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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美東時間11月12日，多家華爾街大行更新了$愛彼迎 (ABNB.US)$的評級，目標價介於137美元至160美元。
花旗分析師Ronald Josey維持買入評級，並將目標價從135美元上調至158美元。
Evercore分析師Mark Mahaney維持持有評級，維持目標價155美元。
海納國際分析師Shyam Patil維持買入評級，並將目標價從180美元下調至160美元。
CFRA分析師Angelo Zino下調至持有評級，並將目標價從140美元下調至137美元。
此外，綜合報道，$愛彼迎 (ABNB.US)$近期主要分析師觀點如下：
該公司相信愛彼迎的投資將推動預訂增長的復甦，並增加其在旅行市場的整體份額。隨着公司在其基本業務中表現強勁，投資者被鼓勵利用任何市場失調。
愛彼迎最近一季度的業績被描述爲「相對強勁」，得益於全球各地區良好的表現。然而，在公司的B2C業務中持續「悄然」增長，甚至在投資增加之際，對2025年預期收益增長的不確定性投下了陰影。
愛彼迎第三季度的毛收益超出預期，達到了201億美元，歸因於預訂夜晚增加和較高的平均每日價格（ADRs）。公司對第四季度的預測表明，預訂夜晚的增長預計將從第三季度的8%加速，儘管預計由於投資支出的上升，利潤率將出現年度下降。
公司第三季度的業績與投資者的預期密切一致。儘管早些時候出現了來自美國客人的需求放緩跡象以及第二季度預訂週期縮短，但需求趨勢的復甦和恢復到正常預訂週期有助於公司在第三季度及隨後一個季度的增長軌跡。
愛彼迎第三季度的預訂夜晚超出共識預期，並與買方一致，指導意見表明第四季度甚至將有更強勁的表現。預期現在已經設定好，到2025年前進入淨息稅折舊及攤銷前利潤（EBITDA）利潤率將受到三個百分點以上的擠壓。
以下爲今日4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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