Workflow
Is Most-Watched Stock Airbnb, Inc. (ABNB) Worth Betting on Now?
ABNBAirbnb(ABNB) ZACKS·2025-03-06 15:06

Core Viewpoint - Airbnb's stock has shown a strong performance recently, returning +10% over the past month, contrasting with the S&P 500's -4.1% and the Leisure and Recreation Services industry's -6% [1] Earnings Estimates Revisions - For the current quarter, Airbnb is expected to report earnings of 0.26pershare,reflectingadecreaseof36.60.26 per share, reflecting a decrease of -36.6% year-over-year, with a +9.7% increase in the Zacks Consensus Estimate over the last 30 days [4] - The consensus earnings estimate for the current fiscal year is 4.31, indicating a year-over-year increase of +4.9%, with a slight change of +0.4% in the last 30 days [4] - For the next fiscal year, the consensus estimate is 4.98,representinga+15.54.98, representing a +15.5% increase from the previous year, with a +1.2% change over the past month [5] Revenue Growth Forecast - The consensus sales estimate for the current quarter is 2.27 billion, indicating a year-over-year growth of +6% [8] - For the current fiscal year, the revenue estimates are 12.22billionand12.22 billion and 13.54 billion, reflecting changes of +10.1% and +10.8%, respectively [8] Last Reported Results and Surprise History - In the last reported quarter, Airbnb generated revenues of 2.48billion,markingan+11.82.48 billion, marking an +11.8% year-over-year increase, with an EPS of 0.73 compared to 0.76ayearago[9]ThereportedrevenuesexceededtheZacksConsensusEstimateof0.76 a year ago [9] - The reported revenues exceeded the Zacks Consensus Estimate of 2.42 billion by +2.47%, and the EPS surprise was +25.86% [10] - Over the last four quarters, Airbnb surpassed consensus EPS estimates twice and revenue estimates three times [10] Valuation - Airbnb is graded D in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [14]