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Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.
Airbnb (ABNB) is spending to grow beyond homes, into hotels, car rentals, and other services. For an owner, the risk is that this spending squeezes profit margins while the stock trades at a premium. Management has not said what margin Airbnb expects for 2027.
Key Stats for Expedia StockCurrent Price: $259. 04Target Price (Mid): ~$447Street Target (Mean): ~$339Potential Total Return: ~73%Annualized IRR: ~14% / yearWhat Happened?Expedia Group (EXPE) said on September 22 that it is joining Muse, Meta Platforms’ new personal AI agent.
Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about who actually owns the supply.
Key Stats for Booking Holdings StockPrice change for Booking Holdings stock in Last 1 Year: -29%$BKNG Stock Price as of Sep. 23: $15652-Week High: $225$BKNG Stock Price Target: $239What Happened?Booking Holdings (BKNG) stock fell 5% on Wednesday, hitting a session low of $155.
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy. A copy of the letter can be downloaded here. The strategy highlighted a strong quarter for the portfolio amid a market rally increasingly shaped by AI-related themes. The strategy generated a […]
Shares of financial marketplace platform LendingTree (NASDAQ:TREE) fell 7.4% in the afternoon session after the Wall Street Journal reported that Meta’s Muse can buy goods online, respond to emails, and complete other tasks a user authorizes. Barron’s Anita Hamilton wrote Tuesday that this is already hitting travel sites, because Muse can book flights and places to stay. Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling, she reported. Bloomberg Intelligence analysts Mandeep Singh a
Shares of online travel agency Expedia (NASDAQ:EXPE) fell 7.2% in the afternoon session after Barron’s Anita Hamilton wrote that Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling because Muse can book flights and places to stay. Expedia was down 5.5%, to $265.60, by midday Tuesday, she reported. Bloomberg Intelligence analysts Mandeep Singh and William Tong wrote that if agents take 5% to 10% of travel, ride-hailing, and delivery business, the combined revenue loss could exceed $5
Meta's new AI agent can book a flight or hotel room without ever visiting Expedia, Airbnb, or Booking Holdings, and Wall Street is now asking whether the aggregator business model has a future at all.
AI agents that shop, book trips and transact could pressure Booking Holdings Inc. (NASDAQ:BKNG) and Intuit Inc. (NASDAQ:INTU) while benefiting Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT), according to investing commentator Joseph Carlson. "Automation is not the biggest risk...
Travel stocks got hammered as investors see a new threat in Meta's Muse.
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Muse, the new artificial-intelligence agent from Meta Platforms, threatens to disrupt wealth managers, brokerages and insurers. Here are some of the stocks from those worlds that were deemed vulnerable in Tuesday trading.
Booking Holdings (BKNG) closed at $164.22 in the latest trading session, marking a -2.55% move from the prior day.
The rapid adoption of the new artificial-intelligence agent threatens to disrupt wealth managers, brokerages and insurers.
A number of stocks fell in the afternoon session after the rapid adoption of Meta’s new autonomous AI assistant, Muse, sparked concerns over structural disruption to digital marketplaces and digital advertising revenues. Meta’s Muse rose to the top free-app position in U.S. app stores, Business Insider reported, driven by growing consumer interest in personal AI agents capable of researching products, booking travel, and completing forms across external websites. The Wall Street Journal reported
Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Zacks.com users have recently been watching Booking Holdings (BKNG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Key Stats for Booking Holdings StockPrice change for Booking Holdings stock in last 1 year: -23%$BKNG Stock Price as of Sep. 16: $17152-Week High: $225$BKNG Stock Price Target: $239What Happened?Booking Holdings (BKNG) stock is under pressure even though Morgan Stanley just gave the company one of its most bullish calls in the online travel sector.
Expedia stock sinks on a bearish Morgan Stanley research note. Here’s why analyst Brian Nowak recommends caution in playing EXPE shares.
Pre-Market Stock Futures: Futures are trading higher as the Federal Reserve’s reckoning day has arrived. Interest rate futures tracked by CME FedWatch show a 92% chance of a 25-basis-point increase in the Fed funds rate today. That will push the funds rate to 3.75% to 4%. In addition, market watchers expect two more rate hikes […]
Investing.com -- Morgan Stanley assumed coverage of online travel agencies (OTAs) Booking Holdings, Airbnb and Expedia, rating them Overweight, Equal-weight, and Underweight, respectively, favoring companies with unique inventory and strong direct traffic as AI reshapes travel search.
Booking Holdings (BKNG) closed at $171.3 in the latest trading session, marking a -2.31% move from the prior day.
Booking Holdings Inc. (NASDAQ:BKNG) has lost its legal fight against the European Union’s decision to block its €1.63 billion ($1.90 billion) purchase of ETraveli. The EU’s General Court agreed with regulators that the deal could have made Booking even more powerful in hotel bookings. The concern was fairly straightforward: ETraveli would have given Booking a […]
Brian Chesky made a bold claim at Goldman Sachs this week, comparing AI to electricity and calling it the best thing to ever happen to Airbnb. The real question is whether his numbers actually back that up or whether the growth gap he is touting will hold against a peer group running the exact same playbook.
Booking (NASDAQ:BKNG) CEO and Director Glenn Fogel outlined the online travel company’s priorities around artificial intelligence, its Connected Trip strategy, loyalty programs, alternative accommodations and business-to-business operations during a Global TMT Conference discussion. Fogel said the
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