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 Dec. 31, 2024. Listings from the company's over 5 million hosts are spread over almost every country in the world. In 2024, 45% of revenue was from the North American region, 37% from Europe, Middle East, and Africa, 9% from Latin America, and 9% from Asia-Pacific. Transaction fees for online bookings account for all its revenue.
Employees: 7,300
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
71% more first-time investments, than exits
New positions opened: 192 | Existing positions closed: 112
2% more funds holding
Funds holding: 1,095 [Q3] → 1,113 (+18) [Q4]
1.22% more ownership
Funds ownership: 74.67% [Q3] → 75.89% (+1.22%) [Q4]
5% more capital invested
Capital invested by funds: $41.5B [Q3] → $43.4B (+$1.9B) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 387
0% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 21 (+0) [Q4]
25% less call options, than puts
Call options by funds: $1.63B | Put options by funds: $2.17B
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Susquehanna Shyam Patil 80% 1-year accuracy 39 / 49 met price target | 37%upside $200 | Positive Maintained | 18 Feb 2025 |
UBS Stephen Ju 86% 1-year accuracy 6 / 7 met price target | 10%upside $160 | Neutral Maintained | 14 Feb 2025 |
B. Riley Securities Naved Khan 72% 1-year accuracy 18 / 25 met price target | 1%downside $145 | Neutral Maintained | 14 Feb 2025 |
Benchmark Daniel Kurnos 64% 1-year accuracy 54 / 85 met price target | 22%upside $178 | Buy Maintained | 14 Feb 2025 |
Canaccord Genuity Michael Graham 43% 1-year accuracy 6 / 14 met price target | 30%upside $190 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 54 articles about ABNB published over the past 30 days
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