Booking Holdings Inc. (BKNG): A Bull Case Theory [Yahoo! Finance Canada]
Booking Holdings Inc. (BKNG)
Last booking holdings inc. earnings: 2/26 04:04 pm
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Source: Yahoo! Finance Canada
Lucky Business/Shutterstock.com Booking Holdings Inc. (BKNG) is undergoing a transformative shift from a traditional online travel agency into a fintech-style payments infrastructure, a change that Wall Street has largely overlooked. Currently, 72% of bookings run through its merchant-of-record model, up from 50% two years ago, allowing Booking to collect payments upfront, hold them, and settle later. This structural shift generates incremental revenue faster than associated costs, delivering fintech-like margins with 47% EBITDA this quarter, while providing working capital advantages and payment float. The merchant model also powers the Genius loyalty program and Connected Trip bundling, increasing customer lifetime value, reducing churn, and reinforcing network effects across hotels, flights, and cars. Booking's recent $457 million KAYAK impairment signals a deliberate move away from commoditized meta-search toward high-margin transaction infrastructure, which AI tools cannot r
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BKNG
News
- Leisure Travel Market Set to Reach US$ 9.57 Trillion by 2035 Driven by Global Economic Shifts and Rising Experiential Demand | Astute Analytica [Yahoo! Finance Canada]Yahoo! Finance Canada
- Here Are Tuesday's Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More [Yahoo! Finance]Yahoo! Finance
- Booking (NASDAQ:BKNG) was upgraded by analysts at Gordon Haskett from a "hold" rating to a "buy" rating. They now have a $5,440.00 price target on the stock.MarketBeat
- Gordon Haskett upgrades Booking Holdings ahead of earnings, calls AI fears overblown [CNBC]CNBC
- Agoda Launches Free Global eSIMs for VIP Diamond MembersPR Newswire
BKNG
Earnings
- 10/28/25 - Beat
BKNG
Sec Filings
- 2/3/26 - Form 4
- 2/2/26 - Form 144
- 1/16/26 - Form 4
- BKNG's page on the SEC website