Booking Holdings Inc

BKNG: XNAS (USA)

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Online Travel Agencies: Meta Muse Not a Threat; Pullback Offers an Attractive Investment Opportunity

Dan Wasiolek

Sep 23, 2026

Shares of leading online travel agency companies Airbnb, Booking, and Expedia have declined about 10% during the last few trading sessions on fears that wide-moat Meta's AI agent, Muse, will disintermediate the platforms.

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Booking Holdings Inc

Online Travel Agencies: Meta Muse Not a Threat; Pullback Offers an Attractive Investment Opportunity

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