Core Insights - Airbnb's stock price has increased by over 19% since a 'Strong Buy' rating was reiterated in November 2024 [1] - The company reported stronger-than-expected Q4 results, achieving 12% revenue growth and 15% growth in gross booking value (GBV) [1] Company Analysis - Airbnb's Q4 performance indicates robust demand and effective management strategies, contributing to its revenue and booking growth [1] - The focus on niche markets and quality growth aligns with the investment strategy of targeting companies with strong growth potential and sound capital allocation [1] Investment Strategy - The investment approach emphasizes a long-term, fundamental analysis rather than short-term performance metrics, aiming for a 15% annual return [1] - Portfolio construction involves 15-20 stocks, highlighting diversification, risk management, and disciplined trading as key factors [1]

Group 1 - The article expresses a positive sentiment towards Airbnb (NASDAQ: ABNB) and highlights the preference for its app and the comfort of staying in homes and apartments over hotels [1] - The focus is on long-term growth and dividend growth investing, with an emphasis on identifying undervalued stocks and high-quality dividend-growing companies [1] - Profitability is identified as a safer driver of gains compared to low valuation, with particular importance placed on margins, free cash flow stability and growth, and returns on invested capital [1] Group 2 - The author emphasizes the importance of thorough research on high-quality companies, indicating a commitment to continuous analysis [1]

Key TakeawaysThe S&P 500 ticked lower by less than 0.1% on Friday, Feb. 14, as retail sales data revealed a retreat in consumer spending during January.Airbnb stock soared after the vacation rental provider beat quarterly estimates, highlighting its ambition to become a comprehensive destination for travel and living needs.Website domain provider GoDaddy posted lower-than-expected fourth-quarter profits, and its shares dropped. Major U.S. equities indexes were mixed to wrap up a week of trading that spotlig ...

Airbnb (ABNB) reported fourth-quarter 2024 adjusted earnings of 73 cents per share, comfortably beating the Zacks Consensus Estimate by 25.86%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.ABNB’s earnings beat the Zacks Consensus Estimate twice and missed in the remaining two of the trailing four quarters, the earnings surprise being 23.94%, on average.Revenues of $2.48 billion increased 11.8% year over year, both on a reported and FX-neutral basis. The top line beat the Zacks Conse ...

Brian Chesky, co-founder and chief executive officer of Airbnb Inc., during a news conference in Los Angeles, California, US, on Wednesday, May 1, 2024.Airbnb shares surged 14% and headed for their best day ever after the company reported stronger-than-expected fourth-quarter earnings.The stock debuted on the Nasdaq in December 2020, and its sharpest rally to this point came in February 2023. The shares are up 22% this year.The online rental platform posted earnings of 73 cents per share on $2.48 billion in ...

Airbnb wants to be a one-stop shop for travel.In this video, I will cover Airbnb's (ABNB 14.63%) latest earnings and explain why the stock is soaring on Friday. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Feb. 13, 2025. The video was published on Feb. 13, 2025. ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Airbnb is accessed by about 1.6 billion devices per year, according to CEO Brian Chesky, “but we’re not a frequently used app.”To address this, the company is investing in refining its mobile app, streamlining the booking process, and offering a more tailored experience, Chesky explained during Airbnb’s fourth-quarter earnings Thursday (Feb. 13). This ties directly to Airbnb’s overarching strategy to increase growth by elevating the user experience for guests and hosts.Modernizing Airbnb’s App“We want the A ...

Airbnb, Inc. (NASDAQ:ABNB) Q4 2024 Earnings Conference Call February 13, 2025 4:30 PM ET Company Participants Angela Yang - Director, Investor Relations Brian Chesky - Co-Founder & Chief Executive Officer Ellie Mertz - Chief Financial Officer Conference Call Participants Stephen Ju - UBS Richard Clarke - Bernstein Eric Sheridan - Goldman Sachs Justin Patterson - KeyBanc Brian Nowak - Morgan Stanley Ron Josey - Citi James Lee - Mizuho Jed Kelly - Oppenheimer Doug Anmuth - JPMorgan Lee Horowitz - Deutsche Ban ...

For the quarter ended December 2024, Airbnb, Inc. (ABNB) reported revenue of $2.48 billion, up 11.8% over the same period last year. EPS came in at $0.73, compared to $0.76 in the year-ago quarter.The reported revenue represents a surprise of +2.47% over the Zacks Consensus Estimate of $2.42 billion. With the consensus EPS estimate being $0.58, the EPS surprise was +25.86%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...