UBS analyst Stephen Ju lowered the firm’s price target on Booking Holdings (BKNG) to $6,485 from $6,608 and keeps a Buy rating on the shares. Booking Holdings delivered a standout Q4 with room nights up 9% year over year, well above its 4%-6% guidance, driven by continued investment in Asia and improved U.S. marketing efficiency, the analyst tells investors in a research note. The Transformation Program generated $250M in 2025 savings and is targeting $500M-$550M in 2026, supporting self-funded reinvestment, while initial 2026 guidance calls for low double-digit gross bookings and revenue growth and mid-teens adjusted EPS growth, trending ahead of its long-term 8-8-15 framework, UBS says.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on BKNG:
- Booking Holdings: Strong Execution, AI-Resilient Growth Outlook Supports Buy Rating
- Booking Holdings price target lowered to $5,000 from $5,750 at Piper Sandler
- Booking Holdings: Buy Rating Backed by Strong Momentum, Cost Savings, and Above-Framework 2026 Growth Outlook
- Booking Holdings price target lowered to $6,250 from $6,500 at Citi
- Booking Holdings: Strong Quarter, Strategic AI Investments, and Attractive Valuation Underscore Buy Rating