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 ...

Airbnb (NASDAQ: ABNB ) will be reporting q4'24 earnings after market close on February 13, 2025, with a relatively negative outlook by analysts. In the last 90 days, 2 analysts have revised EPS up compared to 26 downward revisions. DespiteMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, OFS, Midstream, Industrials, Inf ...

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 ...

Many successful investors regularly invest new money. It's an under-appreciated, winning approach to the stock market.Here's why this approach is helpful: Individual stocks are prone to ups and downs. Furthermore, long periods of flat returns can unexpectedly be followed by sudden bursts higher. Additionally, new companies go public and new industries emerge, giving investors fresh opportunities.In short, regularly putting new money to work allows investors to benefit from price swings, accumulate shares, a ...

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]

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]