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: 24,500
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
19% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 133
15% more call options, than puts
Call options by funds: $8.12B | Put options by funds: $7.04B
7% more repeat investments, than reductions
Existing positions increased: 692 | Existing positions reduced: 645
0% less funds holding
Funds holding: 1,840 [Q4 2024] → 1,831 (-9) [Q1 2025]
0.55% less ownership
Funds ownership: 89.56% [Q4 2024] → 89.01% (-0.55%) [Q1 2025]
7% less funds holding in top 10
Funds holding in top 10: 90 [Q4 2024] → 84 (-6) [Q1 2025]
9% less capital invested
Capital invested by funds: $148B [Q4 2024] → $135B (-$13.1B) [Q1 2025]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
Citigroup Ronald Josey | 15%upside $6,500 | Buy Maintained | 30 Jul 2025 |
BMO Capital Brian Pitz | 6%upside $6,000 | Outperform Maintained | 30 Jul 2025 |
B. Riley Securities Naved Khan | 18%upside $6,700 | Buy Maintained | 30 Jul 2025 |
Morgan Stanley Brian Nowak | 0%downside $5,650 | Equal-Weight Maintained | 30 Jul 2025 |
UBS Stephen Ju | 12%upside $6,363 | Buy Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 42 articles about BKNG published over the past 30 days
