"Booking Holdings entered 2026 at $213.72 and fell to $165.61 in February 2026, driven by Q4 2025 guidance language and macro anxiety. The stock has since recovered, gaining 4.51% over the past week and 3.86% over the past month."
"Q4 2025 results were strong: adjusted EPS of $48.80 against an estimate of $48.04, beating expectations by 1.58%. Revenue of $6.35 billion grew 16.1% year over year, clearing the $6.14 billion consensus estimate by 3.49%."
"Booking Holdings' growth rests on three engines. First, the merchant model transition accelerates, now representing majority revenue with structurally higher margins."
"Connected Trip gains traction: merchant revenues grew 27.4% year over year in Q4 2025 to $4.25 billion, flight tickets grew 44% year over year in Q2 2025, and Connected Trip transactions grew over 30% year over year."
Booking Holdings trades at $184.56, 20% below its 52-week high. The stock is rated a buy with a price target of $257.28, suggesting significant upside. Despite a rough start to 2026, the stock has shown recovery. Q4 2025 results exceeded expectations with strong revenue growth and free cash flow. The company's growth is driven by a transition to a merchant model, traction from Connected Trip, and a successful Transformation Program.
Read at 24/7 Wall St.
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