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.
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.
| 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. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-10-07 | Wells Fargo | Target Lowered | — → 185 | 160.39 |
| 2026-10-01 | KeyBanc | Rating Upgraded | — → 191 | 160.47 |
| 2026-09-24 | China Renaissance Securities (US) Inc. | Update | — → 200 | 149.58 |
| 2026-09-16 | Morgan Stanley | Update | — → 170 | 168.32 |
| 2026-09-10 | Truist Financial | Target Raised | 134 → 161 | 168.27 |
| 2026-09-08 | Robert W. Baird | Target Raised | 175 → 200 | 181.94 |
| 2026-09-08 | Raymond James | Rating Upgraded | — → 200 | 181.94 |
| 2026-08-31 | D.A. Davidson | Target Raised | 175 → 220 | 185.34 |
| 2026-08-24 | Evercore ISI | Target Raised | 190 → 200 | 191.27 |
| 2026-08-24 | Bernstein | Target Raised | — → 217 | 187.3 |
| 2026-08-10 | Bernstein | Update | — → 168 | 181.64999 |
| 2026-08-10 | BMO Capital | Target Raised | 146 → 165 | 178.07 |
| 2026-08-10 | RBC Capital | Target Raised | — → 165 | 181.34 |
| 2026-08-07 | Evercore ISI | Target Raised | 155 → 190 | 174.72501 |
| 2026-08-07 | Oppenheimer | Target Raised | 180 → 190 | 175.06 |
| 2026-08-07 | RBC Capital | Target Raised | 173 → 195 | 176.19 |
| 2026-08-07 | Canaccord Genuity | Target Raised | 180 → 200 | 151.64 |
| 2026-08-07 | UBS | Target Raised | — → 172 | 151.64 |
| 2026-08-07 | Wedbush | Rating Upgraded | — → 200 | 151.64 |
| 2026-08-07 | Wells Fargo | Target Raised | 181 → 186 | 151.64 |
| 2026-08-07 | Susquehanna | Target Raised | — → 200 | 151.64 |
| 2026-08-07 | Piper Sandler | Target Raised | 125 → 150 | 151.64 |
| 2026-07-30 | Morgan Stanley | Target Raised | 120 → 125 | 151.57 |
| 2026-07-28 | Goldman Sachs | Update | — → 170 | 146.86 |
| 2026-07-20 | Goldman Sachs | Target Lowered | 157 → 155 | 146.035 |
| 2026-07-14 | Jefferies | Target Raised | — → 175 | 146.33 |
| 2026-06-29 | Robert W. Baird | Target Raised | 150 → 160 | 145.56 |
| 2026-06-05 | Jefferies | Target Lowered | — → 160 | 133.72 |
| 2026-05-11 | D.A. Davidson | Target Raised | 150 → 162 | 143.12 |
| 2026-05-11 | Barclays | Target Raised | 122 → 125 | 141.49 |
| 2026-05-08 | Susquehanna | Target Raised | 150 → 170 | 145.235 |
| 2026-05-08 | Robert W. Baird | Target Raised | 145 → 150 | 145.515 |
| 2026-05-08 | Deutsche Bank | Target Raised | 165 → 170 | 141.86 |
| 2026-05-08 | Wells Fargo | Target Raised | 178 → 181 | 140.46 |
| 2026-05-08 | UBS | Target Raised | 153 → 157 | 140.46 |
| 2026-05-04 | Oppenheimer | Update | — → 180 | 141.66 |
| 2026-04-27 | UBS | Target Raised | 149 → 153 | 142.8442 |
| 2026-04-27 | Cantor Fitzgerald | Target Raised | 121 → 135 | 142.82 |
| 2026-04-08 | Tigress Financial | Target Lowered | 200 → 185 | 131.4 |
| 2026-02-17 | D.A. Davidson | Target Lowered | 155 → 150 | 124.97 |
| 2026-02-13 | Morgan Stanley | Target Lowered | 130 → 120 | 120.37 |
| 2026-02-13 | Cantor Fitzgerald | Target Lowered | 141 → 121 | 120.3943 |
| 2026-02-13 | Wells Fargo | Target Raised | 128 → 133 | 115.96 |
| 2026-02-13 | BMO Capital | Target Raised | 130 → 140 | 115.96 |
| 2026-02-13 | Evercore ISI | Rating Upgraded | — → 145 | 115.96 |
| 2026-02-13 | Barclays | Target Raised | 120 → 122 | 115.96 |
