Airbnb upgraded to Neutral from Underweight at Cantor Fitzgerald

Cantor Fitzgerald analyst Deepak Mathivanan upgraded Airbnb (ABNB) to Neutral from Underweight with a price target of $141, up from $117. The stock’s valuation is “more accommodating” following the underperformance in 2025, the analyst tells investors in a research note. The firm believes Airbnb’s growth is likely to remain closer to peers in 2026, but says its margins should see some expansion as its growth investments moderate.