ABNB Airbnb, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
19:00
Sep 01
Sep 01
Airbnb appoints a former Tripadvisor and Booking executive as its new chief business officer.
Airbnb appoints a former Tripadvisor and Booking executive as its new chief business officer to drive expansion beyond home-sharing into new travel segments.
01:35
Sep 01
Sep 01
Airbnb is testing reducing its host fee cut to counter the trend of customers booking directly.
Airbnb is testing reducing its host fee cut to counter the trend of customers booking directly outside its platform.
10:00
Aug 28
Aug 28
AI materially boosts Airbnb's cash flows.
Airbnb is successfully using AI to handle 45% of its customer support calls without human involvement, which is materially boosting cash flows and reducing expenses. This demonstrates that real companies are seeing tangible financial benefits from AI adoption, supporting the bull case for continued enterprise AI spending.
MED
23:58
Aug 26
Aug 26
Stay long Airbnb for its international strength.
Despite local regulatory or fee concerns in specific areas, Airbnb is performing exceptionally well internationally, making it a stock worth staying long on.
HIGH
22:19
Aug 25
Aug 25
AI integration is supercharging Airbnb's core business.
Airbnb is experiencing a technical runaway gap and is successfully using AI to supercharge its core business through better search matching, dynamic pricing, sponsored listings, and personalized loyalty programs.
HIGH
23:55
Aug 18
Aug 18
Strong travel demand and AI boost Airbnb.
Airbnb is performing exceptionally well due to strong travel demand and their effective use of AI to write programs, answer calls, and save fortunes on costs.
MED
23:51
Aug 17
Aug 17
Great company but too expensive to chase.
The company reported a stellar quarter with accelerating growth and is successfully using AI to reduce costs and improve its product, but the stock is too expensive to chase at 34 times forward earnings.
MED
18:45
Aug 17
Aug 17
Closing short-term trades in AI beneficiaries
Author is closing short-term trades in AI beneficiaries as they hit resistance, though maintaining long-term positions.
MED
08:30
Aug 17
Aug 17
Netflix and Airbnb are cheaper defensive growth.
As part of a personal Plan B, about 40% of the portfolio can go to companies capable of growing annual revenue and profit by more than 10% that have been neglected by AI and have become cheap. He names Netflix and Airbnb as examples of companies that were previously too expensive but are now reasonably priced, offering long-term stability even if share prices fall.
MED
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
15:57
Aug 14
Aug 14
Airbnb CEO Brian Chesky stated that AI now writes 60% of the company's code.
Airbnb CEO Brian Chesky stated that AI now writes 60% of the company's code, a factual operational update.
11:51
Aug 12
Aug 12
Data-rich companies benefit from cheaper AI inference.
Companies with massive proprietary datasets, such as Uber, Spotify, and Airbnb, can leverage open-source inference models to run AI at roughly one-tenth the cost of large commercial models, giving them a significant cost advantage and positive impact.
MED
16:36
Aug 11
Aug 11
Airbnb stock overvalued after recent rally
Airbnb was downgraded because the stock got too expensive after a recent rally, and is now trading at a premium valuation.
MED
15:08
Aug 10
Aug 10
The author analyzes AI enabler versus beneficiary earnings dynamics.
The author analyzes AI enabler versus beneficiary earnings dynamics, framing the market read as a research thesis rather than explicit positions, and notes waiting for NBIS earnings without stating a directional trade.
17:42
Aug 08
Aug 08
Author explains AI beneficiaries are outperforming enablers post-earnings.
Author explains AI beneficiaries are outperforming enablers post-earnings, signaling sustained AI demand, but he is waiting for NBIS earnings rather than taking new positions.
LOW
00:28
Aug 08
Aug 08
Airbnb rebound fueled by AI efficiency gains.
Airbnb reported Q2 earnings that beat expectations and raised full-year guidance. CEO Brian Chesky stated AI is improving every part of the business—attracting more bookings, lowering customer service costs, and helping hosts. Although the stock has been sideways for years, AI could help earnings surge and finally break the stock out of its range.
MED
18:35
Aug 07
Aug 07
Author frames AI beneficiaries as a buying opportunity with strong past returns and explicitly.
Author frames AI beneficiaries as a buying opportunity with strong past returns and explicitly states he is buying these names, calling the run-up just beginning.
18:30
Aug 07
Aug 07
Airbnb CEO Brian Chesky discusses hotel expansion progress and AI search testing rollout plans.
Airbnb CEO Brian Chesky discusses hotel expansion progress and AI search testing rollout plans expecting higher conversion rates.
18:23
Aug 07
Aug 07
Airbnb earned $183M in interest income on $12.2B of customer funds in Q2 2026, contributing 22% of net income. With rates still elevated, this custodial float acts as a recurring profit stream that may be underappreciated by the market relative to Airbnb’s core marketplace value. Long ABNB as a play on both travel platform growth and hidden “bank-like” float economics. Falling interest rates would shrink float income; regulatory or BNPL changes could reduce deposit balances; travel demand slowdown or increased competition could weigh on core revenue.
MED
18:07
Aug 07
Aug 07
AI transformation drives revenue and efficiency.
AI is transforming Airbnb into an AI-native company, attracting more bookings, slashing customer service costs, and making teams significantly more productive across engineering, product, and marketing. Revenue per employee is rising with headcount flat, and revenue is expected to grow much faster than staffing. Inference costs are tiny relative to the value of a booking, so increased AI token spending delivers strong ROI, supporting continued investment.
HIGH
17:10
Aug 07
Aug 07
TEAM/ABNB/ZETA/PTLR cited for earnings beats
Cites TEAM, ABNB, ZETA, PTLR as AI beneficiaries that beat earnings hard, used as read-through for AI enabler bid; no directional position on these names.
MED
12:26
Aug 07
Aug 07
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP.
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP, and DV on earnings or acquisition news, while RMD, TTD, and SG decline on misses or guidance cuts.
01:50
Aug 07
Aug 07
Airbnb raised its annual revenue forecast for the second time this year citing robust global.
Airbnb raised its annual revenue forecast for the second time this year citing robust global travel demand especially in the US and Europe.
23:43
Aug 06
Aug 06
Airbnb boosts forecast on strong regional demand
Notes Airbnb raised its forecast driven by strong demand across regions.
LOW
21:38
Aug 06
Aug 06
Airbnb CEO states on the earnings call that the company sees significant M&A opportunities.
Airbnb CEO states on the earnings call that the company sees significant M&A opportunities and plans to expand from travel into living services.
21:00
Aug 06
Aug 06
The company raised full-year revenue and profitability guidance due to accelerating nights and seats booked growth, reflecting strong demand and operational momentum.
HIGH
20:33
Aug 06
Aug 06
Airbnb raised its full-year revenue outlook on strong travel demand while Lyft beat bookings.
Airbnb raised its full-year revenue outlook on strong travel demand while Lyft beat bookings expectations, but Sandisk, Western Digital, and Peloton fell on disappointing guidance ahead of the U.S. employment report.
20:07
Aug 06
Aug 06
Airbnb reports Q2 earnings with EPS of 1.37 and revenue of 3.61 billion.
Airbnb reports Q2 earnings with EPS of 1.37 and revenue of 3.61 billion, exceeding outlook across key metrics with 17 percent revenue growth year-over-year.
20:05
Aug 06
Aug 06
Airbnb beats Q2 estimates across revenue, EBITDA.
Airbnb beats Q2 estimates across revenue, EBITDA, and bookings while guiding Q3 revenue above consensus.
04:16
Jul 12
Jul 12
Airbnb is attracting fans from US hotels after a World Cup marketing push according.
Airbnb is attracting fans from US hotels after a World Cup marketing push according to a Financial Times report.
About ABNB Analyst Coverage
Buzzberg tracks ABNB (Airbnb, Inc.) across 28 sources. 15 bullish vs 4 bearish calls from 36 analysts. Sentiment: predominantly bullish (18%). 60 total trade ideas tracked. Past 7 days: 1 bullish, 2 watch. Latest voices: Bloomberg, Josh Brown, Jim Cramer.