
Airbnb (ABNB) Stock Forecast & Price Target
Airbnb (ABNB) Analyst Ratings
Bulls say
Airbnb's platform showcased impressive growth metrics, with a 3% year-over-year increase in average daily rates (ADRs) and a 10.3% year-over-year rise in gross booking value (GBV), reaching $19.4 billion in the fourth quarter. Additionally, the company is poised for improved profitability as services and experiences, which currently enjoy higher take-rates of 15% to 20%, are expected to scale, facilitating a positive margin mix shift. Notably, first-time bookers surged by 20% year-over-year in Japan and 50% in India, indicating strong demand and market expansion potential.
Bears say
Airbnb's financial outlook is negatively impacted by a flat EBITDA margin forecast for 2026, attributed to increased marketing expenses and investments in new services, which may hinder profitability. Additionally, the company faces several downside risks, including regulatory challenges that could limit supply growth, a potential shift in consumer preferences from short-term rentals to hotels, and the cyclical nature of travel which may not account for recession scenarios. Furthermore, anticipated pressure on revenue per available room (RevPAR) due to competition and macroeconomic factors adds uncertainty to Airbnb's ability to sustain its market position amidst shifting industry dynamics.
This aggregate rating is based on analysts' research of Airbnb and is not a guaranteed prediction by Public.com or investment advice.
Airbnb (ABNB) Analyst Forecast & Price Prediction
Start investing in Airbnb (ABNB)
Order type
Buy in
Order amount
Est. shares
0 shares