Piper Sandler raises Booking Holdings price target to $5,750 on Asia strength

Published 30/07/2025, 17:06
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Investing.com - Piper Sandler raised its price target on Booking Holdings (NASDAQ:BKNG) to $5,750 from $5,077 on Wednesday while maintaining a Neutral rating on the online travel agency’s stock. The company, which boasts an impressive 86.63% gross profit margin and has delivered a 51.42% return over the past year, currently trades near analyst consensus targets. InvestingPro data shows the stock has achieved a perfect Piotroski Score of 9, indicating strong financial health.

The price target adjustment follows Booking’s second-quarter 2025 results, which exceeded the company’s guidance but aligned with heightened market expectations following improved macroeconomic conditions since the first quarter of 2025.

According to Piper Sandler, stronger performance in Asia has helped counterbalance weakness from U.S. consumers, with room nights remaining in the low single digits and average daily rates under pressure globally.

The firm noted that Chief Financial Officer Steenbergen expressed confidence in his new role, while the company’s full-year 2025 estimates have been revised upward, partly due to a more favorable foreign exchange environment.

Despite the price target increase, Piper Sandler maintained its cautious stance on the online travel agency sector as a whole, though it considers Booking Holdings its preferred company within the space.

In other recent news, Booking Holdings has reported strong second-quarter financial results, leading to a series of adjustments in stock price targets by various analyst firms. Benchmark has raised its price target for Booking Holdings to $6,200, citing robust growth and an impressive earnings report for the second quarter. Despite a softer outlook for third-quarter room nights, the company has increased its full-year guidance across all metrics. Similarly, BMO Capital has increased its price target to $6,000, attributing the decision to strong demand in Asia and Europe, along with favorable foreign exchange conditions. TD Cowen has also raised its target to $6,850, emphasizing margin upside and a clearer trend picture, even though there was a slight decline in average daily rates. On the other hand, Cantor Fitzgerald has lowered its price target to $5,660, maintaining a Neutral rating, but acknowledging that Booking Holdings exceeded expectations in several key financial metrics. JMP Securities reiterated its Market Outperform rating with a target of $6,500, highlighting that the company’s bookings and EBITDA were above analyst estimates. These developments reflect the positive reception of Booking Holdings’ financial performance despite some mixed signals in specific areas.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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