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Bank of America

2 stories · First covered Feb 25, 2026 · Latest Mar 19
Related: Morgan Stanley 2 Revenue Management 1 RevPAR 1 IHG 1 Booking Holdings 1 Greater China 1 Citigroup 1 Americas 1 Connected Trip 1 Generative AI 1 Merchant model 1 Agency model 1
IHG
Bank of America Coverage
IHG's 501-Cent EPS Hides a Regional Story Wall Street Can't Agree On
REITs
Mar 19

IHG's 501-Cent EPS Hides a Regional Story Wall Street Can't Agree On

IHG posted 16% adjusted EPS growth and a record year for openings, but Q4 Americas RevPAR fell 1.4% and Greater China was negative for the full year. The analyst ratings now range from Buy to Sell on the same set of numbers.

JC
Jordan Chen 2 min read · Mar 19
Booking Holdings' $700M AI Bet Is Repricing the Stock. Here's What the Market Is Actually Telling You.
Transactions
Feb 25

Booking Holdings' $700M AI Bet Is Repricing the Stock. Here's What the Market Is Actually Telling You.

BTIG reiterates a $6,250 price target while the stock sits near a 52-week low at $3,864. The gap between analyst conviction and market behavior is the real story.

JC
Jordan Chen 2 min read · Feb 25