Boyar Research Unveils 2026's 'Forgotten Forty' Stocks with High Upside Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Source: Yahoo Finance
- Undervalued Stocks: Boyar Research's 'Forgotten Forty' list includes stocks like Uber and Airbnb, which are expected to outperform the market in the coming year, reflecting renewed investor interest in value stocks.
- Tax Law Impact: Atlanta Braves Holdings faces a tax law change effective in 2027 that limits deductions for top executives, potentially reducing profitability and prompting owner John Malone to consider selling the team to mitigate tax implications.
- Market Potential: Markel Group, dubbed the 'baby Berkshire', is under activist pressure to unlock value through share buybacks and operational improvements, with a current share price around $2,000 and an estimated worth of $3,100, indicating strong growth potential.
- Business Split Expectations: Cooper Companies, with a 25% market share in contact lenses, is facing calls for a split to optimize capital allocation, which analysts believe will enhance overall business performance and drive stock price increases.
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Analyst Views on ABNB
Wall Street analysts forecast ABNB stock price to rise
29 Analyst Rating
12 Buy
16 Hold
1 Sell
Moderate Buy
Current: 130.870
Low
107.00
Averages
144.85
High
180.00
Current: 130.870
Low
107.00
Averages
144.85
High
180.00
About ABNB
Airbnb, Inc. operates a global platform for stays and experiences. The Company’s marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences around the world. The Company has built its platform to onboard new hosts, especially those who previously had not considered hosting. It partners with hosts throughout the process of setting up their listing and provides them with a suite of tools to manage their listings, including scheduling, merchandising, integrated payments, community support, host protection, pricing guidance, and feedback from reviews. Its Website and mobile applications provide its guests with a way to explore a variety of homes and experiences and an easy way to book them. Its technology platform powers its two-sided marketplace and enables its global network of hosts and guests. It owns a trademark portfolio with protection in 220 countries in which it operates for its primary brands, AIRBNB, and its Belo logo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
American Express Acquires TheFork for $700 Million
- Acquisition Overview: American Express announced the acquisition of restaurant booking platform TheFork for $700 million in cash, significantly enhancing its international business, with the deal expected to close by the end of 2026.
- Positive Market Reaction: The announcement led to a 14% increase in Tripadvisor's stock price in premarket trading, indicating market optimism regarding the deal and reflecting investor confidence in Tripadvisor's future growth prospects.
- Significant Revenue Growth: TheFork generated $232 million in revenue for the fiscal year ending March 31, marking a 25% increase year-over-year, highlighting its strong performance in restaurant management and customer engagement, which attracted American Express's interest.
- Strategic Expansion Plans: This acquisition will expand American Express's network of bookable dining venues to 75,000, strengthening its position in the global dining market, particularly in competition with rivals like Booking Holdings and Airbnb.
See More
Airbnb Annual Meeting Sees All Shareholder Proposals Fail
- Shareholder Proposal Failure: At the 2026 annual meeting, all shareholder-sponsored proposals at Airbnb failed, with a proposal for enhanced oversight of digital services receiving only 2.1 million votes in favor against 3.81 billion opposing, indicating a significant divide among shareholders regarding corporate governance.
- Dual-Class Share Structure Rejected: Despite garnering 250.7 million votes in favor, the proposal to sunset the dual-class share structure was rejected with 3.56 billion votes against, reflecting a conservative stance among investors that could impact future shareholder trust and engagement.
- Governance Structure Challenges: The voting outcomes highlight challenges Airbnb faces in governance, particularly in managing risks associated with digital services, which may influence its strategic decisions and market performance moving forward.
- Market Reaction Expectations: The failure of shareholder proposals may raise concerns about Airbnb's governance capabilities, potentially leading to negative impacts on its stock price in the short term, prompting investors to monitor subsequent governance improvement measures.
See More
Airbnb: A Success Story of the Mobile Era
- Strong Network Effects: Airbnb boasts 5.5 million hosts and 9 million listings, having welcomed 2.5 billion guests since 2007, creating a two-sided ecosystem that enhances user value and strengthens market competitiveness.
- Ongoing Innovation Drive: The company continuously rolls out new features such as grocery delivery and luggage storage, with Q1 gross bookings and revenue increasing by 19% and 18%, respectively, demonstrating its commitment to improving user experience and strong financial performance.
- Attractive Valuation for Investors: Despite the stock's stagnation over the past five years, Airbnb's forward P/E ratio of 25.3 and projected annual EPS growth of 21.1% from 2025 to 2028 indicate significant growth potential.
- Stock Buybacks Boost Confidence: The company is using robust free cash flow for stock buybacks, reducing its outstanding share count by nearly 4% in Q1 compared to the previous year, further enhancing investor confidence in its future performance.
See More
Airbnb's Network Effect and Innovation Strategy
- Strong Network Effect: Airbnb boasts 5.5 million hosts and 9 million listings, having welcomed 2.5 billion guests since 2007, which continuously enhances its value proposition for users and strengthens its competitive position in the market.
- Ongoing Product Innovation: The management's focus on product innovation is evident with recent launches of grocery delivery and luggage storage services, while leveraging AI to optimize user experience, which not only boosts user satisfaction but also drives improved financial performance.
- Robust Financial Performance: In Q1 2026, Airbnb's gross bookings and revenue increased by 19% and 18%, respectively, with a projected compound annual growth rate of 11.9% from 2025 to 2028, indicating strong growth potential.
- Reasonable Valuation Levels: Despite an 11% decline in stock price over the past five years, Airbnb's forward P/E ratio stands at 25.3, with projected annual EPS growth of 21.1%, combined with stock buyback plans, highlighting its attractiveness as an investment opportunity.
See More
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- Limited Economic Impact: Deutsche Bank projects that even if the World Cup attracts 1.2 million international fans, the overall economic impact will likely result in only a 0.05% short-term lift to U.S. GDP, reflecting the limited influence of large events on a massive economy.
- Hotel Industry Opportunities: Marriott expects the World Cup to boost U.S. revenue per available room by about 40 basis points, particularly benefiting from its brand recognition and rewards ecosystem, which positions it favorably to attract more travelers.
- Restaurant Sector Outlook: Deutsche Bank notes that foodservice companies are likely to benefit from both tourism and watch parties, especially restaurants near stadiums and delivery-heavy concepts, anticipating significant consumer spending growth during the event.
See More
2026 World Cup Sparks Travel Boom in North America
- Uneven Travel Demand: While the 2026 World Cup is expected to attract 1.2 million international visitors, demand varies significantly across host cities, with flight bookings up about 10% in Dallas and nearly 13% in Houston, while Seattle sees a decline of nearly 21%, directly impacting local hotel and restaurant revenues.
- Hotel Revenue Boost: Marriott anticipates a 40 basis point increase in revenue per available room due to the World Cup, highlighting the positive impact of the event on the hotel industry, particularly given its brand recognition and rewards ecosystem that positions it favorably in the market.
- Potential Restaurant Gains: Deutsche Bank notes that foodservice companies are likely to benefit from both tourism and watch parties, especially restaurants near stadiums and delivery-heavy concepts like pizza and wings, although current optimism among restaurateurs remains cautious as they await fan engagement.
- Market Dynamics Shift: Despite FIFA President's optimism about travel outcomes, data from the American Hotel & Lodging Association shows that 80% of respondents reported reservations falling short of expectations, indicating that many travelers are still finalizing plans, which could lead to accelerated guest flows as the event approaches.
See More
American Express Acquires TheFork for $700 Million
- Acquisition Overview: American Express announced the acquisition of restaurant booking platform TheFork for $700 million in cash, significantly enhancing its international business, with the deal expected to close by the end of 2026.
- Positive Market Reaction: The announcement led to a 14% increase in Tripadvisor's stock price in premarket trading, indicating market optimism regarding the deal and reflecting investor confidence in Tripadvisor's future growth prospects.
- Significant Revenue Growth: TheFork generated $232 million in revenue for the fiscal year ending March 31, marking a 25% increase year-over-year, highlighting its strong performance in restaurant management and customer engagement, which attracted American Express's interest.
- Strategic Expansion Plans: This acquisition will expand American Express's network of bookable dining venues to 75,000, strengthening its position in the global dining market, particularly in competition with rivals like Booking Holdings and Airbnb.
See More
Airbnb Annual Meeting Sees All Shareholder Proposals Fail
- Shareholder Proposal Failure: At the 2026 annual meeting, all shareholder-sponsored proposals at Airbnb failed, with a proposal for enhanced oversight of digital services receiving only 2.1 million votes in favor against 3.81 billion opposing, indicating a significant divide among shareholders regarding corporate governance.
- Dual-Class Share Structure Rejected: Despite garnering 250.7 million votes in favor, the proposal to sunset the dual-class share structure was rejected with 3.56 billion votes against, reflecting a conservative stance among investors that could impact future shareholder trust and engagement.
- Governance Structure Challenges: The voting outcomes highlight challenges Airbnb faces in governance, particularly in managing risks associated with digital services, which may influence its strategic decisions and market performance moving forward.
- Market Reaction Expectations: The failure of shareholder proposals may raise concerns about Airbnb's governance capabilities, potentially leading to negative impacts on its stock price in the short term, prompting investors to monitor subsequent governance improvement measures.
See More
Airbnb: A Success Story of the Mobile Era
- Strong Network Effects: Airbnb boasts 5.5 million hosts and 9 million listings, having welcomed 2.5 billion guests since 2007, creating a two-sided ecosystem that enhances user value and strengthens market competitiveness.
- Ongoing Innovation Drive: The company continuously rolls out new features such as grocery delivery and luggage storage, with Q1 gross bookings and revenue increasing by 19% and 18%, respectively, demonstrating its commitment to improving user experience and strong financial performance.
- Attractive Valuation for Investors: Despite the stock's stagnation over the past five years, Airbnb's forward P/E ratio of 25.3 and projected annual EPS growth of 21.1% from 2025 to 2028 indicate significant growth potential.
- Stock Buybacks Boost Confidence: The company is using robust free cash flow for stock buybacks, reducing its outstanding share count by nearly 4% in Q1 compared to the previous year, further enhancing investor confidence in its future performance.
See More
Airbnb's Network Effect and Innovation Strategy
- Strong Network Effect: Airbnb boasts 5.5 million hosts and 9 million listings, having welcomed 2.5 billion guests since 2007, which continuously enhances its value proposition for users and strengthens its competitive position in the market.
- Ongoing Product Innovation: The management's focus on product innovation is evident with recent launches of grocery delivery and luggage storage services, while leveraging AI to optimize user experience, which not only boosts user satisfaction but also drives improved financial performance.
- Robust Financial Performance: In Q1 2026, Airbnb's gross bookings and revenue increased by 19% and 18%, respectively, with a projected compound annual growth rate of 11.9% from 2025 to 2028, indicating strong growth potential.
- Reasonable Valuation Levels: Despite an 11% decline in stock price over the past five years, Airbnb's forward P/E ratio stands at 25.3, with projected annual EPS growth of 21.1%, combined with stock buyback plans, highlighting its attractiveness as an investment opportunity.
See More
2026 World Cup Sparks North American Travel Boom
- Uneven Travel Demand: Sojern's data indicates that while flight bookings in Houston and Dallas have increased by approximately 10% and 13% year-over-year, Seattle and all three Mexican host cities are lagging behind last year's figures, highlighting regional disparities in World Cup travel demand.
- Limited Economic Impact: Deutsche Bank projects that even if the World Cup attracts 1.2 million international fans, the overall economic impact will likely result in only a 0.05% short-term lift to U.S. GDP, reflecting the limited influence of large events on a massive economy.
- Hotel Industry Opportunities: Marriott expects the World Cup to boost U.S. revenue per available room by about 40 basis points, particularly benefiting from its brand recognition and rewards ecosystem, which positions it favorably to attract more travelers.
- Restaurant Sector Outlook: Deutsche Bank notes that foodservice companies are likely to benefit from both tourism and watch parties, especially restaurants near stadiums and delivery-heavy concepts, anticipating significant consumer spending growth during the event.
See More
2026 World Cup Sparks Travel Boom in North America
- Uneven Travel Demand: While the 2026 World Cup is expected to attract 1.2 million international visitors, demand varies significantly across host cities, with flight bookings up about 10% in Dallas and nearly 13% in Houston, while Seattle sees a decline of nearly 21%, directly impacting local hotel and restaurant revenues.
- Hotel Revenue Boost: Marriott anticipates a 40 basis point increase in revenue per available room due to the World Cup, highlighting the positive impact of the event on the hotel industry, particularly given its brand recognition and rewards ecosystem that positions it favorably in the market.
- Potential Restaurant Gains: Deutsche Bank notes that foodservice companies are likely to benefit from both tourism and watch parties, especially restaurants near stadiums and delivery-heavy concepts like pizza and wings, although current optimism among restaurateurs remains cautious as they await fan engagement.
- Market Dynamics Shift: Despite FIFA President's optimism about travel outcomes, data from the American Hotel & Lodging Association shows that 80% of respondents reported reservations falling short of expectations, indicating that many travelers are still finalizing plans, which could lead to accelerated guest flows as the event approaches.
See More
