The solid revenue growth and strong booking numbers give me some confidence that demand is still there, and the occasional rebound days show investors aren’t giving up. But the earnings miss and the market’s shaky reaction remind me how fragile the... — read more
Risks and maybes are piling up
Watching Airbnb’s stock these past few weeks has been a bit nerve-racking. The earnings were “fine,” but the guidance wasn’t exactly inspiring, and the fact they missed on EPS makes me wonder if growth is slowing more than they want to admit. What... — read more
Utterly confusing
Airbnb keeps getting roasted and praised at the same time, and it's making this whole thing so confusing. Not to mention, I can’t tell if travel demand is steady enough to trust this one long term. This used to be a certain hold for me, but I have to... — read more
I’m skeptical about ABNB
It’s now being recommended left and right. However, there’s a growing trend to resist or prevent Airbnb rent models in many European cities due to the negative effects on urban development, distribution of the population, real estate prices and the... — read more
Airbnb: Is the Startling Selloff a Golden Buying Opportunity?
Airbnb stock plummeted after disappointing earnings and cloudy economic data. However, despite slowing revenue growth, Airbnb's free cash flow is tremendous. The stock looks enticing for long-term investors, with the valuation near its lowest... — read more
Still a good buy
I know a lot of people are suspicious about Airbnb's future, especially with all the stories about hidden fees that are turning people away, but I think this is still one of the safer stocks out there. There is still so much potential here to go back... — read more
Is ABNB now overvalued?
The travel industry has rebounded nicely after the pandemic, Airbnb's stock has risen 40%, but some are still very cautious and think that the stock is much overvalued now. Thoughts?
The future of this stock
It is not good that the company's best and largest hosts have begun competing directly with Airbnb on new platforms. On the other hand, despite current economic challenges, analysts expect global travel revenue to exceed 2019 levels. I wonder what... — read more
ABNB is not a buy right now
Analysts who are currently recommending ABNB have no idea what they're talking about. Reservations are dropping drastically, and not only because a recession might be coming. People are tired of hidden fees and are even finding hotels to be cheaper... — read more