BTIG analyst Jake Fuller has maintained their neutral stance on ABNB stock, giving a Hold rating today.
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Jake Fuller’s rating is based on a combination of factors that reflect Airbnb’s current market position and future prospects. The company’s recent performance showed a strong U.S. market presence and healthy global trends, leading to slightly higher projections for the fourth quarter and 2026. However, despite these positive indicators, Airbnb’s growth in alternative accommodations is being outpaced by competitors, and there is a lack of significant progress in new initiatives.
Additionally, ongoing investments are expected to limit margin expansion, and there remains uncertainty regarding the impact of sponsored listings. While the company’s guidance suggests a deceleration in room nights due to challenging comparisons, higher average daily rates and margins are expected to keep EBITDA slightly ahead. Given these mixed signals, Fuller maintains a Hold rating, favoring faster-growing online travel agency peers with lower multiples.
According to TipRanks, Fuller is a 4-star analyst with an average return of 6.7% and a 51.18% success rate. Fuller covers the Consumer Cyclical sector, focusing on stocks such as Airbnb, Booking Holdings, and Expedia.