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 Q3 regulatory filings by fund managers ($100M+ AUM)
18% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 116
15% more call options, than puts
Call options by funds: $8.6B | Put options by funds: $7.49B
1% more funds holding
Funds holding: 1,638 [Q2] → 1,659 (+21) [Q3]
0% more capital invested
Capital invested by funds: $123B [Q2] → $123B (+$403M) [Q3]
3.36% less ownership
Funds ownership: 91.44% [Q2] → 88.08% (-3.36%) [Q3]
7% less funds holding in top 10
Funds holding in top 10: 75 [Q2] → 70 (-5) [Q3]
17% less repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 666
Research analyst outlook
25 Wall Street Analysts provided 1 year price targets over the past 3 months
25 analyst ratings
Mizuho James Lee 76% 1-year accuracy 32 / 42 met price target | 19%upside $6,000 | Outperform Maintained | 19 Dec 2024 |
B of A Securities Justin Post 64% 1-year accuracy 9 / 14 met price target | 9%upside $5,522 | Neutral Maintained | 18 Dec 2024 |
JMP Securities John Colantuoni 67% 1-year accuracy 12 / 18 met price target | 21%upside $6,100 | Market Outperform Maintained | 16 Dec 2024 |
JMP Securities Nicholas Jones 68% 1-year accuracy 54 / 80 met price target | 7%upside $5,400 | Market Outperform Reiterated | 11 Dec 2024 |
Oppenheimer Jed Kelly 80% 1-year accuracy 32 / 40 met price target | 19%upside $6,000 | Outperform Maintained | 6 Dec 2024 |
Financial journalist opinion
Based on 22 articles about BKNG published over the past 30 days