Booking (NASDAQ:BKNG) Price Target Cut to $4,500.00 by Analysts at Jefferies Financial Group

Booking (NASDAQ:BKNG) had its price target dropped by research analysts at Jefferies Financial Group from $5,600.00 to $4,500.00 in a research note issued to investors on Monday,MarketScreener reports. The firm presently has a “hold” rating on the business services provider’s stock. Jefferies Financial Group’s target price would suggest a potential upside of 11.99% from the company’s current price.

A number of other brokerages have also recently weighed in on BKNG. Argus lowered their price target on Booking from $6,400.00 to $4,700.00 and set a “buy” rating on the stock in a research report on Monday. Barclays set a $5,500.00 target price on shares of Booking and gave the stock an “overweight” rating in a report on Thursday. Royal Bank Of Canada reiterated an “outperform” rating and set a $6,100.00 target price on shares of Booking in a research report on Thursday. Wedbush reduced their price target on shares of Booking from $6,000.00 to $5,500.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Finally, Rothschild & Co Redburn upped their price objective on shares of Booking from $6,250.00 to $6,400.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Twenty-eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Booking presently has a consensus rating of “Moderate Buy” and an average price target of $5,886.79.

Booking Stock Down 1.4%

NASDAQ BKNG opened at $4,018.07 on Monday. Booking has a twelve month low of $3,871.01 and a twelve month high of $5,839.41. The stock has a market cap of $127.25 billion, a P/E ratio of 24.36, a PEG ratio of 0.91 and a beta of 1.21. The company’s 50-day simple moving average is $5,007.56 and its 200 day simple moving average is $5,179.11.

Booking’s stock is going to split before the market opens on Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly created shares will be payable to shareholders after the market closes on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last released its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 earnings per share for the quarter, beating analysts’ consensus estimates of $47.96 by $0.84. Booking had a negative return on equity of 128.99% and a net margin of 20.08%.The company had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.12 billion. During the same period in the previous year, the business earned $41.55 earnings per share. The company’s quarterly revenue was up 16.0% on a year-over-year basis. Research analysts anticipate that Booking will post 209.92 earnings per share for the current year.

Insider Activity

In related news, CEO Glenn D. Fogel sold 953 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $5,181.34, for a total value of $4,937,817.02. Following the transaction, the chief executive officer directly owned 19,615 shares in the company, valued at $101,631,984.10. This represents a 4.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Robert J. Mylod, Jr. sold 40 shares of Booking stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the sale, the director directly owned 840 shares of the company’s stock, valued at $4,288,502.40. This represents a 4.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 3,108 shares of company stock valued at $15,287,682. 0.16% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. KERR FINANCIAL PLANNING Corp bought a new position in Booking during the third quarter worth about $26,000. Halbert Hargrove Global Advisors LLC boosted its stake in Booking by 150.0% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after acquiring an additional 3 shares during the last quarter. Guerra Advisors Inc bought a new position in Booking during the 3rd quarter worth approximately $27,000. Daytona Street Capital LLC acquired a new position in Booking during the fourth quarter valued at approximately $27,000. Finally, Legacy Bridge LLC bought a new stake in Booking in the fourth quarter valued at approximately $27,000. 92.42% of the stock is currently owned by institutional investors.

Key Headlines Impacting Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimates for Booking, which supports higher forward earnings expectations and underpins buy-side interest. Read More.
• Positive Sentiment: Gordon Haskett upgraded BKNG to Buy with a $5,440 price target, arguing investor concern around AI competition is overblown — a bullish take that can help sustain demand for the shares. Read More.
• Positive Sentiment: At least one research note raised Booking’s price target to $6,200, reflecting pockets of continued confidence among some Wall Street analysts. Read More.
• Neutral Sentiment: A broader thematic note flags a shift in the story: analysts trimmed a fair-value estimate modestly (from ~$6,209 to ~$5,874) after balancing strong Q4 execution against questions on margins and AI spending — a mixed read that explains both buys and trims across the street. Read More.
• Negative Sentiment: Multiple firms cut price targets (or trimmed expectations): BNP Paribas Exane and DA Davidson to $6,000, Citigroup to $6,250, JPMorgan to $5,600, KeyCorp to $5,935, Benchmark to $5,600, and Wells Fargo to $5,456 — these downgrades reflect caution on margins, AI spending, and sector multiples and likely pressured the stock earlier in the session. Read More. Read More. Read More. Read More. Read More. Read More. Read More.

Booking Company Profile

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.