Booking Holdings (NASDAQ: BKNG) outperformed a weak market in 2025, with its stock rising 3% despite a 5% drop in the S&P 500. The company reported strong Q1 results, with revenue up 8% year-over-year to $4.76 billion, beating the $4.59 billion estimate. Adjusted EPS jumped 22% to $24.81, far exceeding the $17.45 consensus. Gross bookings and room nights each rose 7%, and adjusted EBITDA grew 21% to $1.1 billion, driven by global diversification and growth in alternative accommodations and flight bookings. Despite the seasonally slower quarter, Booking’s international focus—accounting for almost 90% of revenue—helps insulate it from U.S. macroeconomic pressures faced by peers like Airbnb.
Despite its high valuation, Booking Holdings (BKNG) appears to be attractive at its current price of around $5,100. The stock’s strong fundamentals and limited downside risk make it an appealing investment opportunity.
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