Airbnb
ABNB
About: Started in 2008, Airbnb is the world's largest online alternative accommodation travel agency; it also offers booking services for boutique hotels and experiences. Airbnb's platform offered over 8 million active accommodation listings as of Dec. 31, 2024. Listings from the company's 5 million-plus hosts are spread over almost every country in the world. In 2024, 45% of revenue was from North America, 37% from Europe, the Middle East, and Africa, 9% from Latin America, and 9% from Asia-Pacific. Transaction fees for online bookings account for all its revenue.
Employees: 7,300
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
53% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 112
41% more funds holding in top 10
Funds holding in top 10: 22 [Q1] → 31 (+9) [Q2]
12% more capital invested
Capital invested by funds: $39.6B [Q1] → $44.4B (+$4.79B) [Q2]
3% more funds holding
Funds holding: 1,182 [Q1] → 1,223 (+41) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 438
0.48% more ownership
Funds ownership: 77.27% [Q1] → 77.75% (+0.48%) [Q2]
11% less call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.71B
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Truist Securities
Patrick Scholes
|
$104
|
Sell
Maintained
|
3 Sep 2025 |
Jefferies
John Colantuoni
|
$160
|
Buy
Maintained
|
11 Aug 2025 |
Deutsche Bank
Lee Horowitz
|
$135
|
Hold
Maintained
|
7 Aug 2025 |
JP Morgan
Doug Anmuth
|
$130
|
Neutral
Maintained
|
7 Aug 2025 |
TD Cowen
Kevin Kopelman
|
$150
|
Buy
Maintained
|
7 Aug 2025 |
UBS
Stephen Ju
|
$148
|
Neutral
Maintained
|
7 Aug 2025 |
Morgan Stanley
Brian Nowak
|
$120
|
Underweight
Maintained
|
7 Aug 2025 |
Wells Fargo
Ken Gawrelski
|
$110
|
Underweight
Maintained
|
7 Aug 2025 |
RBC Capital
Brad Erickson
|
$145
|
Sector Perform
Maintained
|
7 Aug 2025 |
Barclays
Trevor Young
|
$105
|
Underweight
Maintained
|
7 Aug 2025 |
Wedbush
Scott Devitt
|
$130
|
Neutral
Maintained
|
7 Aug 2025 |
BMO Capital
Brian Pitz
|
$124
|
Market Perform
Maintained
|
7 Aug 2025 |
Cantor Fitzgerald
Deepak Mathivanan
|
$130
|
Underweight
Maintained
|
23 Jul 2025 |
Financial journalist opinion
Based on 23 articles about ABNB published over the past 30 days