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.
Form FWP BANK OF NOVA SCOTIA Filed by: BANK OF NOVA SCOTIA
The Bank of Nova Scotia has filed a Form FWP for a Senior Note Program, Series A Equity Linked Securities, specifically Market Linked Securities – Auto-Callable with Contingent Coupon with Memory Feature and Contingent Downside Principal at Risk Securities, linked to the common stock of First Solar, Inc., due March 1, 2029. This filing outlines the terms, including a contingent coupon rate of at least 12.25% per annum and automatic call features. The securities are described as having complex features and involve significant risks, including potential loss of principal, and investors are advised to review the preliminary pricing supplement and risk disclosures carefully.
Booking Holdings Split: The Catalyst Wall Street Didn’t See Coming
Booking Holdings (BKNG) announced a 25-for-1 stock split, effective April 2nd, which aims to reduce friction for retail investors despite not changing the company's intrinsic value. This announcement followed strong Q4 2025 earnings, but the stock still faced an 8.69% dip due to concerns about AI disintermediation by big tech companies like Alphabet. Analysts have lowered price targets but maintain a consensus above the current price, seeing the split and solid performance as potential catalysts for growth in 2026.
Booking Holdings Inc. (NASDAQ:BKNG) Q4 2025 Earnings Call Transcript
Booking Holdings Inc. (BKNG) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with significant growth in room nights, gross bookings, and adjusted EBITDA. The company attributes its success to resilient travel demand, strategic investments in AI, the Connected Trip vision, and expansion in Asia and the U.S. Booking Holdings also announced a 9.4% increase in its quarterly cash dividend and a 25-for-1 stock split, while highlighting the foundational role of its Genius loyalty program and the complexities for LLMs to directly compete in the travel merchant space.
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.
Dow Dips Over 250 Points Amid US-Iran Tensions: Investor Sentiment Declines, Greed Index Remains In 'Fear' Zone
The Dow Jones Industrial Average dropped over 250 points due to rising US-Iran tensions and a declining CNN Money Fear and Greed Index, which remains in the "Fear" zone at 38.5. U.S. stocks settled lower across most sectors, with significant losses in consumer discretionary, financial, and information technology stocks, despite some positive economic data points like declining jobless claims. Investors are also digesting recent corporate earnings, with Deere & Co. seeing a significant jump while Booking Holdings Inc. fell post-earnings.
Cantor Fitzgerald reiterates Sabre stock neutral on AI progress
Cantor Fitzgerald reiterated a Neutral rating on Sabre Corporation (NASDAQ:SABR) stock with a $2.00 price target after the company's Q4 earnings report. Despite beating revenue and EBITDA estimates and outlining an AI strategy, Cantor Fitzgerald remains on the sidelines, awaiting a clearer path to sustained business re-acceleration. Sabre's stock has declined significantly over the past year, though the company projects mid-single-digit growth for the upcoming quarter and full year.
Down 32%, Booking Holdings Announces 25-to-1 Stock Split. Time to Buy?
Booking Holdings (BKNG) reported strong Q4 results, beating revenue and earnings estimates, raising its dividend, and announcing a 25-to-1 stock split. Despite this, the stock fell significantly due to cautious 2026 guidance, leading analysts to trim price targets. The article suggests Booking Holdings could be a good long-term buy for investors believing in sustained travel demand, irrespective of the stock split.
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.
Down 32%, Booking Holdings Announces 25-to-1 Stock Split. Time to Buy?
Booking Holdings (BKNG) reported strong Q4 results, beating revenue and EPS estimates, raising its dividend, and announcing a 25-to-1 stock split. Despite robust core performance in online travel, the stock fell significantly due to cautious 2026 guidance and analyst target trimming. While the stock split might attract retail investors, the article suggests Booking Holdings remains a good long-term buy for those confident in sustained travel demand, given its consistent growth and shareholder returns.
10 Consumer Discretionary Stocks Whale Activity In Today's Session
This article details recent "whale activity" in options trading for ten consumer discretionary stocks. It highlights specific bullish, bearish, and neutral option trades for companies like Tesla, Amazon, and Nike, providing strike prices, expiration dates, total trade prices, and contract volumes for each. The report aims to help traders identify potential opportunities based on significant options movements.
Booking Holdings Inc. stock underperforms Thursday when compared to competitors
Shares of Booking Holdings Inc. (BKNG) declined by 6.15% to $4,007.45 on Thursday, underperforming the broader market as both the S&P 500 Index and Dow Jones Industrial Average also fell. The stock closed significantly below its 52-week high, which was set on July 8th. This performance occurred during an overall poor trading session for the stock market.
Hudbay Minerals Inc (HBM) Reports Q4 2025 Earnings Results
Hudbay Minerals Inc (HBM) announced its Q4 2025 earnings results, reporting a revenue of $2.1 billion for the quarter. Following the announcement, the company's shares experienced a 2.5% drop in after-hours trading, settling at $24.27. A full detailed analysis of the earnings is expected to be released soon.
Booking Holdings CEO Glenn Fogel on Q4 earnings, state of travel and impact of AI
Booking Holdings CEO Glenn Fogel recently appeared on 'Squawk Box' to discuss the company's fourth-quarter earnings results. He also provided insights into the current state of consumer travel. Fogel addressed the evolving impact of artificial intelligence on the travel industry, offering his perspective on this technological shift.
Hyperscale Data’s askROI app exceeds 1.3 million downloads
Hyperscale Data's subsidiary, askROI, has surpassed 1.3 million app downloads. The app offers various generative AI systems within a single interface, supporting multi-model comparison, context-aware reasoning, and collaborative AI workspaces. Despite the app's growth, Hyperscale Data's stock has declined significantly over the past year.
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.
Citizens reiterates Market Outperform on Addus HomeCare stock at $150
Citizens has reiterated a "Market Outperform" rating on Addus HomeCare (NASDAQ: ADUS) with a maintained price target of $150, suggesting a 32% upside. The firm anticipates strong execution from Addus HomeCare into 2026, driven by recent rate increases in key personal care states. According to InvestingPro data, the stock appears undervalued and the company is well-positioned for accretive acquisitions due to its moderate debt level and projected $140 million in free cash flow for 2026.
Insider Sell: Glenn Fogel Sells Shares of Booking Holdings Inc (BKNG)
Glenn Fogel, CEO and President of Booking Holdings Inc (BKNG), sold 560 shares of the company on February 17, 2026, reducing his holding to 18,995 shares. Over the past year, Fogel has sold a total of 10,129 shares with no purchases, contributing to 30 insider sells against 0 buys for the company. The stock was trading at $4,092.82, and GuruFocus assesses it as modestly undervalued with a price-to-GF-Value ratio of 0.79.
AI Cuts Booking Holdings Customer Service Costs 10% as Volumes Rise
Booking Holdings has reduced its customer service costs by 10% year over year despite a 10% increase in bookings, attributed to the adoption of generative artificial intelligence, according to CFO Ewout Steenbergen. The company has implemented various gen AI and agentic AI tools, leading to improved customer engagement, faster searches, better conversion rates, and positive customer satisfaction. Booking Holdings also proactively partners with leading AI companies to adapt to future changes in travel demand driven by large language models.
Booking Holdings CEO Fogel sells $2.25 million in stock
Booking Holdings Inc. CEO Glenn D. Fogel sold common stock worth $2.25 million in February 2026, with transactions occurring when the stock was near its 52-week low. Following these sales, Fogel directly owns 19,135 shares, and the stock is identified as potentially oversold. This insider activity follows a strong fourth-quarter earnings report where the company surpassed analyst expectations in EPS and revenue.
Booking Holdings Q4 2025 Results: Sales Up 16%, Room Nights Booked Rise - News and Statistics
Booking Holdings (NASDAQ:BKNG) reported strong Q4 2025 results, with revenue reaching $6.35 billion, a 16% increase year-over-year, and surpassing Wall Street expectations. The company also saw a significant operational improvement, with room nights booked increasing by 24 million to 285 million, and a free cash flow margin rising to 22.3%. Despite a projected deceleration in revenue growth for the next 12 months, the company's past three-year compounded annual growth rate of 16.3% highlights its consistent performance.
After 16,831% Jump, Booking Splits One of the Priciest US Stocks
Booking Holdings Inc. is implementing a 25-for-1 stock split, a move often made by high-value companies to make their shares appear more accessible to a broader range of investors. This decision comes after a significant 16,831% jump in its stock price, making it one of the most expensive stocks in the US equity market. The split aims to reduce the per-share cost, although it will not change the company's overall market capitalization.
Booking Holdings Inc. Announces Advance In Q4 Profit
Booking Holdings Inc. reported a significant increase in its fourth-quarter profit, with earnings totaling $1.42 billion, or $44.22 per share, compared to $1.06 billion or $31.95 per share in the prior year. Excluding certain items, adjusted earnings reached $1.57 billion or $48.80 per share. The company's revenue also saw a healthy rise of 15.9% to $6.34 billion, and it projects next quarter's revenue growth to be between 14% to 16%.
Booking (NASDAQ:BKNG) Delivers Impressive Q4 CY2025
Booking Holdings (NASDAQ:BKNG) reported strong Q4 CY2025 results, with revenue exceeding Wall Street estimates and non-GAAP profit meeting expectations. The online travel agency saw a 16% year-on-year increase in revenue to $6.35 billion and a solid 16.3% compounded annual growth rate in sales over the last three years. Room nights booked also grew significantly, though revenue per booking saw only modest growth.
Booking Holdings Inc. SEC 10-K Report
Booking Holdings Inc. (BKNG) released its 2025 Form 10-K report, detailing robust financial performance, including a 13.4% increase in total revenues to $26,917 million. Key strategic initiatives include significant investments in AI and expanding the "Connected Trip" vision, alongside a Transformation Program expected to yield $550 million in annual run-rate savings. The company also reported substantial capital management activities, including $6.4 billion in stock repurchases and a declared cash dividend, while navigating market, operational, regulatory, and technological risks.
Stocks making the biggest moves after hours: Carvana, Etsy, DoorDash, Booking Holdings, Figma and more
Several companies experienced significant stock movements in after-hours trading. Figma shares jumped 16% and Etsy rose nearly 16% due to strong results and a major acquisition, respectively. Conversely, Carvana plunged 15% after missing earnings estimates, and Molson Coors Beverage fell over 6% due to a weak forecast for the upcoming year.
Booking Holdings (BKNG) Beats Q4 Earnings and Revenue Estimates
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Booking Holdings beats Q4 expectations as room nights rise 9% By Investing.com
Booking Holdings Inc. reported Q4 earnings that significantly exceeded analyst expectations, with adjusted EPS of $48.80 and revenue of $6.35 billion. The company saw a 9% rise in room nights and a 16% increase in gross bookings year-over-year, alongside robust guidance for Q1 and full-year 2026. Additionally, the board approved a 25-to-1 stock split and increased its quarterly cash dividend.
Booking Holdings: Q4 Earnings Snapshot
Booking Holdings Inc. reported fourth-quarter earnings that surpassed Wall Street expectations. The company posted a profit of $1.43 billion, or $44.22 per share, with adjusted earnings of $48.80 per share, exceeding analysts' average estimate of $48.23. Revenue reached $6.35 billion, also topping forecasts.
Booking Holdings (BKNG) Releases Q4 2025 Earnings: Revenue Beats but EPS Misses
Booking Holdings (BKNG) reported Q4 2025 revenue of $6.35 billion, exceeding analyst estimates, but its diluted earnings per share of $44.22 missed expectations. Despite the EPS miss, the company showed strong growth in revenue, gross profit, operating profit, and net income, with operating cash flow more than doubling. Insider trading data indicated significant sales by executives, while institutional investors showed mixed activity, and analysts largely maintained "Buy" or "Outperform" ratings with a median price target of $6250.0.
Booking Reports Better Than Expected First Quarter Outlook
Booking Holdings Inc. reported a stronger-than-expected first-quarter outlook, with gross bookings anticipated to rise by 15% at the midpoint, surpassing analyst projections of a 13% increase. The company's revenue outlook also exceeded expectations. This positive forecast suggests continued robust performance within the travel industry.
Booking Holdings says 25-to-1 stock split to be effected on April 2
Booking Holdings announced a 25-to-1 stock split of its common stock, to be effective on April 2, 2026. This news comes after the company repurchased $2.1 billion of stock in Q4 2025, with a remaining authorization of $21.8 billion. The company reported strong Q4 adjusted EPS and expects Q1 revenue growth of 14%-16%.
Alexandria Real Estate Equities 2026 Performance & Analyst Ratings - News and Statistics
Alexandria Real Estate Equities (ARE) has seen its stock decline by 43.1% over the past 52 weeks but is up 11.4% year-to-date. The company's fourth-quarter 2025 results exceeded expectations, with adjusted funds from operations per share of $2.16 and revenue of $754.4 million. Analysts maintain a consensus "Hold" rating, with a mean price target of $59.86, suggesting a 9.7% premium given the current price.
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 earnings loom as AI disruption concerns test travel giant
Booking Holdings Inc. is set to release its fourth-quarter earnings, with investors closely watching its "Connected Trip" strategy amidst rising concerns over AI disruption in the travel industry. The stock has seen a significant decline due to fears that AI could bypass traditional booking platforms. Analysts project strong year-over-year growth for earnings and revenue, but mixed analyst ratings and cautious guidance from rival Expedia highlight the sector's volatility and the impact of evolving consumer spending habits and technological changes.
Booking Holdings (BKNG) Beats Q4 Earnings and Revenue Estimates
Booking Holdings (BKNG) surpassed Q4 earnings and revenue estimates, reporting $48.8 per share against an expected $48.23 and revenues of $6.35 billion, exceeding the $6.11 billion consensus. The company has consistently beaten EPS and revenue estimates over the last four quarters. Despite this performance, BKNG shares have underperformed the S&P 500 year-to-date, and the stock currently holds a Zacks Rank #3 (Hold).
Garmin Ltd. (GRMN) Tops Q4 EPS by 39c; offers guidance
Garmin Ltd. (GRMN) reported strong financial results for Q4, exceeding analyst estimates with an EPS of $2.79 on revenues of $2.12 billion. The company also provided optimistic guidance for FY2026, forecasting an EPS of $9.35 and revenue of $7.9 billion, both above consensus expectations. This positive outlook suggests continued growth and financial health for the company.
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.
Live Nation (LYV) Q4 Earnings Report Preview: What To Look For
Live Nation Entertainment (LYV) is set to report its Q4 earnings this Thursday. Analysts anticipate a 7.4% year-on-year revenue growth to $6.10 billion, a significant rebound from last year's decrease, despite the company missing revenue estimates in four of the last eight quarters. Investors will be watching key metrics, especially after a mixed Q3 performance and the performance of peers in the leisure facilities segment.
22 New 4-Star Stocks This Week
Morningstar identified 22 U.S.-listed stocks that became undervalued, shifting to a 4-star rating, including major companies like IBM and Arista Networks. This analysis is based on Morningstar's proprietary rating system, which considers a stock's price, fair value estimate, and Uncertainty Rating. The overall U.S. market remains moderately undervalued, with 35% of Morningstar-covered stocks considered undervalued.
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 it will release its fourth quarter and full year 2025 financial results on February 18 at approximately 4:00 p.m. ET via a press release on its Investor Relations website. The company will also hold a conference call to discuss these results on the same day at 4:30 p.m. ET, which will be webcast live. Booking Holdings is a leading provider of online travel and related services globally, operating major brands like Booking.com and Priceline.
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.
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 announced that its fourth quarter and full year 2025 financial results will be released on February 18 at approximately 4:00 p.m. ET via a press release on its Investor Relations website. The company will also host a conference call at 4:30 p.m. ET on the same day to discuss these results, with a webcast and audio replays available online.
Orion lands $3.1M job wiring a U.S. megafacility for EV charging
Orion Energy Systems announced a $3.1 million contract for electrical contracting and infrastructure related to EV charging stations at a large U.S. facility. This new engagement is a follow-on to an $11 million initiative with the same long-term customer and positions Orion as a key partner in their multi-year modernization program. The company expects additional assignments due to its licensed electrical contractor status in 45 states and its comprehensive service offerings.
BOS Better Online Solutions Forecasts Record 2025 Revenue Above $50 Million
BOS Better Online Solutions (BOSC) announced it expects record revenue exceeding $50 million for the year ended December 31, 2025, surpassing its previous forecast by $2 million. The company, a supply chain technology integrator, will release full Q4 and 2025 results, alongside its 2026 growth outlook, on March 31, 2026. This positive outlook is supported by continued demand for its robotics, RFID, and supply chain solutions, with an analyst rating of Buy and a $5.50 price target.
Investors lock up $12M to back Cingulate’s CTx-1301 launch
Cingulate Inc. (NASDAQ: CING) has successfully closed a $12 million private investment in public equity (PIPE) financing, led by Falcon Creek Capital, at a price of $5.04 per share. The proceeds are intended to support general operations and fund the commercial launch of its lead candidate, CTx-1301, an ADHD treatment currently awaiting FDA approval with a PDUFA date of May 31, 2026. Investors in the PIPE agreed to a 180-day lock-up period and the deal includes 80% warrant coverage, convertible preferred stock, and board designation rights for Falcon Creek Capital, strengthening governance alignment as the company approaches key milestones.
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.
