Booking (BKNG) News Today

Booking Holdings Inc. (BKNG) is trading higher today after a string of upbeat analyst actions and product news that reinforce revenue/earnings momentum ahead of Q3 results. Multiple firms raised price targets and initiated coverage with bullish ratings, and positive commentary on an AI-powered KAYAK rollout and partnerships supports growth expectations. Offsetting this are a few analyst cuts to out-year forecasts and mixed quarter-to-quarter estimates, leaving some near-term forecasts under review.

• Positive Sentiment: UBS raised its price target to $6,743 and maintained a buy stance, implying meaningful upside vs. current levels. UBS Raises PT to $6,743 (Benzinga)
• Positive Sentiment: KeyCorp/KeyBanc initiated/upgraded coverage (Strong-Buy/Overweight) with high price targets (~$6,450–$6,450+), adding institutional demand and supporting multiple-year earnings upside. KeyCorp/KeyBanc Coverage Notes
• Positive Sentiment: Wedbush issued a generally positive outlook and raised Q3 EPS estimates, signaling better-than-feared near-term results. Wedbush Positive Outlook (MarketBeat)
• Positive Sentiment: Coverage pieces highlight Booking’s AI-powered KAYAK launch and international gains as potential revenue/market-share catalysts. AI-Powered KAYAK Launch (Yahoo Finance)
• Neutral Sentiment: Zacks previews and analyst notes flag Q3 as a key print — history favors a beat, but guidance will be watched closely. Zacks Q3 Preview
• Neutral Sentiment: Listings in MarketBeat’s travel/restaurant screeners increase visibility but have limited direct price impact. MarketBeat Screeners
• Negative Sentiment: Cantor Fitzgerald trimmed FY estimates and maintained Neutral, reflecting some analyst caution on near-term margins/volume. Cantor Fitzgerald Cuts (MarketBeat)
• Negative Sentiment: Wedbush also lowered Q4 and FY2026 projections in a separate note, a drag on multi-year earnings optics despite the Q3 raise. Wedbush Estimates Update (MarketBeat)
• Neutral Sentiment: Reported short-interest data is effectively meaningless/erroneous (zero/NaN), so it provides no clear market pressure signal today.