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)
2.06% less ownership
Funds ownership: 76.05% [Q2] → 74.0% (-2.06%) [Q3]
5% less funds holding
Funds holding: 1,149 [Q2] → 1,089 (-60) [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: 353 | Existing positions reduced: 453
28% less funds holding in top 10
Funds holding in top 10: 29 [Q2] → 21 (-8) [Q3]
31% less first-time investments, than exits
New positions opened: 133 | Existing positions closed: 193
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
B of A Securities Justin Post 64% 1-year accuracy 9 / 14 met price target | 18%upside $159 | Neutral Maintained | 18 Dec 2024 |
Truist Securities Naved Khan 72% 1-year accuracy 18 / 25 met price target | 8%downside $123 | Hold Maintained | 4 Dec 2024 |
DA Davidson Tom White 48% 1-year accuracy 11 / 23 met price target | 2%downside $131 | Neutral Maintained | 18 Nov 2024 |
Phillip Securities | 11%downside $120 | Reduce Downgraded | 12 Nov 2024 |
Susquehanna Shyam Patil 79% 1-year accuracy 45 / 57 met price target | 19%upside $160 | Positive Maintained | 11 Nov 2024 |
Financial journalist opinion
Based on 20 articles about ABNB published over the past 30 days