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Investor Insights

This summary was created by AI, based on 8 opinions in the last 12 months.

Airbnb (ABNB) has seen some volatility following a recent earnings report that surprised many, with shares initially rising then losing those gains. Experts note that the company boasts a strong international footprint and appeals to younger travelers, yet there are concerns regarding its performance, particularly in the face of strict regulations and a lack of solid returns on capital. Some analysts are optimistic about the stock's potential, suggesting that it may be a good buy on current weakness, especially as interest rates are predicted to decline. However, there are fears about the impact of regulation, particularly in urban markets, and some express caution regarding investing more in the stock until it can demonstrate stronger returns and adapt to evolving market conditions.

Consensus
Neutral
Valuation
Undervalued
BUY

Share hit a high after last month's surprise quarter, prompting upgrades. But shares have since lost those gains. Is cheap now. Is a long-term secular winner. It's the prefferred way for young people to travel.

BUY

Is surprised by their current weakness. ABNB has an international footprint and are doing well, just not enough to move shares up. It will happen.

BUY ON WEAKNESS

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

HOLD

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. 

Unspecified

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.

WATCH
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.

COMMENT

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.

BUY

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.

BUY
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. 
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COMMENT

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.

DON'T BUY

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

HOLD

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. 

PARTIAL SELL

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

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.

Showing 1 to 15 of 59 entries

Airbnb(ABNB-Q) Rating

Ranking : 3 out of 5

Star iconStar iconStar iconStar empty iconStar empty icon

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 3

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, 3 stock analysts published opinions about ABNB-Q. 1 analyst recommended to BUY the stock. 1 analyst 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?

3 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 2025-04-11, Airbnb (ABNB-Q) stock closed at a price of $114.54.