Booking Holdings (BKNG) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

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2026-08-01 MATERIAL
▲ Agreement Shift

BKNG's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-08-01 MINOR
▲ Score Change

BKNG's Committee score moved from 55.04 to 56.82 (+1.78, 1 day(s) apart).

55.04 → 56.82 (+1.8)

2026-07-31 MINOR
▼ Score Change

BKNG's Committee score moved from 55.35 to 55.04 (-0.31, 1 day(s) apart).

55.35 → 55.04 (-0.3)

2026-07-30 MINOR
▲ Score Change

BKNG's Committee score moved from 54.68 to 55.35 (+0.67, 1 day(s) apart).

54.68 → 55.35 (+0.7)

2026-07-28 MATERIAL
▼ Agreement Shift

BKNG's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-28 MINOR
▼ Score Change

BKNG's Committee score moved from 56.20 to 54.68 (-1.52, 1 day(s) apart).

56.20 → 54.68 (-1.5)

2026-07-24 MINOR
▼ Score Change

BKNG's Committee score moved from 54.78 to 54.46 (-0.32, 1 day(s) apart).

54.78 → 54.46 (-0.3)

2026-07-18 MINOR
▼ Score Change

BKNG's Committee score moved from 57.13 to 55.39 (-1.74, 1 day(s) apart).

57.13 → 55.39 (-1.7)

2026-07-17 MINOR
▲ Score Change

BKNG's Committee score moved from 56.82 to 57.13 (+0.31, 1 day(s) apart).

56.82 → 57.13 (+0.3)

2026-07-16 MAJOR
▼ Agreement Shift

BKNG's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-16 MAJOR
▼ Score Change

BKNG's Committee score moved from 65.99 to 56.82 (-9.17, 1 day(s) apart).

65.99 → 56.82 (-9.2)

2026-07-16 MATERIAL
— Conviction Change

BKNG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
— Rating Change

BKNG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MINOR
▲ Score Change

BKNG's Committee score moved from 65.11 to 65.99 (+0.88, 1 day(s) apart).

65.11 → 65.99 (+0.9)

2026-07-14 MINOR
▼ Score Change

BKNG's Committee score moved from 68.69 to 65.11 (-3.58, 1 day(s) apart).

68.69 → 65.11 (-3.6)

2026-07-13 MAJOR
▼ Agreement Shift

BKNG's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-13 MAJOR
▼ Score Change

BKNG's Committee score moved from 67.81 to 58.44 (-9.37, 1 day(s) apart).

67.81 → 58.44 (-9.4)

2026-07-13 MATERIAL
— Conviction Change

BKNG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-13 MAJOR
— Rating Change

BKNG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MAJOR
▼ Agreement Shift

BKNG's Committee agreement moved from 80.00% to 57.10% (-22.90pp, 3 day(s) apart).

80.00 → 57.10 (-22.9)

2026-07-10 MINOR
▼ Score Change

BKNG's Committee score moved from 63.49 to 59.56 (-3.93, 3 day(s) apart).

63.49 → 59.56 (-3.9)

2026-07-10 MAJOR
— Rating Change

BKNG moved from Buy to Watch (3 day(s) apart).

Buy → Watch

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →