Wells Fargo raised the firm’s price target on Airbnb (ABNB) to $181 from $178 and keeps an Overweight rating on the shares. The firm notes the company is navigating macro headwinds effectively, sees Airbnb poised to accelerate in the second half of 2026 and 2027 on more aggressive move into hotels, AI search enhancements to conversion and a likely sponsored listings debut in 2027. Furthermore, Wells views May 20 product event as the next catalyst.
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