August 10, 2025 a 08:38 pm
ABNB: Analysts Ratings - Airbnb, Inc.
The stock of Airbnb, Inc. (ABNB) displays a mixed sentiment from analysts, characterized by a balance of "Hold" and "Buy" recommendations. While the potential for growth exists given Airbnb's innovative market model, recent trends indicate cautious optimism. The data suggests that analysts are increasingly valuing stability and risk management when considering Airbnb's stock prospects.
Historical Stock Grades
An analysis of the latest analyst recommendations reveals a predominant inclination towards "Hold" (24) and "Buy" (12) ratings, suggesting a cautious yet moderately optimistic outlook on ABNB. This implies that while some investors see potential for appreciation, others recommend a more wait-and-see approach.
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 12 | |
| Hold | 24 | |
| Sell | 5 | |
| Strong Sell | 2 |
Sentiment Development
Over the months, analyst sentiment towards Airbnb has shifted, with notable trends in the distribution of recommendations:
- The number of "Strong Buy" ratings has decreased from six a year ago to just two in recent months, indicating reduced optimism about significant near-term growth.
- "Hold" recommendations have seen a gradual increase, now comprising the majority of the reviews, suggesting a more cautious stance among analysts.
- Overall, there has been a slight decline in the number of "Buy" recommendations, reflecting a more measured outlook on the company's future performance.
Percentage Trends
The distribution of ratings has undergone noticeable changes in percentage terms:
- Strong Buy ratings have decreased, now representing only about 5% of total recommendations, down from an earlier high of 20%.
- Buy ratings have maintained a steady presence, accounting for around 30% of recommendations throughout the year.
- Hold ratings have shown an upward trend in proportion, now constituting 60% of all reviews, pointing to a conservative outlook.
- There has been a slight rise in "Sell" ratings, reflecting a small but growing concern about challenges in Airbnb's operational environment.
Latest Analyst Recommendations
Recent analyst recommendations maintain a stable stance, with the majority reinforcing previous ratings without substantial changes. Here are the latest updates:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-07 | Market Perform | Market Perform | BMO Capital |
| 2025-08-07 | Neutral | Neutral | Wedbush |
| 2025-08-07 | Neutral | Neutral | JP Morgan |
| 2025-08-07 | Underweight | Underweight | Barclays |
| 2025-08-07 | Underweight | Underweight | Morgan Stanley |
Analyst Recommendations with Change of Opinion
Some analysts have revised their previous ratings, highlighting shifts in their outlook on Airbnb's prospects:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-05-30 | Sell | Hold | Truist Securities |
| 2025-05-02 | Neutral | Outperform | Wedbush |
| 2025-04-30 | Buy | Neutral | DA Davidson |
| 2025-03-10 | Buy | Hold | Jefferies |
| 2025-02-14 | Neutral | Sell | Goldman Sachs |
Interpretation
The prevailing analyst sentiment towards Airbnb suggests a market perception of stability but with caution towards aggressive growth assumptions. The mixed distribution of "Hold" and "Buy" ratings indicates a balanced view, with risk management being a significant factor. While some analysts have downgraded their opinions pointing towards challenges, others recognize potential upside opportunities. Overall, the analyst opinion remains stable but with hints of growing caution and a wait-and-see approach.
Conclusion
Airbnb's stock analysis presents a balanced view of potential risks and opportunities. Despite challenges that have led to increased "Hold" recommendations, the unique market positioning of Airbnb continues to attract interest. Analyst opinions, while stable, suggest caution in anticipation of macroeconomic variables and market conditions. The shift in sentiment towards more conservative recommendations may reflect broader market caution. For visionary investors, this period offers a crucial reflection point to assess potential growth against market risks.