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Analyst Sees Upside to $5,440 for Booking Holdings Inc. (BKNG)
Gordon Haskett analyst Robert Mollins upgraded Booking Holdings Inc. (NASDAQ: BKNG) to Buy with a $5,440 price target, citing an overreaction to AI-driven competitive concerns and highlighting Booking’s strong competitive advantages and global scale. The company is expected to report robust Q4 2025 revenue and EPS growth, having consistently beaten consensus estimates by an average of 18.21% in the last four quarters. This consistent outperformance, coupled with rising estimates, reinforces confidence in Booking’s execution and potential for further multiple re-rating as competitive fears subside.