Booking (NASDAQ:BKNG) Earns Market Perform Rating from Citizens Jmp

Posted by Stanley Muller on Nov 4th, 2026

Booking (NASDAQ:BKNG – Get Free Report)‘s stock had its “market perform” rating reissued by research analysts at Citizens Jmp in a research report issued on Wednesday, Benzinga reports.

Other research analysts have also recently issued research reports about the company. Morgan Stanley reaffirmed an “overweight” rating on shares of Booking in a research note on Wednesday. Jefferies Financial Group raised their price target on Booking from $180.00 to $190.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. BTIG Research restated a “buy” rating and set a $250.00 price objective on shares of Booking in a report on Wednesday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 price objective on shares of Booking in a research report on Wednesday. Finally, Weiss Ratings lowered Booking from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $227.38.

View Our Latest Analysis on Booking

Booking Trading Up 1.2%

Booking stock opened at $155.67 on Wednesday. Booking has a 12-month low of $146.28 and a 12-month high of $220.81. The firm has a 50-day moving average price of $168.99 and a 200-day moving average price of $176.70. The firm has a market capitalization of $116.97 billion, a PE ratio of 17.23, a price-to-earnings-growth ratio of 0.96 and a beta of 1.17.

Booking (NASDAQ:BKNG – Get Free Report) last issued its quarterly earnings results on Tuesday, November 3rd. The business services provider reported $4.66 EPS for the quarter, beating the consensus estimate of $4.49 by $0.17. Booking had a net margin of 25.53% and a negative return on equity of 102.96%. The company had revenue of $9.79 billion for the quarter, compared to the consensus estimate of $9.55 billion. During the same period in the prior year, the firm posted $99.50 EPS. The firm’s revenue was down 1.2% compared to the same quarter last year. As a group, sell-side analysts predict that Booking will post 10.48 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Vanessa Wittman sold 375 shares of Booking stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $211.00, for a total transaction of $79,125.00. Following the completion of the sale, the director owned 16,133 shares of the company’s stock, valued at approximately $3,404,063. The trade was a 2.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ewout L. Steenbergen sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $211.03, for a total value of $4,220,600.00. Following the completion of the sale, the chief financial officer owned 59,794 shares of the company’s stock, valued at $12,618,327.82. The trade was a 25.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 77,425 shares of company stock worth $16,004,164. 0.17% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of Booking during the second quarter valued at $11,646,302,000. State Street Corp lifted its stake in Booking by 2,674.6% in the second quarter. State Street Corp now owns 39,420,711 shares of the business services provider’s stock worth $7,026,348,000 after acquiring an additional 37,999,915 shares during the period. Deutsche Bank AG purchased a new stake in Booking in the second quarter worth about $1,691,186,000. Bank of New York Mellon Corp bought a new position in Booking during the 2nd quarter worth about $1,370,455,000. Finally, Ninety One UK Ltd grew its holdings in Booking by 1.0% during the 3rd quarter. Ninety One UK Ltd now owns 6,489,929 shares of the business services provider’s stock worth $1,057,274,000 after acquiring an additional 64,584 shares in the last quarter. 92.42% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Booking

Here are the key news stories impacting Booking this week:

Positive Sentiment: Booking reported adjusted Q3 EPS of $4.66, above the roughly $4.49 analyst estimate. Room nights grew 7% and adjusted EBITDA rose 9%; adjusted revenue increased 9% excluding a one-time legal-related impact. Q3 earnings call highlights
Positive Sentiment: Management highlighted AI as an opportunity to improve travel planning and the customer experience, which could support Booking’s long-term competitiveness. Q3 earnings call highlights
Negative Sentiment: Reported revenue fell about 1% to $8.89 billion, below analyst expectations, while profit also declined. A roughly $900 million revenue impact tied to FTC action was a major drag on the reported results. Reuters report on FTC-related revenue impact
Negative Sentiment: Booking warned of slower Q4 growth as international travel faces pressure from Middle East conflict, higher airfares and turmoil in Europe—raising concerns that demand momentum may cool. Travel-demand headwinds
Negative Sentiment: JPMorgan cut its price target to $205 from $248, and Barclays lowered its target to $170 from $210, signaling reduced expectations for the shares. JPMorgan target change Barclays target change

Booking Company Profile

(Get Free Report)

Booking Holdings Inc is a global online travel and restaurant-reservation company that connects consumers with travel providers through digital platforms and mobile applications. Its services include accommodations, flights, rental cars, cruises, vacation packages, restaurant reservations and other travel-related offerings.

The company operates a portfolio of well-known brands, including Booking.com, Priceline, Agoda, KAYAK, OpenTable, Rentalcars.com and Kayak-associated travel services.