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:
愛彼迎第三季度總預訂額超過預期,達到201億美元,受到預訂夜晚增加和高平均每日費率(ADRs)的推動。展望未來,公司預計第四季度預訂夜晚增長將超過第三季度的8%增長,儘管由於投資支出增加,利潤率預計將同比下降。
愛彼迎第三季度業績與投資者預期密切對齊。儘管在第二季度見證了較短的預訂時長和美國客戶的下降,公司在需求趨勢普遍上升方面經歷了明顯上升。這與恢復標準預訂間隔相結合,推動了第三季度的擴張,並預計將持續到第四季度。
愛彼迎第三季度夜晚超過共識預期,並與買入方預期一致,指導表明第四季度可能會加速。預計EBITDA利潤率可能會在2025年延續上升至三點以上。
觀察結果顯示預訂模式明顯改善,並持續到十月,同時歐洲市場增長有所上升。
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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