KeyBanc Cuts Booking Holdings (BKNG) Stock PT

February 4, 2026 8:35 AM UTC
Get Alerts BKNG Hot Sheet
Price: $4,550.43 -1.36%

Rating Summary:
    40 Buy, 23 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 0 | Down: 0 | New: 0
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(Updated - February 4, 2026 8:37 AM EST)

KeyBanc analyst Sergio Segura lowered Booking Holdings (NASDAQ: BKNG) stock price target to $6,500.00 from $6,630.00.

The analyst commented: "We view the travel environment as healthy, supported by major global events like the Winter Olympics and World Cup. However, sentiment remains muted amid elevated concerns around AI disrupting business models. We believe risks are overstated and existing travel platforms are more resilient than the market appreciates. We expect positive commentary on spring bookings and 2026E outlooks to ease some pressures on shares.

BKNG’s strong track record underpins our confidence in sustainable market share gains and margin expansion. Differentiated supply and the global loyalty program mitigate risks from AI disruption. Healthy travel demand and FX tailwinds provide upside to estimates. Coupled with an attractive valuation, we believe estimate revisions and multiple expansion can drive returns."

For an analyst ratings summary and ratings history on Booking Holdings click here. For more ratings news on Booking Holdings click here.

Shares of Booking Holdings closed at $4644.64 yesterday.



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