Cantor Fitzgerald raises Booking Holdings stock price target to $5,770 on strong outlook

Published 23/07/2025, 13:14
Cantor Fitzgerald raises Booking Holdings stock price target to $5,770 on strong outlook

Investing.com - Cantor Fitzgerald has significantly raised its price target on Booking Holdings (NASDAQ:BKNG) to $5,770.00 from $4,440.00 while maintaining a Neutral rating on the stock. The new target comes as BKNG trades near its 52-week high of $5,839.41, having delivered an impressive 48.51% return over the past year. According to InvestingPro, the company maintains a perfect Piotroski Score of 9, indicating exceptional financial strength.

The research firm expects Booking Holdings’ gross bookings to grow approximately 12% year-over-year in the second quarter of 2025, reaching the high end of the company’s previous guidance range of 10-12%.

Cantor Fitzgerald attributes this growth to a 30-basis-point incremental foreign exchange benefit and a stable demand environment, while modeling total room night growth of 6% year-over-year, in line with consensus estimates.

For bottom-line performance, the firm projects second-quarter EBITDA of $2.2 billion, representing a 33.4% margin, also near the high end of prior guidance, with earnings per share of $50.96.

Looking ahead to the third quarter of 2025, Cantor Fitzgerald forecasts total gross bookings of $48.3 billion, representing 7% year-over-year growth excluding foreign exchange effects, with room night growth of 6% and a potential 400-basis-point foreign exchange tailwind similar to second-quarter benefits.

In other recent news, Booking Holdings has seen several notable developments. TD Cowen has raised its price target for Booking Holdings to $6,500, citing potential margin upside, while maintaining a Buy rating on the stock. Piper Sandler, on the other hand, has maintained a Neutral rating with a price target of $5,077, following discussions with the company’s executives. In terms of partnerships, Booking Holdings has extended its commercial agreement with Etraveli Group for another eight years, aiming to bolster its global flight booking capabilities in 57 countries. KAYAK for Business, a part of Booking Holdings, announced a partnership with HQ to integrate ground transportation booking into its platform, allowing business travelers to book a variety of transport services across more than 100 countries. Additionally, OpenTable, also under the Booking Holdings umbrella, launched "Concierge," an AI-powered assistant that helps diners make informed decisions by providing instant restaurant information. These recent developments highlight the company’s strategic moves in enhancing its service offerings and maintaining strong industry partnerships.

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