Core Viewpoint - Airbnb Inc is set to report its fourth-quarter earnings, with Wall Street expecting earnings per share (EPS) of 58 cents and revenues of $2.42 billion, while the stock has declined 7.21% over the past year and 6.44% year-to-date [1] Group 1: Stock Performance and Technical Indicators - The stock is showing strong bullish signals, trading above the eight-day, 20-day, and 50-day simple moving averages, indicating sustained buying pressure and a favorable trend for investors [2] - The Moving Average Convergence Divergence (MACD) indicator is at 1.26, confirming Airbnb's bullish momentum, while the Relative Strength Index (RSI) of 62.31 suggests the stock is nearing overbought territory but still has potential for further gains [3] Group 2: Analyst Ratings and Price Targets - The consensus analyst rating for Airbnb stock is Neutral, with a price target of $137, while recent ratings from Wells Fargo, Morgan Stanley, and BofA Securities suggest a 9.57% downside, with an average price target of $126.67 [4] - At the time of publication, Airbnb stock was trading at $141 [4]

Airbnb (ABNB) is scheduled to release fourth-quarter 2024 results on Feb. 13.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.ABNB expects fourth-quarter 2024 revenues between $2.39 billion and $2.44 billion, implying year-over-year growth of 2% on a reported basis.The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $2.42 billion, indicating year-over-year growth of 9.19%.The consensus mark for earnings is pegged at 63 cents per share, up 6.8% over the past 30 days. T ...

Airbnb, Inc. (ABNB) closed at $134.98 in the latest trading session, marking a +1.82% move from the prior day. The stock exceeded the S&P 500, which registered a loss of 0.95% for the day. Elsewhere, the Dow lost 0.99%, while the tech-heavy Nasdaq lost 1.36%.The company's stock has climbed by 1.35% in the past month, falling short of the Consumer Discretionary sector's gain of 3.31% and the S&P 500's gain of 1.86%.Investors will be eagerly watching for the performance of Airbnb, Inc. in its upcoming earning ...

Summary of Key Points Core Viewpoint - Airbnb (NASDAQ: ABNB) is expected to report Q4 2024 earnings on February 13, 2025, with analysts holding a relatively negative outlook due to a significant number of downward revisions in earnings per share (EPS) forecasts [1]. Analyst Revisions - In the last 90 days, there have been 2 upward revisions and 26 downward revisions in EPS estimates by analysts, indicating a bearish sentiment towards the company's upcoming performance [1]. Analyst Background - Michael Del Monte, a buy-side equity analyst with over 5 years of experience, emphasizes a macro-value-oriented approach to investment analysis, drawing from a diverse background in various industries including oil and gas, industrials, and consumer discretionary [1].

Airbnb, Inc. (ABNB) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 13, 2025, might help the stock move higher if these key numbers are better th ...

Group 1: Investment Strategy - Regularly investing new money allows investors to benefit from price swings, accumulate shares, and explore new ideas, which is a more effective approach than investing everything at once [2][4] - The principle of consistently putting new money to work is part of The Motley Fool's investing philosophy [2] Group 2: Airbnb - Airbnb has over 8 million active listings worldwide and booked 123 million nights and experiences in Q3 2024, indicating strong demand [6] - The company generated $4.1 billion in free cash flow over the last 12 months, with a margin of 38% [7] - Airbnb's management is investing in new business ideas to drive long-term growth, leveraging its solid core business and substantial free cash flow [8] Group 3: Celsius - Celsius stock has increased nearly 1,200% over the last five years but is currently down more than 70% from its all-time high, prompting further investment [9] - The company reported a 31% year-over-year drop in revenue in Q3 2024, attributed to a timing issue with its main distributor, while still gaining market share [10] - Celsius has over $900 million in cash and zero long-term debt, with a net income of $164 million year to date, positioning it well against competitors [12] Group 4: Dollar General - Dollar General is expected to have full-year earnings per share (EPS) of $5.50 to $5.90, which would be its lowest EPS since 2018, but the company can still afford its dividend [14] - The dividend yield is now over 3%, providing attractive income potential for investors [15] - Despite a drop in earnings, Dollar General's sales are still up, indicating operational issues rather than a lack of consumer demand, and management is addressing these challenges [17]

Financial Results Announcement - Airbnb, Inc. will release its fourth quarter and full year 2024 financial results after market close on February 13, 2025 [1] - The shareholder letter will be available on the Airbnb Investor Relations website [1] Webcast Details - An audio webcast to discuss the financial results will be hosted at 1:30 p.m. PT / 4:30 p.m. ET on the same day [2] - The link to the webcast will also be available on the Investor Relations website [2] Registration Information - Interested parties can register for the call in advance through a provided link [3] - Instructions on how to join the call will be shared after registration [3] Company Background - Airbnb was founded in 2007 and has grown to over 5 million Hosts, welcoming over 2 billion guest arrivals globally [4] - The platform offers unique stays and experiences, allowing guests to connect with communities authentically [4]

Core Insights - Airbnb has leveraged artificial intelligence (AI) to connect landlords and tenants, enhancing its market presence despite not owning properties [1][3] - The company has faced sluggish demand and competition, impacting stock price growth since its IPO in December 2020 [2][6] - Despite challenges, Airbnb's property network and customer base continue to expand, indicating potential for future stock performance improvements [2] AI Utilization - Airbnb employs AI for various functions, including property pricing, tenant risk assessment, and market trend monitoring [4] - The company has integrated generative AI into its chatbot and acquired GamePlanner AI to enhance customer interactions [5] Competitive Landscape - Airbnb's AI capabilities provide a competitive edge over rivals like Expedia's Vrbo, which has not developed similar technology [6] - Increased competition from hotel chains and an oversupply of short-term rentals are straining Airbnb's business model [7] Financial Performance - In the first nine months of 2024, Airbnb reported $8.6 billion in revenue, a 12% year-over-year increase, while total costs grew by 14% [8] - The net income for the same period was $2.2 billion, significantly lower than the $5.1 billion profit in 2023, primarily due to a one-time tax benefit in 2023 [8] Valuation Metrics - The removal of the 2023 tax benefit has led to a spike in Airbnb's price-to-earnings (P/E) ratio to 45, but anticipated net income growth brings the forward P/E ratio down to 30 [9] - The declining valuation may present an attractive opportunity for investors as the market awaits improvements from AI and other trends [9] Investment Considerations - Given the current state of Airbnb's business and its attractive valuation, it may be a favorable time for investors to consider accumulating shares [10] - The company has fundamentally transformed the short-term rental market, providing unique experiences for both landlords and tenants [12][13]

Core Viewpoint - The company Airbnb is viewed as a strong investment opportunity due to its competitive advantages, high margins, and recent valuation improvements, despite facing challenges such as regulatory scrutiny and competition. Group 1: Investment Rationale - Airbnb has a significant brand moat, with approximately 90% of its traffic being organic, indicating strong brand recognition and customer loyalty [6] - The company operates a digital marketplace that connects travelers with hosts, resulting in a high-margin business model with a gross margin of 83% for the first nine months of 2024 [7] - After initially struggling with profitability, Airbnb has shifted focus to free cash flow, which has surged, making it an attractive long-term investment [8] Group 2: Valuation and Market Position - The stock is currently trading at 21 times its free cash flow, which is considered a modest valuation compared to the S&P 500's ratio of 31, suggesting potential for substantial upside [10] - Despite only achieving 10% year-over-year revenue growth in Q3 2024, Airbnb has a robust financial position with $4.1 billion in trailing-12-month free cash flow and $11.3 billion in cash [11] Group 3: Future Growth Potential - Management plans to expand beyond its current offerings by launching one to two new businesses annually, with each new venture expected to contribute at least $1 billion to revenue [12] - If successful, these new business initiatives could potentially double the company's revenue from $10.8 billion over the next five years, in addition to growth from its core business [13] - The solid foundation of Airbnb's existing business, combined with reasonable stock valuation and expansion plans, presents a compelling investment opportunity [14]

Group 1 - The article discusses the evolution of short-term rental markets, highlighting a shift in consumer behavior towards renting accommodations from strangers due to affordability concerns [1] - It emphasizes the role of value-oriented analysis in the oil and gas sector, focusing on identifying companies trading at significant discounts to their intrinsic value [1] - The investment philosophy mentioned combines Benjamin Graham's principles with a contrarian market approach, aiming to uncover undervalued businesses [1]