Airbnb vs. Booking Holdings: Who’s Winning the Battle for Financial Growth and Green Goals?
This article compares the first-quarter 2025 financial performance and sustainability efforts of Airbnb and Booking Holdings. While Booking Holdings showed stronger revenue and profit driven by international demand, Airbnb demonstrated resilience and strong cash flow despite economic uncertainties. Both companies are committed to net-zero goals, with Airbnb targeting 2030 for its global operations and Booking Holdings aiming for 2040 with comprehensive reduction strategies.
People Moves: Lucius DiPhillips, CIO at Adobe
Lucius DiPhillips has been appointed as the new Chief Information Officer (CIO) at Adobe, bringing over 25 years of experience in digital transformation and AI innovation. He will lead Adobe's global Technology Services team, focusing on scaling technology infrastructure and modernizing systems to support the company's growth in AI-powered creativity. DiPhillips previously served as CIO at Airbnb, where he spearheaded efforts in modernizing core platforms and accelerating AI adoption.
The Transformation of a Titan: A Deep Dive into Booking Holdings Inc. (BKNG) in 2026
Booking Holdings Inc. (BKNG) is navigating a complex post-pandemic "normalization" period in 2026, marked by strong financial performance despite stock volatility and regulatory challenges. The company is focusing on its "Connected Trip" strategy and "Agentic AI" to maintain its market leadership amidst competition from Expedia, Airbnb, and Google Travel, while also facing regulatory scrutiny in Europe. A 25-for-1 stock split is planned for April 2026 to boost accessibility.
Royal Caribbean's CEO is using AI to predict how many hamburgers you'll eat—and to compete with Orlando, Vegas and Taylor Swift
Royal Caribbean Group's CEO, Jason Liberty, is using AI to transform its operations, moving beyond traditional cruising to compete with broader experience providers like Orlando, Vegas, and even Taylor Swift concerts. The company leverages AI for everything from predicting food production to personalizing customer experiences and managing 15 million price points daily, leading to a 15% stock increase and 2026 bookings already at two-thirds capacity. This tech-driven strategy aims to create a "lifetime of vacations" by catering to changing customer demographics and preferences for experiential spending.
How Booking’s Q4 Profit Beat and Mixed EPS Picture Will Impact Booking Holdings (BKNG) Investors
Booking Holdings (BKNG) reported a strong Q4 2025 profit and revenue beat, driven by increased room nights, bookings, and growth in non-accommodation services. While this performance affirms the company's core model efficiency, the main concern for investors remains the impact of AI on customer acquisition and marketing costs. Booking's strategy to deepen customer relationships through initiatives like the "Connected Trip" aims to counter potential increases in marketing expenses.
The Connected Giant: A Deep Dive into Booking Holdings Inc. (BKNG) in 2026
Booking Holdings Inc. is analyzed as a multi-brand giant dominating the online travel agency (OTA) landscape, focusing on its shift to a "Merchant Model" and "Connected Trip" strategy. The article discusses BKNG's historical background, strong financial performance, leadership, and innovations, while also addressing risks like EU regulatory pressures and the potential threat of AI-driven search disruption. Despite recent stock volatility, the company maintains strong fundamentals and investor confidence due to its operational efficiency and market position.
Airbnb's Network Supported by Vertical Investments and a Strong AI Position
Airbnb's global online travel agency position is expected to strengthen over the next decade due to its leading alternative accommodation network, which is bolstered by over 5 million hosts and cumulative 2 billion guest arrivals. This network advantage is further supported by strategic investments in artificial intelligence and expansive growth into new experiences, services, and international accommodation markets. Morningstar maintains an attractive rating for Airbnb shares, emphasizing that AI is not a threat but rather a positive factor for its fundamental growth.
Booking Holdings Links Route 66 Centennial Deal To Valuation Story
Booking Holdings, through Booking.com, has become the Official Travel Partner for the Route 66 Centennial, set for 2026. This partnership is seen as a strategic move to boost brand visibility, particularly in domestic and road-trip segments, and could inform future product development in travel planning tools and cross-selling. While primarily a branding and customer acquisition play, investors should monitor its impact on US booking volumes and user engagement, especially given Booking Holdings' identified risk of high debt.
Booking Holdings Surges as 'Agentic AI' Pivot and Q4 Earnings Triumph Over Market Skepticism
Booking Holdings (NASDAQ: BKNG) reported strong Q4 2025 earnings, exceeding revenue and EPS estimates, which led to a significant surge in its stock price. The company attributed this success to its "Connected Trip" strategy and a new focus on "Agentic AI," moving beyond simple chatbots to autonomous systems for managing travel itineraries. This strategic pivot positions Booking Holdings to address market skepticism regarding AI disintermediation in the travel sector and maintain its competitive edge against rivals.
Booking Holdings Q4 2025 Earnings: Navigating the 'AI Scare Trade' and a Shifting Global Market
Booking Holdings reported strong Q4 2025 earnings, exceeding revenue expectations and demonstrating resilience despite a "technical correction" in the travel sector. The company is strategically shifting towards "Agentic AI" and the "Connected Trip" to counter potential disintermediation by big tech's AI, while also benefiting from international diversification as U.S. demand cools and geopolitical headwinds affect inbound tourism. Bookings are up internationally, and the company is implementing a $400 million efficiency program to reinvest into its unified ecosystem.
Cathie Wood Buys Broadcom, AMD, and Coinbase While Selling $13M of Teradyne
Cathie Wood's ARK Invest made several significant trades on February 17, 2026, buying shares in Broadcom, AMD, and Coinbase. The firm also notably sold $13.3 million worth of Teradyne and $6.3 million of Twist Bioscience. These moves indicate ARK's current investment strategy, increasing stakes in tech and crypto while divesting from other holdings.
The Zacks Analyst Blog Ralph Lauren, Roku, Airbnb, FOX and Carnival
Despite a recent slump in the consumer discretionary sector, Zacks Investment Research recommends five stocks with strong buy or buy ratings (Zacks Rank #1 or #2) due to their individual growth drivers and double-digit upside potential. The featured companies are Ralph Lauren (RL), Roku (ROKU), Airbnb (ABNB), FOX Corp. (FOX), and Carnival (CCL), each highlighted for specific strategic advantages and financial forecasts. The article details positive outlooks for revenue and earnings growth for each of these companies, along with their average short-term price targets from brokerage firms.
Cathie Wood’s ARK sells Teradyne stock, buys Broadcom and Coinbase
Cathie Wood's ARK ETFs made several strategic trades on February 17th, 2026, primarily selling Teradyne Inc. shares while increasing holdings in Broadcom Inc. and Coinbase Global Inc. The firm also acquired more shares in Advanced Micro Devices Inc. and CRISPR Therapeutics AG, indicating confidence in the semiconductor and biotech sectors. These transactions reflect ARK's dynamic adjustments across technology, biotech, and cryptocurrency markets.
Delta (DAL) Is Considered a Good Investment by Brokers: Is That True?
This article examines the reliability of brokerage recommendations for Delta Air Lines (DAL), noting that while brokers rate DAL highly, these recommendations often have a positive bias. It introduces the Zacks Rank as a more dependable indicator of stock performance, emphasizing its reliance on earnings estimate revisions rather than potentially biased brokerage opinions. The article concludes by suggesting caution with DAL's "Buy-equivalent" average brokerage recommendation, given its current Zacks Rank #3 (Hold).
The Empire of the Connected Trip: A Deep Dive into Booking Holdings (BKNG) Ahead of 2026 Earnings
Booking Holdings (BKNG) is at a critical juncture before its Q4 2025 and full-year 2025 earnings release on February 18, 2026. The company, a titan in the online travel agency space, is navigating a recent 17% stock correction while pushing its "Connected Trip" vision integrating AI into travel. The upcoming earnings call will provide insights into global leisure travel's resilience and the effectiveness of Booking's strategic pivots.
Booking Holdings to Make Fourth Quarter and Full Year 2025 Earnings Press Release Available on Company's Investor Relations Website on February 18
Booking Holdings (NASDAQ: BKNG) announced that its fourth quarter and full year 2025 financial results will be released via press release on February 18 at approximately 4:00 p.m. ET. The press release will be available on the company's Investor Relations website. A conference call to discuss these results will follow at 4:30 p.m. ET on the same day, accessible via webcast.
Travel Tech Giant Booking Holdings Eyes 2026 AI-Driven Rebound Amid Consumer Resilience
Booking Holdings (NASDAQ: BKNG) is anticipated to report strong Q4 2025 and full-year results on February 18, 2026, with analysts projecting $6.11 billion in quarterly revenue. Despite recent market volatility and a technical correction in its stock, the company is banking on its "Connected Trip" strategy and "Agentic AI" to drive operational efficiencies and capture market share. This strategy is expected to help the company protect margins against macroeconomic headwinds and achieve significant run-rate savings, particularly through AI-driven customer service.
The Empire of the Connected Trip: A Deep Dive into Booking Holdings (BKNG) Ahead of 2026 Earnings
Booking Holdings (BKNG) faces a critical juncture ahead of its Q4 and full-year 2025 earnings release, with its stock experiencing a technical correction despite its dominant position in the online travel agency market. The company is actively pursuing its "Connected Trip" vision, integrating AI to streamline travel experiences. Investors will be keenly watching the earnings call for insights into global leisure travel resilience and the impact of Booking's AI-driven strategy.
The AI Inflection Point: A Deep Dive into Expedia Group (EXPE) and the Future of Travel Booking
Expedia Group (EXPE) is facing significant market anxiety due to potential AI disruption, despite strong operational fundamentals. The company's stock declined 6.7% after its latest earnings report, driven by cautious forward guidance and investor concerns about AI-driven displacement in the online travel agency space. Expedia aims to transform into an AI-first technology provider, with a focus on its B2B segment, international expansion, and innovative AI-powered tools like Romie, as it navigates a competitive landscape dominated by Booking Holdings, Airbnb, and Google.
Analysts Offer Insights on Consumer Cyclical Companies: Airbnb (ABNB), Maplebear (CART) and TripAdvisor (TRIP)
Analysts have provided new ratings for several consumer cyclical companies. Airbnb (ABNB) received "Sell" ratings from Truist Financial and Morgan Stanley, while Maplebear (CART) received "Hold" ratings from Wells Fargo and Mizuho Securities. TripAdvisor (TRIP) also received "Hold" ratings from Mizuho Securities and UBS.
Booking Holdings stock price hits a 52-week low before earnings — what traders watch next
Booking Holdings (BKNG.O) stock hit a new 52-week low of $4,071.60 on Friday, closing at $4,140.60, ahead of its fourth-quarter and full-year 2025 earnings release on February 18. The online travel giant faces investor scrutiny regarding early 2026 demand and marketing spend, with analysts projecting $47.58 EPS and $6.11 billion in revenue. Traders are awaiting the earnings call for insights into the company's outlook, customer acquisition costs, and competitive landscape, especially after mixed results from peers Expedia and Airbnb.
Analysts Offer Insights on Consumer Cyclical Companies: Airbnb (ABNB), Maplebear (CART) and TripAdvisor (TRIP)
Analysts have provided new ratings for several consumer cyclical companies, including Airbnb (ABNB), Maplebear (CART), and TripAdvisor (TRIP). Truist Financial and Morgan Stanley maintained Sell ratings on Airbnb, while Wells Fargo and Mizuho Securities maintained Hold ratings on Maplebear. Mizuho Securities and UBS also maintained Hold ratings for TripAdvisor.
Is It Time To Reassess Booking Holdings (BKNG) After The Recent Share Price Slide
Booking Holdings (BKNG) has recently experienced a significant share price decline, making investors question its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 50.3%, with an intrinsic value of $8,330 per share compared to its last closing price of $4,140.60. Additionally, its current P/E ratio of 26.5x is below its "Fair Ratio" of 38.2x, further indicating potential undervaluation given its growth prospects and risk profile.
Analysts Offer Insights on Consumer Cyclical Companies: Airbnb (ABNB) and Rivian Automotive (RIVN)
Analysts have issued new ratings on consumer cyclical companies Airbnb (ABNB) and Rivian Automotive (RIVN). Maria Ripps of Canaccord Genuity maintained a Buy rating for Airbnb with a $180.00 price target, while Tom Narayan of RBC Capital maintained a Hold rating for Rivian Automotive with a target price of $14.00. The article details analyst consensus and recent upgrades for both companies.
Form 424B2 BARCLAYS BANK PLC
Barclays Bank PLC has filed a preliminary pricing supplement for Callable Contingent Coupon Notes due February 23, 2029. These notes are linked to the performance of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index, and the S&P 500 Index. Investors face risks including potential loss of principal, limited return to contingent coupons, and exposure to the creditworthiness of Barclays Bank PLC, including the risk of a U.K. Bail-in Power being exercised.
Form FWP WELLS FARGO & COMPANY/MN Filed by: WELLS FARGO & COMPANY/MN
Wells Fargo & Company/MN has filed Form FWP (Free Writing Prospectus) to provide a monthly offering summary for its Market Linked Notes (MLN). The document outlines various types of MLN such as Growth, Call Premium with Growth, and Call Premium, detailing their key terms and associated risks. Investors are strongly advised to review the complete offering materials before making any investment decisions, as MLNs are complex and carry risks including potential loss of principal, credit risk of the issuer, and liquidity risk.
Form FWP BANK OF AMERICA CORP Filed by: BANK OF AMERICA CORP /DE/
Bank of America Corp (BAC) has filed a Form FWP for new Market Linked Securities—Auto-Callable with Fixed Percentage Buffered Downside Principal at Risk Securities, linked to the iShares MSCI EAFE ETF and the iShares MSCI Emerging Markets ETF, due February 23, 2029. These securities offer potential automatic calls with fixed percentage call premiums, but investors face risks including potential loss of principal, limited positive returns, and credit risk of BofA Finance and BAC. The initial estimated value of the securities is less than the public offering price, and a secondary market may not develop.
Here Are Friday’s Top Wall Street Analyst Research Calls: Airbnb, AMD, Broadcom, CrowdStrike, Dollar Tree, Medtronic, Pinterest, Rivian, Roku, Tapestry, and More
This article compiles top Wall Street analyst upgrades, downgrades, and initiations for major stocks on Friday, February 13, 2026. It also provides a market overview, noting pre-market stock futures are lower amidst concerns over the consumer price index report and a significant rotation out of technology stocks. Key market movements for Treasury bonds, oil, gold, and crypto are also discussed.
Is It Worth Investing in Analog Devices (ADI) Based on Wall Street's Bullish Views?
Analog Devices (ADI) has an average brokerage recommendation (ABR) of 1.52, indicating a "Strong Buy" to "Buy" consensus from 33 firms, with 23 Strong Buy recommendations. However, the article cautions against solely relying on ABRs due to inherent positive bias in brokerage recommendations. Instead, it suggests using the Zacks Rank, which for ADI is currently #2 (Buy), driven by recent positive earnings estimate revisions, as a more reliable indicator for near-term price performance.
Form 10-K UPWORK, INC For: Dec 31
Upwork Inc. filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial performance, including a 2% increase in total revenue to $787.8 million, driven by Marketplace revenue growth. Despite a decrease in net income compared to 2024 (primarily due to a non-cash income tax benefit in the prior year), Adjusted EBITDA increased significantly, reflecting cost-saving measures. The filing also outlines the company's business strategy, offerings, risk factors, and financial metrics, emphasizing its focus on AI-enabled talent solutions and the expansion of its Enterprise offerings through Lifted.
Airbnb Q4 2025 Earnings Report: Sales Beat, EPS Miss, 2026 Guidance Optimistic - News and Statistics
Airbnb reported better-than-expected revenue for Q4 2025 at $2.78 billion, a 12% increase year-over-year, and beat analyst forecasts by 2.3%. However, GAAP earnings per share of $0.56 missed consensus estimates by 15.6%. The company provided optimistic revenue guidance for Q1 2026, with a midpoint forecast of $2.61 billion, suggesting a 14.9% year-on-year sales increase.
Stocks making the biggest moves after hours: Rivian, Applied Materials, Airbnb, Pinterest, DraftKings & more
This article details the after-hours stock performance of several companies following their earnings reports and guidance. Rivian, Applied Materials, Arista Networks, Dutch Bros, and Instacart saw significant gains due to strong results or outlooks. Conversely, Pinterest and DraftKings experienced drops after disappointing forecasts, and Bio-Rad Laboratories and Toast also fell.
Expedia (NASDAQ:EXPE) Beats Expectations in Strong Q4 CY2025
Expedia (NASDAQ:EXPE) reported better-than-expected Q4 CY2025 results, with revenue up 11.4% year-on-year to $3.55 billion and non-GAAP profit exceeding analyst estimates by 12.2%. The company also provided strong next-quarter revenue guidance, surpassing analyst expectations. Despite strong financial performance, shares traded down slightly after the report.
Expedia’s Revenue Growth Hits Three-Year High, 1Q Outlook Beats
Expedia Group Inc. reported its strongest quarterly revenue growth in three years, driven by robust U.S. travel demand. The company's fourth-quarter revenue increased by 11%, outperforming analyst expectations. This growth was attributed to travelers booking trips further in advance and for longer durations.
Booking Holdings (BKNG) stock price slides 3% as TripAdvisor slump revives AI-search worries
Booking Holdings (BKNG) stock price fell by 3% following a TripAdvisor slump, rekindling concerns about AI's impact on search behavior and travel bookings. TripAdvisor reported missed earnings, attributing declines to AI Overviews affecting SEO traffic. Investors are closely watching Booking's upcoming earnings report and Friday's CPI release for further market direction.
Why Cathie Wood Dumped Millions in Airbnb and Teradyne
Cathie Wood's ARK Invest ETFs recently sold significant holdings in Airbnb (ABNB) and Teradyne (TER). Wood offloaded 186,757 shares of Airbnb for $22.33 million ahead of its Q4FY25 earnings, which are expected to show an 8.2% year-over-year decline in adjusted earnings. She also sold 59,101 shares of Teradyne for nearly $19 million after the stock surged, with analysts maintaining a Moderate Buy consensus despite potential downside from current levels.
Airbnb and Interactive Strength Compared: Which is the Better Buy?
This article compares Interactive Strength (NASDAQ:TRNR) and Airbnb (NASDAQ:ABNB), both consumer discretionary companies, to determine which is the better investment. Analysts favor Interactive Strength due to a stronger consensus rating and higher potential upside, despite Airbnb's higher revenue and earnings. Interactive Strength also trades at a lower price-to-earnings ratio and has lower volatility.
Travel + Leisure Co. (TNL) Earnings Expected to Grow: Should You Buy?
Travel + Leisure Co. (TNL) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025. While the company has a Zacks Rank #3, its Earnings ESP is -2.64%, making it difficult to conclusively predict an earnings beat. Investors are advised to consider other factors alongside the earnings report when evaluating the stock.
5 Earnings Charts to Watch This Week
This article highlights five companies with upcoming earnings reports to watch, ranging from those with strong earnings surprise records to those facing challenges. It discusses the current market shift towards "old economy" sectors and emphasizes the importance of gold miners and travel/leisure companies in the upcoming earnings season. The article provides a brief analysis of each company's recent performance and future outlook.
Society Pass Inc. and NusaTrip Expand Hotel Distribution Network through Collaboration with Qi You Ji Network Technology
Society Pass Inc. and its subsidiary NusaTrip have partnered with Qi You Ji Network Technology Co. Limited to expand NusaTrip's hotel distribution network globally. This collaboration will provide NusaTrip's customers with a wider selection of competitively priced hotel inventory, particularly strengthening its presence in the Chinese market. The partnership is expected to positively impact NusaTrip's operations in 2026, enhancing choices and value for travel agencies and customers.
Analysts Estimate Caesars Entertainment (CZR) to Report a Decline in Earnings: What to Look Out for
Analysts are forecasting a year-over-year decline in earnings for Caesars Entertainment (CZR) for the quarter ending December 2025, despite an expected increase in revenues. The consensus estimate is a loss of $0.13 per share, a 360% decline, with revenues projected at $2.87 billion, up 2.6%. The company's Zacks Earnings ESP of -22.21% combined with a Zacks Rank #5 suggests a low probability of an earnings beat.
Analysts Estimate Caesars Entertainment (CZR) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings for Caesars Entertainment (CZR) in the quarter ending December 2025, despite an expected increase in revenues. The consensus estimate is a quarterly loss of $0.13 per share, significantly lower than previous forecasts, with a negative Earnings ESP suggesting a potential miss. The stock currently holds a Zacks Rank #5, making an earnings beat unlikely according to the predictive model.
Booking Holdings stock crashes as a H&S pattern forms: buy the dip?
Booking Holdings (BKNG) stock has experienced a significant crash, dropping 27% from its all-time high, reaching its lowest level since April last year Formation of a head-and-shoulders pattern indicates a bearish reversal, with the stock falling below key technical indicators. Despite strong recent financial results and positive guidance, concerns about travel disruptions and political decisions have impacted investor sentiment.
Traveller Review Awards 2026 Celebrate 1.81 Million Partners Worldwide and Reveal the Most Welcoming Destinations for the Year Ahead
Booking.com has announced the recipients of its 14th annual Traveller Review Awards, recognizing 1.81 million travel partners across 221 countries for their outstanding hospitality. Italy, France, and Spain lead in the number of award-winning partners, while camping sites, villas, and ryokans saw the highest increase in awards. The awards also highlight the "Most Welcoming Places on Earth" for 2026, determined by the share of accommodation partners receiving an award.
The Truth About TripAdvisor Inc: Why Everyone Is Checking In (But Should You?)
The article explores the resurgence of TripAdvisor Inc (TRIP) in travel planning, driven by social media trends and its extensive user reviews. It examines whether TripAdvisor is a must-have tool for travelers and a good investment, weighing its continued relevance in reviews and experiences against competition from Google, Booking, and Expedia, while advising investors to do thorough research before buying the stock.
The Truth About TripAdvisor Inc: Why Everyone Is Checking In (But Should You?)
TripAdvisor Inc. (TRIP) is experiencing a resurgence in popularity, particularly on social media platforms like TikTok and YouTube, for exposing hotel discrepancies and finding cheaper travel options. This article examines whether the travel platform is a valuable tool for modern travelers and a worthwhile investment. It evaluates TripAdvisor's strengths in reviews and experiences against competitors like Google Reviews and major booking sites, concluding that while it's a strong "truth check" for travelers, investors should conduct thorough due diligence before considering TRIP stock.
Sirius XM Q4 Earnings Surpass Estimates, Revenue Stable Y/Y
Sirius XM Holdings (SIRI) reported fourth-quarter 2025 earnings of 84 cents per share, surpassing the Zacks Consensus Estimate of 77 cents, with total revenues remaining stable year-over-year at $2.19 billion. The company saw declines in subscriber base and increases in operating expenses due to impairment and restructuring costs, yet managed a slight increase in Adjusted EBITDA and free cash flow. Sirius XM provided guidance for 2026, projecting approximately $8.5 billion in revenues, $2.6 billion in adjusted EBITDA, and $1.35 billion in free cash flow.
M Stanley Upgrades Outlook for CN Hotel Industry, Rates H World (HTHT.US)/ Atour Lifestyle (ATAT.US) as Overweight
Morgan Stanley has upgraded its outlook for the Chinese hotel and leisure industry to "Attractive" and rated H World (HTHT.US) and Atour Lifestyle (ATAT.US) as "Overweight." The upgrade reflects a shift from a downturn to a recovery phase, with significant net profit growth anticipated for these companies by 2026. Morgan Stanley also raised the target prices for H World to USD65 and Atour Lifestyle to USD45.
KAYAK Leadership Shift Highlights Booking Holdings AI And Growth Priorities
KAYAK has appointed Peer Bueller as CEO, while co-founder Steve Hafner will move to a new AI-focused role across Booking Holdings. This leadership change signals Booking Holdings' increased focus on integrating AI into its online travel platforms to enhance search, recommendations, and trip planning. The company aims to compete more effectively with rivals like Expedia and Airbnb by leveraging AI and expanding into higher-value corporate travel.
KAYAK Leadership Shift Highlights Booking Holdings AI And Growth Priorities
KAYAK has appointed Peer Bueller as CEO, while co-founder Steve Hafner will focus on artificial intelligence across Booking Holdings. This leadership change signals Booking Holdings' commitment to AI as a core component of its online travel platforms, amidst a decline in share price. The move aims to leverage AI for search, recommendations, and trip planning, enhancing competition with rivals like Expedia and Airbnb, and potentially driving growth in corporate travel.
