Booking Holdings completed a 25-for-1 stock split to make shares more accessible to retail investors without changing the company's value. The company leads the $3 trillion global travel market and posted strong Q4 results with 16% revenue growth and 17.4% adjusted EPS growth, beating expectations. Shares trade at a forward PE of 15.8, below the 10-year average, with an estimated 27% upside to fair value. Risks include margin pressure from Google's AI and macroeconomic challenges, but Booking Holdings' asset-light model, dividend growth, and buybacks support long-term returns.
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...
