$ABNB 0.52 Developing

Notable posts

• @wallstengine neutral 127 eng

  Airbnb $ABNB saw 52K+ new short-term rental listings in U.S. World Cup host cities during the group stage, raising supply by 12% vs last June, per AirDNA. Hotels did not get the full demand surge they expected. CoStar data showed hotel occupancy dipped in the first 17 days of the tournament, even as room rates rose about 20% YoY. Airbnb offered $750 bonuses to hosts near major stadiums, helping pull new supply onto the platform. Kansas City stood out: short-term rental prices rose 63% YoY even as supply nearly doubled, while hotel occupancy fell 8.5 percentage points. New York hotels now expect about $160M of net World Cup revenue, roughly half of the earlier $300M forecast.

  view on X →
• @wallstengine bullish 53 eng

  Jefferies raised $ABNB PT to $175 & kept a Buy rating. The firm says Airbnb has several topline tailwinds into results, including Reserve Now Pay Later, more flexible cancellations, simplified fees, World Cup bookings, and faster hotel growth. Jefferies notes product improvements added a 4% bookings tailwind in Q1, while Airbnb web traffic accelerated from +2% YoY in Q4 to +8% in Q1 and +15% in Q2. The firm is also watching for more upside to Airbnb’s FY26 EBITDA margin outlook, currently guided to at least 35%.

  view on X →
• @wallstengine neutral 39 eng

  BofA Securities Reiterates $ABNB at Neutral, PT $150; View hotel expansion as a credible 3-5 year growth lever Analyst comments: "Airbnb’s hotel push is seeing high investor interest, given the possible impact on room night growth and market share dynamics. To build scale, Airbnb has made important hires, is actively courting boutique and independent hotels with attractive commission rates, and offering consumers price matches and up to 15% credits to drive conversion and trial. In this report, we review Airbnb’s hotel initiatives, assess scenarios for the potential four-year contribution to Airbnb’s overall nights growth, and estimate the potential impact on competitive online travel agencies’ growth if Airbnb is successful. We view Airbnb’s hotel expansion as a credible 3-5 year growth lever, with modest near-term impact, as core AA nights growth initiatives are more important in 2026. Looking out, hotel inventory should improve urban coverage, conversion, and trip-type breadth, better positioning Airbnb for a broader share of mainstream travel demand, including AI searches/itineraries, and possibly driving incremental AA bookings as well. We maintain our Neutral rating and $150 price objective, based on 15x 2027E EBITDA, or ~14x 2027 free cash flow." Analyst: Justin Post

  view on X →
• @Ashton_1nvests bullish 34 eng

  People will pay more to save time. These companies have built entire businesses around that fact: Amazon | $AMZN Uber | $UBER DoorDash | $DASH Airbnb | $ABNB Instacart | $CART

  view on X →
• @ArkkDaily neutral 17 eng

  Here is every stock currently in Cathie Wood and ARK Invest's Next Generation Internet ETF $ARKW: Advanced Micro Devices $AMD 8.60% weighting Tesla $TSLA 8.40% Robinhood $HOOD 6.28% Shopify $SHOP 4.67% Google $GOOG 3.75% Amazon $AMZN 3.73% Roblox $RBLX 3.36% Coinbase Global $COIN 3.31% SpaceX $SPCX 3.18% CoreWeave $CRWV 3.06% Circle Internet Group $CRCL 3.02% Block $XYZ 2.88% CrowdStrike $CRWD 2.81% Datadog $DDOG 2.77% Palantir $PLTR 2.69% OpenAI 2.45% Cloudflare $NET 2.30% Meta Platforms $META 2.30% Taiwan Semiconductor $TSM 2.19% Broadcom $AVGO 2.16% Rubrik $RBRK 1.69% Cerebras Systems $CBRS 1.64% Everpure $P 1.53% NVIDIA $NVDA 1.49% Bullish $BLSH 1.41% Bitmine Immersion Technologies $BMNR 1.28% Figma $FIG 1.28% GitLab $GTLB 1.22% Toast $TOST 1.18% Snowflake $SNOW 1.14% Genius Sports $GENI 1.11% Spotify Technology $SPOT 1.05% DoorDash $DASH 1.04% DraftKings $DKNG 0.99% Netflix $NFLX 0.99% MercadoLibre $MELI 0.90% Airbnb $ABNB 0.54% Roku $ROKU 0.33% Google (Class A) $GOOGL 0.25% Brera Holdings (Class B) 0.04% Brera Holdings Warrants 0.02%

  view on X →
• @ArkkDaily neutral 17 eng

  Here is every holding currently in Cathie Wood and Aek Invests Blockchain & Fintech Innovation ETF $ARKF: Shopify $SHOP 9.47% weighting Robinhood $HOOD 6.88% Block $XYZ 5.84% ARK Bitcoin ETF Holdco 5.75% Coinbase $COIN 5.57% Circle $CRCL 4.43% Toast $TOST 4.43% Palantir Technologies $PLTR 4.31% Advanced Micro Devices $AMD 3.85% Amazon $AMZN 3.69% Roblox $RBLX 3.23% MercadoLibre $MELI 3.16% OpenAI 2.85% SoFi Technologies $SOFI 2.85% Meta Platforms $META 2.77% Bullish $BLSH 2.67% CrowdStrike $CRWD 2.29% NVIDIA $NVDA 2.20% Sea $SE 2.16% Roku $ROKU 2.13% DraftKings $DKNG 1.97% Nu Holdings $NU 1.95% Adyen 1.92% Klarna $KLAR 1.84% Airbnb $ABNB 1.64% Spotify $SPOT 1.62% Bitmine Immersion Technologies $BMNR 1.54% DoorDash $DASH 1.44% eToro $ETOR 1.38% Futu Holdings $FUTU 1.28% Zillow $Z 0.65% https://t.co/oEqO4lM8vr $KSPI 0.49% PayPay $PAYP 0.48% 3IQ Ether Staking ETF 0.46% 3IQ Solana Staking ETF 0.32% Canton Strategic Holdings $CNTN 0.13% Alibaba $BABA 0.06%

  view on X →