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：
愛彼迎第三季度的業績被描述爲「相當強勁」，由於在所有地區表現出色。然而，儘管增加投資，公司B2C業務的溫和增長仍然蒙上了2025年盈利增長前景的陰影。
愛彼迎Q3總預訂超出預期，達到201億美元，這是由於預訂夜晚增加以及較高的平均每日費率（ADRs）。公司預計，預訂夜晚的增長將在Q4加快，延續Q3的8%增長，儘管它預測邊際會隨着投資支出的上升而同比下降。數字經濟領域普遍更青睞增長速度更快的股票，而不是在線旅行社（OTAs）。
愛彼迎Q3的業績與投資者的預期密切相符。儘管之前擔憂Q2美國客戶預訂時長較短和需求放緩，但公司見證了需求普遍回升以及重返更典型的預訂時間表，推動了延續至Q4的增長。
愛彼迎的表現爲樂觀和悲觀的投資者提供了論據，正如公司第三季度的預訂夜晚超過共識並與買方預測一致，隨後預測第四季度勢頭更強勁。預計EBITDA邊際將進一步收縮延伸至2025年。
公司第三季度的業績呈現出近期基本面略微改善的混合，並且由於對第四季度邊際不太樂觀的指引以及預示着2025財年預期的即將到來的投資階段，被其新穎且增長迅速的業務板塊所掩蓋。
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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