AirbnbABNB
About: Started in 2008, Airbnb is the world's largest online alternative accommodation travel agency; it also offers 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 5 million-plus hosts are spread over almost every country in the world. In 2024, 45% of revenue was from North America, 37% from Europe, the 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 disclosures by fund managers ($100M+ AUM)
86% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 116
6% more funds holding
Funds holding: 1,098 [Q3] → 1,167 (+69) [Q4]
6% more capital invested
Capital invested by funds: $41.2B [Q3] → $43.5B (+$2.28B) [Q4]
1.91% more ownership
Funds ownership: 74.04% [Q3] → 75.95% (+1.91%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 21 (+0) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 402
24% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.17B
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
Morgan Stanley Brian Nowak 53% 1-year accuracy 20 / 38 met price target | 15%upside $130 | Underweight Maintained | 17 Apr 2025 |
Cantor Fitzgerald Deepak Mathivanan 51% 1-year accuracy 30 / 59 met price target | 10%downside $101 | Underweight Maintained | 16 Apr 2025 |
JP Morgan Doug Anmuth 65% 1-year accuracy 34 / 52 met price target | 2%upside $115 | Neutral Maintained | 8 Apr 2025 |
Wells Fargo Ken Gawrelski 48% 1-year accuracy 25 / 52 met price target | 11%downside $100 | Underweight Maintained | 7 Apr 2025 |
Baird Colin Sebastian 41% 1-year accuracy 16 / 39 met price target | 42%upside $160 | Outperform Maintained | 25 Mar 2025 |
Financial journalist opinion
Based on 21 articles about ABNB published over the past 30 days
