After a 178% three-year surge, Booking Holdings (BKNG) continues to draw interest, buoyed by acknowledged superiority over counterparts like Expedia. Various asset managers, including North Carolina's state treasurer and Soros Fund Management, recently bolstered their holdings. However, concern over Google's AI ambitions in travel booking has soured sentiments, leading to a 5.5% dip in BKNG stock. Other investors, like BI Asset Management and State Street Corp, have reduced their positions. Nevertheless, some remain optimistic about the company's futures, citing as promising its cost cuts, Q3 beating of estimates, and expansion into payments and corporate travel. When reassessing BKNG's valuation after these shifts, it remains solid with good pricing. As of late 2025, AI integration, renewed hedge fund interest, and bullish Wall Street views keep the stock attractive to potential buyers. Despite facing potential EU scrutiny under the Digital Services Act, Booking continues strong, and its new airline partnerships with Ryanair and Allegiant further its growth story.
Booking Holdings BKNG News Analytics from Mon, 09 Jun 2025 07:00:00 GMT to Sat, 13 Dec 2025 23:29:04 GMT - Rating 3 - Innovation 5 - Information 7 - Rumor 2
