$BKNG — BUY 📊

$BKNG — BUY 📊 Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands 🎯 Q1 FY26 | Rev $6B | EPS $1.14 vs $1.08 🟢 | Margin 23.0% 💡 The market expects FY2026 EPS of $10.45, but our estimate is $11.50+ due to aggressive buybacks (3%+ quarterly share reduction) and sustained high-single-digit revenue growth. Q1 beat and buyback pace support higher earnings. 📉 Reward/Risk: 2.7:1 🏢 Business Quality: 9/10 - Market leader with network effects, high margins (23% op margin), negative working capital, and robust FCF generation, coupled with shareholder-friendly capital allocation. 📊 Valuation: cheap - Forward P/E 15.6x, EV/EBITDA 11.4x, FCF yield ~9.5% (annualized Q1). Also in play: $EXPE $TRVG $TRIP $DESP $MMYT $GOOGL

Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands