BKNG
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BKNG's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Deferred merchant bookings and other current liabilities increased by $3.8 billion and accounts receivable increased by $1.1 billion during the period, primarily due to higher business volumes.”10-Q · Aug 4, 2026 ↗
“The Company has been, is currently, and expects to continue to be, subject to legal proceedings and claims in the ordinary course of business, including claims of alleged infringement of third-party intellectual property rights.”10-Q · Aug 4, 2026 ↗
“Depreciation and Amortization Three Months Ended June 30, Increase (Decrease) Six Months Ended June 30, Increase (Decrease) (In millions) 2026 2025 2026 2025 Depreciation and amortization $ 129 $ 158 (18.3) % $ 260 $ 312 (16.8) % % of Total revenues 1.8 % 2.3…”10-Q · Aug 4, 2026 ↗
“The Company's effective tax rate for the six months ended June 30, 2026 was higher than the effective tax rate for the six months ended June 30, 2025, primarily due to lower discrete tax benefits related to stock-based compensation, higher unrecognized tax be…”10-Q · Aug 4, 2026 ↗
Valuation discipline
Price/sales 0.2× · EV/sales 0.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BKNG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for BKNG. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“During the year ended December 31, 2023, the Company sold its entire investment in Meituan for $ 1.7 billion, resulting in a loss of $ 149 million included in "Other income (expense), net" in the Consolidated Statement of Operations for the year ended Decembe…”
“The market for accommodations covers a wide range of property types including alternative accommodations and companies like Airbnb and Vrbo (owned by Expedia) compete directly with our accommodations businesses.”
Depended on by
“Competitive entrants such as “metasearch” companies, including Kayak.com (owned by Booking Holdings), trivago (in which Expedia Group owns a majority interest) as well as TripAdvisor, introduced differentiated features, pricing and content compared with the l…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BKNG is currently a Leader in the organic co-movement group Online Travel Booking. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BKNG; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.