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Airbnb (ABNB) shares climbed nearly 2.5% today, reflecting renewed investor interest as the stock continues to recover from its dip over the past 3 months. Recent trading momentum highlights shifting sentiment in the travel platform.
See our latest analysis for Airbnb.
Airbnb’s share price rebound this week follows several choppy months, with the stock still trailing its year-ago levels as shown by a 1-year total shareholder return of -7.7%. However, positive price action lately suggests market sentiment may be turning, as investors start focusing on the company’s long-term growth prospects.
If renewed momentum in travel platforms has you exploring fresh ideas, now is a great time to see what’s happening among fast-growing companies with strong insider backing via our fast growing stocks with high insider ownership.
But with Airbnb’s stock still trading about 10% below analyst price targets and a healthy gap to some estimates of intrinsic value, investors are left pondering whether this is the start of a bargain opportunity or if the market has already accounted for brighter days ahead.
The most widely discussed narrative on Airbnb puts its fair value well above the current share price, highlighting a major disconnect between the stock’s recovery and what long-term believers see as its true growth potential. According to TickerTickle, this valuation is anchored in big bets on the product evolution and future scale outside the US.
They have launched long-term rentals, made over 500 product improvements, and are going all in on AI to make the platform smoother. It is easier now to find the right stay without scrolling for 20 minutes.
Read the complete narrative.
Want to know why this fair value projection stands out? The hook is a turbocharged revenue mix and future margins that would put Airbnb in the top tier of consumer tech names. Only the full narrative reveals which aggressive forecasts are behind these sky-high expectations.
Result: Fair Value of $163.75 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, regulatory pressure in Europe and unresolved tax disputes in the US remain risks that could quickly alter the upside argument for Airbnb investors.
Find out about the key risks to this Airbnb narrative.
Looking from a market ratios perspective, Airbnb trades at a price-to-earnings ratio of 29.4x, which is higher than the US Hospitality industry average of 23.5x, but just below its peer group average of 31x. The fair ratio based on historical patterns comes in at 30.9x, indicating that the stock is actually near where the market could expect it to settle over time. This gap raises the question: are current expectations too high, or is there further room for upside if Airbnb outperforms?
Nvidia and Palantir have climbed in the double and triple digits this year as investors pile into artificial intelligence (AI) leaders.
This younger player is active in a new and exciting space that’s offering AI customers exactly what they need.
10 stocks we like better than Nebius Group ›
Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) have been two stocks investors could count on for outsized gains over the past few years — and that continues as they both head for increases of more than 30% and about 130%, respectively, this year. This is thanks to the companies’ strengths in the artificial intelligence (AI) market.
Nvidia designs the world’s most sought-after AI chip, one that fuels the most essential AI tasks. And Palantir helps customers immediately apply AI to their operations and generate game-changing results. These companies already are benefiting from AI, and so are their customers.
In spite of these successes, Nvidia and Palantir haven’t been scoring the biggest gains among AI players in recent months. In fact, one stock in particular has left these two market giants in the dust when it comes to stock performance. Let’s meet the AI stock that’s crushing Nvidia and Palantir in 2025.
I might surprise you when I say this player, in its current form, didn’t even exist about a year and a half ago. It formed when Russian tech company Yandex sold off its Russian businesses last summer and reorganized under a new name with a headquarters in Amsterdam. I’m talking about Nebius Group (NASDAQ: NBIS), a stock that’s jumped more than 300% this year.
Nebius soared into the spotlight, offering something in high demand right now — and likely this demand will continue in the years to come. The company provides neocloud services, meaning it offers compute for AI workloads as well as a selection of managed services for customers.
This is extremely practical, as it means customers don’t have to buy their own high-powered graphics processing units (GPUs) and instead can go to Nebius to rent access to these chips. And it also saves customers time, as they don’t have to wait to ramp up a facility, but instead can take advantage of infrastructure that already exists.
Of course, Nebius competes with cloud giants such as Alphabet‘s Google Cloud and Microsoft Azure — customers can run AI workloads through those services too. But major cloud service providers offer a wide range of services beyond AI, while Nebius has focused on specifically serving the AI customer. This specialization could help it fine-tune its offering to the needs of customers and stand out. On top of this, demand for AI capacity is so strong that there is room for the major cloud providers and up-and-coming neocloud players like Nebius all to generate growth.
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