Booking Holdings to Report Q2 Earnings: What's in the Cards?

Booking Holdings Inc. BKNG is scheduled to report its second-quarter 2025 results on July 29.For the second quarter, the Zacks Consensus Estimate for revenues is pegged at $6.55 billion, suggesting growth of 11.73% from the year-ago quarter’s reported figure.The consensus mark for earnings is pegged at $50.46 per share, indicating growth of 20.43% from the year-ago quarter’s reported number. The consensus mark has increased 0.8% in the past 30 days.The company’s earnings beat estimates in each of the trailing four quarters, the average being 18.6%.Booking Holdings Inc. Price and EPS Surprise Booking Holdings Inc. price-eps-surprise | Booking Holdings Inc. QuoteLet’s see how things have shaped up for the upcoming announcement.Key Factors to Note for BKNGBooking Holdings entered the second quarter of 2025 with exceptional momentum following a record-breaking first quarter that achieved 319 million room nights, the highest ever for a single quarter. This strong foundation positioned the travel giant favorably for sustained growth throughout the second quarter, supported by several strategic initiatives and favorable market dynamics.The quarter was particularly notable for significant advancements in AI capabilities across the platform. KAYAK launched KAYAK.ai in May, an innovative AI-powered travel platform combining OpenAI's technology with KAYAK's extensive travel intelligence. This development aligned with the company's broader Connected Trip vision and represented a major milestone in personalizing the travel experience. The appointment of Yaron Zeidman as KAYAK's new CTO further strengthened AI leadership, focusing on advancing personalization across 400+ global product and engineering teams.Booking.com's alternative accommodations segment continued gaining traction during the second quarter, building on the impressive 12% growth rate established in the first quarter. The segment is expected to have benefited from ongoing shifts toward unique travel experiences and longer-stay bookings, particularly among remote workers and digital nomads. This strategic focus on expanding the higher-margin segment is likely to have contributed meaningfully to revenue growth and profitability improvements throughout the quarter.International expansion gained additional momentum during the second quarter, particularly in high-growth Asian markets where the Agoda platform demonstrated strong performance. The company's geographical diversification strategy is expected to have proved valuable as travelers adapted destination preferences, with the global network of partner suppliers serving as a key competitive advantage in capturing growth opportunities across emerging markets.Enhanced cross-brand collaboration initiatives featured prominently during the second quarter, including the joint launch of the Top 100 Hotel Restaurants in America list by OpenTable and KAYAK in July. This collaboration demonstrated the company's ability to leverage platform synergies to create compelling content driving booking decisions. OpenTable's Concierge AI-powered assistant launch further enhanced the dining reservation experience, while KAYAK's restaurant hotel filter expansion reflected growing consumer demand for food-focused travel.Marketing efficiency improvements are likely to have supported profitability during the second quarter, as the company continued optimizing customer acquisition strategies through AI-driven targeting capabilities. The direct booking channel growth that outpaced paid marketing channels in the first quarter is expected to have sustained through the second quarter, contributing to improved margins. The Genius loyalty program's expansion beyond accommodations into other travel verticals created additional customer retention benefits and increased booking frequency among higher-tier members.What Our Model Says for BKNG StockPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.Booking Holdings has an Earnings ESP of +1.85% and sports a Zacks Rank #1 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.Other Stocks to ConsiderHere are some other stocks worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this season.Allegro Micro Systems ALGM, Alkami Technology ALKT and Meta Platforms META are some better-ranked stocks that investors can consider.Allegro Micro Systems, Alkami Technology and Meta Platforms sport a Zacks Rank of 1 each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.Allegro Micro Systems shares have gained 65.8% year to date. ALGM is scheduled to release first-quarter fiscal 2026 results on July 31.Alkami Technology shares have plunged 23.3% year to date. ALKT is set to report its second-quarter 2025 results on July 30.Meta Platforms shares have returned 20.5% year to date. META is scheduled to release second-quarter 2025 results on July 30.7 Best Stocks for the Next 30 DaysJust 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 +23.5% 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 Booking Holdings Inc. (BKNG): Free Stock Analysis Report Allegro MicroSystems, Inc. (ALGM): Free Stock Analysis Report Alkami Technology, Inc. (ALKT): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks