Booking Holdings: The Thesis Continues To Develop (Rating Downgrade) [Seeking Alpha]
Booking Holdings Inc. (BKNG)
Last booking holdings inc. earnings: 2/26 04:04 pm
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Source: Seeking Alpha
BKNG's AI-driven strategy is expanding TAM, accelerating the shift from offline to online travel, and driving operational efficiencies, notably reducing customer service costs and improving satisfaction. Over 50% of bookings now occur through BKNG's direct app, with loyalty programs deepening user engagement and incremental travelers driving higher margins and expanding EPS. Robust capital allocation is evident as BKNG prioritizes buybacks over SBCs, supporting share price stability and differentiating itself from peers like Airbnb. Robert vt Hoenderdaal/iStock Editorial via Getty Images The last time I wrote about Booking Holdings ( BKNG ) was in June of this year. Since then, the stock has done rather worse than the market, but, in my opinion, the company's central thesis continues to play out successfully. The This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to
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BKNG
News
- 'Every day something's coming down the pipe': How the CEO of Booking Holdings responds to a crisis [Business Insider]Business Insider
- Booking Holdings: A Top-Notch Dividend Growth Stock To Buy Now [Seeking Alpha]Seeking Alpha
- Agoda Reveals Must-Visit Cities for Dazzling New Year's Eve FireworksPR Newswire
- Here is What to Know Beyond Why Booking Holdings Inc. (BKNG) is a Trending Stock [Yahoo! Finance]Yahoo! Finance
- Six months an AI unicorn, Parloa surpasses $50M revenue mark [Yahoo! Finance Canada]Yahoo! Finance Canada
BKNG
Earnings
- 10/28/25 - Beat
BKNG
Sec Filings
- 12/16/25 - Form 4
- 12/16/25 - Form 4
- 12/16/25 - Form 4
- BKNG's page on the SEC website