We recently published an article titled The 10 Best Cruise Stocks to Buy Right Now.
On February 10, Gordon Haskett analyst Robert Mollins upgraded Booking Holdings Inc. (NASDAQ:BKNG) to Buy from Hold with a price target of $5,440, citing what he sees as investor overreaction to concerns around AI-driven competitive pressures. The analyst emphasized Booking’s enduring competitive advantages, global scale and defensive characteristics, identifying the stock as the company’s highest-conviction idea and suggesting the risk-reward profile has become increasingly favorable.
For Q4 2025, Booking Holdings Inc. (NASDAQ:BKNG) is expected to post revenue of approximately $6.11 billion, representing year-over-year growth of 11.73%, while consensus earnings per share of $48.23 implies growth of 16.08% year-over-year. Earnings estimates have risen modestly over the past 30 days and the company has surpassed consensus expectations in each of the last four quarters, delivering an average earnings surprise of 18.21%. Continued outperformance, upward estimate revisions and projected double-digit growth reinforce confidence in Booking’s execution and support multiple further reratings as competitive concerns ease.
Booking Holdings Inc. (NASDAQ:BKNG), founded in 1997 and headquartered in Norwalk, Connecticut, operates leading online travel booking platforms, including Booking.com, Priceline and Rentalcars.com, providing accommodation, transportation and related travel services globally.
While we recognize BKNG’s potential as an investment, we believe certain AI stocks offer greater growth potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that’s also benefiting significantly from Trump-era tariffs and the offshoring trend, check out our free report on best short-term AI stock.
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