Benchmark Co. Maintains Buy Rating for Airbnb with $155 Price Target

Benchmark Co. analyst Daniel Kurnos maintains a Buy rating on Airbnb with a price target of $155. The company's shares closed yesterday at $130.50. Kurnos has a 6.7% average return and a 49.27% success rate on recommended stocks. The analyst consensus on Airbnb is a Hold with an average price target of $137.27, a 5.19% upside from current levels.

Airbnb Inc. (NASDAQ: ABNB) has seen a mixed bag of analyst reactions following its second-quarter 2025 earnings report. The company reported earnings per share (EPS) of $1.03, exceeding analyst expectations of $0.93, and revenue of $3.1 billion, surpassing forecasts of $3.04 billion. Despite these positive results, Airbnb's stock price fell 6% in after-hours trading, reflecting market expectations for even stronger performance.

Benchmark Co. analyst Daniel Kurnos maintains a Buy rating on Airbnb with a price target of $155, which is notably higher than the current price of $130.50. Kurnos has a 6.7% average return and a 49.27% success rate on recommended stocks, making his opinion on Airbnb's future prospects notable. The analyst consensus on Airbnb is a Hold with an average price target of $137.27, indicating a 5.19% upside from current levels [1].

UBS analyst Lloyd Walmsley lowered Airbnb's price target to $148.00 from $156.00, maintaining a Neutral rating. The adjustment follows Airbnb's slower growth in Nights and Seats compared to competitor Booking (NASDAQ: BKNG) and concerns about potential market share loss [2]. BMO Capital, however, raised its price target to $124.00 from $121.00, citing solid Q2 results and the potential of Experiences to drive business growth [3].

Airbnb's second-quarter performance was marked by impressive gross profit margins of 83% and $4.4 billion in free cash flow over the last twelve months. The company's expansion markets grew for the sixth consecutive quarter, with notable success in Brazil, Japan, and Germany. Despite these positives, the company faces regulatory risks in many markets, which could act as a key overhang to its longer-term model [3].

The company also announced a new $6 billion stock buyback program for Class A shares, signaling management confidence in future business prospects. This program comes on top of existing capital return initiatives and could boost earnings per share calculations over time [3].

Airbnb's stock performance has lagged broader markets in 2025, with shares declining 0.7% year-to-date through Wednesday’s close while the Nasdaq gained nearly 10%. Despite these challenges, the company's booking metrics and revenue guidance for the third quarter exceeded analyst expectations, demonstrating resilience in the face of economic uncertainty [3].

In conclusion, Airbnb's recent earnings report shows steady growth despite economic headwinds. While analyst opinions are mixed, the company's strong fundamentals and expansion efforts suggest potential for future growth. Investors should closely monitor regulatory risks and market share dynamics to gauge Airbnb's long-term prospects.

References:
[1] https://www.investing.com/news/analyst-ratings/ubs-lowers-airbnb-stock-price-target-to-148-on-growth-concerns-93CH-4176095
[2] https://www.investing.com/news/analyst-ratings/bmo-capital-raises-airbnb-stock-price-target-to-124-on-solid-q2-results-93CH-4176904
[3] https://moneycheck.com/airbnb-abnb-stock-q2-2025-earnings-beat-and-6-billion-buyback-announcement/