Booking Holdings Inc. (NASDAQ:BKNG) is making headlines as Gordon Haskett analyst Robert Mollins recently upgraded the stock to a Buy rating from Hold. With a price target of $5,440, Mollins believes that investors have overreacted to concerns surrounding artificial intelligence-driven competitive pressures. He pointed out Booking’s durable competitive advantages, global scale, and defensive characteristics as reasons for his bullish outlook.
For the fourth quarter of 2025, Booking Holdings Inc. (NASDAQ:BKNG) is expected to report revenue of around $6.11 billion, marking an 11.73% year-over-year growth. Consensus earnings per share of $48.23 suggest a 16.08% increase compared to the previous year. The company has consistently exceeded consensus expectations over the past four quarters, with an average earnings surprise of 18.21%. This track record, coupled with upward estimate revisions and double-digit growth projections, instills confidence in Booking’s performance and potential for further re-rating.
Founded in 1997 and based in Norwalk, Connecticut, Booking Holdings Inc. (NASDAQ:BKNG) operates popular online travel reservation platforms such as Booking.com, Priceline, and Rentalcars.com. These platforms offer a wide range of global accommodation, transportation, and travel services.
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In conclusion, Booking Holdings Inc. (NASDAQ:BKNG) remains a strong player in the online travel industry, with promising growth prospects and a solid track record of performance. As investors weigh their options in the AI sector, Booking’s position as a market leader should not be overlooked.
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