Booking Holdings (BKNG) stock dropped 0.9% on Friday, lagging the broader market rally, due to renewed investor fears that AI assistants could disrupt the online travel industry by impacting customer acquisition and marketing costs. Analysts are divided, with some like Baird maintaining an “Outperform” rating due to long-term potential, while Wedbush lowered its price target but kept an “Outperform” rating. The company is set to release its Q4 and full-year 2025 results on February 18, which will include 2026 travel demand and marketing spend projections, crucial for addressing market jitters.
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Booking Holdings (BKNG) stock price lags Wall Street rally as AI fears resurface ahead of earnings
Booking Holdings (BKNG) stock dropped 0.9% on Friday, lagging the broader market rally, due to renewed investor fears that AI assistants could disrupt the online travel industry by impacting customer acquisition and marketing costs. Analysts are divided, with some like Baird maintaining an “Outperform” rating due to long-term potential, while Wedbush lowered its price target but kept an “Outperform” rating. The company is set to release its Q4 and full-year 2025 results on February 18, which will include 2026 travel demand and marketing spend projections, crucial for addressing market jitters.