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Investor Insights

This summary was created by AI, based on 9 opinions in the last 12 months.

The experts have mixed opinions on Airbnb's stock. While some see potential for growth and profitability, others are concerned about the slowing growth rate, tough competition, and high stock price. They acknowledge the company's strong technology and recent profitability but are cautious about the future. The stock has seen volatility and fluctuations in share price, and the 4Q results have raised questions about the company's performance in the upcoming quarters. Overall, the reviews indicate a level of uncertainty and caution surrounding the stock.

Consensus
Mixed
Valuation
Fair Value
Similar
Booking.com, BKNG-Q
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. 
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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
HOLD
Airbnb
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.

Technology
BUY
Airbnb

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

Technology
SELL
Airbnb

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

(Analysts’ price target is $143.00)
Technology
BUY
Airbnb

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

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 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.  

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 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.

Technology
Showing 1 to 15 of 51 entries

Airbnb(ABNB-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 7

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, 7 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?

7 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 2024-04-19, Airbnb (ABNB-Q) stock closed at a price of $155.