Buy (tactical): ABNB just sold off hard (-7.03% regular session) and is deeply oversold (RSI-6 ~19) right on a key support zone (~$122), which often sets up a fast rebound for impatient buyers.
Upside setup: Pattern-based stats provided imply +2.36% next week and +7.44% next month bias, aligning with an oversold snapback thesis.
But not a clean trend buy: Momentum is still bearish (MACD histogram negative and expanding), so this is a bounce trade, not confirmation of a new uptrend.
Volatility: IV(30d) 34.14% vs HV 23.91% → options priced rich vs realized; market anticipating larger moves.
Activity: Today’s volume (13,734) is below recent 5D/10D averages (22.3k/27.3k), suggesting the bearish skew came without peak “panic” volume.
Technical Summary
Sell
12
Buy
4
Positive Catalysts
Oversold + support test after a -7% day can trigger a quick mean-reversion bounce.
Analyst narrative improving into 2026: upgrades cite hotels supply expansion, sponsored/promoted listings, RNPL, and margin improvement.
Macro tailwind: News suggests a weak dollar could boost earnings for Airbnb.
Event calendar: QDEC 2025 earnings on 2026-02-17 (after hours) can act as a catalyst if guidance is solid.
Neutral/Negative Catalysts
indicates traders leaned defensive.
Financial Performance
Latest quarter: 2025/Q3
Revenue: $4.095B, +9.73% YoY (healthy growth).
Net income: $1.374B, +0.44% YoY (profit growth essentially flat).
EPS: $2.21, +3.76% YoY (modest EPS growth).
Gross margin: 77.68%, slightly up YoY (stable high-margin profile).
Overall: solid top-line growth, but profit/EPS growth was much slower than revenue, implying costs/investment still a factor.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend: multiple firms upgraded from Underweight to Neutral/Equal Weight (Barclays, Wells Fargo, Cantor), signaling sentiment has improved after 2025 underperformance.
Price targets: mixed-to-higher—some cautious around ~$120-$141 (Equal Weight/Neutral), while bulls remain higher (RBC $170, Jefferies $165, Bernstein $162).
Wall Street pros: hotel expansion as incremental room-night driver; promoted/sponsored listings monetization; RNPL driving demand; potential margin improvement into 2026; relative insulation from some AI risks.
Wall Street cons: valuation still viewed as “rich” by some; AI uncertainty over travel platforms; travel demand softness risk (UBS caution).
Politicians/Congress: No recent congress trading data available (no signal from influential political trading flows).
Wall Street analysts forecast ABNB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABNB is 144.85 USD with a low forecast of 107 USD and a high forecast of 180 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
29 Analyst Rating
Wall Street analysts forecast ABNB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABNB is 144.85 USD with a low forecast of 107 USD and a high forecast of 180 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
16 Hold
1 Sell
Moderate Buy
Current: 121.270
Low
107
Averages
144.85
High
180
Current: 121.270
Low
107
Averages
144.85
High
180
Wedbush
Neutral
downgrade
$135 -> $130
AI Analysis
2026-02-06
New
Reason
Wedbush
Price Target
$135 -> $130
AI Analysis
2026-02-06
New
downgrade
Neutral
Reason
Wedbush lowered the firm's price target on Airbnb to $130 from $135 and keeps a Neutral rating on the shares. The firm says investors are focused on the ongoing rollout of experiences/services, the company's mix to higher-growth expansion markets beyond the core, management's ability to navigate softening demand trends in core markets, and the near-term margin impact of recent investments to drive growth. Wedbush views the risk/reward as more balanced versus prior periods given the company's relative exposure to softer areas of global travel demand.
Citizens
Market Perform -> Outperform
upgrade
$160
2026-02-04
New
Reason
Citizens
Price Target
$160
2026-02-04
New
upgrade
Market Perform -> Outperform
Reason
Citizens upgraded Airbnb to Outperform from Market Perform with a $160 price target. The firm sees multiple upcoming catalysts for the company that could drive upside to current consensus expectations. These include the launch of hotels on the Airbnb platform, which the analyst expects will improve conversion in supply-constrained urban markets. Citizens also highlights Airbnb's potential launch of advertising, which it sees as a "meaningful" incremental EBITDA opportunity.
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