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Get what investors say about BKNG next
2 new calls on BKNG this week are not on this page yet. Follow BKNG free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what BKNG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about BKNG
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-30 | Jonathan BoyarPresident, Boyar Value Group | Bullish | The Acquirers Podcast | Booking's competitive moat in boutique/small hotel inventory is not replicable by AI agents like Muse, which… |
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Booking Holdings earns a low-to-mid-teens multiple on true core vacation-rental earnings, but growth… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Booking Holdings sold off after a non-blowout quarter — the market punished it for failing to meet the… |
| 2026-06-21 | Tobias CarlisleFounder & CIO, Acquirers Funds | Bullish | We Study Billionaires | Booking's capital-light model, specialized supplier relationships, and high switching costs make full AI… |
| 2025-10-26 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Booking Holdings converts moderate revenue growth into 13-14% EPS growth through aggressive share buybacks… |
Next report: 3 Nov 2026 after the close
Notable options days
Sessions in the last 120 where BKNG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-27 | ||||||
| 2026-09-22 | ||||||
| 2026-09-21 | ||||||
| 2026-09-17 | ||||||
| 2026-09-09 | ||||||
| 2026-09-08 | ||||||
| 2026-06-30 |
BKNG on the Wheel
BKNG did not pass our 1-month put test (V1, V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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