Related posts

Dow tops 44,000Markets fade into closeRally broadens
Investor Insights

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

The experts have mixed views on the company, with some highlighting concerns about the regulatory environment, competition, and the company's performance, while others see potential in the long term. There is a consensus that the company has both strengths and weaknesses, and it may take time for the business to prove itself. However, the business model is seen as capital light and potentially profitable. Overall, the experts recommend caution and closely monitoring the company's performance.

Consensus
Mixed
Valuation
Fair Value
Similar
BKNG, BKNG-Q
BUY ON WEAKNESS
Airbnb

This will do better as interest tares come down. Also, the CEO is good. Buy on current weakness.

Technology
HOLD
Airbnb

Has looked at business. Company is founder led/owned, with light asset requirements. However, company doesn't have history of strong returns on capital. Will take time for business to prove itself. Also, worried about restrictions on business (banned in New York etc.). Good if already own, but would not invest more at this time. 

Technology
Unspecified
Airbnb

Although the idea of the business is a great one, regulation is an overhang. It has also been accused of taking residential housing away from people who live locally.

Technology
WATCH
Airbnb
25x forward earnings.

Great company. Regulatory environment keeps changing on them because of the housing shortage in lots of places. Post-Covid travel explosion helped, but now slowing and that hurts. Competitors are taking their own game up a bit. When travel normalizes would be the time to take a look, as expectations will be more realistic.

Technology
COMMENT
Airbnb

They just reported, including a slowing in domestic bookings. Shares fell over 13% today. They missed EPS. This reflects a weakness in the US consumer who are feeling stretched.

Technology
BUY
Airbnb

He'd rather own businesses hurt during pandemic, but are better today. Cruising business is tough. He'd rather own a BKNG, ABNB, MAR or HLT.

Technology
BUY
Airbnb
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

EPS of 76c beat estimates of 68c. Revenue of $2.21B beat estimates by 2.5%. Airbnb demand softness -- especially for domestic travel in the US and EMEA -- is reflected in the platform's widening gap between room night and supply growth. Booking gains may taper to the low teens in 1Q, with the average daily rate likely to be a slight headwind amid tough comparisons. Though Airbnb's increased take rates for cross-border room nights aid revenue growth, this may be offset by lower occupancy rates and listings at competing online travel agencies. Adjusted Ebitda was again above consensus in 4Q, and the company's $6 billion announced buyback was likely aimed at offsetting stock compensation, which is high vs. tech peers. Overall, we are comfortable here.  It is becoming highly profitable and not that expensive now at 31X earnings. 
Unlock Premium - Try 5i Free

Technology
COMMENT
Airbnb

Shares are falling today despite a revenue beat and a share buyback, because the growth rate is moderating and comps will get tougher. There was exuberance coming into this report. Today's selling is a pullback. He likes the buyback news.

Technology
DON'T BUY
Airbnb

It rallied 4.2% on a day with no news. He questions if things have gone too far (in this current market rally)

Technology
HOLD
Airbnb

Revenue growth expected to growth, but profits not increasing. Competition within sector hard. Difficult to determine future of business. Would recommend holding as demand for services will remain. Capital light business good for margins. 

Technology
PARTIAL SELL
Airbnb

It's moved up so much and many analysts don't like it. Shares are too high. 

Technology
DON'T BUY
Airbnb

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

Technology
BUY ON WEAKNESS
Airbnb

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

Technology
premium

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

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

TOP PICK
Airbnb

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.

Technology
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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

PAST TOP PICK
Airbnb
(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. 

Technology
Showing 1 to 15 of 57 entries

Airbnb(ABNB-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 8

Stockchase rating for Airbnb is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Airbnb(ABNB-Q) Frequently Asked Questions

What is Airbnb stock symbol?

Airbnb is a American stock, trading under the symbol ABNB-Q on the NASDAQ (ABNB). It is usually referred to as NASDAQ:ABNB or ABNB-Q

Is Airbnb a buy or a sell?

In the last year, 8 stock analysts published opinions about ABNB-Q. 3 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Airbnb.

Is Airbnb a good investment or a top pick?

Airbnb was recommended as a Top Pick by on . Read the latest stock experts ratings for Airbnb.

Why is Airbnb stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Airbnb worth watching?

8 stock analysts on Stockchase covered Airbnb In the last year. It is a trending stock that is worth watching.

What is Airbnb stock price?

On 2024-11-15, Airbnb (ABNB-Q) stock closed at a price of $132.5.