12 Stocks on Jim Cramer’s Radar

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5. Booking Holdings Inc. (NASDAQ:BKNG)

Number of Hedge Fund Holdings: 95

Booking Holdings Inc. (NASDAQ:BKNG) is a technology company that provides travel services. Its shares are down by 18% over the past year and by 23% year-to-date. Morgan Stanley discussed the firm on February 24th. It bumped Booking Holdings Inc. (NASDAQ:BKNG)’s rating to Overweight from Equal Weight and cut the share price target to $5,500 from $6,150. The bank commented that the firm would continue to play a key role in the travel industry despite the growth in the agentic AI sector. Booking Holdings Inc. (NASDAQ:BKNG)’s ability to benefit from user data was an important factor in Morgan Stanley’s discussion, as it outlined that it could use customer knowledge to improve its margins. The bank added that Booking Holdings Inc. (NASDAQ:BKNG) and other firms would continue to play an important role in the travel industry. Cramer is also a believer in the company:

“It’s surprising me because in Phil’s unbelievable interview with American, American numbers he said it’s coming in great. I thought that was just positive. I’m not sure I want to go with this negativity.

“I don’t want to bet against Booking here, I did not think that quarter was really. . .”

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