Booking Holdings (BKNG) shares closed at $4644.64 on February 3, 2026. The stock fell 9.32% during the session. This decline significantly exceeded the S&P 500's loss of 0.84%. The Nasdaq also saw a comparatively smaller decrease of 1.43%. The drop followed a 2.41% gain on February 2, 2026, when the stock closed at $5122.25. Market pressure stemmed from a tech sector rotation and hawkish Federal Reserve expectations. Investors also reacted to an AI-driven 'SaaSpocalypse' linked to a new Anthropic tool.
On February 4, 2026, Citizens downgraded BKNG from Market Outperform to Market Perform. The stock closed that day at $4607.13. This price reflected a daily loss of 0.81%. Shares rose 0.50% in after-hours trading to reach $4629.99.
Booking Holdings will report earnings on February 18, 2026. The consensus estimate for earnings per share is $47.53. The stock currently holds a Zacks Rank #2 (Buy). Analysts set a fair value estimate of $6226.70. This target suggests the stock is currently undervalued.