Airbnb
ABNB

$114.28

1.96%

Market Cap: $72.3B

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 June 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

Real Estate To Dwellings & Other Buildings

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 24 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

23% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 374

1% less funds holding

Funds holding: 1,143 [Q1] → 1,133 (-10) [Q2]

7% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 136

4.52% less ownership

Funds ownership: 77.83% [Q1] → 73.31% (-4.52%) [Q2]

11% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.39B

13% less capital invested

Capital invested by funds: $56.2B [Q1] → $49B (-$7.16B) [Q2]

19% less funds holding in top 10

Funds holding in top 10: 36 [Q1] → 29 (-7) [Q2]

See Fund Rankings

Research analyst outlook

24 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$90

21%

downside

Avg. target

$128

12%

upside

High target

$190

66%

upside

24 analyst ratings

7 positive

29%

11 neutral

46%

6 negative

25%

Cantor Fitzgerald Deepak Mathivanan 53% 1-year accuracy 9 / 17 met price target	18%downside $94	Underweight Initiated	5 Sept 2024
Jefferies John Colantuoni 50% 1-year accuracy 4 / 8 met price target	5%upside $120	Hold Maintained	4 Sept 2024
Truist Securities Patrick Scholes 44% 1-year accuracy 16 / 36 met price target	9%upside $124	Hold Maintained	4 Sept 2024
Benchmark Daniel Kurnos 52% 1-year accuracy 32 / 62 met price target	36%upside $155	Buy Reiterated	26 Aug 2024
Goldman Sachs Eric Sheridan 60% 1-year accuracy 33 / 55 met price target	3%downside $111	Sell Maintained	8 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 36 articles about ABNB published over the past 30 days

Zacks Investment Research

Why Is Airbnb (ABNB) Up 2% Since Last Earnings Report?

Airbnb (ABNB) reported earnings 30 days ago. What's next for the stock?

Why Is Airbnb (ABNB) Up 2% Since Last Earnings Report?

How Starbucks and Airbnb Fit Buffett's Winning Stock Strategy

While investors today want to emulate what Warren Buffett and other mega investors in the stock market are trying to do, they often forget that they are in the tenth chapter of their journey, while most retail investors should be trying to figure out what these professionals did in their beginning chapters. Having less capital at their disposal and a narrower stock selection system doesn't have to be a disadvantage, just as it wasn't one for younger Buffett.

How Starbucks and Airbnb Fit Buffett's Winning Stock Strategy

Zacks Investment Research

Airbnb Dips 21.1% in 3 Months: Should You Hold or Fold the Stock?

Airbnb (ABNB) grapples with intensifying competition, market volatility and shorter booking lead times amid the strength in its core business and growing listings.

Airbnb Dips 21.1% in 3 Months: Should You Hold or Fold the Stock?

Proactive Investors

Airbnb calls on NYC to change short-term rental regulations

Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) has urged New York City lawmakers to reconsider regulations on short-term rentals introduced in September 2023 which it says have increased costs for travellers without improving housing supply. In a blog post, the alternative accommodation provider said Local Law 18 (LL18), which requires short-term rental hosts to register with the Mayor's Office of Special Enforcement, has failed to deliver on its promise to protect affordable housing.

Airbnb calls on NYC to change short-term rental regulations

Travel Stock Headwinds: "Consumers are Going Where the Bargains Are"

Americans are penny-pinching as inflation made everyone more aware of their spending. With discretionary spending in focus, the travel industry has taken a hit.

Travel Stock Headwinds: "Consumers are Going Where the Bargains Are"

The Motley Fool

Is This 1 Thing the Biggest Risk for Airbnb Stock?

Because of Airbnb's huge success disrupting the travel and real estate markets, it has caught the attention of regulators. No single city generates more than 2% of Airbnb's sales, which alleviates risk.

Is This 1 Thing the Biggest Risk for Airbnb Stock?

Airbnb: An Attractive Play

Airbnb's strong market dominance and innovative strategies position it well for future growth, despite recent underperformance compared to the S&P 500. CEO Brian Chesky's vision includes new services like a co-hosting marketplace, which is expected to significantly increase listings and revenue. Current market estimates undervalue Airbnb. My DCF model suggests a fair value of $160 per share, making it a Strong Buy.

Airbnb: An Attractive Play

Growing vacation rental company looking to shake up Airbnb, Vrbo

SkyRun Vacation Rentals President Cord Thomas discusses his company's business strategy as Airbnb weakens its outlook on signs of slowing demand. https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network (FBN) is a financial news channel delivering real-time information across all platforms that impact both Main Street and Wall Street.

Growing vacation rental company looking to shake up Airbnb, Vrbo

Airbnb Should Be a Sleeper Hit

This column is part of the eighth annual Heard on the Street stock-picking series.

Airbnb Should Be a Sleeper Hit

The Motley Fool

This Beaten-Down Travel Stock Has a Major Growth Opportunity -- Here's Why

Large events like the olympics can be an opportunity for Airbnb. The use of generative AI could unlock a more personalized user experience.

This Beaten-Down Travel Stock Has a Major Growth Opportunity -- Here's Why

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