AirBnB

• Revenue Growth: Airbnb reported $11.24 billion in revenue for 2024, a 13.36% YoY increase. The company continues to see growth, although at a slower pace compared to its rapid expansion in earlier years.

• Net Income: The company expects an EPS of $4.21 for 2024, which reflects a significant 41.84% decline YoY, largely due to macroeconomic challenges and rising costs.

• Free Cash Flow: Airbnb maintains solid free cash flow, supported by its asset-light business model, though concerns over profitability have emerged.

💰 Valuation Analysis

• P/E Ratio: Airbnb trades at a forward P/E ratio of 27.69x, which is lower than the broader tech sector but reflects a company that is still priced for growth.

• Price Target: Analysts have set a consensus price target of $133.16, representing a potential 14.20% upside from current levels. The high target is $195, while the low is $90, highlighting mixed sentiment.

• Market Cap: Approximately $73 billion, making Airbnb a significant player in the travel and hospitality industry but facing increasing competition and economic headwinds.

📈 Growth Metrics

• 2025 EPS Growth Forecast: Analysts expect Airbnb's EPS to grow by 10.98% in 2025, driven by continued global travel demand and efforts to expand its service offerings.

• Price Target: The price target reflects cautious optimism, with a broad range indicating uncertainty about the company’s ability to maintain its growth trajectory amid potential economic slowdowns.

🔮 Forecast

Final Summary

• ⚠️ Moderate Buy: Airbnb offers growth potential, but its current valuation and mixed financial performance require careful consideration.

• 📉 Profitability Concerns: Despite solid revenue growth, the decline in EPS and potential economic headwinds raise concerns about the company’s profitability in the near term.

• 🔎 Mixed Analyst Sentiment: Analysts are divided, with some seeing significant upside while others are concerned about the challenges ahead.