Morgan Stanley has adjusted its outlook on Airbnb (ABNB, Financial), increasing the price target from $125 to $130 while maintaining an Underweight rating on the company's shares. This move comes as part of a broader revision of estimates within the firm's North American internet stock coverage, which are being lowered primarily due to macroeconomic factors and tariff impacts affecting e-commerce and digital advertising sectors.
Despite these challenging conditions, Airbnb has received a notable update in its financial projections. Morgan Stanley has revised its model for Airbnb's earnings per share (EPS) for the fourth quarter and has also raised the forecast for the company's adjusted EBITDA in fiscal year 2026 by 4%, bringing it to $4.8 billion. This adjustment reflects confidence in Airbnb's financial trajectory amidst a challenging economic environment.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 33 analysts, the average target price for Airbnb Inc (ABNB, Financial) is $151.50 with a high estimate of $200.00 and a low estimate of $95.00. The average target implies an upside of 34.50% from the current price of $112.64. More detailed estimate data can be found on the Airbnb Inc (ABNB) Forecast page.
Based on the consensus recommendation from 46 brokerage firms, Airbnb Inc's (ABNB, Financial) average brokerage recommendation is currently 2.6, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Airbnb Inc (ABNB, Financial) in one year is $188.42, suggesting a upside of 67.28% from the current price of $112.64. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Airbnb Inc (ABNB) Summary page.
