September 26, 2025 a 08:39 am
BKNG: Analysts Ratings - Booking Holdings Inc.
Booking Holdings Inc. continues to be an attractive investment in the online travel market. The company's business model has remained robust amidst changing market dynamics, bolstered by a variety of services including accommodations, car rentals, and restaurant bookings. Recent analyst recommendations reflect a mixture of optimism with some caution due to overall market conditions.
Historical Stock Grades
| Category | Count | Score |
|---|---|---|
| Strong Buy | 4 | |
| Buy | 21 | |
| Hold | 13 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment development
In recent months, there has been a slight decline in "Strong Buy" recommendations while "Hold" recommendations have increased. This trend indicates some caution among analysts as economic dynamics shift. Key observations include:
- Strong Buy ratings have decreased from 6 to 4 from June to September 2025.
- The number of Buy ratings remains relatively strong but consistent.
- Hold ratings are seeing a growth, indicating mixed market sentiment.
Percentage trends
Upon analyzing the percentage trends, a shift in sentiment can be observed:
- Strong Buy ratings reduced from 20% in July 2025 to approximately 13% in September 2025.
- Buy has remained fairly stable, showing continued confidence with over 60% of the Analysts.
- Hold ratings increased slightly, reflecting growing cautious sentiment amid potential market challenges.
- No increase in Sell recommendations, suggesting sustained belief in company's fundamentals.
Latest Analyst Recommendations
The latest analyst recommendations continue to show support for BKNG with no drastic changes:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-04 | Buy | Buy | BTIG |
| 2025-08-01 | Positive | Positive | Susquehanna |
| 2025-07-31 | Buy | Buy | DA Davidson |
| 2025-07-30 | Neutral | Outperform | Wedbush |
| 2025-07-30 | Buy | Buy | UBS |
Analyst Recommendations with Change of Opinion
Recent changes in analyst recommendations reveal some fluctuations in market sentiment:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-07-30 | Neutral | Outperform | Wedbush |
| 2025-04-04 | Buy | Neutral | BTIG |
| 2024-09-04 | Hold | Buy | Jefferies |
| 2024-07-12 | Buy | Hold | Benchmark |
| 2024-06-14 | Buy | Hold | Erste Group |
Interpretation
The data suggests that while there is still a significant level of confidence in Booking Holdings, there are indicators of caution among analysts. The reduction in strong buy recommendations and rise in hold ratings reflect cautious optimism. This might indicate growing concerns about potential market fluctuations or macroeconomic conditions impacting the travel sector.
Conclusion
Booking Holdings remains a strong player in the market with consistent buy recommendations. However, the increase in hold ratings over recent months indicates a need for cautious optimism. Analysts show a cautious confidence, recognizing the company's strong position but also acknowledging external uncertainties that could impact performance. Thus, while there are opportunities for growth, potential investors should also weigh these against existing market risks.