Airbnb upgraded as analysts eye marketplace expansion, margin stability
Investing.com -- Airbnb Inc (NASDAQ:ABNB) received multiple analyst upgrades citing strong fourth-quarter performance and a clear path to marketplace expansion in 2025.
Baird raised its rating on Airbnb to "Outperform," highlighting the company's planned platform expansion and improving growth trajectory. While shares have lagged the S&P 500 over the past year, Baird sees potential for accelerated growth in the second half of 2025 and beyond.
Goldman Sachs (NYSE:GS) also upgraded Airbnb, moving it from "Sell" to "Neutral" following a solid Q4 earnings beat. The firm noted a prudent investment cycle with a 34.5% adjusted EBITDA margin floor for 2025, seeing potential upside to 2026 growth. Goldman raised its 12-month price target from $110 to $153.
Gordon Haskett lifted Airbnb to "Hold" from "Underperform," citing expectations of a return to margin expansion by late 2025 despite near-term contractions. The firm now sees the company's premium valuation as sustainable.
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