The market expects Booking Holdings (BKNG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are bett ...

Joint Research Reveals Over Half (58%) of Americans Believe Hotel Restaurant Offerings Have Improved Over the YearsSAN FRANCISCO and STAMFORD, Conn., July 22, 2025 /PRNewswire/ -- Hotel restaurants are no longer just convenient pit stops for weary travelers—they've become destinations in their own right. New insights from OpenTable and KAYAK cement a growing cultural shift: travelers are choosing where to go and stay based on what they want to eat. Nearly half of Americans (47%) say they have specifically b ...

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Booking Holdings (BKNG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.Booking Holdings is one of 204 individual stocks in the ...

据荷兰媒体的最新消息：全球最大OTA Booking.com将在全球范围内裁员约1000人，其中包括总部荷兰的一些岗位。 公司发言人向荷兰新闻网站Nu.nl证实，此次重组将对荷兰，特别是阿姆斯特丹的员工造成"显著影响"。 2024年12月，据Skift报道，Booking Holdings旗下B2B部门之一Rocket Travel by Agoda裁员约60人。 虽然荷兰地区的裁员总数尚未最终确定，发言人表示，阿姆斯特丹将裁撤"200-1000"个岗位。 截止2024年底，Booking Holdings在全球拥有超过24000 名员工。而Booking.com在全球雇有约13000名员工，其中约7000人位于阿姆斯特丹。 此前在2020年的时候，彼时在新冠的影响下，Booking.com的母公司Booking Holdings曾宣布全球裁员25%。 疫情后的2024年11月，Booking Holdings宣布调整组织结构的计划，包括裁员。 当时公告译文如下： 2024 年 11 月 8 日，Booking Holdings宣布调整组织变革的计划，包括现代化流程和系统、裁减员工、优化采购以及寻求房地产节约 ...

New integration unlocks seamless car service booking for KAYAK for Business usersNEW YORK, July 16, 2025 /PRNewswire/ -- KAYAK for Business, the corporate travel solution powered by KAYAK, announced today a strategic partnership with HQ, the enterprise ground-transportation solution trusted by Fortune 500 companies.With this integration, business travelers using KAYAK for Business can now instantly book reliable ground transportation—whether taxi, rideshare or premium car services—across more than 100 count ...

BKNG's full-year Zacks Consensus Estimates are calling for earnings of $216.27 per share and revenue of $25.75 billion. These results would represent year-over-year changes of +15.59% and +8.47%, respectively. Investors should also pay attention to any latest changes in analyst estimates for Booking Holdings. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. ...

New Feature Powers Dining Discovery, Bringing Restaurant Research Into the Booking Process The launch of Concierge underscores OpenTable's deepened commitment to AI-powered innovation through strategic partnerships, integrations, and proprietary tools. These include integrations and collaborations with OpenAI for its Operator research preview, Microsoft's Copilot, Amazon's Alexa+ and Perplexity to help diners discover restaurants through natural language prompts and confidently make reservations. To help re ...

全球科技与互联网公司市值变化 市值排名前列的公司 - 台积电以11949亿美元市值位居榜首 单日涨幅0.28% [3] - 特斯拉市值10098亿美元 单日上涨1.17% [3] - 甲骨文市值6476亿美元 单日下跌1.89% [3] - 腾讯市值5725亿美元 单日微跌0.14% [3] - 奈飞市值5298亿美元 单日下跌0.44% [3] 显著上涨的公司 - AMD市值2374亿美元 单日大涨1.57% [3] - 美光科技市值1393亿美元 单日上涨1.15% [4] - Arista Networks市值1363亿美元 单日飙升2.15% [4] - SMIC市值607亿美元 单日涨幅达2.07% [6] - Circle Internet Group市值463亿美元 单日暴涨7.67% [7] 显著下跌的公司 - ServiceNow市值1944亿美元 单日重挫3.03% [3] - Adobe市值1541亿美元 单日下跌2.18% [4] - Shopify市值1457亿美元 单日下跌2.65% [4] - AppLovin市值1133亿美元 单日下跌3.24% [5] - Atlassian市值490亿美元 单日暴跌6.52% [7] 其他值得关注的公司 - 阿里巴巴市值2552亿美元 单日微涨0.08% [3] - 小米市值1893亿美元 价格7.35美元 [4] - 英特尔市值1022亿美元 单日下跌1.64% [5] - 京东市值455亿美元 单日下跌0.38% [7] - 台积电股价230.4美元 特斯拉股价313.51美元 [3]

报告行业投资评级 - 美股行业评级为弱于大市，维持该评级 [1] 报告的核心观点 - 本周美股窄幅震荡，多数行业下跌，资金小幅流出且行业分化较大，多数行业业绩平稳上修 [3][4][5] 各部分总结 全球大类资产总览 - 展示全球主要资产近期走势，包括美股、中国股市、欧洲股市、日韩股市、新兴市场股市、美债收益率、汇率、商品等，各资产在不同时间段表现各异 [11] 标普500板块观测 价格收益 - 各行业加权平均价格收益率不同，本周能源、半导体产品与设备等行业涨幅居前，电信业务、保险等行业跌幅居前 [3][15] - 按板块排名展示不同时间段各行业价格收益率排名情况 [16] 资金流向 - 各行业资金流向分化，本周半导体产品与设备、运输等行业资金流入，软件与服务、汽车与汽车零部件等行业资金流出 [4][18] - 按板块排名展示不同时间段各行业资金净流入排名情况 [19] 盈利预测调整 - 多数行业盈利预期上升，本周综合金融、汽车与汽车零部件等行业上修幅度领先，医疗保健设备与服务、电信业务等行业下修 [5][20] - 按板块排名展示不同时间段各行业盈利预测调整幅度排名情况 [21] 估值变化 - 市盈率：各行业整体法市盈率及变化情况不同，本周能源、半导体产品与设备等行业市盈率上升，电信业务、保险等行业下降 [23] - 市净率：各行业整体法市净率及变化情况不同，本周能源、半导体产品与设备等行业市净率上升，电信业务、保险等行业下降 [26] 关键个股观测 市场表现 - 展示关键个股价格收益率和估算资金流，科技巨头中英伟达本周涨幅3.5%，消费医药中开市客本周跌幅1.7%，传统工业中埃克森美孚本周涨幅2.9%，金融地产中伯克希尔哈撒韦本周跌幅1.9% [30][31] 盈利预测及调整 - 各关键个股EPS预期及近期调整幅度不同，本周英伟达、礼来等个股EPS预期上调，联合健康集团、特斯拉等个股下调 [32] 估值变化 - 市盈率：各关键个股预期市盈率及变化幅度不同，本周英伟达、埃克森美孚等个股市盈率上升，开市客、宝洁公司等个股下降 [33] - 市净率：各关键个股预期市净率及变化幅度不同，本周英伟达、通用电气等个股市净率上升，开市客、联合健康集团等个股下降 [34]

公司研究 - Booking Holdings旗下平台Bookingcom向酒店收取超过15%的房费作为佣金[1] - 酒店对高佣金率缺乏议价能力 被迫接受该条款[1] 投资策略 - 研究机构Triba Research专注于发掘能长期实现双位数回报的高质量企业[1] - 选股标准包括强大竞争优势 增长性市场 低负债水平及优秀管理层[1] - 投资框架更关注长期价值创造而非短期波动[1] 持仓披露 - 分析师通过股票或衍生品持有Booking Holdings多头仓位[2]