Investors should also note that BKNG has a PEG ratio of 1.19 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Commerce industry currently had an average PEG ratio of 0.95 as of yesterday's close. Heading into today, shares of the online booking service had gained 5.85% over the past month, outpacing the Retail-Wholesale sector's gain of 1% and the S&P 500's gain of 3.15% in that time. Bookin ...

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. For the current fiscal year, the consensus earnings estimate of $178.54 points to a change of +17.3% from the prior year. Over the last 30 days, this estimate has remained unchanged. The chart below shows the evolution of the company's forward 12-month ...

This disclaimer out of the way, I can't deny that investors are indeed excited about stock splits, and many companies are making stock-split announcements accordingly. In this article, I'll highlight three stocks from the S&P 500 that could very well split within the next year or so. But perhaps Costco is ready to make a change and split its stock. Former Chief Financial Officer Richard Galanti was with the company for 40 years and is seen as one of the main architects for the success of the business. But h ...

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Strategic partnerships have been playing important roles in shaping the company's growth trajectory by driving momentum across its consumer-facing brands, including Booking.com, Priceline, Agoda, KAYAK and OpenTable. Recently, Agoda signed a Memorandum of Understanding with the Singapore Tourism Board to promote Singapore as a top destination in Southeast Asia by spotlighting Singapore brands and attractions on the back of its ...

文章核心观点 - Zacks Premium是一个帮助投资者提高投资信心和收益的研究服务 [1][2] - Zacks Style Scores是一个根据价值、成长和动量特征对股票进行评分的独特指标体系 [3][4] - Zacks Rank是一个基于公司盈利预测变化的股票评级模型,与Style Scores配合使用可以帮助投资者选择最有潜力的股票 [9][10][12][13][14] - 以Booking Holdings (BKNG)为例,该公司是一家大型在线旅游公司,目前Zacks Rank为3(Hold),但其价值和综合风格评分较高,值得关注 [15][16][17] 公司信息 - Booking Holdings Inc.是一家大型在线旅游公司,提供酒店预订、机票预订、租车、旅游套餐等服务 [15] - 该公司目前Zacks Rank为3(Hold),但其价值评分和综合风格评分较高 [15][16] - 近期有12家分析师上调了该公司2024财年的盈利预测,预测每股收益为178.54美元,平均超预期22.5% [17] 行业信息 - 在线旅游行业是Booking Holdings的主要业务领域,该行业受到宏观经济环境的影响较大

Let's examine three travel plays with robust share price momentum that still trade at reasonable valuations. For the first quarter, Booking beat on sales and earnings, with gross travel bookings rising 10% year-over-year (YOY). Given its market leadership in the face of the ongoing travel resurgence, it's tough to hop off BKNG stock. Indeed, it is at a fresh new high. In fact, the potential for the actual summer numbers to surpass estimates is likely. As travel picks up, hotel bookings are sure to get a nic ...

文章核心观点 - 博庸控股通过与Omnicom集团旗下PHD公司的合作,将推动其Priceline品牌的价值提升,并获得创新和精准营销解决方案的支持 [1][2] - 博庸控股预计将通过最新合作获得Priceline平台的强劲客户动力 [3] - 博庸控股正在通过扩大合作伙伴关系来推动客户动力,如与Amadeus的长期合作以及与DBS、台北市政府等的合作 [4][5][6][8][9] - 这些努力预计将推动博庸控股的整体财务表现,2024年收入预计达230.9亿美元,同比增长8% [11] - 但博庸控股也面临来自Airbnb和Expedia等竞争对手的激烈竞争压力 [13][14][15][16] - 尽管如此,博庸控股受益于不断扩大的合作伙伴网络、丰富的产品组合以及全球休闲旅游需求的增长 [18] 行业概况 - 在线旅游预订市场预计到2030年将达到1.18万亿美元,2024-2030年复合年增长率为9.7% [4] - 博庸控股有望利用其不断增长的客户群来抓住这一增长机遇 [4] 公司概况 - 博庸控股目前为Zacks排名第3的公司,具有B级的价值评分,反映了良好的投资机会 [19]

文章核心观点 - 公司正受益于强劲的旅游需求环境,其消费者品牌如Booking.com、Priceline、Agoda、KAYAK和OpenTable的增长势头良好[1][2][3] - 公司正利用生成式AI技术来提升客户体验,为其Trip Intelligence套件添加了多项基于生成式AI的功能[2] - 公司凭借其强大的旅游预订产品、航班功能和不断扩大的合作伙伴基础,有望充分把握全球旅游市场的强劲增长前景[3][4] 战略合作推动客户增长 - 公司与Stonewall国家纪念碑游客中心合作,以增强LGBTQ+旅行体验的包容性,体现了公司在多元化和包容性方面的承诺[6] - Agoda与DBS合作推出香港客户积分兑换系统,以及与美团合作共享酒店库存、内容和关键业务领域,有助于提升在中国市场的表现[7][8] - Booking.com与Peerspace合作,为在Peerspace预订场地的活动组织者及其确认参会者提供酒店和租车优惠[9] - Priceline与Amadeus的长期合作,有助于提升其航空分销和IT能力[10] 行业前景 - 根据Statista报告,全球旅游市场预计将从2024年的9273亿美元增长至2028年的1.06万亿美元,年复合增长率为3.5%,其中酒店业务是最大细分市场,预计到2028年用户数将达到14亿,渗透率为28.1%[4] - 根据MMR报告,在线旅游预订市场预计将从2024年的1.18万亿美元增长至2030年,年复合增长率为9.7%[11] - 2023年公司总预订额为1506亿美元,同比增长24%;2024年预计将达到1620.1亿美元,增长7.6%[11][12] - 2024年公司预计收入将达到230.9亿美元,同比增长8.1%;净利润将达到178.54美元/股,同比增长17.3%[13] 竞争优势 - 公司凭借强大的合作伙伴网络和良好的客户增长势头,在行业内保持竞争优势,相比Expedia、TripAdvisor和Airbnb等竞争对手表现更为出色[14][15][16] - 公司正加大在人才、生成式AI技术、营销和品牌建设等方面的投入,为未来发展奠定基础[18]

Priceline's selection of the new media agency reflects its commitment to innovation, precision marketing and delivering exceptional experiences and value to travelers. PHD will partner with Priceline's internal teams in data-driven media strategy, planning and buying to drive reappraisal and growth amongst new customers in key traveler segments. "For 25 years, Priceline has been helping travelers experience moments that matter," said Michael Solomon, CEO, PHD USA. "As their brand media AOR, PHD will ensure ...

市场趋势 - 熊市平均持续16个月而牛市通常持续数年且能完全收复损失 [1] - 标普500成分股持续上涨并创历史新高当前牛市未见结束迹象 [11] - 投资者应保持长期心态采用买入持有策略而非试图择时 [12] Booking Holdings (BKNG) - 公司通过BookingcomAgoda等平台成为全球领先在线旅游代理商并覆盖租车和餐厅预订业务 [13][14] - 2023年全球客房预订量同比增长17%较2019年疫情前水平高出24% [15] - 旅行限制放宽使预订窗口扩大推动业务增长股价过去一年上涨45% [15][16] Nvidia (NVDA) - 作为AI领域龙头公司持续创新从H100芯片迭代至性能翻倍的Grace Blackwell超级芯片 [6][17] - 面临竞争压力加速推出Rubin新架构即使前代芯片尚未投产 [18][21] - 股价完成10比1拆分后与苹果争夺市值第二位置长期仍具增长潜力 [7][18] McKesson (MCK) - 医疗分销业务因GLP-1类药物需求激增推动收入同比增长24% [19][22] - 过去12个月股价上涨50%远超标普500的25%涨幅估值仍具吸引力 [23] - 医疗产品业务具备长期增长潜力且新药陆续上市将支撑短期业绩 [24]