A Look At Booking Holdings (BKNG) Valuation As Earnings Near And Navan Integration Expands

Simply Wall St.01-24 14:27

Booking Holdings (BKNG) is back in focus as traders look ahead to its upcoming fourth quarter and full year 2025 earnings release, along with renewed interest in its expanded Booking.com integration ...

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See our latest analysis for Booking Holdings. The recent Navan integration and upcoming earnings call come against a mixed share price backdrop, with a 6.39% 1 month share price return decline contrasting with a 7.80% 1 year total shareholder return and a very large 5 year total shareholder return. This suggests long term momentum that has cooled in the short term as investors reassess growth and risk ahead of new information. If this travel story has you curious about what else is setting up for the next leg higher, it could be a good time to check out fast growing stocks with high insider ownership. With the share price drifting in recent weeks despite a 1 year and very large 5 year total return, and with BKNG trading below some estimates of fair value, you have to ask: is this a fresh entry point, or is future growth already in the price? AdvertisementMost Popular Narrative: 6.7% Undervalued According to a widely followed narrative from user yiannisz, Booking Holdings' fair value of $5,465.03 sits ahead of the last close at $5,098.50, which puts the current pullback in a different light.  Booking Holdings (NASDAQ: BKNG) is no longer riding a simple rebound story. Instead, it is navigating a more nuanced phase, one defined by traveler selectivity, budget awareness, and a growing preference for flexibility across how people move from place to place. For investors, that shift matters. Booking’s long-term strength is not just about hotel nights or flight volume. It is about owning the digital infrastructure that travelers rely on when planning complex, multi-leg journeys.  Read the complete narrative. Curious what sits behind that fair value gap? The narrative leans on travel demand normalizing, disciplined margins, and a profit multiple more often linked with premium platforms. Want to see which specific growth and profitability assumptions hold this price target together? Read on and test whether the story lines up with your own expectations. Result: Fair Value of $5,465.03 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still real watchpoints, including competitive pressure from Google in travel search and any slowdown in global travel that could challenge this thesis. Find out about the key risks to this Booking Holdings narrative. Another View: Earnings Multiple Sends a Different Signal That 6.7% undervaluation narrative sits alongside a tougher message from the market. BKNG trades on a P/E of 32.6x, above both the US Hospitality average of 21.5x and a 31x peer average, even though the fair ratio sits higher at 38.8x. Is that premium a cushion, or extra valuation risk if expectations wobble? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:BKNG P/E Ratio as at Jan 2026 Build Your Own Booking Holdings Narrative If this version of the story does not quite fit your view, or you simply prefer testing the numbers yourself, you can build a custom Booking Holdings thesis in just a few minutes, starting with Do it your way. A great starting point for your Booking Holdings research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Booking Holdings is on your radar but you do not want to stop there, now is the moment to widen your watchlist and stress test new ideas.  Spot potential comeback stories early by scanning these 3523 penny stocks with strong financials, which pair smaller share prices with stronger balance sheets and fundamentals than you might expect. Explore the AI theme more deliberately by reviewing these 24 AI penny stocks, which focus on companies tied directly to artificial intelligence growth stories. Put value front and center by checking these 864 undervalued stocks based on cash flows, which screen for stocks priced below what their cash flows suggest.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Booking Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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