On Nov 09, major Wall Street analysts update their ratings for $Airbnb (ABNB.US)$, with price targets ranging from $107 to $165.
Goldman Sachs analyst Eric Sheridan maintains with a sell rating, and adjusts the target price from $111 to $107.
Evercore analyst Mark Mahaney maintains with a hold rating, and adjusts the target price from $125.3 to $155.
TD Cowen analyst Kevin Kopelman maintains with a buy rating, and adjusts the target price from $170 to $155.
Oppenheimer analyst Jed Kelly maintains with a hold rating.
Cantor Fitzgerald analyst Deepak Mathivanan maintains with a sell rating, and adjusts the target price from $94 to $114.
Furthermore, according to the comprehensive report, the opinions of $Airbnb (ABNB.US)$'s main analysts recently are as follows:
Airbnb's third-quarter results were characterized as 'relatively strong' due to solid performances spanning all regions. However, despite increasing investments, the persistent 'tepid' growth in the company's B2C business casts a shadow over its earnings growth prospects for 2025.
Airbnb's Q3 Gross Bookings surpassed expectations, reaching $20.1B due to an increase in nights booked and higher Average Daily Rates (ADRs). The company anticipates that the growth in booked nights will speed up in Q4, continuing from the 8% increase seen in Q3, although it projects a year-over-year decline in margins as investment spending escalates. The general preference within the gig economy space leans towards stocks with faster growth compared to Online Travel Agencies (OTAs).
Airbnb's Q3 outcomes aligned closely with investor anticipations. Despite earlier concerns over shorter booking durations and a deceleration in demand from U.S. customers in Q2, the company witnessed a widespread uptick in demand and a return to more typical booking timelines, contributing to growth that carried into Q4.
The performance of Airbnb presents arguments for both optimistic and pessimistic investors, as reflected by the company's third-quarter nights surpassing consensus and aligning with buy-side forecasts, followed by projections of stronger momentum in the fourth quarter. It is anticipated that there will be a contraction in EBITDA margin extending into 2025.
The company's third-quarter performance presented a blend of slight improvements in near-term fundamentals, which were, however, eclipsed by less optimistic guidance for fourth-quarter margins and indications of an impending investment phase anticipated in FY25 due to its novel and growing business segments.
Here are the latest investment ratings and price targets for $Airbnb (ABNB.US)$ from 8 analysts:
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美東時間11月9日，多家華爾街大行更新了$愛彼迎 (ABNB.US)$的評級，目標價介於107美元至165美元。
高盛集團分析師Eric Sheridan維持賣出評級，並將目標價從111美元下調至107美元。
Evercore分析師Mark Mahaney維持持有評級，並將目標價從125.3美元上調至155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。
奧本海默控股分析師Jed Kelly維持持有評級。
坎托·菲茨杰拉德分析師Deepak Mathivanan維持賣出評級，並將目標價從94美元上調至114美元。
此外，綜合報道，$愛彼迎 (ABNB.US)$近期主要分析師觀點如下：
愛彼迎的第三季度業績被描述爲「相當強勁」，由於所有地區表現均穩健。然而，儘管增加投資，公司的B2C業務仍然表現出持續疲軟的增長，這給其2025年的收益增長前景蒙上了一層陰影。
愛彼迎的Q3毛收益超過預期，達到了201億美元，部分原因是預訂夜晚增加以及更高的平均日收入。公司預計預訂夜晚的增長將在Q4加快，延續Q3的8%增長，儘管公司預測投資支出不斷升級，盈利能力將出現年度同比下降。占主導地位的零工經濟領域更傾向於股票，其增長速度比在線旅行社快。
愛彼迎的Q3結果與投資者的預期密切相符。儘管早前對Q2美國客戶短期預訂的擔憂以及需求放緩的影響，公司目睹了需求的普遍增長以及恢復到更典型的預訂時間表，促成增長延續至Q4。
愛彼迎的表現給樂觀和悲觀的投資者提供了討論基礎，公司第三季度預訂夜晚超出共識，並與買方預測相吻合，隨後預測第四季度勢頭更強。預計EBITDA利潤率將在2025年延續收縮。
公司第三季度表現呈現出短期基本面略微改善的混合，但被第四季度利潤不樂觀的指引和FY25年預計迅速投資階段的跡象所掩蓋，這是由於其新穎和增長業務板塊。
以下爲今日8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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