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AIRBNB, INCAIRBNB, INCAIRBNB, INC

AIRBNB, INC

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ABNB trade ideas

ABNB (Long) - end of the choppiness? Looking at my past track record, I am becoming somewhat of a fanless guru hahah - I better knock on some wood; otherwise the market goods give me a losing streak like I have never seen. However, it is nice to see how these age-old rules coupled with some patience work. Anyways, enough of bragging and lets get to the trade Fundamentals The market is disgustingly overbought , so this trade is on only if the NASDAQ:ABNB earnings deliver Overall, right now, I would only purchase stocks that have already posted blockbuster earnings, otherwise I am in expectations of a pullback that should last at least a couple of weeks (c. 2-4) Considering how ridiculous are some valuations getting in the market, ABNB is actually priced quiet reasonably, almost conservatively The company is pretty much printing money with a net profit margin of 58% (up from 20% a year ago) ,which is, honestly, incredible, hence the P/E of 'only' 18 The earnings have grown by 253% yoy, and the revenue is steadily marching higher The firm is not bending under a pile of debt with a Debt/Equity ratio of 0.2 - so, no interest burdens Technicals Given that Airbnb is a famous and popular brand, it is almost shocking how badly the stock has been performing since the IPO, having moved basically nowhere However, the chart has been putting in the work to build us a nicer a picture (an accumulating base) and we are nearing something that could potentially be a marvellous breakout, which is not incidentally coinciding with upcoming earnings Throughout this whole period, the stock has been gradually being accumulated with almost no major distribution periods (check the indicator) Indicators like MACD and Stochastics showing strong momentum Trade This part is a bit tricky - if the earnings disappoint, then the trade is probably off because the setup goes to sh**; if the stock shows strong earnings than we can probably expect a major pop, which means we will have to be chasing But if you backtest strong earnings , you can see that it is worth chasing even a major earnings pop - the price tends to carry on performing strongly (e.g. NASDAQ:ARM , NYSE:PLTR etc. - from some of the recent examples) 'Meeting estimates' results that would barely move the stock is probably good, but I would wait a bit for more stock price action If the stock pops, but there is no follow through - is usually a bad signal and should be watched out for Follow me for more analysis & Feel free to ask any questions you have, I am happy to help If you like my content, Please leave a like, comment or a donation , it motivates me to keep producing ideas, thank you :)
NASDAQ:ABNBLong
by jurajholik
Air BNB back to 114 after earnings ? Some analysts express bearish views on Airbnb, but these assessments might be misguided according to Bernstein. Key points of bearish sentiment include: Airbnb’s room nights have grown by only 8% on a compound annual growth rate (CAGR) since 2019. The company has relied on price increases (9% per year) rather than volume growth. Airbnb’s average prices are 40% higher today compared to 2019, leading some to believe it has lost its edge as a budget-friendly hotel alternative. Booking.com, a competitor offering both hotels and short-term rentals, has narrowed the room night growth gap against Airbnb.
NASDAQ:ABNBShort
by NYRUNSGLOBAL
ABNB 5Y trend Downfall 1Y trend - it is testing the upper level of price range of 147 to 150 Key Levels - 104/110/125/147-150 Current Key Level - it is in the zone of 146 - 152 Breakout Key Level of 146 to 152 is tested 4 times it touched highest of the key level of 152 on 29th Jan and got rejected into 1436 to 146 levels again now After every earnings report it falls, we have earnings on 13th Feb, watching the stock till then whether it falls till then and then falls or rises and then falls on that date or whatever happens
NASDAQ:ABNBLong
by Ram_Namala
Airbnb: Unlocking Unique Experiences and Soaring Stock PotentialNASDAQ:ABNB the biggest hotel company that owns no hotels (funny how things work eyyy) has underperformed since its IPO in 2021. We are finally starting to see its stock price catch up with its value. As more people travel and seek unique local experiences, the demand for Airbnb's platform is bound to grow in leaps. Strong Financials: The company is highly profitable which is rare among tech companies, posting +4 Billion in Q3 2023. Innovation: The company recently launched a new service called "Airbnb Experiences," which allows travelers to book unique experiences in the destinations they visit. This new service has the potential to drive further growth for the company. Technical Analysis: The stock price is facing a significant resistance at $151, and a breakthrough could lead to substantial upward movement. I'll be monitoring this closely for an attractive entry point.
NASDAQ:ABNBLong
by EgideSimba
More room for growth confirmation?I have been observing the price action on Airbnb for several weeks and a fan of the idea for several years. For some time I was viewing this equity as one that should fall in price rather then the uptrend it has been in since it hit a low of 114.13 month of Nov 2023. The consecutive green bullish momentum candles could point to a possibility of current price action breaking the previous highs of 154.95 month of July 2023, which it failed to do so. Falling from a high of 158.74 on May 2022 and have slightly rebounded up an down within that range for some time but as the possibility of interest rates being cut, the fundamentals being more in line for growth into the end of 2024, and start of 2025. The improvements made on the app to be more suitable for hosts and visitors of the app alike. price had consolidated around the prices of 86.71 and 81.91 June and DEC 2022. Price has been hitting higher highs and higher lows for several weeks and may continue.
NASDAQ:ABNBLong
by b58-nic0
Airbnb's Bold Fee Move and the Road to Global ExpansionNavigating New Horizons: Airbnb (NASDAQ: NASDAQ:ABNB ) has once again captured investor attention with a strategic move that sent its shares soaring 5%. The announcement to increase fees for cross-currency bookings is not just a financial adjustment but a bold step towards unlocking the vast potential of international markets. We'll explore the implications of Airbnb's fee hike, the broader international expansion strategy, and the market's nuanced response. Unlocking the Global Opportunity: The 5% surge in Airbnb's ( NASDAQ:ABNB ) stock following the revelation of increased fees for cross-currency bookings speaks volumes about investor sentiment. While the additional charge of up to 2% might seem like a modest adjustment, the real story lies in Airbnb's visionary approach to tap into the immense potential of international markets. During the Q3'2023 earnings call, Airbnb's management emphasized a 17% growth in cross-border nights booked, showcasing the company's traction in global travel. The letter to shareholders highlighted the recovery of the business in the Asia Pacific region, where gross nights grew 23% in Q3 2023 compared to Q3 2019. Notably, China's outbound travel surged by over 100%, underlining the effectiveness of Airbnb's strategies in a key market. Smaller Asia Pacific markets, including Taiwan, the Philippines, Thailand, Hong Kong, and Indonesia, experienced impressive year-over-year growth above 30% for gross nights booked. Market Perception and Volatility Analysis: Amidst the excitement, it's crucial to interpret the market's response to Airbnb's ( NASDAQ:ABNB ) fee adjustment in the context of the company's historical stock volatility. With 16 significant moves greater than 5% in the past year, today's 5% surge indicates that the market perceives the news as impactful but not transformative to the fundamental outlook of the business. Reflecting on the past year, the most notable move occurred nine months ago when the stock dropped 10.6% following a mixed quarterly report. While Airbnb ( NASDAQ:ABNB ) beat analysts' expectations in gross bookings, revenue, earnings per share (EPS), and free cash flow estimates, concerns arose with weaker guidance for key metrics in the subsequent quarter. The dip was attributed to changes in the expected timing of marketing spend relative to the prior year, coupled with a projection of a similar EBITDA margin for 2023 compared to 2022. Year-to-Date Performance and Investor Returns: As of now, Airbnb ( NASDAQ:ABNB ) is up 11.7% since the beginning of the year, trading at $150.09 per share—close to its 52-week high of $153.33 from July 2023. Conclusion: As Airbnb ( NASDAQ:ABNB ) navigates the dynamic currents of the market, its fee adjustment for cross-currency bookings is not just about revenue enhancement but a strategic move to capture the global travel resurgence. Investors are presented with a compelling opportunity as the company solidifies its position in under-penetrated markets, with the Asia Pacific region serving as a testament to its recovery.
NASDAQ:ABNBLong
by DEXWireNews
ABNB - Powell Boosters Engaged - To The MoonABNB is poised for a serious breakout to the upside (that makes the rise since late november seem like kiddie play). With Grand Head Poobah Fed Chairman Powell hinting about not one, not two, but THREE rate cuts coming in 2024 (after all, it is an election year)... The Federal Reserve anticipates a significant reduction in interest rates by next year, suggesting the possibility of three rate cuts in 2024. However, the Fed also predicts that inflation won't stabilize at the targeted 2% rate until 2026, raising questions about the timing of rate cuts. Fed Chair Jerome Powell explained that since rate hikes have a delayed effect on the economy, waiting for inflation to drop to 2% could result in overly high rates for an extended period, risking a recession. Powell, during a press conference, emphasized the need for proactive rate adjustments before reaching the 2% inflation rate to prevent late policy intervention. So, what does that mean. It means the fed doesn't give a flip about inflation, so people will be flocking to assets...(gold went up $60/oz in like 3 hours after the announcement)...andasset prices will continue to rise...the underlying rents that are associated with those assets will continue to rise...and guess who's sitting on top of the vacation rental market all fat and happy - AirB to the B. From a financial valuation standpoint, AirBNB's free cash flow is going to go absolutely bananas. They were talking about hosting rental rates dropping 30% YoY because of the crazy interest rate hikes the fed has been imposing - and guess what - ABNB's revenue still soared 18% YoY - what do you think will happen when rates start to find a middle ground, or better yet, return to their summer '22 levels. It doesn't take a math whiz to understand that ABNB is poised to print money - yet, they're dramatically undervalued. Despite the hiccup, ABNB's revenues increase 18% YoY in Q3 - prices go down 20-30%...yet revenues go up 18%...then add to the fact that of the 8.7B the company raked in, in Q3 - 38% is free cash flow - cash flow the company has used over the last year to buy back almost 3% of its shares. Value? You want it, you got it. Consider these Price to Free Cash Flow ratios: MSFT: 43.97 AAPL: 30.55 NVDA: 69.68 TSLA: 238.88 NFLX: 37.45 AMZN: 73.4 ...ABNB crushes every last one: 22.86 WUT?!?! Now for the exciting part...fair valuation. Dump TSLA because the valuation is an outlier, and the average FCF to price ratio of MSFT, AAPL, NVDA, NFLX, and AMZN is 51.01 - ABNB's stock price at that ratio is... $329.04 Expect ABNB to easily blow past it's former all time high from Feb of '21 at $216.84, and where were we on this day in December of '20 - at almost an identical level $157. Moral of the story, take out a 2nd mortgage and don't put it towards an airbnb investment property - put in all in ABNB!
NASDAQ:ABNBLong
by DontListenToThisClown
1