Airbnb’s Volume Slumps to 186th as Analysts Clash Over Hotel Expansion Strategy

On September 5, 2025, , , ranking 186th in market activity. Analysts from reiterated an Outperform rating with a $165 price target, highlighting Airbnb’s aggressive expansion into the hotel sector. CEO ’s comments on intensified hotel market entry underscored a strategic shift, with Bernstein noting the hotel segment’s potential to be nine times larger than Airbnb’s core short-term rental market. However, platform adjustments for hotel listings—such as rate flexibility and booking clarity—pose challenges to maintaining Airbnb’s brand identity.

Recent earnings outperformed expectations, , respectively. upgraded its rating to Neutral from Reduce, , while maintained an Underweight stance, citing slowing booking growth. , reflecting divergent views on Airbnb’s growth trajectory. Analyst ratings remain mixed, , indicating uncertainty about the company’s long-term potential.

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