02:30 PM EDT, 04/14/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our Hold rating on Airbnb ( ABNB ) but reduce our price target to $124 from $164 based on 25x our 2026 EPS estimate, reflecting concerns about tariff impacts on consumer spending and travel demand. We lower our 2025 EPS forecast to $4.39 from $4.49 and 2026's to $4.94 from $5.05. Despite Q4 strength with 12% growth in bookings and 13% GBV growth to $17.6B, management's conservative Q1 2025 revenue guidance of 4%-6% signals caution. While we remain positive on ABNB's long-term positioning in lodging through geographic expansion and channel diversification, several factors keep us cautious: 1) $200M-$250M planned investments in new initiatives, 2) ongoing regulatory challenges, and 3) FX headwinds pressuring margins. Management's 2025 targets (34.5% adjusted EBITDA margin, $4.5B free cash flow) remain strong, but near-term headwinds warrant our conservative stance.

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