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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美東時間11月8日，多家華爾街大行更新了$愛彼迎 (ABNB.US)$的評級，目標價介於110美元至155美元。
摩根士丹利分析師Brian Nowak維持賣出評級，維持目標價115美元。
美銀證券分析師Justin Post維持持有評級，並將目標價從142美元上調至154美元。
巴克萊銀行分析師Trevor Young維持賣出評級，並將目標價從100美元上調至110美元。
TD Cowen分析師Kevin Kopelman維持買入評級，並將目標價從170美元下調至155美元。
Needham分析師Bernie McTernan維持持有評級。
此外，綜合報道，$愛彼迎 (ABNB.US)$近期主要分析師觀點如下：
愛彼迎第三季度的總預訂額超出預期，達到了201億美元，這是由於預訂夜晚的增加和更高的平均每日費率（ADRs）所推動的。展望未來，公司預計第四季度預訂夜晚增長將比第三季度的8%增長高，儘管由於投資支出增加，利潤率預計會同比下降。
愛彼迎第三季度的業績與投資者的預期密切相符。儘管在第二季度見證了預訂持續時間縮短以及美國客戶的預訂量減少，但公司經歷了需求趨勢普遍上升。這與恢復標準預訂間隔相結合，推動了第三季度的擴張，並有望持續到第四季度。
愛彼迎的第三季度預訂夜晚超出了共識預期，並與買入方預期一致，指導政策顯示第四季度可能出現加速增長。預計到2025年，EBITDA利潤率可能會降低高達三個點。
觀察結果表明預訂模式有顯着改善，一直延續到十月，在歐洲市場增長也有上升趨勢。
以下爲今日5位分析師對$愛彼迎 (ABNB.US)$的最新投資評級及目標價：
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