BKNG Earnings Predictions — 2026-08-04

Ticker	Report or Guide	KPI	Prediction	Answer	Confidence
BKNG	Report	Room nights	BEAT	pred ~324.0M vs. cons 320.4M	MEDIUM
BKNG	Report	Gross bookings	BEAT	pred ~$50.10B vs. cons $49.40B	MEDIUM
BKNG	Report	Adjusted EBITDA	BEAT	pred ~$2.600B vs. cons $2.559B	MEDIUM
BKNG	Guide	Gross bookings (Q3 2026)	BETTER	guide ~9-11% vs. cons $53.79B	MEDIUM
BKNG	Guide	Revenue (Q3 2026)	BETTER	guide ~8.5-10.5% vs. cons $9.72B	MEDIUM
BKNG	Guide	Revenue (FY 2026)	UNCHANGED	guide ~high-single-digit growth / ~$29.35B vs. cons $29.34B	MEDIUM
BKNG	Guide	EBITDA and margin (FY 2026)	UNCHANGED	guide ~EBITDA slightly faster than revenue; 0-25 bps margin expansion vs. cons $10.89B	MEDIUM
BKNG	Return	Day-1 residual (stock − beta × S&P 500)	-2.0%	—	LOW
BKNG	Return	5-day cumulative residual	-3.5% (FOLLOW-THROUGH)	FOLLOW-THROUGH — implied Q4 cut drives revisions	LOW