BUZZ-Street View: Booking Holdings may be shielded from AI disruption noise

Reuters

02/19

BUZZ-Street View: <a href="https://laohu8.com/S/BKNG">Booking Holdings</a> may be shielded from AI disruption noise

** Online travel agency Booking Holdings BKNG.O beat Wall Street's Q4 profit estimates on Wednesday, supported by steady international travel demand

STILL WINS THE AI SEARCH

** RBC Capital Markets ("outperform," PT: $6,100) says strong room-night growth and a pickup in U.S. trends give AI skeptics less evidence of disruption

** Improving loyalty and direct customer relationships offer additional protection against potential AI risks - RBC

** B. Riley ("buy," PT: $6,800) says the risk of agentic AI cutting out OTAs (online travel agencies) is unwarranted given BKNG's differentiated, complex offering

** Morningstar (fair value: $5,300) says "we think agentic AI will draw the trusted data of BKNG aggregated platforms and are unlikely to offer payment and service capabilities themselves, which the firm's boutique and rentals suppliers often lack"

** Evercore ISI ("outperform," PT: $6,250) believes that BKNG will be an AI winner and will manage the shift to agentic travel as well as it handled the move to search-based travel

(Reporting by Kanishka Ajmera in Bengaluru)

((Kanishka.Ajmera@thomsonreuters.com))

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Riley</a> (\"buy,\" PT: $6,800) says the risk of agentic AI cutting out OTAs (online travel agencies) is unwarranted given BKNG's differentiated, complex offering</p><p>** Morningstar (fair value: $5,300) says \"we think agentic AI will draw the trusted data of BKNG aggregated platforms and are unlikely to offer payment and service capabilities themselves, which the firm's boutique and rentals suppliers often lack\"</p><p>** <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI (\"outperform,\" PT: $6,250) believes that BKNG will be an AI winner and will manage the shift to agentic travel as well as it handled the move to search-based travel</p><p> (Reporting by Kanishka Ajmera in Bengaluru)</p><p> ((Kanishka.Ajmera@thomsonreuters.com))</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260219:nL6N3ZF0F3:1","article_id":"2612407622","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2612407622","pubTimestamp":1771505079,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Booking Holdings may be shielded from AI disruption noise** Online travel agency Booking Holdings BKNG.O beat Wall Street's Q4 profit estimates on Wednesday, supported by steady international travel demandSTILL WINS THE AI SEARCH** RBC Capital Markets  says strong room-night growth and a pickup in U.S. trends give AI skeptics less evidence of disruption** Improving loyalty and direct customer relationships offer additional protection against potential AI risks - RBC** B. Riley  says the risk of agentic AI cutting out OTAs  is unwarranted given BKNG's differentiated, complex offering** Morningstar  says \"we think agentic AI will draw the trusted data of BKNG aggregated platforms and are unlikely to offer payment and service capabilities themselves, which the firm's boutique and rentals suppliers often lack\"** Evercore ISI  believes that BKNG will be an AI winner and will manage the shift to agentic travel as well as it handled the move to search-based travel  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4561":"索罗斯持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Riley (\"buy,\" PT: $6,800) says the risk of agentic AI cutting out OTAs (online travel agencies) is unwarranted given BKNG's differentiated, complex offering** Morningstar (fair value: $5,300) says \"we think agentic AI will draw the trusted data of BKNG aggregated platforms and are unlikely to offer payment and service capabilities themselves, which the firm's boutique and rentals suppliers often lack\"** Evercore ISI (\"outperform,\" PT: $6,250) believes that BKNG will be an AI winner and will manage the shift to agentic travel as well as it handled the move to search-based travel (Reporting by Kanishka Ajmera in Bengaluru) ((Kanishka.Ajmera@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}