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Booking (BKNG) Faces a $5,377 Reset But the Bigger Risk May Be External

Booking Holdings Inc. (NASDAQ:BKNG) is among the 13 Cheapest Strong Buy Stocks to Buy Right Now.

On April 1, Wells Fargo analyst Ken Gawrelski lowered the price target on Booking Holdings Inc. (NASDAQ:BKNG) to $5,377 from $5,456 while maintaining an Equal Weight rating, reflecting expectations of a more cautious near-term outlook. The firm anticipates that geopolitical tensions in the Middle East may disrupt travel demand not only within the region but also across Europe, leading to more conservative guidance for the second quarter and potential downward revisions to full-year revenue expectations. This tempered outlook underscores the sensitivity of global travel demand to macroeconomic and geopolitical developments.

Earlier, on March 11, Bernstein reduced its price target on Booking Holdings Inc. (NASDAQ:BKNG) to $4,698 from $5,407 while maintaining a Market Perform rating. While the company delivered a strong fourth-quarter performance to close out 2025—exceeding expectations on both revenue and earnings, with all major online travel platforms gaining market share profitably—investor focus has shifted toward longer-term risks. In particular, concerns surrounding potential disruption from artificial intelligence technologies on the online travel agency model have weighed on sentiment, despite the company’s demonstrated operational strength.

Booking Holdings Inc. (NASDAQ:BKNG) is the world’s largest provider of online travel and related services, operating a global portfolio of brands including Booking.com, Priceline, Agoda, KAYAK, Rentalcars.com, and OpenTable. Headquartered in Norwalk, Connecticut, the company benefits from significant scale, brand recognition, and network effects. While near-term uncertainties persist, Booking’s strong market position and history of profitable growth position it well to navigate industry changes, offering a solid long-term investment opportunity with upside potential as macro conditions stabilize and innovation concerns are addressed.

While we acknowledge the risk and potential of BKNG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BKNG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT:12 Cheap Penny Stocks to Invest In Now and 12 High Growth Energy Stocks to Buy Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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