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BKNG

Booking Holdings

$1,881.90

8.61 (0.46%)

07:43
11/06/18
11/06
07:43
11/06/18
07:43

Booking Holdings price target raised to $2,300 from $2,275 at Oppenheimer

Oppenheimer analyst Jed Kelly raised his price target for Booking Holdings to $2,300 from $2,275 after the company reported Q3 stabilizing room-night trends and Q4 high-guide on lapping mid-Q3 2017 advertising optimization initiatives and accelerating performance marketing spend in channels with improving ROIs. The analyst believes market is overlooking Booking Holdings' under-penetration in U.S. vacation rentals, leading APAC exposure, and robust balance sheet. Kelly reiterates an Outperform rating on the shares on the company's leading accommodation supply and paid marketing competencies driving long-term accommodation share gains, which he believes will equate to strong free cash flow growth over the long term.

  • 13

    Nov

BKNG Booking Holdings
$1,881.90

8.61 (0.46%)

10/16/18
10/16/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Abbott (ABT), Boston Scientific (BSX), Stryker (SYK), and Medtronic (MDT) were initiated with an Overweight at Barclays, while Baxter (BAX), Edwards Lifesciences (EW), and Zimmer Biomet (ZBH) were initiated with an Underweight. 2. Expedia (EXPE) was initiated with an Outperform at Evercore ISI, while TripAdvisor (TRIP) was initiated with an In Line, and Booking Holdings (BKNG) was initiated with an In Line. 3. Facebook (FB) was initiated with a Buy at Loop Capital and Rosenblatt. 4. Snap (SNAP) initiated with a Hold at Loop Capital. 5. VF Corp. (VFC) initiated with a Neutral at Wedbush. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/23/18
COWN
10/23/18
NO CHANGE
Target $2200
COWN
Outperform
Booking Holdings price target lowered to $2,200 from $2,375 at Cowen
Cowen analyst Kevin Kopelman lowered his price target on Booking Holdings to $2,200 from $2,375 to reflect greater conservatism on recent trends. The analyst lowered his estimates on nights growth, but remains bullish on the shares. Kopelman reiterated his Outperform rating on Booking Holdings shares.
11/06/18
PIPR
11/06/18
NO CHANGE
Target $2100
PIPR
Overweight
Booking Holdings guidance shows confidence in growth rates, says Piper Jaffray
Booking Holdings reported Q3 bookings 5% above and earnings 1% below the Street while room night growth of 13.4% was ahead of consensus at 10.6%, Piper Jaffray analyst Michael Olson tells investors in a post-earnings research note. Further, he notes the company's Q4 guidance is above his estimate for bookings and above consensus for earnings based on Booking's confidence in near-term growth rates. Unpredictability around Booking's spend on performance marketing will continue to be the norm, and while there may be less certainty around timing of marketing spend quarter-to-quarter, on a full year basis, Booking's Q4 guidance implies that the company will drive top and bottom line growth rates in the mid-teens, says Olson. He keeps an Overweight rating on the shares with a $2,100 price target.
11/06/18
RBCM
11/06/18
NO CHANGE
Target $2425
RBCM
Outperform
Booking Holdings price target raised to $2,425 from $2,250 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Booking Holdings to $2,425 and kept his Outperform rating after its "solid" beat on Q3 earnings and raised FY18 guidance. The analyst notes that the results also marked the first quarter when Bookings & Room Night growth accelerated in 6 quarters, adding that the outlook for Q4 also suggests the rising efficiency of the company's marketing spending.

TODAY'S FREE FLY STORIES

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VICI

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CARG

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KOP

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CMRE

Costamare

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INXN

Interxion

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PDS

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EVFM

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$3.45

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YETI

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ESRX

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ATVI

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PJT

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BIG

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JWN

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