11月4日，国务院办公厅发布《国务院办公厅关于2026年部分节假日安排的通知》。其中提到，2026年 春节假期将从2026年2月15日持续至2月23日，放假9天。 北京商报讯（记者 吴其芸）12月9日，Airbnb爱彼迎发布的《2026年春节出境游趋势》显示，中国旅行 者计划在春节假期前后出境游的搜索热度达到去年同期的两倍左右，延续了国庆中秋假期的强劲势头。 爱彼迎中国业务负责人孔直秋表示，中国旅行者向往更远、更自由、更贴近自然的旅行体验。今年春节 假期，"住进国家公园周边的绝美风景"成为房源热搜元素，同时，户外与自然成为中国游客预订最多的 体验类别之一。无论是新西兰徒步、北极圈追极光，还是南欧小镇晒日光浴，亲近自然、享受户外乐趣 成为2026年开年度假的主流方式，而与亲友同行是春节出境游人群的典型特征。其中，"Z世代"出境游 搜索热度同比增长超三倍，他们正以超强行动力，引领这一波"走向旷野"的旅行热潮。 越来越多旅行者正通过灵活"拼假"错峰出行，在2026年2月整体搜索数据中，超过七成入住计划发生在9 天春节假期之外，中国旅行者将从容开启深度长线之旅。新西兰、挪威、泰国、意大利、澳大利亚、西 班牙、法国、韩 ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Airbnb. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Viewpoint - The travel industry is one of the largest globally in terms of annual spending, with Airbnb and Booking Holdings being prominent companies in this sector, but only one can be deemed the better investment in a comparative analysis [1]. Company Analysis - Airbnb (ABNB) and Booking Holdings (BKNG) are highlighted as excellent travel companies, indicating their strong market positions and potential for growth [1]. - The stock prices referenced were from the afternoon of December 2, 2025, suggesting a specific timeframe for the investment analysis [1].

Core Insights - The article provides a comprehensive analysis of Airbnb and its competitors in the Hotels, Restaurants & Leisure industry, focusing on financial metrics, market position, and growth prospects to identify investment opportunities and risks [1] Company Overview - Airbnb, founded in 2008, is the largest online alternative accommodation travel agency, with over 8 million active listings as of December 31, 2024, and hosts from over 5 million individuals globally [2] - In 2024, Airbnb's revenue distribution was 45% from North America, 37% from Europe, the Middle East, and Africa, 9% from Latin America, and 9% from Asia-Pacific, with all revenue derived from transaction fees for online bookings [2] Financial Metrics Comparison - Airbnb's Price to Earnings (P/E) ratio is 28.77, which is below the industry average by 0.34x, indicating potential undervaluation [3] - The Price to Book (P/B) ratio of 8.51 is also below the industry average by 0.29x, suggesting further undervaluation and growth potential [3] - The Price to Sales (P/S) ratio of 6.36 is 2.03x the industry average, indicating potential overvaluation in relation to sales performance [3] - Airbnb's Return on Equity (ROE) is 16.76%, which is 23.82% below the industry average, suggesting inefficiency in profit generation from equity [3] - The company's EBITDA stands at $1.62 billion, which is 0.6x below the industry average, indicating lower profitability or financial challenges [3] Profitability and Growth - Airbnb has a gross profit of $3.55 billion, which is 1.36x above the industry average, demonstrating stronger profitability from core operations [8] - The company is experiencing a revenue growth rate of 9.73%, outperforming the industry average of 9.19%, indicating strong financial health and growth potential [8] Debt-to-Equity Ratio - Airbnb has a lower debt-to-equity ratio of 0.26 compared to its top 4 peers, indicating less reliance on debt financing and a favorable balance between debt and equity, which is viewed positively by investors [11]

Core Viewpoint - Truist raised the target price for Airbnb from $104 to $107 while maintaining a "sell" rating [1] Group 1: Price Adjustments - Truist increased Airbnb's target price to $107 [1] - Wells Fargo also raised Airbnb's target price to $118 [1]

We came across a bullish thesis on Airbnb, Inc. on Johnny's bearish Investing’s Substack. In this article, we will summarize the bulls’ thesis on ABNB. Airbnb, Inc.'s share was trading at $118.80 as of December 1st. ABNB’s trailing and forward P/E were 27.85 and 24.04 respectively according to Yahoo Finance. House, Rent, Real Estate Photo by Andrea Davis on Unsplash Airbnb’s long-term growth story is supported by a blend of technology-driven innovation, cultural resonance, and strategic expansion into a ...

Core Viewpoint - The article expresses a strong belief in the long-term potential of Airbnb (ABNB), despite current stock price challenges, emphasizing the company's unique market position and business fundamentals. Group 1: Company Overview - Airbnb's current stock price is $120.13, with a market capitalization of $72 billion and a gross margin consistently above 70% [4][5][6]. - The company does not own properties; instead, it provides a platform for property owners to list their spaces, which creates a significant brand moat [5][6]. Group 2: Market Position - A significant 51% of properties are listed exclusively on Airbnb, compared to only 19% on Expedia's Vrbo, indicating Airbnb's strong user base and market dominance [5][6]. - Property owners are unlikely to remove their listings from Airbnb, reinforcing its necessity in the short-term rental market [6]. Group 3: Business Strategy - Airbnb's management, led by co-founder and CEO Brian Chesky, maintains an entrepreneurial spirit, aiming to test new ideas annually to potentially develop multibillion-dollar businesses [8]. - The recent addition of hotels to the platform aims to leverage the existing user base for higher profits, showcasing the company's adaptability and growth strategy [9].

The company continues to grow, but the stock hasn't followed suit.Airbnb (ABNB 0.25%) has become one of the largest travel companies in the world in the relatively short time it's been around. It has changed how people travel, opening up new experiences in regions and cities that were previously hard to travel to due to lack of hotels.It has grown to be a $12 billion company, about four times its revenue when it went public four years ago. It generates a lot of cash, and it's highly profitable.However, its ...

富国银行将爱彼迎的目标价从111美元上调至118美元，但维持"减持"评级。(格隆汇) ...

This company is being underappreciated by Wall Street right now.It can be painful to watch a stock you own stagnate while the broad market -- and especially anything related to artificial intelligence (AI) -- soars. That is what Airbnb (ABNB +0.21%) shareholders have experienced in the last few years. The stock is down 46% from all-time highs set around the time it went public in late 2020.But if you look under the hood at the underlying business of this travel disrupter, it is clear that Airbnb is doing ju ...