Booking.com (BKNG)

• Market cap: $176B
• 1 day: -2%
• 5 days: -0.33%
• 1 month: -1.61%
• 3 months: 2.96%
• 6 months: 21.72%
• Year to date: 10.51%
• 1 year: 35.12%
• 5 years: 214.2%
• 10 years: 320.47%
• Sector: Consumer Discretionary
• Industry: Travel Services

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: 24,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

111% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 97

27% more capital invested

Capital invested by funds: $135B [Q1] → $170B (+$35.8B) [Q2]

16% more call options, than puts

Call options by funds: $10.4B | Put options by funds: $8.98B

8% more funds holding in top 10

Funds holding in top 10: 84 [Q1] → 91 (+7) [Q2]

4% more funds holding

Funds holding: 1,845 [Q1] → 1,918 (+73) [Q2]

2.76% more ownership

Funds ownership: 89.07% [Q1] → 91.82% (+2.76%) [Q2]

4% less repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 705

Research analyst outlook

17 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5,418
• Avg. target: $6,092
• High target: $6,700

17 analyst ratings

• positive: 11 65%
• neutral: 6 35%
• negative: 0 0%

BTIG Jake Fuller	$6,250	Buy Reiterated	4 Sep 2025
Susquehanna Shyam Patil	$6,500	Positive Maintained	1 Aug 2025
DA Davidson Tom White	$6,500	Buy Maintained	31 Jul 2025
Citigroup Ronald Josey	$6,500	Buy Maintained	30 Jul 2025
BMO Capital Brian Pitz	$6,000	Outperform Maintained	30 Jul 2025