AirbnbABNB
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
39% more repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 361
16% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 135
5% more funds holding in top 10
Funds holding in top 10: 21 [Q4 2024] → 22 (+1) [Q1 2025]
0.97% more ownership
Funds ownership: 76.04% [Q4 2024] → 77.01% (+0.97%) [Q1 2025]
0% less funds holding
Funds holding: 1,177 [Q4 2024] → 1,172 (-5) [Q1 2025]
9% less capital invested
Capital invested by funds: $43.5B [Q4 2024] → $39.5B (-$4.01B) [Q1 2025]
13% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $1.66B
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
Truist Securities Patrick Scholes | 22%downside $106 | Sell Downgraded | 30 May 2025 |
Cantor Fitzgerald Deepak Mathivanan | 26%downside $100 | Underweight Reiterated | 14 May 2025 |
Citigroup Ronald Josey | 14%upside $155 | Buy Maintained | 5 May 2025 |
Susquehanna Shyam Patil | 11%upside $150 | Positive Maintained | 5 May 2025 |
UBS Stephen Ju | 1%upside $137 | Neutral Maintained | 2 May 2025 |
Financial journalist opinion
Based on 19 articles about ABNB published over the past 30 days









