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Airbnb upgraded to Outperform from In Line at Evercore ISI

Evercore ISI analyst Mark Mahaney upgraded Airbnb (ABNB) to Outperform from In Line with a $145 price target and raising estimates in “the wake of Beat & Largely Raise Q4 results.” After years of deceleration and multiple de-rating, Airbnb has deployed “a series of compounding product improvements” that the firm sees providing the probability of accelerating revenue growth in 2026 and beyond, the analyst tells investors.

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