New York, January 26, 2026, 16:08 EST — Trading in after-hours.
- Booking shares climbed roughly 0.5% late Monday, bouncing about $85 between their low and high.
- U.S. stocks climbed, though travel sector peers showed a mixed performance.
- Attention now turns to Wednesday’s Fed decision and Booking’s earnings report on Feb. 18.
Booking Holdings Inc common stock gained 0.5% to $5,125.96 in late Monday trading, swinging between $5,080.10 and $5,164.97 during the session. The Nasdaq-listed online travel company was roughly $27 above its previous close at that point.
The shift unfolded as U.S. stocks climbed broadly, usually boosting major consumer-focused companies in the process. The S&P 500 gained 0.6%, while the Nasdaq Composite also rose 0.6% during the session. (Reuters)
All eyes remain on the Federal Reserve’s two-day policy meeting wrapping up Wednesday, with rates widely expected to hold steady. Michael Pearce, chief U.S. economist at Oxford Economics, described the “near-term outlook” as “benign” in a recent note. Still, he warned that unexpected shocks beyond the committee’s control could alter the trajectory. (Reuters)
Travel stocks showed mixed results. Airbnb edged up roughly 0.7% near the close, Trip.com climbed around 1.6%, but Expedia slipped about 0.6%.
Booking is gearing up to release its quarterly results next. The company plans to report its fourth-quarter and full-year 2025 earnings on Feb. 18. The earnings report is expected around 4:00 p.m. ET, followed by a conference call at 4:30 p.m. ET. (Booking Holdings –)
Booking offers hotel rooms, flights, and various travel services through brands like Booking.com, Priceline, Agoda, KAYAK, and OpenTable, according to the company’s investor website. Its operations span over 220 countries and territories. (Booking Holdings)
Trading above $5,000, a mere one-percentage-point shift translates to about $50 per share. On Monday, the stock swung nearly $85 from its low to high.
Investors will zero in on travel demand trends heading into early 2026, watching closely for any clues in the company’s guidance about customer acquisition and margin protection efforts.
The setup goes both ways. A more hawkish Fed stance or a wider drop in consumer spending could hit discretionary travel hard. On top of that, fierce competition among major platforms is likely to keep pricing and marketing expenses under pressure.
BKNG faces its next immediate hurdle with Wednesday’s Fed decision, then shifts focus to its earnings report and guidance set for Feb. 18.
