Booking Holdings Stock: Is Wall Street Bullish or Bearish?

Booking Holdings, with a market cap of $160.6 billion, is facing a mixed picture as analysts weigh results and guidance for 2026. The company’s shares have underperformed over the past 52 weeks, down 6.3%, versus a 18.7% gain for the S&P 500. After reporting Q2 2026 results on Aug. 4, Booking shares rose 6.6%, as adjusted EPS of $2.54 beat estimates. The company cited resilient U.S. and intraregional travel despite Middle East disruptions, and said customer-service cost per booking fell at a double-digit rate while satisfaction stayed high. However, it cut its 2026 gross bookings growth forecast to high single digits. Evercore ISI later raised its price target.