UBS analyst Stephen Ju has maintained their neutral stance on ABNB stock, giving a Hold rating on November 4.
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Stephen Ju has given his Hold rating due to a combination of factors related to Airbnb’s current and future performance. While the company is expected to see an acceleration in product innovation, such as the rollout of ‘Reserve Now, Pay Later,’ which has shown promise in boosting growth, there remains uncertainty about the full scope of these initiatives. The management has not provided specific margin guidance for 2026, which suggests potential incremental investments that could impact margins before the benefits of new products are fully realized.
Furthermore, while there are bullish arguments regarding Airbnb’s recent topline performance and upcoming product releases, there are also concerns. The guidance for 4Q25 indicates growth driven more by pricing than volume, and adjusted EBITDA is expected to be flat or decline year-over-year. Additionally, modest margin growth is anticipated for 2026, and take rates are projected to remain flat, aligning with previous commentary. These mixed signals contribute to the decision to maintain a Neutral stance on the stock.
In another report released on November 4, Evercore ISI also maintained a Hold rating on the stock with a $145.00 price target.