On Nov 08, major Wall Street analysts update their ratings for $Airbnb (ABNB.US)$, with price targets ranging from $110 to $155.
Morgan Stanley analyst Brian Nowak maintains with a sell rating, and maintains the target price at $115.
BofA Securities analyst Justin Post maintains with a hold rating, and adjusts the target price from $142 to $154.
Barclays analyst Trevor Young maintains with a sell rating, and adjusts the target price from $100 to $110.
TD Cowen analyst Kevin Kopelman maintains with a buy rating, and adjusts the target price from $170 to $155.
Needham analyst Bernie McTernan maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Airbnb (ABNB.US)$'s main analysts recently are as follows:
Airbnb's Q3 Gross Bookings surpassed expectations, reaching $20.1B, driven by an increase in booked nights and higher average daily rates (ADRs). Looking ahead, the company anticipates a pickup in booked nights growth in Q4 compared to the 8% growth seen in Q3, although margins are expected to decline year-over-year due to an increase in investment spending.
Airbnb's Q3 outcomes aligned closely with investor anticipations. Despite witnessing shorter booking durations and a deceleration in patronage from U.S. clients during Q2, the company experienced a widespread uptick in demand trends. This, coupled with a return to standard booking intervals, propelled expansion throughout Q3 and is expected to continue into Q4.
Airbnb's third-quarter nights exceeded consensus expectations and aligned with what was anticipated by the buy-side, with guidance indicating a potential acceleration in the fourth quarter. It is anticipated that there could be a compression of EBITDA margins by upwards of three points extending into 2025.
Observations indicate a marked enhancement in booking patterns, which persisted into October, coupled with an uptick in growth across European markets.
Here are the latest investment ratings and price targets for $Airbnb (ABNB.US)$ from 5 analysts:
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美东时间11月8日，多家华尔街大行更新了$爱彼迎 (ABNB.US)$的评级，目标价介于110美元至155美元。
摩根士丹利分析师Brian Nowak维持卖出评级，维持目标价115美元。
美银证券分析师Justin Post维持持有评级，并将目标价从142美元上调至154美元。
巴克莱银行分析师Trevor Young维持卖出评级，并将目标价从100美元上调至110美元。
TD Cowen分析师Kevin Kopelman维持买入评级，并将目标价从170美元下调至155美元。
Needham分析师Bernie McTernan维持持有评级。
此外，综合报道，$爱彼迎 (ABNB.US)$近期主要分析师观点如下：
爱彼迎第三季度的总预订超出了预期，达到了201亿美元，这是由预订夜晚的增加和较高的平均每日价格（ADRs）推动的。展望未来，该公司预计第四季度的预订夜晚增长将超过第三季度的8％增长，尽管由于投资支出增加，预计毛利润将出现年度下降。
爱彼迎第三季度的业绩与投资者的预期非常一致。尽管在第二季度见证了预订持续时间变短以及美国客户的参与减少，但该公司在需求趋势普遍上升的背景下经历了第三季度的扩张，这加上恢复到标准预订间隔，推动了第三季度的扩张，并预计将延续到第四季度。
爱彼迎第三季度的夜晚超出了一致预期，并与买入方所预期的相一致，指导表明第四季度可能会出现加速。预计在2025年继续延伸三个百分点以上对EBITDA毛利率的压缩。
观察表明预订模式有显着改善，这种改善一直持续到十月，在欧洲市场增长也有所上升。
以下为今日5位分析师对$爱彼迎 (ABNB.US)$的最新投资评级及目标价：
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