BTIG downgrades TripAdvisor on AI risks, sees limited catalysts after TheFork sale

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This is the best OTA stock to buy into Q2 earnings: Bernstein

July 21, 2026 3:00 PM EDT

Bernstein named its top pick among online travel agencies heading into second-quarter earnings in a recent note, citing insulation from AI disruption and the strongest expected growth momentum.

Analyst Richard Clarke revealed that Airbnb (NASDAQ: ABNB) is the firms preferred name.

Despite pessimistic guidance from OTAs following Middle East conflict concerns, Bernstein said Q2... More