| BKNG |
Report |
Room Nights Growth (Q2 2026) |
BEAT |
pred ~5.0% vs. cons ~3.5% |
MEDIUM |
| BKNG |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$7.40B vs. cons ~$7.30B |
MEDIUM |
| BKNG |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.58 vs. cons ~$2.46 |
MEDIUM |
| BKNG |
Guide |
Q3 2026 Revenue Growth Guide |
BETTER |
guide ~6%-8% vs. cons ~6.5% (Q3 2026) |
MEDIUM |
| BKNG |
Guide |
Q3 2026 Room Nights Growth Guide |
BETTER |
guide ~4%-6% vs. cons ~4% (Q3 2026) |
MEDIUM |
| BKNG |
Guide |
FY2026 Adjusted EPS Growth Guide |
UNCHANGED |
guide ~13%-15% vs. cons ~14.6% (FY2026) |
MEDIUM |
| BKNG |
Guide |
Middle East/Hormuz Conflict Drag Assumption |
BETTER |
guide ~1-2pt drag vs. prior guide ~3pt drag (Q3 2026) |
LOW |
| BKNG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| BKNG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Q2 likely beats a conservative, conflict-laden guide (management historically beats own ranges, per Q1's 'exceeded high end' commentary), sparking an initial pop as investors read through to Hormuz reopening. But the late-July Iraq/Jordan flare-up means management will likely keep Q3/H2 guidance only cautiously better rather than triumphantly raised, so sell-side EPS/revenue revisions for Q3-Q4 don't move up much even after the beat -- an implicit soft guide that lets the initial relief rally fade over the week as the market re-prices lingering geopolitical/Hormuz risk premium already reflected in the stock's round-trip from $201 back to $193. |
MEDIUM |