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Street View: Booking Holdings to remain resilient amid macro challenges

ReutersJul 30, 2025 9:06 AM

Online travel agency Booking Holdings BKNG.O beat Wall Street expectations for second-quarter profit and revenue on Tuesday, as international bookings offset weak travel spending in the U.S.

BOOKINGS TO STAY STRONG

J.P.Morgan ("overweight," PT: $6250) says BKNG is the best-positioned in the online travel segment amid potential macro pressures and remains positive on its ability to drive multi-year earnings growth

Evercore ISI ("outperform," PT: $6250) says "BKNG remains the highest quality Online Travel Stock" due to its broad geographic exposure, resilient travel market and high margins

Piper Sandler ("neutral," PT: $5750) says they remain cautious on the online travel agency sector as a whole, primarily due to tepid demand from the U.S. consumer; adds BKNG is its most preferred in the sector

Truist Securities ("hold," PT: $5630) expects steady global travel demand excluding U.S. and raised FY guidance to balance out macro-driven sluggishness in the third quarter

Morningstar (fair value: $4800) says co is leveraging its data and financial position to train large language models for specific use cases across its platform to keep up with the AI revolution

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

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