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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
85% more first-time investments, than exits
New positions opened: 215 | Existing positions closed: 116
6% more funds holding
Funds holding: 1,099 [Q3] → 1,168 (+69) [Q4]
6% more capital invested
Capital invested by funds: $41.2B [Q3] → $43.5B (+$2.3B) [Q4]
1.94% more ownership
Funds ownership: 74.05% [Q3] → 75.99% (+1.94%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 21 (+0) [Q4]
0% less repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 402
24% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.17B
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
DA Davidson Tom White 39% 1-year accuracy 12 / 31 met price target | 27%upside $155 | Buy Upgraded | 30 Apr 2025 |
UBS Stephen Ju 50% 1-year accuracy 3 / 6 met price target | 13%upside $138 | Neutral Maintained | 28 Apr 2025 |
Piper Sandler Thomas Champion 38% 1-year accuracy 20 / 52 met price target | 8%upside $132 | Neutral Maintained | 28 Apr 2025 |
Canaccord Genuity Michael Graham 35% 1-year accuracy 7 / 20 met price target | 48%upside $180 | Buy Maintained | 28 Apr 2025 |
Morgan Stanley Brian Nowak 64% 1-year accuracy 23 / 36 met price target | 7%upside $130 | Underweight Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 31 articles about ABNB published over the past 30 days









