Airbnb Stock Jumps Despite BMO Target Trailing Market Price

EarningsAnalyst
โดย GuruFocus·US·Read original
Summary · why it matters

Airbnb shares rose another 2.5% Monday morning even as BMO Capital raised its price target only to $165 from $146 and kept its Market Perform rating, with the stock already trading near $182.60. Revenue surged 17% to $3.61 billion, gross booking value climbed 16% to $27.2 billion, and nights and seats booked increased 10% to 148.3 million. Adjusted EBITDA jumped 21% to $1.26 billion, while free cash flow hit $1.25 billion. Management now sees at least mid-teens revenue growth for 2026, driven by services, experiences, international expansion, and platform improvements. GuruFocus puts GF Value at $172.05, leaving shares 5.96% above that benchmark.

Impact on stocks 1

Consumer Discretionary · 1 stocks
Airbnb Inc
ABNB
▲ PositiveCapitalrelevance

Revenue and EBITDA growth, raised price target, and strong guidance support positive outlook.