| BKNG |
Report |
Q2 room nights |
IN-LINE |
pred ~320M vs. cons 318M |
MEDIUM |
| BKNG |
Report |
Q2 revenue |
IN-LINE |
pred ~$7.20B vs. cons $7.17B |
MEDIUM |
| BKNG |
Report |
Q2 adjusted EBITDA |
BEAT |
pred ~$2.59B vs. cons $2.55B |
MEDIUM |
| BKNG |
Guide |
Q3 room-night growth |
LOWER |
guide ~4% vs. cons 6% (2026Q3) |
HIGH |
| BKNG |
Guide |
Q3 revenue growth |
LOWER |
guide ~8% vs. cons 10% (2026Q3) |
MEDIUM |
| BKNG |
Guide |
Adjusted EPS growth |
LOWER |
guide ~12% vs. cons 14.6% (FY2026) |
MEDIUM |
| BKNG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.2% |
— |
MEDIUM |
| BKNG |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
A modest reported-quarter beat is outweighed by out-period estimate cuts: Q3 room-night growth guide ~4% vs. 6% consensus and FY2026 adjusted EPS growth guide ~12% vs. 14.6% consensus should pull forward estimates lower after day 1. |
MEDIUM |