ANALYST-UPGRADE ·Filed Sep 1, 2026
Rosenblatt initiates coverage on BKNG at Buy
Latest settled — T+20d
BKNG ▼ -16.75% at T+20d
LONG call ✗ call lost -16.75% · α vs SPY -17.07% · entry $195.69 → $162.91
T+1d
+2.00%
call +2.00% · α +1.55%
$199.60
settled 4w ago
T+5d
-11.38%
call -11.38% · α -11.46%
$173.43
settled 23d ago
T+20d
-16.75%
call -16.75% · α -17.07%
$162.91
settled 2d ago
T+60d
—
call — · α —
—
in 8w
Price Chart
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Executive Summary
Rosenblatt initiates coverage on BKNG at Buy
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
38 (83%)
Hold
8
Sell / Strong Sell
0
Total Analysts
36
Mean PT
$238.50
Median PT
$240.00
High PT
$301.00
Low PT
$188.00
Current Price
$195.69
Implied Upside
+21.9%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-01 | Rosenblatt | initiate | Buy | $245.00 |
| 2026-08-27 | BTIG | reiterate | Buy | $250.00 |
| 2026-08-24 | Evercore ISI Group | maintain | Outperform | $270.00 |
| 2026-08-10 | Argus Research | maintain | Buy | $245.00 |
| 2026-08-05 | UBS | maintain | Buy | — |
| 2026-08-05 | Benchmark | maintain | Buy | — |
| 2026-08-05 | Citigroup | maintain | Buy | — |
| 2026-08-05 | Oppenheimer | maintain | Outperform | — |
| 2026-08-05 | B. Riley Securities | maintain | Buy | $274.00 |
| 2026-08-05 | Piper Sandler | reiterate | Neutral | $215.00 |
Firm Track Record — Rosenblatt
Rosenblatt accuracy: 54% on 996 calls | avg return: 8.5%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Tigress Financial | 100% | 2/2 | 5.4% | top tier |
| Keybanc | 100% | 2/2 | 0.6% | top tier |
| B. Riley Securities | 86% | 6/7 | 9.5% | top tier |
| JP Morgan | 83% | 5/6 | 15.2% | top tier |
| Oppenheimer | 80% | 4/5 | 11% | top tier |
| Cantor Fitzgerald | 80% | 8/10 | 11.6% | top tier |
| Benchmark | 75% | 6/8 | 6.1% | top tier |
| Piper Sandler | 75% | 3/4 | 3.7% | top tier |
| Barclays | 75% | 6/8 | 6.8% | top tier |
| Wedbush | 73% | 8/11 | 8% | top tier |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $4.49 | $4.27 — $4.69 | $9.5B | ↑10 ↓0 |
| +1q | $2.31 | $2.11 — $2.51 | $6.8B | ↑9 ↓0 |
| 0y | $10.45 | $10.15 — $10.80 | $29.3B | ↑12 ↓0 |
| +1y | $12.38 | $11.42 — $13.25 | $32.0B | ↑16 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Institutional
Corient Private Wealth LP — doubled (2186%)
Institutional
Amundi — doubled (2833%)
Institutional
Giverny Capital Inc. — doubled (2375.1%)
Short Interest
Short: 732,917 | Exempt: 1,347 | TRF Vol: 1,147,784 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
Report based on filing metadata.
11 reports for BKNG
67% Hit rate best @ T+5▲ +6.48%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | Insider Cluster | $199.60 $162.91 | ▼ −18.38% | ▼ −18.05% | $160.90 (−19.39%) |
Sep 1, 2026 4w ago | ANALYST-UPGRADE | $195.69 $162.91 | ▼ −16.75% | ▼ −17.07% | $160.90 (−17.78%) |
Aug 18, 2026 6w ago | Insider Cluster | $208.25 $171.40 | ▼ −17.70% | ▼ −16.38% | $160.90 (−22.74%) |
Aug 13, 2026 7w ago | Insider Cluster | $213.34 $173.92 | ▼ −18.48% | ▼ −16.73% | $160.90 (−24.58%) |
Jul 30, 2026 9w ago | Insider Cluster | $193.24 $202.56 | ▲ +4.82% | ▲ +0.86% | $160.90 (−16.74%) |
Jul 24, 2026 10w ago | Institutional Cluster | $177.46 $209.62 | ▲ +18.12% | ▲ +14.50% | $160.90 (−9.33%) |
May 5, 2026 21w ago | 424B5 | $167.63 $167.21 | ▼ −0.25% | ▼ −5.20% | $160.90 (−4.01%) |
Apr 28, 2026 22w ago | 8-K | $173.98 $168.37 | ▼ −3.22% | ▼ −8.68% | $160.90 (−7.52%) |
Apr 21, 2026 23w ago | DEFA14A | $179.40 $154.54 | ▼ −13.86% | ▼ −17.02% | $160.90 (−10.31%) |
Apr 20, 2026 23w ago | Press Release | $190.86 $155.07 | ▼ −18.75% | ▼ −23.67% | $160.90 (−15.70%) |
Showing 10 of 11
US Market Status
Market Open — Closes in 6h 26m
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