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Form 4 Booking Holdings Inc. For: Sep 15 Filed by: Pisano Paulo

Wed, 16 Sep 2026 16:15:00 -0400

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This stock is Morgan Stanley’s preferred online travel pick in new sector coverage

Wed, 16 Sep 2026 07:49:04 -0400

Investing.com -- Morgan Stanley assumed coverage of online travel agencies (OTAs) Booking Holdings, Airbnb and Expedia, rating them Overweight, Equal-weight, and Underweight, respectively, favoring companies with unique inventory and strong direct traffic as AI reshapes travel search.

Analyst Matthew Cost said the bank views artificial intelligence "as a new acquisition channel and product opportunity for OTAs rather than a threat, but execution will determine the winners." Morgan Stanley expects horizontal AI tools to function more like a new search layer that drives high-value traffic to booking platforms, while travel-specific AI agents could help online travel agencies improve discovery, personalization and support.

Morgan

This stock is Morgan Stanley’s preferred online travel pick in new sector coverage

Wed, 16 Sep 2026 07:49:04 -0400

Morgan

This stock is Morgan Stanley’s preferred online travel pick in new sector coverage

Wed, 16 Sep 2026 07:49:04 -0400

Morgan

This stock is Morgan Stanley’s preferred online travel pick in new sector coverage

Wed, 16 Sep 2026 07:49:04 -0400

Morgan

This stock is Morgan Stanley’s preferred online travel pick in new sector coverage

Wed, 16 Sep 2026 07:49:04 -0400

Morgan

This stock is Morgan Stanley’s preferred online travel pick in new sector coverage

Wed, 16 Sep 2026 07:49:04 -0400

Morgan

Morgan Stanley Assumes Booking Holdings (BKNG) at Overweight

Wed, 16 Sep 2026 03:59:09 -0400

Morgan Stanley analyst Matthew Cost assumes coverage on Booking Holdings (NASDAQ: BKNG) with a Overweight rating and a price target of $230.00.

The analyst comments: “We assume coverage of BKNG at OW, with a $230 PT. The thesis rests on four points: 1) scaled global lodging demand across more than 220 countries and territories, 2) deeply fragmented, hard to replicate supply, 3) direct mix that has risen through multiple channel transitions, and 4) a >20 year record of using paid acquisition to build repeat high margin customers. More than any individual asset, we believe BKNG's competitive advantage is its proven ability

Morgan Stanley Assumes Booking Holdings (BKNG) at Overweight

Wed, 16 Sep 2026 03:59:09 -0400

Morgan Stanley analyst Matthew Cost assumes coverage on Booking Holdings (NASDAQ: BKNG) with a Overweight rating and a price target of $230.00.

Lake District crowned Britain's most romantic getaway, KAYAK data reveals

Wed, 16 Sep 2026 03:00:00 -0400

LONDON, Sept. 16, 2026 (GLOBE NEWSWIRE) -- The Lake District has emerged as Britain’s capital of romantic stays, according to new data from leading travel search engine KAYAK.

KAYAK’s search data also points to growing interest for more indulgent escapes, with luxury and romantic stays seeing the biggest gains in accommodation searches, up 13% and 7% year-on-year respectively.

With new adaptations of Wuthering Heights, Sense and Sensibility and Pride and Prejudice putting literary romance in the spotlight in 2026, KAYAK analysed bookable UK accommodation to identify the destinations with the highest proportion of properties

Lake District crowned Britain's most romantic getaway, KAYAK data reveals

Wed, 16 Sep 2026 03:00:00 -0400

LONDON, Sept. 16, 2026 (GLOBE NEWSWIRE) -- The Lake District has emerged as Britain’s capital of romantic stays, according to new data from leading travel search engine KAYAK.

Travel Together, Stay Together? Booking.com Invites Travelers to Test Compatibility Through Curated Trips - "Turbulence Tests" - at Partner Hotels Across the U.S.

Mon, 14 Sep 2026 12:45:00 -0400

NEW YORK, Sept. 14, 2026 /PRNewswire/ -- Fall is almost here, but before you call it quits on your summer fling, Booking.com has one more trip in mind: a "Turbulence Test."

Travel Together, Stay Together? Booking.com Invites Travelers to Test Compatibility Through Curated Trips - "Turbulence Tests" - at Partner Hotels Across the U.S.

Mon, 14 Sep 2026 12:45:00 -0400

NEW YORK, Sept. 14, 2026 /PRNewswire/ -- Fall is almost here, but before you call it quits on your summer fling, Booking.com has one more trip in mind: a "Turbulence Test."

Rosenblatt launches online travel and mobility coverage, favors platform leaders

Tue, 01 Sep 2026 13:41:04 -0400

Investing.com -- Rosenblatt initiated coverage of the online travel and mobility sector, favoring the largest, most diversified platforms while staying on the sidelines on several names facing structural or competitive pressures.

Analyst Scott Devitt started Uber (NYSE: UBER) at Buy with a $100 price target, arguing recent share weakness tied to autonomous vehicle headlines has created an attractive entry point.