Booking Holdings vs Nike
This page compares Booking Holdings Inc. and Nike, Inc., examining their business models, financial performance, and market context to provide a clear, neutral view of how the two companies operate and compete. Educational content, not financial advice.
This page compares Booking Holdings Inc. and Nike, Inc., examining their business models, financial performance, and market context to provide a clear, neutral view of how the two companies operate an...
Why It's Moving
Booking Holdings rides earnings anticipation amid mixed insider signals and resilient travel demand.
- Analysts forecast Q4 EPS of $48.59, up 16.94% year-over-year, signaling strong profitability amid normalizing travel demand.
- Revenue expected at $6.12 billion, a 12% jump from last year, highlighting Booking's grip on flexible, multi-leg trip bookings.
- Insider sales by executives like David Fogel (1,013 shares for $5.25M) on Jan. 15 add caution, even as institutional holders like Massachusetts Financial boost stakes.
Nike's Q1 Earnings Beat Fuels 6% Stock Surge Amid Turnaround Momentum.
- Q1 earnings topped forecasts, boosting optimism despite ongoing challenges like weak Greater China sales and rising tariffs.
- New focus on performance categories in Running, Basketball, and Football shows stronger sell-through in North America, rebuilding product credibility.
- Partnerships with SKIMS and Amazon, plus leadership shifts targeting younger consumers, aim to reignite growth after tough prior-year conditions.
Booking Holdings rides earnings anticipation amid mixed insider signals and resilient travel demand.
- Analysts forecast Q4 EPS of $48.59, up 16.94% year-over-year, signaling strong profitability amid normalizing travel demand.
- Revenue expected at $6.12 billion, a 12% jump from last year, highlighting Booking's grip on flexible, multi-leg trip bookings.
- Insider sales by executives like David Fogel (1,013 shares for $5.25M) on Jan. 15 add caution, even as institutional holders like Massachusetts Financial boost stakes.
Nike's Q1 Earnings Beat Fuels 6% Stock Surge Amid Turnaround Momentum.
- Q1 earnings topped forecasts, boosting optimism despite ongoing challenges like weak Greater China sales and rising tariffs.
- New focus on performance categories in Running, Basketball, and Football shows stronger sell-through in North America, rebuilding product credibility.
- Partnerships with SKIMS and Amazon, plus leadership shifts targeting younger consumers, aim to reignite growth after tough prior-year conditions.
Investment Analysis
Booking Holdings
BKNG
Pros
- Booking Holdings has a diverse portfolio of strong brands including Booking.com, Priceline, Agoda, KAYAK, and OpenTable, providing multiple revenue streams.
- The company reported strong third-quarter growth with 8% room night increase and double-digit growth in gross bookings and revenue.
- Booking Holdings has bullish analyst price targets suggesting potential upside of over 20% within the next year.
Considerations
- Technical indicators currently show bearish sentiment with forecasts predicting a potential near-term stock price decline of about 14% by December 2025.
- The company faces competitive pressure from other online travel platforms and evolving consumer behaviours post-pandemic.
- The travel sector remains exposed to macro risks including economic slowdowns, geopolitical tensions, and fluctuating travel demand which could impact profitability.
Nike
NKE
Pros
- Nike maintains a strong global brand presence and leadership position in the expanding athletic footwear and apparel market.
- The company consistently drives innovation in product design and digital transformation initiatives, boosting direct-to-consumer sales.
- Nike's efficient supply chain and strong balance sheet provide financial flexibility to capitalize on growth opportunities and absorb shocks.
Considerations
- Nike faces increasing input cost inflation and currency headwinds which could pressure margins in the near term.
- The company is exposed to geopolitical uncertainties, including trade tensions and regional disruptions affecting supply and sales.
- Intense competition from both established and emerging athletic brands challenges market share growth and pricing power.
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Booking Holdings (BKNG) Next Earnings Date
Booking Holdings (BKNG) next earnings date is estimated for February 18-19, 2026, prior to market open, as the company has not yet confirmed the exact date. This report will cover the fourth quarter of 2025 (Q4 2025), ending December 31, 2025, consistent with historical patterns of late-February releases for prior-year Q4 results. Investors should monitor official announcements for confirmation, given the alignment across multiple estimates.
Nike (NKE) Next Earnings Date
Nike's next earnings release is scheduled for Thursday, March 19, 2026, when the company will report its third quarter fiscal 2026 results. This date follows Nike's established reporting pattern based on historical earnings announcements. The earnings report will cover the fiscal quarter ending in February 2026 and is anticipated to be released during regular market hours.
Booking Holdings (BKNG) Next Earnings Date
Booking Holdings (BKNG) next earnings date is estimated for February 18-19, 2026, prior to market open, as the company has not yet confirmed the exact date. This report will cover the fourth quarter of 2025 (Q4 2025), ending December 31, 2025, consistent with historical patterns of late-February releases for prior-year Q4 results. Investors should monitor official announcements for confirmation, given the alignment across multiple estimates.
Nike (NKE) Next Earnings Date
Nike's next earnings release is scheduled for Thursday, March 19, 2026, when the company will report its third quarter fiscal 2026 results. This date follows Nike's established reporting pattern based on historical earnings announcements. The earnings report will cover the fiscal quarter ending in February 2026 and is anticipated to be released during regular market hours.
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