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High yield saving account pays better returns than $ABNB- NASDAQ:ABNB is a classic case of Wall Street showing patience and swallowing valuation using range bound and sideways action. - NASDAQ:ABNB hasn't gotten trash treatment like NASDAQ:TTD , NASDAQ:ADBE which it should have deserved. - NASDAQ:BKNG despite bigger in revenue is growing faster than NASDAQ:ABNB - NASDAQ:ABNB was once considered killer of hotel stays and end up getting just an option. - People who want privacy and luxury have flocked back to hotels. - NASDAQ:ABNB is only decent for group stay of 4+ people. - Regulation crackdown on short term rental in many cities and apartment building around the world will keep a lid on their business model. - Not sure how long would market show patience with NASDAQ:ABNB before start punishing it ;)
NASDAQ:ABNBShort
by bigbull037
August is a key turning point Hello, fellow traders! Follow us to get the latest information quickly. Have a great day! ------------------------------------- (ABNB 1M chart) ABNB is at a key turning point. The key question is whether it can find support near 126.34 and rise. - (1D chart) The key is whether the price can rise after finding support in the 126.34-133.72 range. If it falls below 133.72, 1st: 112.91-118.67 2nd: 97.35-106.30 We need to check for support near the 1st and 2nd levels above. We'll have to wait and see whether this decline is temporary. This is because the Low Line ~ High Line channel's On-By-Volume (OBV) indicator shows convergence between the Low Line and High Line. The next period of volatility is expected to begin around August 20th. - Thank you for reading. I wish you successful trading. --------------------------------------------------
NASDAQ:ABNB
by readCrypto
Airbnb: Downtrend Set to Resume SoonSince our last update, Airbnb has experienced a rebound, which diverted the stock from the anticipated sell-off. However, the price is expected to soon resume its downward trajectory and, as the next key step, break through support at $108.60. This move should complete turquoise wave 3, with all subsequent waves of this downward impulse likely to unfold below this level. Ultimately, the stock is expected to finish the broader correction of the beige wave II. 📈 Over 190 precise analyses, clear entry points, and defined Target Zones - that's what we do.
NASDAQ:ABNBShort
by MarketIntel
9
Airbnb: Proof that even stocks love to traveThe analysis of Airbnb (ABNB) stock reveals an intriguing setup following the breakout and retest of a key resistance level, which previously acted as a trendline on the daily chart. After successfully breaking above this line and confirming it with a retest, the price is now showing potential for further upside — aligning with a bullish scenario that targets the $164 area, which also coincides with the 1.0 Fibonacci level (164.12). The current structure suggests the beginning of an upward movement after a period of consolidation, with both the 50-day and 200-day moving averages (MA50 and MA200) positioned to support further growth, reinforcing the overall bullish outlook. Notably, trading volume has increased in line with the breakout and continued price movement, adding confidence to the scenario playing out toward the higher targets. Key Fibonacci resistance levels to watch next include 0.786 (150.37) and 1.272 (181.61), with a long-term extension target at 1.618 (203.85).
NASDAQ:ABNBLong
by TotoshkaTrades
The key is whether it can hold the price by rising above 134.64 Hello, traders. If you "Follow", you can always get the latest information quickly. Have a nice day today. ------------------------------------- (ABNB 1D chart) The key is whether it can hold the price by rising above the M-Signal indicator on the 1M chart. If the price breaks through the triangle convergence upward this time and maintains, there is expected to be a big change in the trend around June 20 and August 1. Support zone: 112.91-118.67 Resistance zone: 149.08-160.19 The selling zone is formed around 126.34. - Thank you for reading to the end. I hope you have a successful transaction. --------------------------------------------------
NASDAQ:ABNB
by readCrypto
Mid life crisis @ $ABNB ; PT < $80- Valuation doesn't make sense on $ABNB. - Market is too generous on $ABNB. - NASDAQ:BKNG is defacto king when it comes to travel and booking. Market also reflects that by awarding NASDAQ:BKNG a whooping 180 billion market cap. - NASDAQ:EXPE valuation is too cheap to ignore and revenue numbers are comparable to NASDAQ:ABNB and has market cap of 20 billion. - Even if we give browny points for NASDAQ:ABNB it doesn't make sense to justify $80 billion market cap. NASDAQ:ABNB should at max be 40-45 Billion dollar company generously speaking. - NASDAQ:ABNB fair value is < $80 bucks ideally close to $65
NASDAQ:ABNBShort
by bigbull037
Airbnb: Upward pressureAirbnb's stock has once again come under noticeable upward pressure. However, we primarily classify these increases as a countermovement as part of the bearish wave 3 in turquoise – and accordingly expect a downward reversal soon. During wave 3, the price should finally fall below the support level at $108.60, and the subsequent wave 4 should also remain below this mark, so that the subsequent wave 5 can ultimately complete the entire turquoise downward impulse and the overarching corrective movement of the beige wave II.
NASDAQ:ABNB
by MarketIntel
Airbnb | ABNB Airbnb is the leader in Alternative Accommodations and experiences. I believe their community of individual hosts and strong brand differentiates them from travel peers. The emerging trend of long-term stays would boost Airbnb’s profit margins and expand the entire travel accommodation market size Airbnb estimates its current total addressable market to be $3.4 trillion, including $1.8 trillion in short term stays, $ 210 billion in long term stays, and $ 1.4 trillion in experiences. Coupled with a notably underpenetrated market size, the global travel market is growing at an above GDP rate. Airbnb’s current market penetration represents less than 2% of the share. As such, there is a huge runway for Airbnb’s growth over the next decade. In terms of competition, most Online Travel Agencies (OTA) provide traditional hotel accommodation (Marriott, Hilton, Accor, Wyndham, and InterContinental, for example). These OTAs are not the real competitors for Airbnb. Instead, Booking.com (BKNG) is expanding its traditional hotel business into the alternative accommodation industry. Expedia (EXPE) entered the alternative accommodation market via the acquisition of VRBO in December 2015. However, Airbnb has the first-mover advantage with a very strong brand. I believe Airbnb’s technology and supplies are superior to their peers, and it is hard for Expedia and Booking.com to compete against Airbnb in the alternative accommodations space. One of the main expenses for Online Travel Agencies is sales and marketing. They have to spend billions of dollars on Google, Facebook, and other social media platforms to attract traffic. The table below shows the sales and marketing expenses as a percentage of sales. Both Booking.com and Expedia spend almost half of their sales on sales and marketing. According to Airbnb’s disclosure, 80% of their website traffic comes from direct and organic search. In contrast, Booking.com and Expedia only have 60% direct traffic. In other words, Airbnb has the highest brand awareness among these travelers. With a high ratio of direct traffic and organic search, Airbnb spends much less than its peers. In Q1 FY23’s earning call, Airbnb indicated their sales and marketing expense as percentage of sales would remain the same in FY23. In late 2019, Airbnb's costs were rising, and growth was slowing. They spent a huge amount of money on performance marketing, which was basically selling their products as a commodity. Their product was looking less different from their competitors. When the COVID occurred, they lost 80% of sales in eight weeks, and they shut down all marketing spending. Interestingly, when the travel market rebounded, Airbnb's business came back to almost the same level as before, with much less marketing expenses. Currently, they spend much less on performance marketing, and most of their expenses are focused on their products/services. They have had 600,000 articles about Airbnb. These efforts have put Airbnb in a much better shape today. 90% of Airbnb's hosts are individuals. Airbnb can capitalize on the personal experience provided by these unique individual hosts, as opposed to a standard hotel service. Customers can find unique properties, differentiated amenities, as well as local insights from these individual hosts. Airbnb is putting in a lot of effort into the experience market. In Q4 FY22's earnings call, Airbnb expressed that they were beginning to ramp up their Airbnb Experience business and expect to launch more products/services over the coming years. In my opinion, Airbnb Experience may not bring notable direct sales to Airbnb, but it would enhance the stickiness and loyalty of Airbnb's customers. Airbnb Experience would make the Airbnb platform unique and boost their sales indirectly. Furthermore, Airbnb Experience could become more relevant with AI technology. In Q1 FY23's earnings call, Airbnb disclosed that they are building AI into their products. Airbnb is working with OpenAI ChatGPT, and Airbnb will embed ChatGPT into their app. The AI powered product will be launched next year. Leveraging AI technology, Airbnb can make their Airbnb Experience and accommodation recommendations more relevant to any consumer. To put it another way, Airbnb would know your preferences for travel destinations and accommodations before you start searching for anything. Long-term Stay: As disclosed, 20% of Airbnb's gross bookings are long-term stays currently. Long-term stays are the fastest-growing segment in terms of trip length. The pandemic also accelerated some inevitable growth for long-term stays. Long-term stays mean higher margins for both hosts and Airbnb. In Q1 FY23's earnings call, Airbnb indicated that long-term stays would be one of the biggest growth areas over the next five years. Airbnb made over a dozen upgrades to long-term stays based on affordability, and they also have new discounting tools for hosts on weekly and monthly stays. Airbnb expects more hosts to exclusively list long-term stays with Airbnb. In addition, 62% of Airbnb's guests are under 34 years old, and Airbnb is focusing on the next generation of travelers. These young customers are more likely to use Airbnb as the platform for long-term stays. The key thing to remember is that more long-term stays mean higher margins for Airbnb. Airbnb indicated that, in the current macroeconomic environment, consumers are looking for affordable ways to travel on Airbnb. Airbnb is adding more affordable accommodations to their platform. The average price of Airbnb rooms is only $67 per night. Before the pandemic, 80% of Airbnb's sales were coming from either cross-border or urban accommodations. The cross-border business would contribute more sales to Airbnb than other types of travel. The cross-border traveling could be very weak if high inflation persists. Despite this, the global travel market had been growing fast in the past, and I expect the growth will continue in the future. We are using a two-stage DCF model to estimate Airbnb’s fair value. In the model, we assume 20% of normalized sales growth rate, which we believe is quite conservative. We assume they can expand their operating margin by 30bps annually and will reach 25.5% in FY32.Their free cash flow conversion was quite healthy in the past, and we assume they will deliver 35.8% in FY32. In addition, we use 10% of WACC, and 15% of nonGAAP tax rate in the model. The present value of Free Cash Flow to the Firm (FCFF) over the next 10 years is estimated to be $32 billion, and the present value of terminal value is $88 billion. As such, the total enterprise value is estimated to be $120 billion. Adjusting gross debt and cash balance, the fair value of the stock price is $ 200, according to our estimate. All things considered, the huge underpenetrated market, strong brand awareness, and growing trend of long-term stays, in my opinion, will provide Airbnb with a huge runway for growth over the next decade. Their competitors are way behind them, and Airbnb would be the best player for the alternative accommodation service provider. In my view, the current stock price is significantly undervalued, and we encourage investors to buy during the weakness. at the end I always bet on Brian Chesky
NASDAQ:ABNBLong
by moonypto
2
ABNB Airbnb Options Ahead of EarningsIf you haven`t sold ABNB before the retracement: Now analyzing the options chain and the chart patterns of ABNB Airbnb prior to the earnings report this week, I would consider purchasing the 105usd strike price Puts with an expiration date of 2026-1-16, for a premium of approximately $8.10. If these options prove to be profitable prior to the earnings release, I would sell at least half of them. Disclosure: I am part of Trade Nation's Influencer program and receive a monthly fee for using their TradingView charts in my analysis.
TRADENATION:ABNBShort
by TopgOptions
$ABNB going up on hopium; Fair value $100-120- NASDAQ:ABNB gave hopium of investing in different business for next 5 years which could grow into a billion dollars. - Investors should not fall for hopium. Execution remains a challenge and money spent on that bet remains unseen and just a wild dream as of now. - EPS growth of NASDAQ:ABNB is almost flat for next 2-3 years. - Hotel industry has caught up to $ABNB. There's no USP ( unique selling point ) of $ABNB. Verbo offers exactly the same thing which NASDAQ:ABNB does. - Tons of listing have cannibalized net revenue for the host. - Short term rentals have caused havoc in the rental market for the long term tenants. Fundamentals wise: Year | 2025 | 2026 | 2027 | 2028 EPS | 4.37 | 5.05 | 5.99 | 7.37 EPS growth % | 9.89% | 15.65% | 18.68% | 22.94% For a company growing eps mid to high teens deserves a fair forward multiple of 20. Year | 2025 | 2026 | 2027 | 2028 Stock price w p/e 20 | $87 | $101 | $119 | $147 However, many investors would be okay paying 25 times for a company with strong brand so. Stock price w p/e 25 | $109 | $126 | $149 | $184 Bull Case: Stock price w p/e 30 | $131 | $151 | $179 | $221 Recommendation: Staying on the sidelines and waiting for the stock to disappoint and buy it close to instrinsic value represented by fundamentals
NASDAQ:ABNB
by bigbull037
$ABNB sliding moat; slumpy housing market + recession incoming- NASDAQ:ABNB has a sliding moat problem - slumpy housing market + recession incoming should lead to compressed multiple - NASDAQ:ABNB used to be wall street poster child and commanded premium multiple but that moat is no longer here. - NASDAQ:BKNG is the OG of travel booking. - NASDAQ:ABNB is useful only when you are travelling in a big group where booking rooms in a hotel becomes expensive. - Nothing unique about NASDAQ:ABNB , Verbo offers same thing and many hotel aggregator has started showing individual properties owned by owner. - Regulation in cities in favour of long term tenants is welcomed as it will help in easing inflation for rental units which is always sticky. - Technicals looks like a wedge which should break to the downside. Ideally, NASDAQ:ABNB should trade below $85 to look compelling investment. - Otherwise avoid this stock
NASDAQ:ABNBShort
by bigbull037
AIRBNB’S Q4 2024—$ABNB SOARS WITH RECORD GROWTHAIRBNB’S Q4 2024— NASDAQ:ABNB SOARS WITH RECORD GROWTH (1/9) Good morning, Tradingview Fam! Airbnb’s Q4 2024 earnings dropped—$2.5B revenue, up 12% YoY, topping $2.42B estimates 📈🔥. Nights booked hit 111M, and a $14% stock surge shows the market’s love. Let’s unpack NASDAQ:ABNB ’s big win! 🚀 (2/9) – REVENUE & EARNINGS • Q4 Revenue: $2.5B, +12% YoY ($2.2B Q4 ‘23) 💥 • Net Income: $461M vs. -$349M loss last year • EPS: $0.73, beats $0.61 est. 📊 • Adj. EBITDA: $765M, +4% YoY, 30.8% margin • GBV: $17.6B, +13% YoY Travel demand’s fueling the fire! (3/9) – KEY HIGHLIGHTS • Stock Surge: +14% post-earnings (Feb 14) 🌍 • Buybacks: $838M in Q4, $3.4B for 2024 🚗 • New Ventures: $200-250M investment in travel services for May ‘25 ✅ NASDAQ:ABNB ’s betting big on growth beyond stays! (4/9) – SECTOR SHOWDOWN • Market Cap: ~$102B, Stock: $161.2 🌟 • Trailing P/E: 48.87 vs. BKNG (23), EXPE (15) • Outperforms: 12% revenue growth beats BKNG (6%), EXPE (2%) Premium valuation, but $4.5B free cash flow says it’s earned! (5/9) – RISKS TO WATCH • Economy: Retail sales dip hints travel cuts 📉 • Regs: NYC bans, Barcelona threats loom 🏛️ • Competition: BKNG, EXPE, hotels fight back ⚔️ • Costs: $200-250M spend may squeeze Q1 margins ⚠️ (6/9) – SWOT: STRENGTHS • Growth: 12% revenue, $461M profit shines 🌟 • Cash: SEED_TVCODER77_ETHBTCDATA:9B net, $4.5B FCF powers buybacks 🔍 • Tech: 535+ upgrades boost scale 🚦 NASDAQ:ABNB ’s a travel titan with muscle! (7/9) – SWOT: WEAKNESSES & OPPORTUNITIES • Weaknesses: High P/E (48.87), Q1 margin dip 💸 • Opportunities: New services ( SEED_TVCODER77_ETHBTCDATA:1B + potential), LatAm/Asia boom 🌍 Can NASDAQ:ABNB turn expansion into gold? (8/9) – NASDAQ:ABNB ’s Q4 rocks—where’s it headed? 1️⃣ Bullish—Growth keeps climbing. 2️⃣ Neutral—Solid, but risks hover. 3️⃣ Bearish—Valuation caps it. Vote below! 🗳️👇 (9/9) – FINAL TAKEAWAY Airbnb’s Q4 dazzles—$2.5B revenue, stock soaring, new bets in play 🌍. Premium P/E vs. peers, but growth screams value. Risks lurk—regs, economy. Gem or peak?
NASDAQ:ABNBLong
by DCAChampion
3
$ABNB $110 target; head and shoulders forming 1MAlmost a beautiful looking head and shoulders forming here on $ABNB. Honestly, as I sit here now, will the Los Angeles wildfires have any effect on NASDAQ:ABNB negatively or positively? Will hotels get a boost? Let’s think about how many Air BNB’s got burned away in the Hills? Interesting. I don’t have any beliefs in NASDAQ:ABNB $110 is the target and looking at April 17th. Also another revelation occurring.. Robinhood has April 17th as an expiration date but that’s a Thursday. What is going on? WSL
NASDAQ:ABNBShort
by fullbellytrading
Airbnb (ABNB): Bearish Setup or a Bullish Surprise?After finding support at $113, Airbnb NASDAQ:ABNB is experiencing a rapid rise, efficiently collecting all the imbalances left behind from the previous drop. As we approach Airbnb’s earnings report this Thursday, the company is expected to post a year-over-year decline in earnings, despite higher revenues for the quarter ending September 2024. The sustainability of any immediate price changes and future expectations will largely depend on management’s discussion during the earnings call. While we don’t base our strategy solely on the earnings outcome, it’s crucial to note that a favorable outlook from management could give the stock a short-term boost. Still, despite the potential for this optimism, our analysis remains bearish on NASDAQ:ABNB for the foreseeable future. Technically, the 61.8% Fibonacci level aligns perfectly with the point of control from the past three years, offering a strong setup. If this level is reached, it would also complete the filling of any remaining price imbalances. This makes for a compelling hedge against our other swing-long positions. We aren’t setting a limit order just yet. We prefer to observe the market’s reaction to the earnings report before making a move. This could mean placing the limit order the following day, depending on how NASDAQ:ABNB behaves during and after the earnings call. For now, we remain patient and prepared.
NASDAQ:ABNBShort
by freeguy_by_wmc
Airbnb (ABNB): Holding the line, but for how long?!After charting Airbnb one month ago, we’ve seen another slight dip, and one of our members rightly pointed out that Airbnb has reacted well to the $113.60 price level. This level has acted as support for the fourth time now, and it seems like it could hold. However, t here’s a big BUT —we’re not placing an entry just yet. Trying to catch the exact bottom of Wave 1 can be risky and extremely difficult. Instead, we are more focused on waiting for a possible short opportunity if Airbnb rises again. Airbnb continues to struggle, and we don't want to catch this falling knife too early, risking unnecessary losses. We’ll keep monitoring the situation closely, and if we gain more confidence that this is indeed the end of Wave 1, we’ll let you know. 🫡
NASDAQ:ABNBLong
by freeguy_by_wmc
2
Airbnb (NASDAQ: ABNB) Shares Surge on Bullish SentimentShares of Airbnb (NASDAQ: ABNB) surged by 5.8% during early trading after Bernstein SocGen Research Group reiterated a 'Buy' rating on the stock. Despite recent pessimism, analysts argue that the market is undervaluing Airbnb’s potential, highlighting that revenue growth could surpass 10% with stable margins. However, after an initial jump, the stock settled at $122.08, up 3.9%, suggesting the market views the news as positive but not transformative. Technical Outlook From a technical standpoint, Airbnb’s stock has experienced considerable volatility over the past year, with nine moves greater than 5%. The stock recently broke out of its downward trajectory and is now in a rising trend, supported by a Relative Strength Index (RSI) of 55. This reading indicates a balanced position—neither overbought nor oversold—pointing to more potential for upward momentum. Adding to this bullish technical setup is the broader performance of the NASDAQ Composite Index, of which Airbnb is a part, currently up 19% year-to-date. This signals a strong market environment for tech and growth stocks, giving additional tailwinds to Airbnb's potential rise. Market sentiment is also keyed on Jerome Powell’s upcoming announcement regarding a potential interest rate cut. A favorable decision could further fuel Airbnb's momentum, making the stock more attractive to investors seeking to capitalize on lower borrowing costs. Fundamental Drivers While the technical outlook is promising, Airbnb’s fundamentals offer a more mixed picture. The stock is down 9.2% year-to-date, trading 27.4% below its 52-week high of $168.18. Investors who bought Airbnb shares during its IPO in December 2020 would now be looking at a 15% loss. Despite these challenges, Airbnb remains one of the most profitable tech companies globally, boasting impressive free cash flow generation and a vast network of over 8 million hosts. However, its recent earnings call raised some red flags. The company reported a 16.6% drop in stock price after missing Wall Street’s bookings and revenue guidance expectations. Additionally, Airbnb has signaled slower revenue growth for the second half of 2024, with a slight 1% downward revision in growth projections and a softened EBIT margin outlook due to stagnant development in its take rate. That said, CEO Brian Chesky has outlined key strategies to unlock what he calls "optionality value." This includes making hosting easier, expanding the "experiences" segment, and increasing event-based short-term rentals, like during the Paris Olympics, where Airbnb offered 150,000 homes. These initiatives could provide new avenues for growth and help the company diversify its revenue streams. Valuation and Future Prospects Airbnb’s current valuation sits at a fair value estimate of $120 per share, suggesting it’s slightly undervalued. However, its growth trajectory will heavily depend on its ability to successfully expand beyond its core offerings in home-sharing and capture new revenue streams, such as event hosting and cultural experiences. The stock's potential for further growth is reinforced by its strong global presence and its position as a disruptor in the travel industry. As consumer trends shift, especially among younger generations, the "sharing economy" model that Airbnb spearheaded will likely continue to gain traction. In particular, regions like Southeast Asia and Latin America show promising user growth for accommodation-sharing platforms. Conclusion While Airbnb’s stock has been volatile, With solid cash flow, a robust global network of hosts, and initiatives aimed at unlocking additional value, Airbnb (NASDAQ: ABNB) is positioned to benefit from both macroeconomic trends and internal strategies. Investors should closely monitor key developments, including potential interest rate changes and the success of Airbnb’s diversification efforts, to gauge the stock’s future trajectory.
NASDAQ:ABNBLong
by DEXWireNews
2