Booking Holdings Inc. (BKNG) fair value analysis
S&P 500 & Nasdaq · Updated 2026-10-19
BKNG price how computed
Forward Fair Value verdict
UndervaluedBKNG is trading at more than a 25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $160.34
- Sector
- Consumer Cyclical
- 12-month range
- $154.13–$219.68
- Market cap
- $120B
- From 52-week high
- -27.0%
- Shares outstanding
- 751M
- Rank in Consumer Cyclical by discount to fair value
- #15 of 85
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
Booking Holdings Inc. operates online travel agencies and related services that enable consumers to book accommodations, flights, rental cars, and other travel experiences. The company serves customers across numerous countries worldwide through its various travel platforms and websites.
BKNG currently ranks #15 of 85 Consumer Cyclical stocks by discount to fair value. It has screened as Undervalued for 3 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $120B
- P/E (trailing)
- 17x
- Revenue (TTM)
- $28.2B
- Net margin
- 25.5%
- EPS (TTM)
- $9.61
- Gross margin
- 100.0%
- Debt / equity
- 0.00
- Revenue growth (3-yr avg)
- 0.0%
- Shares outstanding
- 751M
Derived indicators how computed
- Quality grade
- B
- Margin trend
- Stable
- 52-week position
- The bottom quarter of its range
- DCF cross-check
- Overvalued
Technicals how computed
- RSI (14-day)
- 46 · neutral
- 50-day average
- $182.51
- 200-day average
- $179.81
- Moving-average state
- 50-day above 200-day (golden cross state); price between the averages
Dividends how computed
- Paid, last 12 months
- $1.64 per share (4 payments)
- Yield on last price
- 1.03%
- Consecutive years of increases
- 1
- Last ex-dividend date
- 2026-09-11
- Last payment date
- 2026-09-30
Earnings how computed
- Next earnings report
- 2026-11-03 (post-market)
- Last 8 quarters vs consensus
- 8 beat, 0 missed
- Quarter by quarter
- 2026-06 ▲ beat (+3.7%)
2026-03 ▲ beat (+5.6%)
2025-12 ▲ beat (+1.2%)
2025-09 ▲ beat (+3.6%)
2025-06 ▲ beat (+9.9%)
2025-03 ▲ beat (+41.4%)
2024-12 ▲ beat (+15.2%)
2024-09 ▲ beat (+8.2%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 32 buy · 7 hold · 0 sell (39 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $234
- Target vs last price
- +45.9%
What our data shows for BKNG
- Our model validated 6 trailing price-to-earnings windows for BKNG, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $154.13–$219.68.
- The 14-day relative strength index sits at a neutral 46.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for BKNG
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent BKNG news
TickrTrends' derived news-sentiment signal for BKNG is currently leaning positive, computed from recent coverage.
- Christmas flights 2026: KAYAK reveals fares down up to 39% from the UK (manilatimes.net, 2026-10-19)
TickrTrends take: Lower holiday airfares could pressure booking volumes and average revenue per transaction for Booking Holdings, a key metric investors monitor given the company's exposure to flight bookings through KAYAK and other platforms. In the Consumer Cyclical sector where BKNG operates, reduced ticket prices may benefit consumers but could compress margins if the company cannot offset lower per-booking economics with increased transaction volume. Since TickrTrends currently assesses BKNG as undervalued, valuation-focused readers should track whether management discusses pricing pressure and booking growth trends in upcoming earnings reports to validate the current assessment. - Expect the Unexpected: Booking.com's 2027 Travel Predictions Reveal the Ultimate Travel Flex is Going Off-Script (manilatimes.net, 2026-10-15)
TickrTrends take: Booking.com's travel predictions for 2027 highlight evolving consumer preferences toward spontaneous and unconventional travel choices, which could support demand growth in the travel and accommodation sector. Given that TickrTrends currently assesses BKNG as undervalued within the Consumer Cyclical sector, shifts toward off-script travel behaviors may represent an opportunity for the company to capture spending from travelers seeking flexibility and unique experiences. Investors focused on valuation metrics should monitor whether these emerging travel trends translate into revenue expansion that justifies current pricing relative to fundamentals. - Booking’s Traveler Advances Boost Cash Flow. What Can Shareholders Actually Keep? (insidermonkey.com, 2026-10-12)
TickrTrends take: Booking Holdings operates in a sector where cash generation capabilities directly influence shareholder value, and the company's ability to convert traveler activity into retained earnings matters significantly for long-term valuation assessment. TickrTrends currently identifies BKNG as undervalued, suggesting the market may not be fully pricing in the cash flow benefits from its growing traveler base. Investors focused on valuation fundamentals should monitor how much of the incremental cash flow translates into dividends, buybacks, or reinvestment, as this allocation will determine whether the undervalued status reflects genuine opportunity or temporary mispricing.
More BKNG news
- Booking Holdings: Meta’s Muse Doesn’t Break The ~9% Shareholder Yield (NASDAQ:BKNG) (seekingalpha.com, 2026-09-30)
- Expedia Vs. Booking: Choosing The Better Travel Stock (NASDAQ:BKNG) (seekingalpha.com, 2026-09-11)
What people are saying
Follow the BKNG conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — # BKNG Weekly Summary TickrTrends' derived indicators for BKNG shifted this week, with the valuation verdict changing from awaiting full valuation to undervalued. This represents a move toward a more favorable valuation assessment for the booking platform company operating in the consumer cyclical sector. The stock now reflects improved valuation metrics according to TickrTrends' analytical framework.
- 2026-10-10 — BKNG has experienced several shifts in its technical indicators over the past week. The 50/200-day trend state has moved from uptrend to mixed, while the RSI zone has transitioned from none to neutral, suggesting less pronounced momentum. Additionally, the stock's sector discount rank has improved from number 34 to number 18, indicating a more favorable valuation position relative to other Consumer Cyclical stocks, which aligns with the current undervalued assessment.
- 2026-10-06 — BKNG's sector discount rank deteriorated significantly this week, dropping from #1 to #34 among Consumer Cyclical stocks. This substantial decline in relative valuation positioning suggests the stock has moved closer to peer valuations, despite maintaining an undervalued verdict on the current assessment. The shift indicates notable changes in how BKNG's valuation metrics compare to other companies within its sector.
- 2026-09-28 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-21 — BKNG's technical trend shifted this week as the 50/200-day moving average relationship moved from a mixed state to an uptrend, indicating strengthening momentum. The company's valuation assessment upgraded from awaiting full valuation to undervalued, suggesting improved relative value based on TickrTrends' derived indicators. Within the Consumer Cyclical sector, these changes reflect both improved price momentum and a more favorable valuation position for the stock.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is BKNG stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), BKNG is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is BKNG's TickrTrends verdict?
BKNG's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does BKNG compare to other Consumer Cyclical stocks?
BKNG ranks #15 of 85 Consumer Cyclical stocks in TickrTrends' coverage by discount to fair value.
Is BKNG overbought or oversold?
BKNG's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does BKNG pay a dividend?
Yes. BKNG paid $1.64 per share over the last twelve months (4 payments), a 1.03% yield on TickrTrends' last price, and has raised the annual total for 1 consecutive year. The last ex-dividend date was 2026-09-11.
When does BKNG report earnings next?
BKNG's next earnings report is scheduled for 2026-11-03 (post-market), per the published earnings calendar.
Does BKNG usually beat earnings estimates?
Over its last 8 reported quarters BKNG beat the consensus estimate 8 times and missed 0 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about BKNG?
Of 39 analysts covering BKNG, 32 rate it a buy, 7 a hold and 0 a sell - buy-leaning, with a consensus price target of $234 (+45.9% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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