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Why Booking Holdings Inc. (BKNG) Is In Focus After Earnings

Booking Holdings Inc. (NASDAQ:BKNG) is among the best stocks in each sector in 2026. On February 24, Morgan Stanley upgraded Booking Holdings Inc. (NASDAQ:BKNG) to Overweight from Equal Weight, with a price target of $5,500.

Earlier on February 18, Booking Holdings Inc. (NASDAQ:BKNG) announced its fourth-quarter earnings, delivering results that outperformed expectations. The company reported an adjusted EPS of $48.80 and a revenue of $6.35 billion, surpassing forecasts by $0.61 and $0.23 billion, respectively.

“We are pleased to report strong results for 2025, delivering double-digit revenue growth, expanding Adjusted EBITDA margin by 193 basis points, and accelerating room night growth in every quarter,” expressed Glenn Fogel, Chief Executive Officer of Booking Holdings Inc. (NASDAQ:BKNG). “These results highlight the strength of our platform and the discipline of our execution.”

While room nights rose 9% relative to the same period in 2024, gross bookings surged by an impressive 16% YoY to $43 billion. Additionally, Booking Holdings Inc. (NASDAQ:BKNG)’s adjusted EBITDA grew 19% YoY to $2.2 billion for the quarter. Looking ahead, the company projects room nights growth of 5-7% and revenue growth of 14-16%.

Since the earnings announcement, the stock has declined by approximately 9%. Overall, Booking Holdings Inc. (NASDAQ:BKNG) is a consensus buy with just 19% of the analysts neutral on the stock. With a 1-year median price target of $5,917.50, the stock has an upside potential of 52.87%.

Booking Holdings Inc. (NASDAQ:BKNG) is a Connecticut-based provider of travel and restaurant reservations and related services through online and traditional platforms. Founded in 1997, the company operates platforms such as Booking.com, Priceline, Agoda, and KAYAK.

While we acknowledge the potential of BKNG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BKNG and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

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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

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

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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.

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