Booking Holdings received a Strong Buy upgrade due to its resilient growth, strong financials, and undervaluation caused by exaggerated fears around AI and macroeconomic issues. The company posted 13% revenue growth and 22% EPS growth in 2025, supported by buybacks and dividends yielding about 5.5%. Management expects mid-teens EPS growth in 2026 and beyond, with potential cost savings from AI integration. Analysts believe the stock's intrinsic value is significantly higher than current prices, with long-term growth prospects outweighing risks.
Flight searches from the UK to destinations along the path of the August 12, 2026 solar eclipse have surged, with increases up to 201% for Spain's Cantabrian Coast and over 100% for Reykjavik, Iceland. This eclipse is notable as the first visible tot...
Oakmark Fund highlighted its positive outlook on the airline industry, particularly Delta Air Lines, expecting improved profitability after recent fuel price shocks. The fund also initiated new positions in Booking Holdings and Equitable Holdings, bo...
