Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, and internationally. The company operates Booking.com, which offers online accommodation reservations; and Priceline, which provides online travel reservation services, as well as consumers hotel, flight, activity, rental car reservation, vacation packages, cruises, and hotel distribution services. It also operates Agoda that offers online accommodation reservation, flight, ground transportation, and activities reservation services. In addition, the company operates KAYAK, an online meta-search service that allows consumers to search and compare travel itineraries and prices; OpenTable for booking online restaurant reservations, as well as reservation management services to restaurants; and Rentalcars.com. Further, it offers travel-related insurance products and restaurant management services to consumers, travel service providers, and restaurants; and advertising services. The company was formerly known as The Priceline Group Inc. and changed its name to Booking Holdings Inc. in February 2018. Booking Holdings Inc. was founded in 1997 and is headquartered in Norwalk, Connecticut.

Booking Holdings выглядит как компания с очень сильной операционной рентабельностью, но с неоднозначным балансом и странно искажёнными отдельными коэффициентами. По мультипликаторам акция выглядит дешёвой относительно отрасли: P/E, P/S и P/FCF заметно ниже медианы, что обычно поддерживает оценку, если прибыль и денежный поток устойчивы. При этом динамика P/E и P/FCF по годам крайне волатильна, а P/B и вовсе выглядит аномально, что снижает уверенность в прямом сравнении и требует консервативного подхода. Маржа прибыли и операционная маржа очень высокие и стабильные, а gross margin на уровне 100% указывает на сильную модель с минимальной себестоимостью в отчётной логике. ROA и ROI существенно выше отрасли и держатся на высоких уровнях, что подтверждает хорошую эффективность использования активов и капитала. С другой стороны, ROE и return on tangible equity равны нулю, а собственный капитал отрицательный, поэтому классическая акционерная доходность здесь не работает и баланс остаётся слабым местом. Ликвидность умеренная: current ratio лишь немного выше 1, а quick ratio равен нулю, что означает ограниченный запас мгновенной ликвидности. Долговая нагрузка по debt/equity формально низкая, но абсолютный долг остаётся значительным, а отрицательный equity делает структуру капитала менее комфортной для инвестора. Выручка и чистая прибыль в абсолюте большие, но по ряду периодов видна неровная динамика, поэтому устойчивость роста нельзя назвать безупречной. Дивидендная доходность низкая и не является ключевым драйвером инвестиционного кейса. В целом фундаментал поддерживает умеренно позитивный взгляд на оценку, но слабый баланс, неоднозначные показатели капитала и высокая зависимость от качества денежного потока не позволяют агрессивно повышать целевую цену. Для инвестора это скорее история качественной операционной модели с дисконтом по мультипликаторам, чем повод ожидать сильной переоценки в кратком горизонте.

Booking Holdings Inc. Common Stock

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Слабый индекс, значительно вырос. Рынок не поддерживает быков.

Weak index, significantly up. The market does not support the bulls.

Сильный индекс, без изменений. Рынок на стороне медведей.

Strong index, flat. The market is on the bears' side.

Средний индекс, значительно вырос. Увеличился приток средств в лонги.

Medium index, significantly up. The inflow of funds into longs has increased.

Сильная операционная рентабельность и дешёвые мультипликаторы поддерживают оценку BKNG, но слабый баланс и отрицательный капитал требуют осторожности.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Russell 1000 Growth ETF (Symbol: VONG) where we have detected an approximate $577.9 million dollar inflow -- that's a 1.3% increase week over week in outstanding units (from 345,306,844 to 349,731,844). Among the largest underlying components of VONG, in trading today Booking Holdings Inc (Symbol: BKNG) is up about 0.4%, Trane Technologies plc (Symbol: TT) is off about 0.8%, and Blackstone Inc (Symbol: BX) is lower by about 2.7%. For a complete list of holdings, visit the VONG Holdings page » The chart below shows the one year price performance of VONG, versus its 200 day moving average:
Looking at the chart above, VONG's low point in its 52 week range is $103.385 per share, with $132.94 as the 52 week high point — that compares with a last trade of $128.78. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further VONG Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

VONG, BKNG, TT, BX: ETF Inflow Alert

Key Points
Stock-split euphoria has helped lift the broader market to new heights.
Most investors gravitate to companies announcing forward splits, as these businesses are typically firing on all cylinders.
Wall Street's newest forward split is an artificial intelligence (AI)-driven cybersecurity leader whose shares are historically pricey.
Although artificial intelligence (AI) has been Wall Street's hottest trend for years, it's not the only catalyst responsible for lifting the broader market. Stock-split euphoria has also been pivotal in sending the stock market to new heights.
Several high-profile companies have completed or announced forward stock splits in 2026, including online travel site Booking Holdings, which effected a 25-for-1 split, and online used-car retailer Carvana, which enacted a 5-for-1 split. But it's the newest stock-split stock that may draw the most attention of the bunch: AI-driven cybersecurity company CrowdStrike Holdings (NASDAQ: CRWD).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Not all stock splits are the same
A stock split allows a publicly traded company to superficially alter its share price and outstanding share count. These adjustments are superficial in the sense that they don't affect a company's market cap or its underlying operating performance.
Stock splits come in two varieties, forward and reverse, and are viewed quite differently by investors. Reverse splits, which increase a company's share price, are often implemented by struggling companies that are attempting to avoid delisting from a major stock exchange. Though Booking Holdings shone brightly after a reverse split in June 2003, it's a rare exception to the rule.
Comparatively, investors flock to companies announcing forward stock splits. If a company has to announce a forward split to make its shares more nominally affordable for retail investors, there's a good likelihood that its operations are firing on all cylinders.
With most brokers allowing customers to buy fractional shares, there isn't as much urgency to conduct forward splits as there was 10 years ago. Nevertheless, CrowdStrike shares hovering around $750 -- a gain of nearly 1,200% since its initial public offering (IPO) in June 2019 -- provided the impetus for the company's board to declare a 4-for-1 split. This split will officially go into effect after the close of trading on July 1.
CrowdStrike fits the mold of a stock-split stock (but is also historically pricey)
In several respects, CrowdStrike fits the mold of a company that's firing on all cylinders.
From a macro standpoint, cybersecurity solutions have evolved into something that's no longer optional. The company's AI-driven Falcon platform is quicker and nimbler than on-premises security solutions at detecting and responding to potential threats. No matter how well or poorly the U.S. economy is performing, hackers don't take a vacation, which is great news for CrowdStrike.
This is also a relatively asset-light operating model. Subscription software-as-a-service leads to high retention rates and an adjusted subscription gross margin that typically hovers in the low-80% range.
Staggering growth.
CrowdStrike has now grown revenue at more than a 50% CAGR over the last decade.$CRWD pic.twitter.com/4I1UcFqzUA
-- Fiscal.ai (@fiscal_ai) June 4, 2026
Furthermore, CrowdStrike has mastered the high-margin add-on sale. Even though its cybersecurity solutions aren't the cheapest, more than 50% of its customers have purchased at least six different cloud modules, with a quarter of its customers deploying eight or more. These add-on sales have fueled CrowdStrike's double-digit sales growth.
Yet in spite of these well-defined competitive advantages, the short-term outlook for CrowdStrike is probably dicey at best. History shows that no company at the forefront of a game-changing trend (e.g., AI) has ever been able to sustain a price-to-sales (P/S) ratio above 30. CrowdStrike's P/S ratio before its fiscal first-quarter earnings release was nearly 40!
While Wall Street's next blockbuster stock split is bound to garner attention, investors would be wise to keep their expectations in check.
Should you buy stock in CrowdStrike right now?
Before you buy stock in CrowdStrike, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CrowdStrike wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,632!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,316,532!*
Now, it’s worth noting Stock Advisor’s total average return is 959% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 5, 2026.
Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Booking Holdings and CrowdStrike. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wall Street's Next Blockbuster Stock Split Was Just Announced -- and This AI Titan Has Soared Nearly 1,200% Since Its IPO

Looking at the universe of stocks we cover at Dividend Channel, on 6/5/26, Booking Holdings Inc (Symbol: BKNG) will trade ex-dividend, for its quarterly dividend of $0.42, payable on 6/30/26. As a percentage of BKNG's recent stock price of $168.64, this dividend works out to approximately 0.25%.
In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from BKNG is likely to continue, and whether the current estimated yield of 1.00% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of BKNG shares, versus its 200 day moving average:
Looking at the chart above, BKNG's low point in its 52 week range is $150.14 per share, with $233.5765 as the 52 week high point — that compares with a last trade of $168.78.
According to the ETF Finder at ETF Channel, BKNG makes up 4.49% of the Pacer US Cash Cows Growth ETF (Symbol: BUL) which is trading relatively unchanged on the day Thursday. (see other ETFs holding BKNG).
In Thursday trading, Booking Holdings Inc shares are currently up about 2.3% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
Further BKNG Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Reminder - Booking Holdings (BKNG) Goes Ex-Dividend Soon

Key Points
In addition to the rise of artificial intelligence, excitement surrounding stock splits has fueled investor euphoria on Wall Street.
Not all stock splits are created equally: forward splits typically outperform the S&P 500 following their announcement, while reverse splits often struggle.
One of America's oldest public companies is aiming to pump up its share price, likely to garner investors' attention.
Although the rise of artificial intelligence has hogged most of the glory, it's not the only trend that's been piquing investors' interests in recent years. Euphoria concerning stock splits in brand-name businesses is another big-time catalyst for equities on Wall Street.
While a handful of prominent stock splits have already taken shape this year, including forward splits for online travel site Booking Holdings and e-commerce-based used-vehicle retailer Carvana, it's the recently announced reverse split from 224-year-old specialty chemicals company DuPont (NYSE: DD) that's a true eye-opener and head-scratcher.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Not all stock splits are created equally
A stock split is an event that allows a company (even a private one) to cosmetically adjust its share price and outstanding share count by the same factor. These changes are cosmetic in the sense that they don't alter a company's market cap or operating performance.
Most investors gravitate to companies announcing and completing forward splits. This is the type of split that makes shares more nominally affordable for retail investors who can't buy fractional shares through their broker. Typically, if a company's share price is high enough to become burdensome for everyday investors, its management team must be doing something right.
Additionally, Bank of America Global Research found that, since 1980, companies conducting forward stock splits have more than doubled the returns of the benchmark S&P 500 in the 12 months following their split announcement.
Comparatively, reverse stock splits often have a poor track record. Companies completing reverse splits typically have struggling/failing operating models and are attempting to avoid delisting from a major stock exchange.
DuPont doesn't fit the mold of a typical reverse split
Last week, on May 26, DuPont's board announced a 1-for-3 reverse stock split that's set to go into effect after the close of trading on June 23. Based on its closing price on May 29, DuPont's reverse split will triple its share price from $48.42 to $145.26 and slash its outstanding shares from around 405 million to approximately 135 million.
DuPont isn't struggling from an operating standpoint. Its latest quarter featured 2% organic sales growth, $232 million in cash provided by its continuous operations, and the announcement of a $275 million share repurchase program. And with a $48.42 share price, it's in absolutely no danger of being delisted from the New York Stock Exchange.
So, why is DuPont completing a reverse split? Although the company's press release didn't offer an answer, investor psychology is likely the driving force.
With a majority of brokers enabling customers to buy fractional shares, more public companies are trading over $100 per share than ever before. This includes specialty chemicals titan Air Products and Chemicals, which is at nearly $279 per share, as of this writing. Lifting DuPont's share price well above $100 will nominally align its shares with many of its peers.
A reverse split also allows DuPont to dazzle Wall Street and investors with a nominally beefier per-share profit. Even though a reverse split doesn't affect a company's underlying operating performance, an adjusted full-year profit of $7.02 to $7.16 per share sounds more enticing than $2.35 to $2.40 per share.
DuPont doesn't fit the mold of a typical reverse split, but it's bound to garner attention.
Should you buy stock in DuPont de Nemours right now?
Before you buy stock in DuPont de Nemours, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and DuPont de Nemours wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $463,900!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,294,401!*
Now, it’s worth noting Stock Advisor’s total average return is 978% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 2, 2026.
Bank of America is an advertising partner of Motley Fool Money. Sean Williams has positions in Bank of America. The Motley Fool has positions in and recommends Booking Holdings. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A 224-Year-Old Wall Street Stalwart Just Announced a Reverse Stock Split -- and It's Truly a Head-Scratcher

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street Consumer Discretionary Select Sector SPDR ETF (Symbol: XLY) where we have detected an approximate $376.8 million dollar outflow -- that's a 1.6% decrease week over week (from 194,356,504 to 191,256,504). Among the largest underlying components of XLY, in trading today Booking Holdings Inc (Symbol: BKNG) is up about 0.2%, Lowe's Companies Inc (Symbol: LOW) is up about 0.7%, and Starbucks Corp. (Symbol: SBUX) is lower by about 0.6%. For a complete list of holdings, visit the XLY Holdings page » The chart below shows the one year price performance of XLY, versus its 200 day moving average:
Looking at the chart above, XLY's low point in its 52 week range is $103.855 per share, with $125.01 as the 52 week high point — that compares with a last trade of $121.49. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further XLY Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

XLY, BKNG, LOW, SBUX: ETF Outflow Alert

Tuesday, May 26, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including RTX Corp. (RTX), Wells Fargo & Co. (WFC) and Amgen Inc. (AMGN), as well as two micro-cap stocks Daily Journal Corp. (DJCO) and Tandy Leather Factory, Inc. (TLF). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets to Open at Record Highs: Retail Earnings, Case-Shiller Report
Today's Featured Research Reports
RTX’s shares have outperformed the Zacks Aerospace - Defense industry over the past year (+33.7% vs. +3.5%). The company continues to receive ample orders for its wide range of combat-proven defense products from the Pentagon and its foreign allies. Steadily improving global commercial air traffic boosts the company's sales.
Strong volumes and a favorable mix across large commercial engines and Pratt Canada operations are expected to support the company’s growth momentum in the commercial aerospace market. This resulted in RTX registering a backlog of $271 billion as of March 31, 2026.
Yet, the uncertainties created by the recent imposition of U.S. government-issued import tariffs pose a risk for RTX. Supply-chain challenges continue to affect the aerospace sector, which may adversely impact RTX.
(You can read the full research report on RTX here >>>)
Shares of Wells Fargo have gained +6.4% over the past year against the Zacks Financial - Investment Bank industry’s gain of +26.3%. The company’s net interest income (NII) recovery may remain slow, despite the expected Fed rate cut in 2026, which is pressuring revenue growth. Mortgage banking income remains weak amid ongoing volatility in mortgage rates. The lower return on equity indicates less efficiency in using its shareholders' funds.
However, the company’s earnings surpassed estimates in three of the trailing four quarters. The removal of the asset cap and termination of 2018 enforcement action allow growth in deposits, loans, and fee-based business.
Wells Fargo also gains room to scale fee-based businesses while enhancing its revenue mix. A strong capital and liquidity base supports shareholder returns. In addition, the talent and technology investments and branch optimization are expected to support long-term growth.
(You can read the full research report on Wells Fargo here >>>)
Amgen’s shares have outperformed the Zacks Medical - Biomedical and Genetics industry over the past year (+24.8% vs. +22.3%). The company beat first-quarter estimates for both earnings and sales. Key medicines like Evenity, Repatha and Uplizna, as well as newer medicines like Imdelltra, Tavneos and Tezspire, are driving sales, more than offsetting declining revenues from oncology biosimilars and mature products like Enbrel.
New biosimilar launches are also contributing to top-line growth. Furthermore, Amgen has several key pipeline assets, with a primary focus on the obesity candidate, MariTide.
However, price declines and increased competition are hurting sales of some products. Sales of best-selling drugs, Prolia and Xgeva, will decline sharply in 2026 due to biosimilar launches. Recent pipeline setbacks and the upcoming LOE cliff are concerns.
(You can read the full research report on Amgen here >>>)
Shares of Daily Journal have gained +12.2% over the past year against the Zacks Publishing - Newspapers industry’s gain of +24.9%. This microcap company with a market capitalization of $652.05 million is increasingly evolving into a higher-quality software-driven business, with Journal Technologies contributing approximately 79% of total revenue during the first half of FY26.
Daily Journal’s expanding presence across 37 states and several international markets reflects growing adoption of its government-focused software solutions and provides a more diversified operating base. A significant portion of revenues is recurring or usage-based, enhancing visibility. Daily Journal also maintains a highly liquid and asset-rich balance sheet, with positive operating cash flow and reduced margin debt.
However, legacy publishing operations continue to face structural margin pressure from rising costs and weak growth. Elevated governance, remediation, and legal expenses are limiting operating leverage. Shares trade at discounts to peers across EV/Sales and P/B metrics.
(You can read the full research report on Daily Journal here >>>)
Tandy Leather Factory’s shares have outperformed the Zacks Retail - Apparel and Shoes industry over the past year (+4.7% vs. +1.2%). This microcap company with a market capitalization of $19.22 million has seen its Q1 2026 sales rise 3.2% to $19.7 million and gross margin expanded 470 bps to 61% due to pricing optimization, favorable product mix and stronger community/class engagement.
Operating income increased 39%, reflecting better leverage despite higher labor and occupancy costs. The balance sheet remains strong with $10.1 million cash, no debt outstanding and positive operating cash flow, supporting strategic flexibility and shareholder returns, including a recent special dividend and remaining $5 million buyback authorization.
However, profitability is still thin, leaving a limited cushion against tariff-related sourcing inflation, rising lease obligations and escalating operating expenses that are growing faster than revenue. The business also remains highly dependent on U.S. discretionary spending and vulnerable to consumer demand softness. Shares trade at 0.41X book value.
(You can read the full research report on Tandy Leather Factory here >>>)
Other noteworthy reports we are featuring today include Booking Holdings Inc. (BKNG), Comcast Corp. (CMCSA) and Comfort Systems USA, Inc. (FIX).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Strong Balance Sheet Aids Wells Fargo (WFC) Amid Weak Mortgage Income
Featured Reports
Booking Holdings' Global Reach Supports Growth Amid Travel Headwinds
Per the Zacks analyst, Booking Holdings benefits from its global travel platform, Connected Trip strategy and strong cash flows. However, travel demand swings and competition remain risks.
Comcast's Broadband Strength Supports Growth Amid Margin Pressures
Per the Zacks analyst, Comcast benefits from broadband network upgrades, wireless growth and NBCU sports content. However, cord-cutting, fiber competition and margin pressure remain concerns.
Viking (VIK) Benefits From Fleet Expansion Efforts Amid High Debt
The Zacks Analyst is impressed with the fact that Viking focuses on fleet expansion to drive growth. However, escalated debt load and high costs represent major concerns for the bottom line.
Revvity's (RVTY) Growth Outlook Faces Chinese Pressure and Margin Risk
As per the Zacks analyst, Revvity's growth outlook is supported by diagnostics and software momentum, but Chinese pressure and margin risks may weigh on near-term performance.
Centrus Energy (LEU) Expands Enrichment Capacity Amid Cost Pressures
Per the Zacks analyst Centrus Energy will gain from efforts to scale up uranium enrichment capacity, backlog and federal funding opportunities. However higher spending may impact near-term results.
10x Genomics' (TXG) Innovation Strength Aids Growth Amid Funding Woes
Per the Zacks Analyst, 10x Genomics benefits from strong platform innovation and growing single-cell and spatial biology markets, though funding uncertainty and weak instrument demand weigh.
Strength in Midstream Sector to Benefit DNOW, High Cost Ails
Per the Zacks analyst, DNOW is poised to gain from customer investments in natural gas infrastructure tied to LNG export activity within the Midstream sector. However, high costs remain a woe for it.
New Upgrades
Robust Public Infrastructure Demand Aids Comfort Systems (FIX)
Per the Zacks analyst, Comfort Systems is gaining from strong technology infrastructure demand, particularly for data centers, alongside strong execution capabilities and modular expansion efforts.
Silicon Motion (SIMO) Rides on Strength in AI Infrastructure Market
Per the Zacks analyst, growing demand for Silicon Motion's MonTitan controllers and boot drive solutions in the enterprise and AI infrastructure markets will likely drive the top line.
PVH Corp.'s (PVH) Brand Strength & Execution Supports Growth Momentum
Per the Zacks analyst, PVH Corp.'s strong brand momentum, disciplined execution and growing consumer engagement are poised to support long-term growth prospects.
New Downgrades
California Resources (CRC) Battles Cost Pressures
The Zacks analyst believes that California Resources faces risks from volatile oil prices, high operating costs and regulatory delays, which could pressure margins and cash flow.
V.F. Corp's (VFC) Vans Brand Struggles, Reinvent Program on Track
Per the Zacks analyst, V.F. Corp. witnesses softness across Vans, marked by weak sales and fading relevance in key markets. However, it is progressing well on its Reinvent transformation program.
Prudential (PRU) Hurt by Forex Fluctuations, Geopolitical Instability
Per the Zacks analyst, Prudential is exposed to foreign currency exchange risk that adversely affects profitability. Geopolitical tensions restrict commercial activity, impacting business interests.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Wells Fargo & Company (WFC) : Free Stock Analysis Report
Comcast Corporation (CMCSA) : Free Stock Analysis Report
Amgen Inc. (AMGN) : Free Stock Analysis Report
Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report
Tandy Leather Factory, Inc. (TLF): Free Stock Analysis Report
Daily Journal Corp. (S.C.) (DJCO): Free Stock Analysis Report
RTX Corporation (RTX) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Stock Reports for RTX, Wells Fargo & Amgen

Key Points
Booking operates at a notably larger scale, consistently generating substantially higher total revenue than Airbnb across all recent reporting periods.
Both companies experience distinct seasonal cycles, repeatedly posting quarter-over-quarter revenue declines in the first quarter followed by steep increases in the third quarter.
Investors should watch whether the overall revenue gap between the two companies continues to expand or begins to stabilize over upcoming quarters.
Booking Holdings: Managing Seasonal Revenue Cycles
Booking (NASDAQ:BKNG) provides travel and restaurant online reservation services globally, offering consumers options for flights, rental cars, and hotel distribution.
It recently executed a stock split, and for the quarter ended March 31, 2026, it reported approximately 20% net income margin.
Airbnb: Expanding Global Accommodation Options
Airbnb (NASDAQ:ABNB) operates a global online marketplace that connects hosts offering private rooms or vacation homes with guests seeking accommodations.
It established a rewards partnership with Delta Air Lines, while for the quarter ended March 31, 2026, it reported approximately 6% net income margin.
Why Revenue Matters for Retail Investors
Revenue represents the total sales a business generates before any operating expenses are subtracted. Understanding this top-line figure helps investors evaluate the fundamental demand for a business's core offerings.
Image source: The Motley Fool.
Quarterly Revenue for Booking and Airbnb
Quarter (Period End)
Booking Revenue
Airbnb Revenue
Q2 2024 (June 2024)
$5.9 billion
$2.7 billion
Q3 2024 (Sept. 2024)
$8.0 billion
$3.7 billion
Q4 2024 (Dec. 2024)
$5.5 billion
$2.5 billion
Q1 2025 (March 2025)
$4.8 billion
$2.3 billion
Q2 2025 (June 2025)
$6.8 billion
$3.1 billion
Q3 2025 (Sept. 2025)
$9.0 billion
$4.1 billion
Q4 2025 (Dec. 2025)
$6.3 billion
$2.8 billion
Q1 2026 (March 2026)
$5.5 billion
$2.7 billion
Data source: Company filings.
Foolish Take
Examining the revenue trends for Booking and Airbnb reveal key insights. Clearly, the third quarter provides a significant sales bump to both as a result of the summer travel season. Moreover, each company is enjoying year-over-year sales growth, indicating they are experiencing business expansion.
Although Booking’s revenue towers over its rival, Airbnb’s rate of revenue growth is faster. In Q1, Airbnb’s $2.7 billion in sales represented an 18% year-over-year increase while Booking’s $5.5 billion equated to 16% growth.
This suggests Airbnb’s efforts to expand beyond its marketplace for owner-operated travel lodgings are working. The company has added hotels to its offerings, and partnered with other businesses to provide services such as grocery delivery as part of a customer’s vacation stay.
Meanwhile, Booking’s stock has been hammered, dropping to a 52-week low of $150.14 on May 20, due to the U.S. conflict with Iran, which the company cited as a headwind to its business in the region. Consequently, Booking forecasted Q2 revenue to rise between 4% and 6% year over year, a far cry from its 16% Q1 growth.
Should you buy stock in Booking Holdings right now?
Before you buy stock in Booking Holdings, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Booking Holdings wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 25, 2026.
Robert Izquierdo has positions in Airbnb. The Motley Fool has positions in and recommends Airbnb and Booking Holdings. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Booking Holdings vs. Airbnb: What Their Revenue Trends Tell Investors

Key Points
Netflix and Booking Holdings have conducted stock splits over the past year.
Both stocks have declined 25% due to company-specific issues.
There remain good reasons to be optimistic about their prospects.
Netflix (NASDAQ: NFLX) and Booking Holdings (NASDAQ: BKNG) are two of the most prominent corporations on Wall Street that conducted stock splits over the past year. This hasn't helped either company beat the market. Both have significantly lagged broader equities over this period. However, Netflix and Booking Holdings have qualities that may allow them to turn things around and deliver competitive returns over the next decade, making them attractive buys on the dip. Here's the rundown.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Netflix
A lot has happened with Netflix over the past year. The company tried -- and failed -- to acquire Warner Bros., an attempt that some investors, analysts, and lawmakers opposed. It also raised its prices once again, which wasn't well received. Elsewhere, Netflix's co-founder, former CEO, and executive chairman, Reed Hastings, announced that he will not seek reelection to the board of directors, marking the first time since Netflix's founding that he will not have a role within the company.
Before all that, though, Netflix conducted a 10-for-1 stock split, which took effect on Nov. 17. The stock is currently trading at around $88 per share, down 25% over the past 12 months. Netflix's most recent financial results have a lot to do with that. When announcing its first-quarter update on April 16, the company's guidance came in below expectations, sending the stock price sharply lower.
Can Netflix bounce back? I believe so. The company still has a massive addressable market in the streaming industry, which commands less than 50% of television viewing time in the U.S., according to Nielsen. Netflix's basic blueprint hasn't changed, but the company has evolved. It is increasingly entering corners of the streaming market, such as live sports and long-form video podcasts, that it doesn't yet dominate. Netflix's strong brand name could help it capture significant market share here and boost engagement on its platform.
The company also continues to scale its advertising business, which could turn into an attractive long-term growth driver. Lastly, Netflix should continue creating winning content to strengthen the network effect of its platform, driving growing subscriptions, revenue, and earnings, along with a strong stock performance. At below $90 per share, Netflix looks like an attractive long-term bet.
2. Booking Holdings
Booking Holdings performed a 25-for-1 stock split. Shares began trading on a split-adjusted basis on April 6. The move was a bit surprising, given that Booking Holdings CEO Glenn Fogel had previously said he "did not want" the kind of investor who was turned off by the high share price. Nevertheless, given that shares were trading above $4,000 each, the split was well received by many investors.
The company is facing some challenges, though. Notably, some people are increasingly worried that artificial intelligence (AI) will disrupt Booking Holdings' services. Moreover, recent financial results, although not terrible, haven't been as strong as the market wanted. Still, there are reasons why Booking Holdings may perform well over the next decade. First, the company sees significant growth opportunities worldwide, particularly in Asia, which it considers the world's fastest-growing travel market.
Second, Booking Holdings benefits from a strong moat from network effects. The company's ecosystem includes several websites that partner with hotels, airlines, car rental services, activities, etc. The more travelers use its platform, the more attractive it becomes to companies offering a range of travel services and accommodations, and vice versa. Booking Holdings is one of the leaders in its niche, and its moat makes it likely to remain so.
Third, Booking Holdings is increasingly looking to improve its services through AI. The company has launched various AI tools across its websites that make it easier for its customers to find what they want, for instance. Booking Holdings' shares are down 25% over the past year, but given its attempts to improve its business, its strong competitive edge, and the vast addressable market ahead, the stock could still deliver solid returns over the next decade.
Should you buy stock in Netflix right now?
Before you buy stock in Netflix, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Netflix wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $475,063!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,369,991!*
Now, it’s worth noting Stock Advisor’s total average return is 996% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 21, 2026.
Prosper Junior Bakiny has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Booking Holdings, Netflix, and Warner Bros. Discovery. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Brilliant Stock Split Stocks to Buy on the Dip and Hold for 10 Years

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street Consumer Discretionary Select Sector SPDR ETF (Symbol: XLY) where we have detected an approximate $460.1 million dollar inflow -- that's a 2.1% increase week over week in outstanding units (from 190,356,504 to 194,356,504). Among the largest underlying components of XLY, in trading today Booking Holdings Inc (Symbol: BKNG) is down about 0.8%, Lowe's Companies Inc (Symbol: LOW) is off about 1.7%, and Starbucks Corp. (Symbol: SBUX) is higher by about 0.6%. For a complete list of holdings, visit the XLY Holdings page » The chart below shows the one year price performance of XLY, versus its 200 day moving average:
Looking at the chart above, XLY's low point in its 52 week range is $103.855 per share, with $125.01 as the 52 week high point — that compares with a last trade of $115.95. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Free Report: Top 8%+ Dividends (paid monthly)
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Holdings Channel Articles
NVTR Insider Buying
Large Caps By Top Market Capitalization
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable ETF Inflow Detected - XLY, BKNG, LOW, SBUX

Key Points
Nvidia, Netflix, and Booking Holdings are all industry leaders that have made for excellent long-term investments.
These companies are in excellent positions to continue growing in the years ahead.
A buy-and-hold strategy can generate life-changing returns for investors, and the stocks listed below are prime examples of that. While there can be risks with investing in companies in their early stages, there can also be considerable gains to be made, which is why it can be enticing to do so, particularly if you have many investing years left and can take on some uncertainty.
Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX), and Booking Holdings (NASDAQ: BKNG) have been tremendous investments over the past 20 years. If you invested $5,000 into each one of these stocks in May 2006, your portfolio would be worth roughly $4 million right now. Here's a look at how much these investments have grown over the past 20 years, and why they can still be good growth stocks to buy and hold.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Nvidia: up 44,000%
A $5,000 investment 20 years ago in leading chipmaker Nvidia would today be worth roughly $2.2 million. While Nvidia has been a big name in tech for years, things really took off within the past few years, with the emergence of ChatGPT and the soaring demand that artificial intelligence (AI) investments created for its cutting-edge chips.
It's been an incredible transformation for Nvidia, which went from generating $27 billion in revenue for its 2023 fiscal year (which ends in January) to just under $216 billion three years later. It wasn't a predictable path, especially the speed at which it took place.
Today, Nvidia is the most valuable company in the world, with a market cap of around $5.5 trillion. Given its strong position in AI and the ongoing need for its chips, the stock may still possess some more gains in the future, but it may be a good idea to temper your expectations because with such a rich valuation and it trading at 46 times earnings, its upside, particularly in the near term, may be limited.
Netflix: up 20,000%
Streaming giant Netflix has been another tremendously successful growth stock over the past 20 years. It transformed how people watch TV and movies and has proven that streaming can be a profitable business to be in. While other companies struggle, Netflix has been thriving, even as it has developed its own content.
A $5,000 investment in the stock 20 years ago would now be worth just over $1 million. The business has evolved from mailing out DVDs to now allowing people to stream movies, TV shows, and even live content, including sports. And what's particularly impressive is that Netflix has been able to accomplish all this while generating terrific margins. Last year, it generated $45 billion in sales, and its earnings totaled $11 billion, which equates to a profit margin of 24%.
Today, the stock trades at 28 times earnings and continues to be a solid growth stock to own. Netflix is a company that remains in pursuit of more growth opportunities, which is why it may be a compelling investment to buy and hold. Like Nvidia, its gains from here on out may be much more limited, but it can still be a solid blue chip stock to hold for the long haul.
Booking Holdings: up 16,000%
Although it's in the third spot on this list, Booking Holdings stock is no slouch when it comes to growth. Its 16,000% returns over the past 20 years mean that a $5,000 investment over that stretch would have turned into around $790,000 today. Combined, that means the total value of the investments in all the stocks on this list today would be worth almost exactly $4 million (assuming someone invested $5,000 into each one of them).
Booking Holdings is a top name in travel as it operates all over the world, helping people book trips through one of its many sites, including booking.com, priceline.com, and kayak.com. As the travel industry has taken off, Booking Holdings has been one of the biggest winners, with its sites providing travelers with easy and flexible ways to make travel plans. Last year, the company generated $5.4 billion in profit on revenue totaling $26.9 billion.
This year, the travel stock is down 28% as high oil prices have the market concerned about future travel demand. And while that may be a worry in the short term, it's likely to be a temporary issue. Buying Booking Holdings stock may be a good move today, with its valuation coming down and the stock trading at a very reasonable 20 times its trailing earnings.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $469,293!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,332!*
Now, it’s worth noting Stock Advisor’s total average return is 993% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 18, 2026.
David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Booking Holdings, Netflix, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Booking Holdings Inc. Common Stock

Trend

Trend Class

Trend Power

Pattern

EMA

EMA-20

EMA-50

EMA-100

EMA-20

EMA-50

EMA-100

Oscillators

Stochastic

RSI

MACD

Candle pattern type