New York, Feb 15, 2026, 12:38 (EST) — The session has ended.
- Booking Holdings finished Friday at $4,140.60 a share, slipping 0.44%.
- A holiday-shortened week ahead for the stock, with results expected after the close on Feb. 18.
- AI-linked traffic concerns and shifting travel demand updates are both on investors’ radar throughout the sector.
Shares of Booking Holdings Inc. slipped to $4,140.60 at the close on Friday. Investors are bracing for the online travel giant’s quarterly earnings set for Feb. 18, with a holiday-shortened week ahead. (MarketWatch)
It wasn’t much of a swing Friday, but it wrapped up a tough run. BKNG has dropped roughly 7% since Feb. 6. Shares moved between $4,071.60 and $4,192.00 during the session, with trading volume hitting around 622,000. (Investing.com)
Presidents Day will close U.S. stock and bond markets on Monday, so regular trading won’t pick up again until Tuesday. That shortens the window for investors looking to get set before Booking’s results land. (Nasdaq)
Stocks barely budged Friday. Softer U.S. inflation numbers propped up hopes for rate cuts by mid-year, but tech lagged and renewed nerves over AI disruption tamped down risk-taking ahead of the long weekend. (Reuters)
Booking plans to release its fourth-quarter and full-year 2025 results next Wednesday, Feb. 18, after the closing bell. The company’s conference call is set for 4:30 p.m. ET. (Booking Holdings –)
Not everyone’s convinced the drop is justified. Earlier this month, Gordon Haskett’s Robert Mollins bumped Booking up to a “buy,” calling it his “highest conviction idea.” He sees the slide as an overreaction from investors spooked by talk of AI-powered rivals. (TipRanks)
Signals from peers are all over the place. Airbnb is looking for first-quarter revenue to outpace Wall Street’s targets, thanks to booming demand for upscale rentals. Still, the company said it plans to plow cash back into the business, which might squeeze margins for now. (Reuters)
Expedia flagged that first-quarter margin got a lift from one-off items and spending reductions, though CFO Scott Schenkel offered a guarded outlook for the remainder of 2026, citing “ongoing macro uncertainty.” (Reuters)
The main question for Booking isn’t really about this week’s stock moves—distribution is the bigger focus. Citizens analysts, for one, have flagged that as AI changes the way travelers find and reserve trips, online travel agencies risk slipping “further down the value chain,” which could squeeze take rates in the long run. (Investing.com)
But a more immediate risk hangs over Booking: should the Feb. 18 report or outlook hint at softening demand—or show customer acquisition costs climbing as traffic channels evolve—those bidding up the stock could quickly pull back.
Up next: markets reopen Tuesday. Booking reports after the bell Wednesday, Feb. 18, with the earnings call slated for 4:30 p.m. ET. (MarketWatch)
