Airbnb (ABNB)

• Market cap: $78.1B
• 1 day: -2.32%
• 5 days: 0.79%
• 1 month: -9.90%
• 3 months: -5.80%
• 6 months: -2.03%
• Year to date: -4.43%
• 1 year: -24.49%
• 5 years: -13.17%
• 10 years: -13.17%
• Sector: Real Estate
• Industry: To Dwellings & Other Buildings

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 filings by fund managers ($100M+ AUM)

84% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 116

6% more funds holding

Funds holding: 1,097 [Q3] → 1,162 (+65) [Q4]

1.37% more ownership

Funds ownership: 74.72% [Q3] → 76.1% (+1.37%) [Q4]

5% more capital invested

Capital invested by funds: $41.6B [Q3] → $43.5B (+$1.99B) [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: 397 | Existing positions reduced: 402

25% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $2.19B

Research analyst outlook

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

• Low target: $96 24% downside
• Avg. target: $158 25% upside
• High target: $200 59% upside

15 analyst ratings

• positive: 6 40%
• neutral: 6 40%
• negative: 3 20%

Baird Colin Sebastian 71% 1-year accuracy 29 / 41 met price target	27% upside $160	Outperform Maintained	25 Mar 2025
Truist Securities Patrick Scholes 50% 1-year accuracy 37 / 74 met price target	11% downside $112	Hold Maintained	21 Mar 2025
Tigress Financial Ivan Feinseth 61% 1-year accuracy 43 / 71 met price target	59% upside $200	Buy Maintained	14 Mar 2025
Jefferies John Colantuoni 47% 1-year accuracy 8 / 17 met price target	47% upside $185	Buy Upgraded	10 Mar 2025
Susquehanna Shyam Patil 64% 1-year accuracy 30 / 47 met price target	59% upside $200	Positive Maintained	18 Feb 2025