Airbnb stock dipped nearly 4% in premarket trading after analyst cuts rating, price target citing many headwinds and not enough catalysts.
Airbnb Inc.,the home-rental company was downgraded by Gordon Haskett analyst Robert Mollins, who said he sees multiple headwinds and not enough upside catalysts. Mollins cut his rating to hold, after being at buy since July 2021, and lowered his stock price target to $172 from $216.
Mollins said that while he believes Airbnb will prove the most resilient name in online travel for the foreseeable future, he expects the company's peers will see "far greater" gross book value (GBV) growth relative to pre-pandemic levels; many catalysts are either unlikely to come to fruition, such as increasing take rates on hosts and loyalty programs; and continued market pressure on growth names with inflation likely to persist in 2022.
Mollins also sees an increased risk of "material downward" revenue revision in the first quarter as most of the omicron-related headwinds didn't emerge until the second half of December.
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