Airbnb Has Catalysts On The Horizon, Says Bullish Analyst
Airbnb Has Catalysts On The Horizon, Says Bullish Analyst
Airbnb Inc (NASDAQ:ABNB) has been trying to leverage artificial intelligence (AI) to disrupt the global online travel agency (OTA) industry.
愛彼迎公司（納斯達克股票代碼：ABNB）一直在努力利用人工智能（AI）來顛覆全球在線旅行社（OTA）行業。
Sponsored listings offer "meaningful" upside to the company's EBITDA in the long term, according to Mizuho Securities.
瑞穗證券表示，從長遠來看，贊助上市爲公司的息稅折舊攤銷前利潤提供了 “有意義的” 上漲空間。
The Airbnb Analyst: James Lee upgraded the rating for Airbnb from Neutral to Buy, while raising the price target from $150 to $200.
愛彼迎分析師：詹姆斯·李將愛彼迎的評級從中性上調至買入，同時將目標股價從150美元上調至200美元。
The Airbnb Thesis: The company could generate nearly 15% EBITDA upside in the long term from sponsored listings, which are "a natural extension" of its business, Lee said in the upgrade note.
愛彼迎論點：李在升級說明中表示，從長遠來看，該公司可以通過贊助房源創造近15％的息稅折舊攤銷前利潤增長空間，這是其業務的 “自然延伸”。
Check out other analyst stock ratings.
查看其他分析師股票評級。
"The upside is substantial as the Street models basically flat take-rate over the next few years," while a take-rate of just 1% from advertising could lead to nearly 15% upside, he added.
他補充說：“上行空間很大，因爲華爾街模型在未來幾年內基本持平，” 而廣告的接受率僅爲1％，則可能帶來近15％的上漲空間。
Following the first-quarter guidance, Street expectations for room night growth in 2024 have been cut from 13% to 11%, which limits downside risks, the analyst stated.
該分析師表示，根據第一季度的指導，華爾街對2024年客房夜間增長的預期已從13％下調至11％，這限制了下行風險。
"We see opportunities to beat room night growth with incremental demand from Summer Olympics and share gains from elevated hotel pricing," he further wrote.
他進一步寫道：“隨着夏季奧運會的需求增加，以及酒店定價上漲帶來的份額收益，我們看到了戰勝房間夜間增長的機會。”
ABNB Price Action: Shares of Airbnb had risen by 0.34% to $161.49 at the time of publication on Wednesday.
ABNB價格走勢：在週三發佈時，愛彼迎的股價上漲了0.34％，至161.49美元。
Photo: Shutterstock
照片：Shutterstock
譯文內容由第三人軟體翻譯。