---
title: "BUZZ-Street View: AI joins the itinerary as analysts back Booking's long-haul growth story"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294958672.md"
datetime: "2026-08-05T11:28:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294958672.md)
  - [en](https://longbridge.com/en/news/294958672.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294958672.md)
---

# BUZZ-Street View: AI joins the itinerary as analysts back Booking's long-haul growth story

Booking Holdings (BKNG.O) topped second-quarter profit estimates on strong U.S. travel demand, but cut its annual gross bookings outlook amid disruptions from the Middle East conflict

Shares were up 7.47% at $208.80 in premarket trading

### PASSPORT STAMPED FOR GROWTH

Wedbush (“outperform,” PT: $247) says co’s resilient travel demand, operational execution and growing use of AI position the company for sustained growth despite ongoing geopolitical headwinds

Piper Sandler (“neutral,” PT: $215) says BKNG should continue to benefit from strength in U.S. and Asia travel demand, although Middle East-related disruptions could weigh on bookings growth in the near term

B. Riley (“buy,” PT: $274) says Booking Holdings’ healthy demand trends across key markets, coupled with progress in AI, loyalty, U.S. and Asia expansion, should support sustained long-term growth and profitability despite lingering Middle East-related travel disruption

Jefferies (“hold,” PT: $200) says Booking Holdings’ U.S. demand and strong earnings model should support growth, but uncertainty around international travel trends and search-related traffic pressures warrants caution

### Related Stocks

- [BKNG.US](https://longbridge.com/en/quote/BKNG.US.md)
- [BKNU.US](https://longbridge.com/en/quote/BKNU.US.md)
- [PIPR.US](https://longbridge.com/en/quote/PIPR.US.md)
- [RILY.US](https://longbridge.com/en/quote/RILY.US.md)
- [JEF.US](https://longbridge.com/en/quote/JEF.US.md)
- [RILYL.US](https://longbridge.com/en/quote/RILYL.US.md)
- [RILYG.US](https://longbridge.com/en/quote/RILYG.US.md)
- [RILYN.US](https://longbridge.com/en/quote/RILYN.US.md)
- [RILYK.US](https://longbridge.com/en/quote/RILYK.US.md)
- [RILYP.US](https://longbridge.com/en/quote/RILYP.US.md)
- [RILYZ.US](https://longbridge.com/en/quote/RILYZ.US.md)
- [RILYT.US](https://longbridge.com/en/quote/RILYT.US.md)

## Related News & Research

- [Booking's CEO says AI will have a 'human cost' — and he wants every employee to be 'AI literate' in case their job goes away](https://longbridge.com/en/news/295642585.md)
- [Booking CFO Ewout Steenbergen sells 19,999 Booking shares for $4.22 million](https://longbridge.com/en/news/295844832.md)
- [The dream of serving ads to AI agents has hit a snag](https://longbridge.com/en/news/295689957.md)
- [These 40-something founders say they have something the AI kids don't](https://longbridge.com/en/news/295385596.md)
- [A 'made with AI' label on Karoline Leavitt's departure message on X intensifies the AI watermark debate](https://longbridge.com/en/news/295735570.md)