Booking Holdings Price Target Raised to $5,440 on Strong Q4 Growth Projections
Gordon Haskett’s Robert Mollins upgraded Booking Holdings to Buy with a $5,440 price target, arguing investors overreacted to AI-driven competitive concerns. Q4 2025 revenue is forecast at $6.11 billion (11.7% growth) and EPS at $48.23 (16.1% growth), following four straight quarters of average 18.2% earnings surprises.
1. Analyst Upgrade
On February 10, Gordon Haskett analyst Robert Mollins moved Booking Holdings from Hold to Buy, assigning a $5,440 price target. He cited an overreaction to AI-driven competitive pressures and identified Booking as his highest-conviction idea based on a favorable risk-reward profile.
2. Q4 2025 Estimates
Consensus forecasts project Q4 2025 revenue of approximately $6.11 billion—a year-over-year increase of 11.73%—and earnings per share of $48.23, up 16.08% from the prior year. Estimates have edged higher over the past 30 days.
3. Consistent Outperformance
Booking Holdings has beaten consensus EPS estimates in each of the last four quarters by an average of 18.21%. The company’s durable competitive advantages, global scale and defensive characteristics support expectations for further multiple expansion.