Airbnb Faces Multi-Year Compounding Tailwind Potential, RBC Says

MT Newswires Live05-09 00:59

Airbnb (ABNB) is facing a multi-year compounding tailwind potential from booking and policy changes as well as hotels revenue optionality, RBC Capital Markets said in a Friday research note.

The company's decision to push back on the large-language model threat believing that chatbots currently don't work for travel ecommerce is a positive, analysts wrote.

Airbnb's Q1 revenue print was driven by growth in app nights booked and total nights booked, while margin improvement could be attributed to the sale of a privately-held equity investment and sustained operating expense efficiencies, according to the note.

The company is expanding its boutique and independent hotel pilot to more markets, which management thinks are entry points expected to drive future demand, RBC stated.

The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $173 per share from $170.

Price: 143.76, Change: +3.29, Percent Change: +2.35

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