BK
Booking Holdings Inc.
BKNG · Booking Holdings Inc. · Consumer Discretionary
Up next day
7/12
58%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±3.9%
typical swing on earnings
Price when beating
-0.6%
avg over 12 beats
Biggest single move
-10.2%
'23.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 7 of 12 beats (58%)
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
-0.6%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 27After close
'26.9 expectedEst. EPS $4.49
Quarter ended 6/2026
Reported 2026-08-04
Next-day move
+6.6%
After 5 days +9.6%
vs Consensus$2.43→$2.54+4.5% beat
EPS
$2.54
YoY +14%
Revenue
$7.4B
YoY +8%
Next-Q guidance
—
N/A
Price around earnings
Rose despite missvs market +6.8%p2.7x normal — unusual surge+18% run-up before
Earnings trend · last 12 quarters
EPS$2.54YoY +14%
'23.9'26.6
Revenue$7.4BYoY +8%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
7x58%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 7 of 12q (58%)
Community · BKNG
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