Seeking Alpha(@SeekingAlpha):$BKNG topped Q3 guidance with room night growth of 7% and adjusted EBITDA reaching $4.6B. $XLY Management slowed Q4 room night guidance to 1%-3%, citing persistent Middle East geopolitical conflicts. Booking Holdings: Gross margin = 87.2% Adjusted EBITDA margin = 47.0% Cash and investments = $16.2B Share repurchases = $2.1B Daily AI search visitors = up 10x QoQ Seeking Alpha Quant Rating for Booking Holdings: Hold, balancing profitability against valuation pressures. Can AI search traffic offset a Middle East slowdown?

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参加 March 2009

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Seeking Alpha@SeekingAlpha

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$BKNG topped Q3 guidance with room night growth of 7% and adjusted EBITDA reaching $4.6B. $XLY Management slowed Q4 room night guidance to 1%-3%, citing persistent Middle East geopolitical conflicts. Booking Holdings: Gross margin = 87.2% Adjusted EBITDA margin = 47.0% Cash and investments = $16.2B Share repurchases = $2.1B Daily AI search visitors = up 10x QoQ Seeking Alpha Quant Rating for Booking Holdings: Hold, balancing profitability against valuation pressures. Can AI search traffic offset a Middle East slowdown?