Booking Holdings (BKNG) Earnings Expected to Grow: Should You Buy?

Booking Holdings (BKNG) is anticipated to report robust results for the quarter ended June 2025, with consensus EPS at $50.46 (+20.4% YoY) and revenues at $6.55 billion (+11.7% YoY). The company's positive Zacks Earnings ESP of +1.85% and a Zacks Rank #2, coupled with a recent slight upward revision in EPS estimates and a history of four consecutive earnings beats, strongly suggest BKNG will surpass consensus EPS expectations when it reports around July 29, positioning it as a notable earnings-beat candidate.

Analysis

Booking Holdings (BKNG) is positioned to report significant year-over-year growth for its quarter ending June 2025, with consensus estimates projecting a 20.4% increase in earnings per share to $50.46 and an 11.7% rise in revenues to $6.55 billion. The likelihood of the company surpassing these expectations is high, supported by several key indicators. The consensus EPS estimate has been revised 0.36% higher over the last 30 days, signaling strengthening analyst confidence. Furthermore, the combination of a Zacks Rank #2 (Buy) and a positive Earnings ESP of +1.85% suggests a strong statistical probability of an earnings beat. This outlook is reinforced by BKNG's consistent history of outperformance, having beaten consensus EPS estimates in the last four consecutive quarters, including a substantial 43.83% surprise in the prior quarter. This fundamental strength contrasts sharply with industry peer Beyond Inc. (BYON), which is simultaneously forecasting a 34.3% year-over-year revenue decline, underscoring BKNG's superior market position.

Key Decisions for Investors

• Given the combination of positive estimate revisions, a strong Zacks Rank, and a positive Earnings ESP, investors could consider establishing or increasing a long position ahead of the July 29th report to capitalize on a potential earnings beat.
• It is critical to look beyond the headline EPS number and scrutinize management's forward guidance on the earnings call, as this will be the primary determinant for the stock's trajectory post-announcement.
• While all signals point to a beat, investors should be prepared for market volatility, as a positive earnings surprise does not always translate to a higher stock price if other factors, such as forward-looking commentary, disappoint.