BKNG · News · 20260901N

AI Adoption and Connected Trip

Booking Holdings Inc. · 2026-09-01 · Importance 17 · Surprise 24

Rosenblatt argued that Booking’s Connected Trip strategy could provide resilience against AI-driven disintermediation. The analyst described the strategy as an AI moat and said the market was over-discounting the company’s exposure to changing travel-discovery channels. The report did not disclose a specific investment amount, implementation timetable, or quantified financial impact.

Key facts

• Rosenblatt initiated coverage on Booking Holdings Inc. with a buy rating and a price target of $245.00. source
• Rosenblatt cited Booking Holdings Inc.'s "Connected Trip" strategy as an AI moat. source
• Rosenblatt cited Booking Holdings Inc.'s unmatched scale, diversification, strong liquidity, and free cash flow conversion in initiating coverage. source