Booking Holdings Inc. (BKNG) earnings on April 28, 2026

After the market closes Q1 2026

More Booking Holdings Inc. earnings

Prior outlook: Pessimistic Outcome: Partial

Booking Holdings' stock swung sharply after its results, falling as much as 8.3% during the day before finishing slightly higher. Some analysts had bet against the company, but the stock still ended with a small gain.

BKNG price around the earnings

174.06

Change: +0.4%

2026-04-29, 19:59 UTC

Start of the measured window
159.01 165.01 171.01 177.01 173.40
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
April 28, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Partial

Thesis published

Strong analyst support clashes with severe price weakness.

Experts note that while analysts have strong positive ratings and a history of positive surprises, the stock's recent price performance has been extremely poor. This suggests a significant disconnect, and the risk appears high despite the favorable analyst outlook.

Context analyzed before publication

Summary
Strong analyst support clashes with severe price weakness.
Reasoning
Experts note that while analysts have strong positive ratings and a history of positive surprises, the stock's recent price performance has been extremely poor. This suggests a significant disconnect, potentially indicating a risky scenario despite the favorable analyst outlook.
Playbook
Given the extreme negative price action, the scenario suggests a need for technical stabilization. The current risk appears high relative to potential reward.
Trend
Outlook deteriorated sharply over the past two sessions.

Analysts

Drivers

  • Analysts Positive

    Analysts are largely positive, with many holding 'buy' ratings and citing significant price increases. This strong fundamental support contrasts sharply with the stock's poor price performance, raising questions about potential value or a 'value trap'.

Evidence

Analyst consensus
Buy
Consensus average (1-5)
1.53
Analysts covering the stock
36
Average price target
232.62
Lowest price target
179.8
Highest price target
309.84
Upside to price target
21.2%
Quarterly earnings growth
33.7%
Revenue growth
16%
Forward EPS
12.45
Trailing EPS
6.63
Analyst moves in the last 60 days
10
  • Strong buy: 6
  • Buy: 25
  • Hold: 7
  • Sell: 0
  • Strong sell: 0
Strong buy
6
Buy
25
Hold
7
Sell
0
Strong sell
0
  • April 14, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
  • April 10, 2026 · B. Riley Securities: Maintains rating (Buy → Buy)
  • April 8, 2026 · Tigress Financial: Maintains rating (Strong Buy → Strong Buy)
  • April 8, 2026 · DA Davidson: Maintains rating (Buy → Buy)
  • April 7, 2026 · BTIG: Reiterates rating (Buy → Buy)
  • April 6, 2026 · Truist Securities: Maintains rating (Buy → Buy)
  • April 6, 2026 · Bernstein: Maintains rating (Market Perform → Market Perform)
  • April 1, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
  • March 3, 2026 · BTIG: Reiterates rating (Buy → Buy)
  • February 24, 2026 · Morgan Stanley: Upgrades rating (Equal-Weight → Overweight)

News and sentiment

Drivers

  • News & sentiment Negative

    Online investor sentiment is currently negative, reflecting the stock's price weakness. Despite positive news about an acquisition, retail investor fear is high, suggesting sentiment may be overly negative.

Evidence

Sentiment
Sentiment
Cautious
Mention volume
Low
Normalized volume
33%
News
Sources (5)
  • Booking Holdings' OpenTable Acquires Libro; Terms Undisclosed — Benzinga
  • Here's How Much You Would Have Made Owning Booking Holdings Stock In The Last 15 Years — Benzinga
  • Wells Fargo Maintains Equal-Weight on Booking Holdings, Lowers Price Target to $214 — Benzinga
  • 'Booking.com Confirms Hackers Accessed Customers' Data' - TechCrunch — Benzinga
  • BTIG Reiterates Buy on Booking Holdings, Maintains $250 Price Target — Benzinga

Technicals

Drivers

  • Technical Negative

    The stock's price movement has been extremely negative recently, significantly underperforming the broader market. This severe technical weakness is the most dominant factor affecting the stock's current risk and reward profile.

Evidence

Average true range (ATR)
74%
Distance to 52-week high
-17.8%
14-day change (14d)
-95.4%
30-day change
-95.6%
30-day relative strength
-99.7%
Benchmark change
+4.1%
Nearest support
167.11
Nearest resistance
4,475.13
Volume accumulation ratio
3.26

Trends

Drivers

  • Macro & trends Negative

    Historically, the company has consistently exceeded earnings expectations. However, current price trends are extremely negative compared to the market, suggesting that investors are anticipating a significant downturn or fundamental issue, despite past performance.

Evidence

Average earnings surprise
+13.8%
  • February 18, 2026: actual EPS 1.95 vs estimate 1.95 (surprise +0.3%)
  • October 28, 2025: actual EPS 3.98 vs estimate 3.84 (surprise +3.7%)
  • July 29, 2025: actual EPS 2.22 vs estimate 2.02 (surprise +9.9%)
  • April 29, 2025: actual EPS 0.99 vs estimate 0.7 (surprise +41.2%)

Expected move

There is no implied-move data available for this event.

Reactions over its last 19 earnings

Median move
3.2%
75th percentile move
6%
90th percentile move
8.2%
Up / down moves
11 / 8
Average up move
+3.0%
Average down move
-4.8%

Monitoring and close

What Booking Holdings Inc. reported

There is no monitoring data available for this event.

Pre-market second reading after the results

There is no second reading available for this event.

How the stock reacted

Outcome
Partial
Consolidated
+0.4%
Max favorable move (MFE)
8.3%
Max adverse move (MAE)
1.9%