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Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan

Published
18 Jul 24
Updated
12 Sep 25
AnalystConsensusTarget's Fair Value
US$138.12
14.4% undervalued intrinsic discount
12 Sep
US$118.19
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1Y
-12.1%
7D
-1.7%

Author's Valuation

US$138.1214.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Sep 25
Fair value Decreased 1.22%

Despite continued strength in global travel demand and macroeconomic tailwinds supporting Airbnb’s core lodging business, lingering caution around non-core revenues and a muted U.S. travel rebound have led analysts to trim their consensus price target slightly from $139.83 to $138.12. Analyst Commentary Stabilizing and resilient global travel demand, with particular growth in Asia Pacific and Latin America, is supporting consensus upgrades to sales growth expectations through 2025.

Shared on07 May 25
Fair value Decreased 8.46%

Shared on30 Apr 25
Fair value Increased 1.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 11%

Shared on26 Mar 25
Fair value Increased 15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 30.0x to 26.3x and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on10 Mar 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.