysts provided 1 year price targets over the past 3 months
20 analyst ratings
UBS Lloyd Walmsley 100% 1-year accuracy 18 / 18 met price target | 19%upside $5,960 | Buy Maintained | 21 Feb 2025 |
Citigroup Ronald Josey 83% 1-year accuracy 48 / 58 met price target | 16%upside $5,800 | Buy Maintained | 21 Feb 2025 |
BMO Capital Brian Pitz 75% 1-year accuracy 40 / 53 met price target | 18%upside $5,900 | Outperform Maintained | 21 Feb 2025 |
RBC Capital Brad Erickson 83% 1-year accuracy 55 / 66 met price target | 18%upside $5,900 | Outperform Maintained | 21 Feb 2025 |
Cantor Fitzgerald Deepak Mathivanan 75% 1-year accuracy 39 / 52 met price target | 11%upside $5,540 | Neutral Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 30 articles about BKNG published over the past 30 days
