A detailed value investor analysis confirms Booking Holdings’ strong financial footing and robust near-term growth trajectory. Analysts project fourth-quarter EPS of $48.6, representing a 17% year-over-year increase. Projected annual revenue stands at $26.66 billion.
Booking Holdings strategically acquired an AI travel concierge startup. The company views this acquisition as a proactive measure to maintain its market edge in personalized travel and defend against technological disruption.
The report acknowledges long-term risks stemming from competitors leveraging AI for pricing or utilizing fintech platforms.
From a valuation perspective, the stock trades at a Forward P/E ratio of 20.47, a premium to its industry. The PEG ratio of 1.17 suggests the market has priced in the company’s growth, but not excessively.