AirbnbABNB
About: Started in 2008, Airbnb is the world's largest online alternative accommodation travel agency, also offering booking services for boutique hotels and experiences. Airbnb's platform offered over 8 million active accommodation listings as of Sept. 30, 2024. Listings from the company's over 5 million hosts are spread over almost every country in the world. In 2023, 50% of revenue was from the North American region. Transaction fees for online bookings account for all its revenue.
Employees: 6,907
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
2.07% less ownership
Funds ownership: 76.05% [Q2] → 73.98% (-2.07%) [Q3]
7% less funds holding
Funds holding: 1,147 [Q2] → 1,065 (-82) [Q3]
19% less capital invested
Capital invested by funds: $50.9B [Q2] → $41.1B (-$9.73B) [Q3]
20% less call options, than puts
Call options by funds: $1.63B | Put options by funds: $2.03B
22% less repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 443
31% less funds holding in top 10
Funds holding in top 10: 29 [Q2] → 20 (-9) [Q3]
39% less first-time investments, than exits
New positions opened: 130 | Existing positions closed: 212
Research analyst outlook
23 Wall Street Analysts provided 1 year price targets over the past 3 months
23 analyst ratings
Phillip Securities | 9%downside $120 | Reduce Downgraded | 12 Nov 2024 |
Susquehanna Shyam Patil 74% 1-year accuracy 43 / 58 met price target | 21%upside $160 | Positive Maintained | 11 Nov 2024 |
Citigroup Ronald Josey 76% 1-year accuracy 35 / 46 met price target | 19%upside $158 | Buy Maintained | 11 Nov 2024 |
Barclays Mario Lu 64% 1-year accuracy 7 / 11 met price target | 17%downside $110 | Underweight Maintained | 8 Nov 2024 |
TD Cowen | 17%upside $155 | Buy Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 44 articles about ABNB published over the past 30 days
