NASDAQ:ABNB

Airbnb (ABNB)

129.10
-2.25 (1.71%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
193 watching
0
Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

The stock of Airbnb (ABNB) is currently facing several challenges from different angles. While it is trading at a forward price-to-earnings ratio of 25x and is projected to grow by 10-12%, the 200-day moving average is trending lower, and the stock has been locked in a sideways trading channel since 2022. Additionally, increased competition and regulatory risks in numerous cities are pushing the supply dynamics to mature faster than anticipated. Experts highlight that the experience with Airbnb may not be significantly better than traditional hotels, particularly due to rising extra fees and guest expectations. Overall, while some believe Airbnb has long-term potential, there's a preference for better-managed competitors such as Booking Holdings (BKNG) and Expedia Group (EXPE), which offers more diversification in the travel sector.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
BKNG
DON'T BUY

Their conference call revealed stickiness in supply and are starting to see demand weakness.

BUY ON WEAKNESS

Business has become profitable recently.
Current share price not cheap.
Business losing market share, but strong technology.
Would buy shares below $100/share.

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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

True, every company used Collision as a platform to shill their services, but as Branch stressed, building trust is “foundational” for Airbnb. If hosts and guests don't trust each other, then the entire platform collapses. In the first half of 2023, the platform has been performing well. In early May, the company announced it expected fewer bookings in Q2 2023 vs. the previous year. The outlook is part the entire travel sector returning to pre-Covid travel patterns even as inflation remains high and fears of a recession hang in the air. In Q1, Airbnb's gross booking value rose 19% to $20.4 billion in line with a 19% climb in nights and experiences booked to 121 million. Airbnb also faces competition from Booking.com and Vrbo. Personally, I've used all three and consider them good, though I prefer Airbnb's system because I can directly message a host. Plus, their system encourages user reviews.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 19/23, Up 5.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ABNB has triggered its stop at $105.  To remain disciplined we recommend covering the position at this time.  This will result in a net investment gain of 22%, when combined with our previous buy recommendations. 

HOLD
Allan Tong’s Discover Picks

In 2022, Airbnb helped travelers book 393.7 million nights until gross bookings hit $63.2 billion that year, with revenues of $8.4 billion. That marked Airbnb’s first-ever profit (of $2 billion). Remember that the company lost $674 million in 2019. Read Silver linings in the SVB fall-out for our full analysis.

BUY

To play travel, he prefers ABNB over Expedia. ABNB is a cheap way to go around the world inexpensively.

SELL

Sold at the price target. Stepped aside amidst uncertainty in interest rate environment. Very, very cyclical. 

(Analysts’ price target is $143.00)
BUY

They just reported an amazing quarter and he predicted it would bounce back--and it will continue to go higher.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 19/23, Up 38.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ABNB has achieved its $137 target.  To remain disciplined, we recommend covering half the position now and trailing up the stop (from $90) to $105.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 19/23, Up 20.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ABNB is progressing well.  To remain disciplined, we now recommend trailing up the stop (from $80) to $90.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly ABNB crowdsources over 4 million rental property hosts around the world. Recently reported earnings showed a 29% increase in revenues, with free cash flow up over 80% to $960 million. This has allowed cash reserves to continue growing, while shares have been bought back. It's priced at 8x sales versus the historical average of 18x. We recommend a stop loss at $80, looking to achieve $137 -- upside over 35%. Yield 0% (Analysts’ price target is $137.19)
BUY ON WEAKNESS
They should make a lot of money 2023, given the travel boom. It got hammered last year, guilty by association for being a Covid winner, but reopening loser. Nobody will give this the benefit of the doubt, which drives him nuts. Buy it on portions on the way down. It has a real moat.
PAST TOP PICK
(A Top Pick Nov 10/21, Down 52%) Has since sold shares. Long term potential for business exists (demand for product is still there). Current share price might be worth looking at. Very strong indications that travel expenditures will go up.
BUY
Allan Tong’s Discover Picks Airbnb still leads in market share at 74.6%, followed distantly by Vrbo (Expedia) at 20.8% and Vacasa at 4.6%. In early May, ABNB stocks posted a 70% rise in revenue over 2021 to $1.5 billion beating the street’s $1.45 billion. Further, this revenue is 80% higher than in 2019. Lastly, the company’s average daily rates in Q1 2022 were up 37% over Q1 in 2019. To compare, hotel rates in New York jumped 69% between May 2021 and May 2022. I’ve written about ABNB stocks recently, so I’ll just end this by reiterating the stock as a buy. Read 3 gems from the Collision technology conference for our full analysis.
BUY
There was a lot of excitement in this during last year's reopening trade. A great company. It has sold off, but he'd hold it. It has a unique business model and was the first there.
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