Airbnb Slumps 9.1% on Moderating Growth, Tests Support Zone. Hear about the day's winners and losers on Wall Street with the Bloomberg Stock Movers report. https://t.co/ZyjVWQwXzt ...

Group 1 - The company forecasted slower growth in the second half of the year, leading to a 7.5% decline in its stock price to $120.74 despite better-than-expected second-quarter results [1] - Following the forecast, five analysts raised their price targets, with J.P. Morgan Securities increasing its target from $120 to $130, while three analysts reduced their targets [1] - The 12-month consensus price target for the company is now $140.85, representing a 15.9% premium to current stock levels [2] Group 2 - The company's stock is currently trading at its lowest level since early May, down 7.5% year-to-date, and is below all daily moving averages between the 20- and 320-day trendlines [2] - Options trading activity for the company is significantly high, with 26,000 calls and 30,000 puts exchanged, indicating increased interest in the stock [3] - The most popular options include the weekly 8/8 125-strike put and the 117-strike put in the same series [3]

爱彼迎(ABNB.US)盘初一度跌超9%，最低触及118.65美元，创逾四个月新低。 消息面上，爱彼迎第二季度营收为31亿美元，高于分析师预期的30.3亿美元；净利润为6.42亿美元，亦 高于预期的5.99亿美元。展望第三季度，爱彼迎预计营收将在40.2亿至41亿美元之间，中值亦超过分析 师平均预期。另外，公司预计本季度末至第四季度将面临高基数压力，下半年增长率将承压。去年下半 年，随着游客最终兑现被推迟的旅行计划，爱彼迎业绩异常强劲。 (格隆汇) ...

核心指标全面超出预期，2025年第二季度营收达31亿美元，同比增长13% 2025年第二季度净利润达6.42亿美元，同比增长16% 国际新兴市场持续增长势头：以客源地计算，爱彼迎新兴市场的间夜预订量已经连续六个季度保持强劲增长 2025年8月7日，中国北京 —— Airbnb爱彼迎发布2025年第二季度财务业绩，请访问此链接获取更多详细信息。 Airbnb爱彼迎联合创始人兼首席执行官Brian Chesky表示："我们在第二季度表现强劲，核心指标全面超出预期，充分反映我们在重点战略方向上的稳步推 进，包括全面开启爱彼迎的新篇章。全新推出的「爱彼迎服务」和「爱彼迎体验」展现出令人振奋的发展势头，我们相信，这两项创新业务将为爱彼迎带来 长期增长动力。" 2025年第二季度财务业绩概览 爱彼迎第二季度业绩表现强劲，预订量、营收及利润率等核心指标表现均超出预期。尽管季度初期面临全球经济的不确定性，但旅行需求持续回升，爱彼迎 平台上的预订间夜数在4月至7月稳步增长。 爱彼迎持续落实以核心服务优化、全球市场拓展，以及产品创新与升级为重点的多年战略部署。本季度，我们在各个方向均取得了显著进展。 l 精益求精，完善核心服务： ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...

爱彼迎(ABNB.US)盘前跌超6%，报122.5美元。消息面上，爱彼迎第二季度营收为31亿美元，高于分析 师预期的30.3亿美元；净利润为6.42亿美元，亦高于预期的5.99亿美元。展望第三季度，爱彼迎预计营 收将在40.2亿至41亿美元之间，中值亦超过分析师平均预期。另外，公司预计本季度末至第四季度将面 临高基数压力，下半年增长率将承压。去年下半年，随着游客最终兑现被推迟的旅行计划，爱彼迎业绩 异常强劲。(格隆汇) ...

Core Insights - The U.S. gig economy is demonstrating strong profitability, with major platforms Uber, DoorDash, Lyft, and Airbnb collectively generating $4.2 billion in free cash flow, exceeding expectations [1][10] Group 1: Company Performance - Uber leads the industry with $2.475 billion in free cash flow, a 44% year-over-year increase, and revenue of $12.7 billion, up 18% [2][3] - DoorDash's revenue grew 25% to $3.28 billion, surpassing expectations, with a total market value of orders reaching $24.2 billion, a 23% increase [6][7] - Airbnb reported a 13% revenue increase to $3.1 billion and a net profit of $642 million, with a new $6 billion stock buyback plan announced [8][9] - Lyft's revenue of $1.59 billion was slightly below expectations, but it achieved a free cash flow of $329 million, indicating a higher profitability level than Uber [4][5] Group 2: Industry Trends - The gig economy is experiencing deep expansion, with non-employer businesses growing at an average rate of 2.7% annually from 2012 to 2023, significantly outpacing traditional employer businesses at 1.1% [11][12] - The transportation and warehousing sectors are primary drivers of this growth, with over 200,000 new non-employer businesses added between 2022 and 2023 [11] - Despite some sectors like retail contracting, non-employer businesses contribute approximately $1.8 trillion to GDP, accounting for 6.4% of the U.S. economy [12]

Core Insights - The U.S. gig economy is demonstrating strong profitability, with major platforms Uber, DoorDash, Lyft, and Airbnb collectively generating $4.2 billion in free cash flow, exceeding expectations [1][7] Group 1: Uber - Uber leads the gig economy with a free cash flow of $2.475 billion, a year-on-year increase of 44%, and revenue of $12.7 billion, up 18% [2] - The total bookings for Uber's ride-hailing and delivery services grew by 16% and 20%, respectively, indicating sustained growth in a competitive market [1][2] - Uber's CEO announced a $20 billion stock buyback plan and raised third-quarter booking guidance to between $48.25 billion and $49.75 billion, surpassing analyst expectations [2] Group 2: Lyft - Lyft's revenue for the quarter was $1.59 billion, slightly below expectations, but it reported a free cash flow of $329 million, which is 7% of total bookings, indicating a higher profitability level than Uber [2] - Lyft raised its booking guidance for the quarter to between $4.65 billion and $4.8 billion, significantly above the expected $4.59 billion [3] Group 3: DoorDash - DoorDash reported a revenue increase of 25% to $3.28 billion, exceeding expectations, with a total order volume growth of 20% to 761 million orders [4] - The company's market gross order value (GOV) reached $24.2 billion, up 23% year-on-year, driven by strong performance in the restaurant sector [4] - DoorDash is accelerating its expansion in Europe, preparing for direct competition with Uber [4] Group 4: Airbnb - Airbnb's revenue for the second quarter was $3.1 billion, a 13% increase, and net profit rose 16% to $642 million, surpassing market expectations [5][6] - The company announced a new $6 billion stock buyback plan, reflecting confidence in future business prospects [6] Group 5: Gig Economy Trends - The strong performance of these platforms reflects the deep expansion of the U.S. gig economy, with non-employer businesses growing at an average rate of 2.7% annually from 2012 to 2023, significantly outpacing traditional employer businesses [7] - The transportation and warehousing sectors are key drivers of this growth, with over 200,000 new non-employer businesses established between 2022 and 2023 [7] - Despite some sectors like retail contracting, non-employer businesses contribute approximately $1.8 trillion to GDP, accounting for 6.4% of the U.S. economy [7]

Core Insights - The U.S. gig economy is demonstrating strong profitability, with major platforms Uber, DoorDash, Lyft, and Airbnb collectively generating $4.2 billion in free cash flow, exceeding expectations [1] Group 1: Uber - Uber leads the gig economy with a free cash flow of $2.475 billion, a year-on-year increase of 44%, and revenue of $12.7 billion, up 18% [2] - The total bookings for Uber's ride-hailing and delivery services grew by 16% and 20%, respectively, indicating sustained growth in a competitive market [1][2] - Uber's CEO announced a $20 billion stock buyback plan and raised third-quarter booking guidance to between $48.25 billion and $49.75 billion, surpassing analyst expectations [2] Group 2: Lyft - Lyft's revenue for the quarter was $1.59 billion, slightly below expectations, but it reported a free cash flow of $329 million, which is 7% of total bookings, indicating a higher profitability level than Uber [2] - Lyft raised its booking guidance for the quarter to between $4.65 billion and $4.8 billion, significantly above the expected $4.59 billion [3] Group 3: DoorDash - DoorDash reported a revenue increase of 25% to $3.28 billion, exceeding expectations, with a total order volume growth of 20% to 761 million orders [4] - The company's market gross order value (GOV) reached $24.2 billion, up 23% year-on-year, and it is accelerating its expansion in Europe [4] Group 4: Airbnb - Airbnb's second-quarter revenue was $3.1 billion, a 13% increase, surpassing market expectations, with a net profit of $642 million, up 16% [6] - The company announced a new $6 billion stock buyback plan, reflecting confidence in its future business prospects [6] Group 5: Gig Economy Trends - The strong performance of these platforms reflects the deep expansion of the U.S. gig economy, with non-employer businesses growing at an average rate of 2.7% annually from 2012 to 2023, significantly outpacing traditional employer businesses [7] - The transportation and warehousing sectors are major drivers of this growth, with over 200,000 new non-employer businesses added between 2022 and 2023 [7]