Multiple Brokerages Raise ABNB Price Targets, Average Estimate at $161.20

Multiple brokerages raised price targets for ABNB, with estimates ranging from $140 to $173. Citigroup is the most optimistic, raising the price target to $175. Other brokerages, including JP Morgan and UBS, have also increased their estimates for ABNB.

A wave of brokerages lifted price targets on ABNB this week, pushing the average sell-side estimate to roughly $161.20. Citigroup leads the optimism with a $175 target, while UBS moved its bar to $173 and JP Morgan settled at $140. The dispersion, ranging from $140 to $175, signals analysts agree the bookings backdrop is improving but disagree on how much of that is already priced in.

The upgrades follow Airbnb's recent quarter, where management pointed to expanding international markets and an emerging mobile-app cohort as growth drivers. Analysts cited stabilizing average daily rates and stronger urban demand as catalysts behind the revisions, with several flagging the company's experiences and services rollout as an underappreciated optionality.

For investors, the cluster of revisions reduces near-term sell-side risk and can support sentiment, but the spread between bull and bear cases keeps the debate alive. Watch booking growth in the next print, currency translation impact, and any further commentary on Experiences monetization to determine whether the high-end targets become consensus.

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