Analysts are intrested in these 5 stocks: ( (BKNG) ), ( (AMZN) ), ( (META) ), ( (EXPE) ) and ( (EBAY) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Booking Holdings is currently under the spotlight with a Hold recommendation from analyst Wei Fang, who has set a price target of $5,975. The company is praised for its strong execution history, achieving a 14% gross bookings CAGR from 2019 to 2024. However, the growth in Alternative Accommodations is slowing, making it challenging to maintain the 8% growth target in gross bookings and revenue. The company is focusing on cost efficiency and has a $24 billion buyback authorization, but competition from Airbnb poses a risk. The valuation is considered balanced, and any acceleration in growth or new acquisition channels could positively impact the stock.
Amazon has received a Buy recommendation from analyst Kevin Wang, with a price target of $300. The company’s AWS segment is expected to benefit from increased capacity and the scaling of its GenAI client, Anthropic. AWS growth is projected to accelerate to 22% in 2026, and the retail segment is also expected to improve with better delivery capabilities and automation. The stock is currently trading at a lower multiple due to competitive concerns, but the potential for accelerated AWS revenue growth makes it an attractive investment.
Meta Platforms is a top pick for analyst Wei Fang, who has given it a Buy rating with a $925 price target. The company is well-positioned to leverage AI and machine learning across its products, leading to sustained growth in its advertising business. Meta’s disciplined approach to balancing growth and investment is expected to result in significant EBIT growth and shareholder returns. The company’s focus on AI-driven ad performance and new monetization opportunities, such as WhatsApp Status and Threads, are key drivers of its optimistic outlook.
Expedia has been given a Hold rating by analyst Wei Fang, with a $240 price target. The company’s new CEO is expected to bring strong B2B execution to the B2C segment, potentially leading to mid-single-digit growth. However, competition from Airbnb and challenges in accelerating B2C growth while optimizing marketing spend are concerns. The company’s strategic priorities include expanding B2B distribution and optimizing marketing spend, but the risk/reward balance is not compelling enough to warrant a more bullish stance.
eBay has received a Hold recommendation from analyst Kevin Wang, with a $98 price target. The company has shown strong execution, with GMV growth improving significantly. eBay is expected to benefit from AI tools that unlock new supply and demand, but the current valuation leaves limited room for error. The company’s focus on vertical specialization and marketing strategy is expected to drive growth in Focus Categories, but maintaining this growth as comparisons become more difficult is a challenge. The stock’s multiple expansion is a concern, and any slowdown in GMV growth could impact the valuation.