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2021-02-23

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Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>

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One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144952945","media":"Barrons","summary":"Airbnb will report its first quarter as a public company on Thursday after the market closes—and at ","content":"Airbnb&nbsp;will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.<blockquote>爱彼迎将于周四收盘后公布其作为上市公司的第一季度业绩，至少有一位分析师预计股市即将出现井喷。</blockquote> Airbnb stock (ticker: ABNB) went public&nbsp;Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).<blockquote>爱彼迎股票（股票代码：ABNB）于12月上市。10 股价为每股 68 美元，首日交易收盘价为 144 美元，此后已反弹至 200 美元水平，使短期房地产租赁平台的市值超过 1200 亿美元。这比 Booking.com(BKNG) 和 Expedia(EXPE) 这两家领先的在线旅行社股票的总价值还要高。</blockquote> The Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.<blockquote>华尔街分析师一致预测 Airbnb 第四季度评级营收为 7.402 亿美元，每股亏损 9.17 美元。华尔街对 3 月份季度的共识为 5.915 亿美元，每股亏损 1.21 美元。</blockquote> Loop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.<blockquote>Loop Capital 分析师 Rob Sanderson 周一将爱彼迎股票评级从持有上调至买入，新目标从 150 美元上调至 240 美元。桑德森认为，12 月份的季度业绩将 “大幅 ”超出市场普遍预期。他预计第四季度营收将达到 9.37 亿美元，远高于市场预期。</blockquote> Sanderson notes that bookings growth for&nbsp;Expedia’s Vrbo unit&nbsp;improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with&nbsp;Uber rideshare bookings&nbsp;over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”<blockquote>桑德森指出，Expedia Vrbo 部门的预订增长在第四季度环比有所改善，“这一趋势将持续到 ”三月份。他说，第三方分析发现 1 月份同比 “创纪录的增长”。这位分析师写道，在 11 个季度的时间里，爱彼迎单位量与 Uber 共享乘车预订量呈 “方向相关性”，他还补充说，“Uber 第四季度的全球乘车预订量进一步改善，而爱彼迎的共识则反映了该季度的大幅放缓”。</blockquote> He does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.<blockquote>他确实警告说，该股可能会在即将到来的两次锁定到期中面临抛售压力，第一次是在 3 月 1 日，第二季度收益报告发布后可能会出现更大规模的抛售压力，可能是在 5 月初。但他仍然喜欢这只股票。</blockquote> “Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”<blockquote>“桑德森写道：”我们最初的看法是，爱彼迎是一家拥有巨大机遇的优质公司，但这一估值并没有留下巨大的上涨空间。“自这一次以来，增长型领导者的溢价进一步扩大，Airbnb 的股价今年迄今已上涨了 54 美元。虽然持续的倍数扩张提高了风险状况，但我们预计市场状况在短期内不会发生变化。我们认为，在公司发布首份报告之前，这是激进看涨期权面临的最大风险。”</blockquote> On Monday, Airbnb shares are fell&nbsp;2.9%&nbsp;to $195.34.<blockquote>周一，爱彼迎股价下跌 2.9%，至 195.34 美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Reports Earnings on Thursday. 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One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-02-23 17:25\n\n</h4>\n</header>\n<article>\nAirbnb&nbsp;will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.<blockquote>爱彼迎将于周四收盘后公布其作为上市公司的第一季度业绩，至少有一位分析师预计股市即将出现井喷。</blockquote> Airbnb stock (ticker: ABNB) went public&nbsp;Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).<blockquote>爱彼迎股票（股票代码：ABNB）于12月上市。10 股价为每股 68 美元，首日交易收盘价为 144 美元，此后已反弹至 200 美元水平，使短期房地产租赁平台的市值超过 1200 亿美元。这比 Booking.com(BKNG) 和 Expedia(EXPE) 这两家领先的在线旅行社股票的总价值还要高。</blockquote> The Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.<blockquote>华尔街分析师一致预测 Airbnb 第四季度评级营收为 7.402 亿美元，每股亏损 9.17 美元。华尔街对 3 月份季度的共识为 5.915 亿美元，每股亏损 1.21 美元。</blockquote> Loop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.<blockquote>Loop Capital 分析师 Rob Sanderson 周一将爱彼迎股票评级从持有上调至买入，新目标从 150 美元上调至 240 美元。桑德森认为，12 月份的季度业绩将 “大幅 ”超出市场普遍预期。他预计第四季度营收将达到 9.37 亿美元，远高于市场预期。</blockquote> Sanderson notes that bookings growth for&nbsp;Expedia’s Vrbo unit&nbsp;improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with&nbsp;Uber rideshare bookings&nbsp;over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”<blockquote>桑德森指出，Expedia Vrbo 部门的预订增长在第四季度环比有所改善，“这一趋势将持续到 ”三月份。他说，第三方分析发现 1 月份同比 “创纪录的增长”。这位分析师写道，在 11 个季度的时间里，爱彼迎单位量与 Uber 共享乘车预订量呈 “方向相关性”，他还补充说，“Uber 第四季度的全球乘车预订量进一步改善，而爱彼迎的共识则反映了该季度的大幅放缓”。</blockquote> He does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.<blockquote>他确实警告说，该股可能会在即将到来的两次锁定到期中面临抛售压力，第一次是在 3 月 1 日，第二季度收益报告发布后可能会出现更大规模的抛售压力，可能是在 5 月初。但他仍然喜欢这只股票。</blockquote> “Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”<blockquote>“桑德森写道：”我们最初的看法是，爱彼迎是一家拥有巨大机遇的优质公司，但这一估值并没有留下巨大的上涨空间。“自这一次以来，增长型领导者的溢价进一步扩大，Airbnb 的股价今年迄今已上涨了 54 美元。虽然持续的倍数扩张提高了风险状况，但我们预计市场状况在短期内不会发生变化。我们认为，在公司发布首份报告之前，这是激进看涨期权面临的最大风险。”</blockquote> On Monday, Airbnb shares are fell&nbsp;2.9%&nbsp;to $195.34.<blockquote>周一，爱彼迎股价下跌 2.9%，至 195.34 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144952945","content_text":"Airbnb will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.\nAirbnb stock (ticker: ABNB) went public Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).\nThe Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.\nLoop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.\nSanderson notes that bookings growth for Expedia’s Vrbo unit improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with Uber rideshare bookings over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”\nHe does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.\n“Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”\nOn Monday, Airbnb shares are fell 2.9% to $195.34.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/363051911"}