Group 1: Company Performance - Airbnb's shares have declined by 4.8% over the past 12 months, underperforming the Zacks Consumer Discretionary sector's return of 11.5% and the Leisure and Recreation Services industry's appreciation of 22.7% [1] - The company anticipates margin compression in Q4, expecting margins to be between 27-28%, indicating potential near-term weakness in profitability [5] - The Zacks Consensus Estimate for Q1 2025 earnings is 26 cents per share, reflecting a year-over-year decline of 36.59%, while revenues are estimated at $2.31 billion, suggesting a 7.98% year-over-year increase but a 4.9% sequential decline from Q4 2024 [6] Group 2: Competitive Landscape - Airbnb operates in a highly competitive online travel booking market, facing strong competition from established players like Booking Holdings, Expedia, and MakeMyTrip [2] - The company also competes with platforms focusing on experiences, such as Viator, GetYourGuide, Klook, and Traveloka, which diversify travel options and attract a broader customer base [3] - Additionally, Airbnb faces competition from meta-search and listing platforms like TripAdvisor, Trivago, and Google, which is expanding its travel initiatives [4] Group 3: Earnings Performance - Airbnb has a mixed earnings surprise history, missing the Zacks Consensus Estimate in two of the last four quarters and beating it in the other two, resulting in an average surprise of 20.83% [7] - Currently, Airbnb holds a Zacks Rank 4 (Sell), suggesting that investors should avoid the stock for the time being [8]

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Group 2 - Michael has over 10 years of experience analyzing companies in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] - He leads the investing group Deep Value Returns, which offers insights through a concentrated portfolio of value stocks, timely updates, weekly webinars, and community support for investors [2]

Group 1 - The article discusses insights into Airbnb (ABNB) and its market trends, highlighting potential investment opportunities [1] - The stock prices referenced are from December 4, 2024, indicating a specific timeframe for the analysis [1] - The video published on January 14, 2025, serves as a resource for further understanding of the company's performance and market dynamics [1]

Company Performance - Airbnb, Inc. closed at $128.85, reflecting a -0.6% change from the previous session, underperforming the S&P 500's gain of 0.16% [1] - Over the past month, shares of Airbnb have decreased by 1.01%, while the Consumer Discretionary sector and the S&P 500 have lost 5.64% and 2.2%, respectively [1] Upcoming Earnings - The company is expected to report an EPS of $0.59, which represents a 22.37% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $2.43 billion, indicating a 9.34% increase from the previous year [2] Analyst Projections - Recent shifts in analyst projections for Airbnb should be monitored, as positive estimate revisions can indicate a favorable business outlook [3] Zacks Rank and Valuation - Airbnb currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate having decreased by 0.51% over the past month [5] - The company is trading at a Forward P/E ratio of 29.31, which is higher than the industry average of 18.07 [6] - Airbnb's PEG ratio stands at 1.63, compared to the industry average PEG ratio of 0.81 [6] Industry Context - The Leisure and Recreation Services industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 40, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Airbnb org s Mission and Impact - Airbnb org provides free temporary housing to individuals and families displaced by natural disasters and crises leveraging Airbnb s platform and global network of hosts [2][3][8] - The organization has facilitated 1 4 million nights of free housing for over 250 000 people across 134 countries since its launch in December 2020 [7][8] - In 2024 Airbnb org responded to major U S disasters including Hurricanes Helene Milton and Beryl as well as wildfires in California and Nevada housing thousands of affected individuals [3][12] Airbnb org s Operational Model - Airbnb org connects people in need with hosts offering free or discounted stays through its platform and partnerships with global nonprofits [5] - Over 50 000 hosts worldwide have joined the initiative contributing an estimated $8 million in recurring donations from their earnings [5] - 100% of donations go directly toward funding emergency housing ensuring all stays are completely free [8] Expansion and Public Involvement - Airbnb org aims to expand its impact in 2025 as natural disasters increase in frequency and severity [6] - The organization invites public contributions with every dollar donated directly funding emergency housing for those in need [6] Key Figures and Disaster Responses - In 2024 the U S experienced 24 natural disasters each causing over $1 billion in losses [2] - Airbnb org housed nearly 6 000 people during Hurricanes Helene and Milton over 1 100 during Southern California wildfires and approximately 180 during Hurricane Beryl in Texas [12]

Company Performance - Airbnb, Inc. ended the recent trading session at $135.20, showing a -0.38% change from the previous day's closing price, which lagged behind the S&P 500's 0.55% gain [1] - The company is expected to report an EPS of $0.59, down 22.37% from the prior-year quarter, while revenue is anticipated to be $2.43 billion, indicating a 9.34% increase from the same quarter last year [2] Analyst Estimates - Recent changes in analyst estimates for Airbnb, Inc. are crucial as they reflect the evolving business trends, with positive changes indicating a favorable outlook on the company's health and profitability [3] - The Zacks Consensus EPS estimate has decreased by 1.8% over the past month, and Airbnb, Inc. currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Airbnb, Inc. has a Forward P/E ratio of 30.69, which is a premium compared to its industry's Forward P/E of 18.22, and a PEG ratio of 1.71, while the Leisure and Recreation Services industry has an average PEG ratio of 0.92 [6] Industry Overview - The Leisure and Recreation Services industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 40, placing it in the top 16% of over 250 industries, indicating strong performance potential [7]

Group 1: Verizon Wireless - Verizon has underperformed in total returns over the past five years compared to the S&P 500 index [2] - The current dividend yield for Verizon is 6.8%, but the company's growth is stagnant with cash flow, earnings per share, and operating income down year over year [3] - Verizon's revenue is essentially flat, while debt levels have increased, indicating a need for investors to consider future growth stocks [3] Group 2: Airbnb - Airbnb benefits from significant long-term tailwinds in the short-term rental market, driven by demographics, with 36% of users aged 25 to 34 [4] - The total market size for vacation rentals is projected to grow from $100 billion in 2024 to $125 billion in 2029, providing ample growth opportunities for Airbnb [5] - Airbnb reported $11 billion in revenue over the past 12 months, with a free cash flow of $4.1 billion, resulting in a 38% margin, significantly higher than Verizon's 10% margin [6][7] Group 3: Shareholder Returns - Companies can return cash to shareholders through dividends or share buybacks, with buybacks reducing the number of outstanding shares and potentially increasing stock prices [8] - Airbnb has repurchased $1.1 billion in shares in Q3 2024 and $3.3 billion over the trailing 12 months, indicating a strong commitment to buybacks due to its excellent free cash flow [9] - The preference for buybacks over dividends is highlighted, as buybacks do not incur annual taxes for shareholders and provide companies with strategic flexibility [10] Group 4: Market Comparison - Airbnb's current market cap is $82 billion, while Verizon's is $169 billion, but their trajectories have diverged since 2023 [11] - If Airbnb achieves a 15% annual growth rate while Verizon remains stagnant, Airbnb is projected to surpass Verizon in market value within five years [12]

Company Performance - Airbnb Inc is forecasted to report an EPS of $0 59, a 22 37% decrease from the same quarter last year [2] - The company's revenue is expected to be $2 43 billion, a 9 34% increase compared to the same quarter last year [2] - For the full year, analysts expect earnings of $3 99 per share and revenue of $11 05 billion, marking changes of -44 89% and +11 41% respectively from last year [3] - Airbnb Inc shares lost 2% over the previous month, underperforming the Consumer Discretionary sector's loss of 1 28% and the S&P 500's loss of 0 36% [12] Valuation Metrics - Airbnb Inc currently has a PEG ratio of 1 86, higher than the Leisure and Recreation Services industry average of 0 98 [5] - The company is trading at a Forward P/E ratio of 33 45, a premium compared to its industry's average Forward P/E of 21 24 [7] Industry Context - The Leisure and Recreation Services industry is part of the Consumer Discretionary sector and ranks in the top 9% of all industries with a Zacks Industry Rank of 22 [8] - The Zacks Industry Rank shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [11] Market Performance - Airbnb Inc ended the recent trading session at $131 81, a -1 18% change from the previous day's closing price [9] - This performance lagged behind the S&P 500's daily loss of 1 07%, the Dow's loss of 0 97%, and the Nasdaq's loss of 1 19% [9] Analyst Estimates - Recent modifications to analyst estimates for Airbnb Inc signify changing near-term business trends, with positive revisions indicating optimism about the company's outlook [1] - Empirical research shows that revisions in estimates have a direct correlation with impending stock price performance [4] - The Zacks Rank system, which Airbnb Inc currently holds at 3 (Hold), has a track record of exceeding expectations, with 1 ranked stocks delivering an average annual return of +25% since 1988 [6]

Retail investors typically rely on online information to start picking their next investments for their portfolios. However, there is a subtle way to align new capital to the trends that Wall Street analysts notice right now. The benefit is that investors don’t have to do the hours of in-depth analysis needed to come to a conclusion for a stock pick but rather connect the dots behind recent analyst ratings. To do this, investors must pick one reputable source, such as a specific analyst or investment bank. ...

Airbnb, Inc. (ABNB) shares rallied 3.8% in the last trading session to close at $134.21. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.9% loss over the past four weeks.Airbnb is benefiting from continuous improvements in Nights and Experiences Booked, enabling it to witness a positive trend in its Gross Booking Value.This company is expected to post quarterly earnings of $0.59 per share in its upcoming re ...