ABNB · Airbnb, Inc.

Airbnb Inc ABNB

Operates an online marketplace connecting travelers with hosts offering short-term lodging and experiences worldwide.

Daily briefAugust 11, 2026

Airbnb downgraded by PhillipCapital despite recent earnings beat

+0.15% to $184.98 from $184.70

PhillipCapital downgraded Airbnb to “Reduce” from “Neutral” while raising its price target to $158, citing a valuation premium following the stock’s recent rally.
Analyst Paul Chew said Airbnb now trades at 30.9 times earnings, above its two-year historical average plus one standard deviation of 29.6 times.
The firm separately raised its discounted-cash-flow-based target after increasing its terminal growth rate assumption to 4.0% from 3.5%, citing easing booking disruption in Europe, the Middle East and Africa.

Sources: Investing.com · GuruFocus

Daily briefAugust 7, 2026

+17.43% to $178.07 from $151.64

Second-quarter revenue rose 16.5% year-over-year to $3.61 billion, beating estimates, with GAAP earnings of $1.37 per share coming in 9.5% above consensus.
The company raised full-year revenue growth guidance to at least mid-teens and lifted its adjusted EBITDA margin target to about 35.5% from 35%.
Adjusted EBITDA reached $1.261 billion, with margins up 126 basis points from a year earlier.
Airbnb’s hotels business grew roughly three times faster than its core home-sharing listings in the quarter.

Sources: FinancialContent (StockStory) · TradingKey · TIKR