Booking Holdings (BKNG) received conflicting analyst coverage reflecting high Wall Street uncertainty, as Citizens downgraded the stock while Mizuho upgraded it to Outperform with a $6,000 price target.
- Citizens downgraded BKNG to Market Perform, citing limited near-term catalysts and viewing artificial intelligence as a potential structural risk to online travel agency economics.
- Mizuho countered that AI-related fears were overblown and that the recent stock pullback presents a compelling opportunity for investors.