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, Rentalcars.com, Kayak, and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
Employees: 24,300
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
233% more first-time investments, than exits
New positions opened: 266 | Existing positions closed: 80
24% more funds holding in top 10
Funds holding in top 10: 72 [Q3] → 89 (+17) [Q4]
20% more capital invested
Capital invested by funds: $123B [Q3] → $148B (+$24.4B) [Q4]
11% more call options, than puts
Call options by funds: $12.1B | Put options by funds: $10.9B
9% more funds holding
Funds holding: 1,672 [Q3] → 1,825 (+153) [Q4]
1.52% more ownership
Funds ownership: 87.96% [Q3] → 89.48% (+1.52%) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 578 | Existing positions reduced: 684
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
16 analyst ratings
Morgan Stanley Brian Nowak 53% 1-year accuracy 20 / 38 met price target | 5%upside $4,800 | Equal-Weight Maintained | 17 Apr 2025 |
Cantor Fitzgerald Deepak Mathivanan 51% 1-year accuracy 30 / 59 met price target | 5%downside $4,330 | Neutral Maintained | 16 Apr 2025 |
JMP Securities John Colantuoni 47% 1-year accuracy 8 / 17 met price target | 22%upside $5,600 | Market Outperform Maintained | 9 Apr 2025 |
JP Morgan Doug Anmuth 65% 1-year accuracy 34 / 52 met price target | 6%upside $4,850 | Overweight Maintained | 8 Apr 2025 |
Wells Fargo Ken Gawrelski 48% 1-year accuracy 25 / 52 met price target | 0%downside $4,567 | Equal-Weight Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 22 articles about BKNG published over the past 30 days









