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.
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.
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.
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
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
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.
Airbnb was recommended as a Top Pick by on . Read the latest stock experts ratings for Airbnb.
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.
3 stock analysts on Stockchase covered Airbnb In the last year. It is a trending stock that is worth watching.
On 2025-04-11, Airbnb (ABNB-Q) stock closed at a price of $114.54.
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.