BTIG analyst Jake Fuller has maintained their bullish stance on BKNG stock, giving a Buy rating today.
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Jake Fuller has given his Buy rating due to a combination of factors tied to Booking Holdings’ consistent execution and financial strength. The company slightly exceeded already-raised expectations, delivering solid growth in room nights, expanding margins, and robust free cash flow that supported substantial share repurchases, all at a valuation Fuller now views as only modest.
Fuller also highlights management’s roadmap for 2026, which blends meaningful cost savings with reinvestment aimed at driving incremental revenue, supporting continued margin improvement and EPS growth. While investor sentiment is clouded by concerns that online travel agencies could be disadvantaged by AI, he believes Booking’s global scale, deep inventory, data assets, and partnerships position it as a preferred AI partner, making current skepticism an opportunity rather than a structural risk.
In another report released today, RBC Capital also maintained a Buy rating on the stock with a $6,100.00 price target.
BKNG’s price has also changed moderately for the past six months – from $5532.000 to $4269.990, which is a -22.81% drop .