Booking Holdings (BKNG) stock price lags Wall Street rally as AI fears resurface ahead of earnings
New York, February 6, 2026, 15:21 EST — Regular session
Booking Holdings Inc dropped 0.9% to $4,403.52 on Friday afternoon. Shares moved in a range from $4,369.91 to $4,523.94. By comparison, the S&P 500 ETF SPY added 1.8%, while QQQ, which tracks the Nasdaq 100, was up 1.9%.
Online platforms fueled by paid search and marketing are taking hits from investors, spooked by renewed fears that AI assistants could disrupt how people find travel. For Booking, behind Booking.com and Priceline, the risk lands squarely on the expense of attracting customers.
Michael Bellisario at Baird shrugged off the week’s drop, labeling it an overreaction and sticking with his Outperform call on both Booking and Expedia. “Potential…
