AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informationalB My buyS My sell
Description
Company and Business Model
Airbnb operates an online marketplace for lodging, primarily focusing on short-term rentals. Its core services include connecting hosts with guests, offering a platform for booking accommodations, and providing experiences. Major business segments consist of home rentals, unique stays, and travel experiences. The primary revenue source is the service fee charged to hosts and guests for each booking.
Investment Profile
The stock is more aligned with growth investors due to its focus on expanding market share and innovative offerings in the travel sector. However, recent performance indicators suggest increased risk, making it less suitable for conservative investors. The investment horizon may be medium-term, considering potential market fluctuations.
Fundamental metrics (experimental)Updated: 2026-10-23
EPS (TTM) — earnings per share for the last 12 months, $
4.42
Revenue QoQ — quarter-over-quarter revenue growth
34.7%
EPS surprise
8.7%
20d volatility
1.4%
AI recommendation changes
Date
Before
After
Reason
2026-10-19
Hold
Buy
Strong revenue growth and positive EPS surprise support bullish outlook.
2026-10-11
Buy
Hold
Strong revenue growth and positive EPS surprise support bullish outlook.
2026-10-03
Hold
Buy
Strong revenue growth and positive EPS surprise support bullish outlook.
2026-09-09
Buy
Hold
Strong revenue growth but high risk and negative momentum.
2026-08-08
Hold
Buy
Strong momentum and revenue growth support bullish outlook.
2026-07-29
Sell
Hold
Mixed fundamentals; positive momentum but revenue decline concerns.
2026-07-21
Hold
Sell
Weak fundamentals and negative momentum raise concerns.
2026-06-17
Sell
Hold
Weak fundamentals and high risk limit upside potential.
2026-06-09
Hold
Sell
Weak fundamentals and negative momentum raise concerns.
2026-06-01
Sell
Hold
Weak fundamentals and negative momentum raise concerns.
2026-05-16
Hold
Sell
Weak fundamentals and negative momentum raise concerns.
2026-05-08
—
Hold
Weak fundamentals and high risk limit upside potential.
2026-05-08
Hold
Hold
Компания демонстрирует положительную динамику в долгосрочной перспективе, однако недавнее снижение выручки и негативный сюрприз указывают на возможные краткосрочные риски.
American Express has partnered with Airbnb to integrate over 1 million Airbnb listings into its travel rewards platform, allowing cardholders to earn rewards on bookings. This move enhances Amex's offerings amid increasing competition in the premium credit card market.
KeyBanc has upgraded Airbnb to overweight, suggesting that investors should consider buying the stock due to its current undervaluation and potential for growth, particularly in the context of AI advancements.
Jim Cramer suggests that the market's reaction to Meta's Muse AI may be overly negative, presenting potential buying opportunities in consumer stocks that have been unfairly impacted by fears of AI disruption.
The Goldman Sachs Communacopia + Technology Conference highlighted the ongoing debate about artificial intelligence, with leaders like Airbnb's Brian Chesky emphasizing the technology's dual potential for positive and negative impacts, depending on human choices.
Airbnb's recent performance has caught the attention of investors as the company shows significant revenue growth and improved fundamentals, suggesting a potential turnaround in its stock price after a prolonged period of stagnation.
Jim Cramer suggests that the current market negativity presents buying opportunities for investors who can tolerate short-term volatility, despite challenges like rising Treasury yields and high oil prices.
The upcoming consumer price index (CPI) data release is crucial for investors as it may influence Federal Reserve interest rate decisions, while notable stock movements in financials and tech highlight market trends.
Investors should note the significant declines in eToro and CoreWeave stocks, while cybersecurity firms and Airbnb have shown strong performance, indicating shifting market dynamics.
Airbnb's shares rose 15% following a strong earnings report, with CEO Brian Chesky attributing the company's growth to increased investment in artificial intelligence, which is enhancing productivity and revenue generation.
Sweetgreen's shares fell sharply after the company lowered its full-year outlook due to declining sales linked to cyclospora fears, highlighting the potential impact of food safety concerns on restaurant stocks. Additionally, the upcoming jobs report could influence market sentiment as investors await key labor market data.