Booking Holdings Inc. (NASDAQ:BKNG) is one of Harvard University’s top AI stock picks. On March 4 at the Morgan Stanley Technology, Media & Telecom Conference 2026, Booking Holdings Inc. (NASDAQ:BKNG) reiterated its ambitious growth targets and the transformative role of generative AI.
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The company is targeting 8% top-line growth, which should result in 15% earnings-per-share growth in the medium term. The growth would come as the company pursues strategic investments in Asia and the US, with significant growth from alternative accommodations and social media marketing.
Booking Holdings plans to expand in the US with 8.6 million listings, representing an 8% year-over-year increase. The expected low double-digit growth in the US would be driven by performance marketing, B2B partnerships, and improvements to the direct channel.
The company is also betting big on generative AI solutions expected to enhance customer service, reduce costs, and improve travel experience. It continues to enhance its strong partnership with Google as part of its AI strategy, which perceives AI agents as opportunities rather than threats.
Booking Holdings Inc. (NASDAQ:BKNG) is the world’s leading provider of online travel and related services, connecting consumers with providers in over 220 countries. It leverages AI to create a more personalized, conversational, and connected travel experience, primarily through an AI Trip Planner and smart, natural-language search filters on Booking.com.
While we acknowledge the potential of BKNG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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