On Nov 12, major Wall Street analysts update their ratings for $Airbnb (ABNB.US)$, with price targets ranging from $137 to $160.
Citi analyst Ronald Josey maintains with a buy rating, and adjusts the target price from $135 to $158.
Evercore analyst Mark Mahaney maintains with a hold rating, and maintains the target price at $155.
SIG analyst Shyam Patil maintains with a buy rating, and adjusts the target price from $180 to $160.
CFRA analyst Angelo Zino downgrades to a hold rating, and adjusts the target price from $140 to $137.
Furthermore, according to the comprehensive report, the opinions of $Airbnb (ABNB.US)$'s main analysts recently are as follows:
The firm believes Airbnb's investments are poised to drive a resurgence in bookings growth and increase its overall share of the travel market. With the company performing strongly in its essential operations, investors are encouraged to capitalize on any market dislocations.
Airbnb's recent quarterly results were described as 'relatively strong,' bolstered by solid performances across various global regions. However, the continued 'tepid' growth in the company's B2C business, even amidst increasing investments, casts some uncertainty on its projected earnings growth for 2025.
Airbnb's Q3 Gross Bookings surpassed expectations, reaching $20.1B, attributed to an increase in nights booked and higher average daily rates (ADRs). The company's forecast for Q4 indicates that growth in booked nights is expected to pick up pace from the 8% seen in Q3, although profit margins are projected to decline year-over-year due to an uptick in investment spending.
The company's Q3 results aligned closely with investor expectations. Despite the earlier indications of a demand slowdown from U.S. guests and shorter booking periods in Q2, a resurgence in demand trends and a return to normal booking durations contributed to the company's growth trajectory through Q3 and into the subsequent quarter.
Airbnb's third-quarter nights booked exceeded consensus expectations and aligned with those of the buy-side, with guidance suggesting even stronger performance in the fourth quarter. The expectation is now set for a compression of EBITDA margins by upwards of three percentage points leading into 2025.
Here are the latest investment ratings and price targets for $Airbnb (ABNB.US)$ from 4 analysts:
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美东时间11月12日，多家华尔街大行更新了$爱彼迎 (ABNB.US)$的评级，目标价介于137美元至160美元。
花旗分析师Ronald Josey维持买入评级，并将目标价从135美元上调至158美元。
Evercore分析师Mark Mahaney维持持有评级，维持目标价155美元。
海纳国际分析师Shyam Patil维持买入评级，并将目标价从180美元下调至160美元。
CFRA分析师Angelo Zino下调至持有评级，并将目标价从140美元下调至137美元。
此外，综合报道，$爱彼迎 (ABNB.US)$近期主要分析师观点如下：
该公司认为爱彼迎的投资有望推动订单增长的复苏，并增加其在旅行市场的整体份额。随着公司在其主要业务方面表现强劲，投资者被鼓励利用任何市场中的错位。
爱彼迎最近的季度业绩被描述为“相对强劲”，各个全球区域的强劲表现提振了业绩。然而，尽管在不断增加投资的情况下，公司的B2C业务仍然存在“冷淡”的增长，这在一定程度上对其2025年的盈利增长率造成了一些不确定性。
爱彼迎的第三季度总订单额超出预期，达到201亿美元，这归因于预订夜晚的增加和更高的平均每日价格（ADRs）。公司对第四季度的预测表明，预订夜晚的增长预计将从第三季度的8%加速，尽管由于投资支出增加，利润率预计会同比下降。
该公司第三季度的业绩与投资者的预期密切相关。尽管此前有迹象显示美国客人的需求放缓以及第二季度预订周期变短，但需求趋势的复苏和预订周期的恢复对公司在第三季度及其后一个季度的增长轨迹产生了积极影响。
爱彼迎第三季度的预订夜晚超出共识预期，并与买方保持一致，指导意见表明第四季度的表现甚至更为强劲。预期现在定为，在进入2025年之前，EBITDA利润率将上升三个百分点以上。
以下为今日4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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