The markets have dealt with several headwinds over the past few years, yet the S&P 500 has pushed through all that turmoil and is again posting new highs. It's another reminder that, regardless of how the markets perform in the near term, investors will eventually be rewarded for holding shares of growing companies. The long-term performance of a stock is highly correlated with the growth of the underlying business. With that in mind, let's look at three stock picks that Motley Fool contributors believe wou ...

In late 2022, a rumor started circulating around the internet: Airbnb (ABNB -3.29%) was running into trouble. Complaints about cleaning fees, chore lists, and other onerous demands on guests were going viral, while others emphasized the relative comforts of staying in a hotel versus an Airbnb. Meanwhile, hosts were complaining that bookings were suddenly falling off, and a Time headline declared, "Too Many Rich People Bought Airbnbs. Now They're Sitting Empty." It was enough that some dubbed the phenomenon ...

季度收入和利润 - 公司历史上第三季度通常是收入和调整后的EBITDA最高的时期[47] - 公司通常在第一和第二季度实现最高的GBV，第三季度出现GBV下降和入住高峰[47] 竞争对手 - 公司竞争对手包括在线旅行社、搜索引擎、酒店连锁、房地产管理公司和提供体验的在线平台[52]

Airbnb (ABNB) reported adjusted earnings of 76 cents per share for fourth-quarter 2023, which beat the Zacks Consensus Estimate by 13.4%. The figure increased 58.4% year over year. Revenues of $2.22 billion increased 17% on a reported basis and 14% on an FX-neutral basis, respectively, year over year. The top line also surpassed the Zacks Consensus Estimate of $2.16 billion. The year-over-year increase was driven by a continuous improvement in Nights and Experiences Booked. Growing gross nights booked, owin ...

动量投资 - Momentum投资是跟随股票近期趋势的理念[1] - Zacks Momentum Style Score有助于确定哪些指标是最佳关注点[2] - ABNB目前持有A级的Momentum Style Score[2] 股票表现 - ABNB的股价在过去一周上涨了0.71%，而Zacks互联网-内容行业在同一时期上涨了1.7%[8] - ABNB的股价在过去一个月的变化为11.7%，表现优于行业的0.28%[8] - ABNB在过去三个月上涨了18.92%，在过去一年上涨了24.78%，表现优于标普500指数[9] 投资前景 - Style Scores是Zacks Rank的补充，ABNB目前的Zacks Rank为2 (Buy)[4] - 研究显示，Zacks Rank为1 (Strong Buy)和2 (Buy)，且Style Scores为A或B的股票在接下来一个月内表现优于市场[5] - ABNB的平均20天交易量为5,039,470股，是一个有利的指标[10] - ABNB的盈利前景看好，过去两个月有4个盈利预期上调[12] - 综合考虑以上因素，ABNB是一只具有A级动量评分的2 (Buy)股票[13]

Airbnb Inc (NASDAQ:ABNB) stock is brushing off a fourth-quarter top-and bottom-line beat and better- than-expected fiscal first-quarter forecast, down 4.4% to trade at $144.25 at last check. The company noted strong demand for international travel, as well as longer bookings. No fewer than nine brokerages raised their price targets, including Susquehanna to $180 from $160. Meanwhile, D.A. Davidson downgraded the security to "neutral" from "buy," as Deutsche Bank and UBS cut their price objectives to $135 an ...

财务数据和关键指标变化 - 2023年第四季度收入为22亿美元,同比增长70% [10] - 2023年全年自由现金流为38亿美元,创历史新高 [11] - 公司在2023年回购了22.5亿美元的股票,并获得了60亿美元的新股票回购授权 [11] 各条业务线数据和关键指标变化 - 2023年第四季度预订夜晚和体验达到9900万,创历史第四季度新高 [9] - 2023年全年房东收入超过570亿美元 [13] - 2023年底活跃房源超过770万,同比增长18% [21][22] - 2023年第四季度预订夜晚同比增长12%,其中首次预订者增长最快 [23] - 2023年第四季度55%的预订夜晚来自移动应用,同比提升5个百分点 [23] 各个市场数据和关键指标变化 - 公司正在加速在德国、巴西和韩国等市场的国际扩张 [16][17] - 公司正在瞄准瑞士、比利时和荷兰等其他国家的市场机会 [16] - 2023年第四季度,公司在拉丁美洲和亚太地区的增长强于北美和欧洲 [139] 公司战略和发展方向及行业竞争 - 公司正专注于三大战略重点:让房东成为主流、完善核心服务、拓展核心业务之外的机会 [12][16][17][18] - 公司正在利用人工智能技术,开发创新和个性化的AI界面,以拓展业务边界 [32][33][34][35][36][37][38][39][40] - 公司认为其独特的供应和需求网络效应是竞争优势,有助于在亚洲等新兴市场的扩张 [149][150][151][152][153] 管理层对经营环境和未来前景的评论 - 公司2023年第四季度和全年业绩强劲,展现了公司战略执行的成果 [9][10][11] - 公司看好2024年的需求前景,尽管面临一些宏观经济不确定性 [50][51][52][53][54] - 公司将继续投资于国际市场拓展、产品优化和提高服务可靠性,以推动未来增长 [65][66][67][68][69][70][71][72][73][74][75][76] 问答环节重要的提问和回答 问题1 **Ron Josey 提问** 询问公司在人工智能方面的规划和布局 [32][33][34][35][36][37][38][39][40] **David Stephenson 回答** 详细解释公司在AI领域的战略和方向,包括不会自行开发基础语言模型,而是专注于开发创新的AI应用界面 [34][35][36][37][38][39][40] 问题2 **Justin Patterson 提问** 询问公司推出跨币种费用的原因和预期影响 [57][58][59][60][61] **Brian Chesky 回答** 解释推出跨币种费用的原因是为了确保公司和房东获得合理的价值,并表示将会进行测试和评估 [57][58][59][60][61] 问题3 **Doug Anmuth 提问** 询问2024年EBITDA指引中提到的额外投资计划 [80][81][82][83][84] **Ellie Mertz 回答** 解释公司计划在国际扩张、营销和产品研发等方面进行适度投入,以支持未来的业务拓展 [80][81][82][83][84]

The great travel snapback continues, through digital channels, matching supply and demand for places to stay when getting away from it all. Airbnb noted in its results that the fourth quarter saw 98.8 million nights and experiences booked, up 12% from a year ago. As many as 55% of the company’s gross nights were booked through the app, up from 50% last year. Average daily rates increased by 3% to $157 in the December quarter as measured from a year ago. At year end there were 7.7 million active listings, up ...

Airbnb, Inc. (ABNB) reported $2.22 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 16.6%. EPS of $0.76 for the same period compares to $0.48 a year ago. The reported revenue represents a surprise of +2.57% over the Zacks Consensus Estimate of $2.16 billion. With the consensus EPS estimate being $0.67, the EPS surprise was +13.43%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...

Airbnb, Inc.财务表现 - Airbnb, Inc.在上一季度每股收益为0.76美元，超过了Zacks Consensus Estimate的0.67美元[1] - Airbnb, Inc.在过去四个季度中，四次超过了市场预期的每股收益[2] Airbnb, Inc.营收表现 - Airbnb, Inc.在2023年12月份的季度营收为22亿美元，超过了Zacks Consensus Estimate的2.57%[3] Airbnb, Inc.股价表现 - Airbnb, Inc.股价自年初以来上涨了13%，表现优于标普500指数的5.3%[4]