
Airbnb (ABNB) Stock Forecast & Price Target
Airbnb (ABNB) Analyst Ratings
Bulls say
Airbnb's robust growth is underscored by a 3% year-over-year increase in average daily rates (ADRs), with the company's transaction-based revenue model remaining strong as all revenue stems from online booking fees. The positive outlook is further supported by the anticipated scaling of new service offerings, which are projected to deliver higher take-rates of 15%-20%, enhancing the overall margin mix for the business. Additionally, a 10.3% year-over-year growth in gross booking value (GBV) for the fourth quarter, along with significant increases in first-time booker rates in key markets like Japan and India, highlights strong demand for Airbnb's platform.
Bears say
Airbnb faces a challenging outlook primarily due to a flat EBITDA margin forecast for 2026 and marketing deleverage stemming from investments in services and policy initiatives. The company is also at risk from regulatory challenges that could hinder its operations, along with potential declines in average daily room rates driven by competitive pressures and shifting consumer preferences. Additionally, growth projections heavily depend on the continuous increase in listings, while macroeconomic uncertainties pose significant threats to revenue stability and overall performance.
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
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