AI Fears Slam Online Travel Agency Stocks

Benzinga00:58

Online travel agency stocks are sliding again on Monday, as investors worry that artificial-intelligence tools could take a bite out of the sector's long-term economics. Booking Holdings Inc (NASDAQ:...

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Peer Expedia Group Inc (NASDAQ:EXPE) has dropped 32% over the same period, while Tripadvisor Inc Common Stock (NASDAQ:TRIP) has fallen 24%.\nHere’s what investors need to know.\nThe sell-off has been linked to rising concerns that AI assistants will increasingly handle flight and hotel searches directly, shrinking the role of traditional online travel agencies.\nIf consumers ask a chatbot to \"book me a New York trip next week,\" rather than clicking through a dozen web pages, platforms that control the AI interface could capture more of the economics and push OTAs to pay higher marketing costs for less traffic. \nSuch has fueled fears of slower growth, pressure on take rates and weaker bargaining power with airlines and hotels.\nIf AI trip planners owned by big tech platforms start steering more bookings in-house, OTAs could see slower growth and margin compression. \nOn the flip side, clear evidence that these companies are rolling out their own AI-powered search, personalization and loyalty tools, without blowing up costs, could help convince the market that today's selloff is pricing in a worst-case scenario.\nThe recent slide echoes the \"SaaS-pocalypse,\" as high-multiple software names are also repricing as growth cools and margins come under scrutiny.\nFor now, not everyone is turning bearish. Bank of America recently reiterated Buy ratings and maintained its price targets on both Expedia and Booking, signaling that it sees the recent AI-driven selloff as potentially overdone.\nBut until investors see evidence that OTAs can integrate AI on their own terms, the sector may remain in the turbulence zone.\nAt publication time, Booking Holdings was down about 7%, Expedia was down about 8% and Tripadvisor was down about 6.75%, according to Benzinga Pro.\nImage: Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613736958","isCrawlerRequest":true}