November 17, 2025 a 05:01 pm
BKNG: Analysts Ratings - Booking Holdings Inc.
The stock of Booking Holdings Inc. (BKNG) operates in a dynamic and competitive online reservation market, providing diverse services across travel and dining sectors. The latest data suggests a generally positive analyst sentiment with a noticeable shift towards a more conservative stance in recent months. Despite stable performance, attention should be paid to emerging trends indicating potential shifts in market perception and valuation.
Historical Stock Grades
The latest analyst ratings for Booking Holdings Inc., as of November 2025, depict a strong market position with 4 analysts recommending Strong Buy, 23 suggesting Buy, 13 holding a neutral stance, and no Sell recommendations. The absence of Sell ratings reflects continuing confidence but requires ongoing monitoring due to recent trends towards increased Hold recommendations.
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 4 | |
| Buy | 23 | |
| Hold | 13 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
Over recent months, analysts' sentiment towards BKNG has evolved, with steady Buy recommendations but a slight increase in Hold sentiments. This suggests a more cautious approach among analysts, possibly reflecting greater market volatility or perceived valuation peaks. Key observations include:
- Steady Buy recommendations, indicating consistent confidence in company performance.
- An increase in Hold positions from 12 to 14 over the last six months, suggesting caution.
- No significant movement in Sell or Strong Sell categories, maintaining overall positive sentiment.
Percentage Trends
Analyzing the percentage trends offers deeper insights. The proportion of Buy recommendations remains high, yet the Hold category witnesses a modest rise, hinting at a hesitant optimism. Key percentage changes include:
- Strong Buy decreased from 6 to 4 (20% to 12.5% of recommendations in November 2025).
- Buy has maintained a robust presence around 60%.
- The rise in Hold ratings highlights a shift from outright bullishness to conservatism.
This evolution suggests growing uncertainty or market adjustments to dynamic external conditions.
Latest Analyst Recommendations
Recent analyst recommendations reveal ongoing confidence with strategic adjustments. Despite some unchanged stances, notable upgrades signal bullish dynamics underpinned by market developments:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-11-13 | Outperform | Neutral | Wedbush |
| 2025-10-29 | Overweight | Overweight | Barclays |
| 2025-10-29 | Buy | Buy | DA Davidson |
| 2025-10-29 | Buy | Buy | UBS |
| 2025-10-29 | Equal Weight | Equal Weight | Wells Fargo |
Analyst Recommendations with Change of Opinion
The period reflected notable analyst position changes, predominantly upgrades, versus past cautious stances. This may indicate shifting perspectives on market potential, driven by optimistically interpreted data such as:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-11-13 | Outperform | Neutral | Wedbush |
| 2025-10-27 | Buy | Hold | Truist Securities |
| 2025-07-30 | Neutral | Outperform | Wedbush |
| 2025-04-04 | Buy | Neutral | BTIG |
| 2024-09-04 | Hold | Buy | Jefferies |
Interpretation
The current market sentiment around Booking Holdings Inc. indicates stable but cautious optimism. Analysts have maintained a generally favorable stance, backed by consistent performance in the online reservation market. However, there is a discernible shift towards more conservative 'Hold' recommendations, reflecting uncertainty about future macroeconomic conditions or company-specific challenges. Despite this caution, recent upgrades suggest renewed confidence potentially due to strategic initiatives or market recovery. Nevertheless, it remains crucial to monitor any further shifts in analyst consensus, as they could signal broader market reinterpretations or shifts in investor sentiment.
Conclusion
Booking Holdings Inc. continues to present a promising investment opportunity within the online services market, given its robust platform and diversified offerings. While analyst sentiment remains favorable overall, the slight increase in Hold recommendations reflects emerging caution. Monitoring these dynamics is essential, as they provide crucial insights into broader market perceptions. Analysts appear to value consistent performance but are wary of economic variables that could influence future growth trajectories.