Booking Holdings Inc. (BKNG), headquartered in Norwalk, Connecticut, is a leader in online travel and hospitality services, operating well-known brands such as Booking.com, Priceline, Agoda, Kayak, and OpenTable. Valued at $184.9 billion by market cap, the company offers a platform that allows users to make travel reservations, as well as accommodations, rental cars, airline tickets, and vacation packages. 

Shares of this leading provider of online travel and related services have outperformed the broader market over the past year. BKNG has gained 48.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 14.3%. In 2025, BKNG stock is up 14.8%, surpassing SPX’s 9.5% rise on a YTD basis.

Zooming in further, BKNG’s outperformance is also apparent compared to the Amplify Travel Tech ETF (AWAY). The exchange-traded fund has gained about 16.2% over the past year. Moreover, BKNG’s double-digit returns on a YTD basis outshine the ETF’s 2.5% gains over the same time frame.

On Jul. 29, BKNG shares closed down more than 1% after reporting its Q2 results. Its adjusted EPS of $55.40 surpassed Wall Street expectations of $50.91. The company’s revenue was $6.8 billion, topping Wall Street forecasts of $6.6 billion.

For the current fiscal year, ending in December, analysts expect BKNG’s EPS to grow 18% to $220.74 on a diluted basis. The company’s earnings surprise history is impressive. It beat the consensus estimate in each of the last four quarters.

Among the 37 analysts covering BKNG stock, the consensus is a “Moderate Buy.” That’s based on 22 “Strong Buy” ratings, two “Moderate Buys,” and 13 “Holds.”

The configuration has been relatively stable over the past three months. 

On Aug. 20, Cantor Fitzgerald analyst Deepak Mathivanan reiterated a “Hold” rating on BKNG and set a price target of $5,660.

The mean price target of $6,083.67 represents a 6.7% premium to BKNG’s current price levels. The Street-high price target of $7,218 suggests an ambitious upside potential of 26.6%.