Booking sees weaker final quarter as prices, unrest hurt travel. Affected assets and topics. Model interpretation GPT OSS 120B (OpenRouter) · as of Nov 4, 2026 00:56 Why it matters. Booking Holdings Inc. lowered its fourth-quarter outlook, missing analyst expectations, citing higher flight prices and protests in Paris that dampened October travel demand. * article reports Booking's Q4 outlook fell short of analyst expectations * article attributes reduced demand to pricier flights * article cites protests in Paris affecting travel demand in October Expected market reaction. Bearish Confidence 81% How confidence is read Horizon: Short term Impact: High The weaker guidance may pressure Booking Holdings' (BKNG) stock as investors reassess near-term revenue prospects for the online travel agency sector; the impact is tied to reduced booking volumes from higher airfare costs and localized unrest, which could also affect related travel-service equities in the short run. Risks. * article provides no quantitative guidance on the revenue or earnings shortfall, creating uncertainty about the magnitude of impact * future changes in airline pricing or resolution of the Paris protests could mitigate the demand weakness Source reporting Bloomberg Original source. Booking Holdings Inc.'s outlook for the fourth quarter fell short of analyst expectations as pricier flights and protests in Paris affected demand in October. Original article published by Bloomberg on November 4, 2026. Analysis and insights provided by AnalystMarkets AI.

Booking stock falls after mixed earnings report. Here are the numbers to know. Booking Holdings (BKNG) stock fell late Tuesday after the online travel agency reported third-quarter earnings ahead of estimates but revenue below forecasts. Norwalk, Conn.-based Booking earned an adjusted $4.66 per share for the September-ended quarter, up 17% from a year earlier. That beat the $4.49 per share that analysts polled by FactSet were forecasting. AI, Chip Stocks Lead Nasdaq Rebound: AMD, Methanex, Hilton In Focus Alissa Coram and Ken Shreve walk through Tuesday's market action with a discussion of key stocks to watch in Stock Market Today. AI, Chip Stocks Lead Nasdaq Rebound: AMD, Methanex, Hilton In Focus See All Videos Revenue fell by 1% year over year to $8.9 billion, compared with analyst estimates of $9.55 billion. However, Booking said that an "FTC matter" led to a $900 million revenue reduction and $100 million loss during the quarter. It reported adjusted revenue of $9.8 billion excluding the $900 million reduction. The company's earnings release did not provide further details on the FTC matter. Reuters reported in October that Booking's Priceline was facing an FTC fine over how hotel advertisements appear on its platform. Booking Holdings is the parent company of Booking.com, Priceline, Kayak and OpenTable, among other brands. It is the largest global online travel agency, competing with Expedia Group (EXPE) and Airbnb (ABNB), among other firms. Gross bookings climbed 10% to $54.5 billion, compared with analyst estimates of $52.63 billion. For the current quarter, Booking Holdings expects "adjusted revenue" growth of 1% at the midpoint of its range. It is not clear if that number is comparable to previous analyst forecasts for 7% growth prior to the results. "Revenue guidance implies $6.41 billion at midpoint, 5.6% below the Street's $6.80 billion, including a 2% foreign-exchange headwind," Evercore ISI analyst Mark Mahaney wrote to clients late Tuesday. "Softer international travel and persistent Middle East disruptions underpin the outlook for the rest of the year." Booking stock down 27% in 2026. On the stock market today, Booking stock fell nearly 2% to 153.02 in late trades. Prior to earnings, Booking stock gained 1.25% during the regular session. Shares of the online travel firm have fallen 27% year to date. Investors are concerned about the impact of war in the Middle East and rising gas prices on travel demand. The emergence of AI agents such as Meta's Muse also weighs on shares of travel booking stocks. Coming into the report, Booking stock had a middling IBD Composite Rating of 47 out of 99, according to IBD Stock Checkup. The score combines five separate proprietary ratings into one rating. The best growth stocks have a Composite Rating of 90 or better. YOU MAY ALSO LIKE:

Booking profit, sales fall as global conflicts wear on travel demand. Published on 11/03/2026 at 04:49 pm EST By Katherine Hamilton Booking Holdings logged lower profit and sales in the third quarter, as global travel demand slowed down due to persistent geopolitical tensions. The online travel agency posted a profit of $2.72 billion, or $3.61 a share, compared with $2.75 billion, or $3.38 a share, a year earlier. Stripping out certain one-time items, adjusted per-share earnings were $4.66, ahead of the $4.49 anticipated by analysts, according to FactSet. Revenue fell 1% to $8.89 billion. Analysts surveyed by FactSet forecast revenue of $9.55 billion Gross bookings were $54.4 billion, ahead of the $52.63 billion analysts expected. Room nights were also ahead of estimates. Booking said it recorded a reduction in revenue of $900 million and a loss of $100 million related to a Federal Trade Commission matter. Global travel demand moderated toward the end of the third quarter, reflecting slower international travel. Domestic travel remains resilient, Booking said. In October, disruptions to travel through the Middle East, as well as the Iran war's broader impact on fuel costs and airfares, weighed on travel demand. Local unrest in certain European cities, including Paris, also contributed to headwinds. Booking expects room nights to increase 1% to 3% in the fourth quarter, with 2% to 4% gross bookings growth. Booking maintained its full-year outlook for gross bookings and adjusted earnings per share. Write to Katherine Hamilton at [email protected] (END) Dow Jones Newswires 11-03-26 1648ET (C) Dow Jones - 2026