Government Shutdown Impact: The U.S. government shutdown has reached 35 days, causing significant concerns in the aviation sector, particularly regarding potential airspace closures and increased flight delays due to staffing shortages.
Airline ETFs Under Pressure: Airline-focused ETFs like U.S. Global Jets ETF (JETS) and Amplify Travel Tech ETF (AWAY) are facing uncertainty, with JETS experiencing pressure despite a recent uptick, as operational disruptions could lead to further losses.
Warnings from Transportation Secretary: Transportation Secretary Sean Duffy warned of "mass cancellations" and possible airspace closures if the shutdown continues, highlighting that staffing shortages have already led to significant flight delays.
Investor Outlook: While the current situation poses risks for airline ETFs, there is potential for recovery once operations stabilize post-shutdown, similar to past disruptions, although the long-term impact on air traffic controller recruitment remains a concern.
Wall Street analysts forecast ABNB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABNB is 144.85 USD with a low forecast of 107.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
29 Analyst Rating
Wall Street analysts forecast ABNB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABNB is 144.85 USD with a low forecast of 107.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
16 Hold
1 Sell
Moderate Buy
Current: 133.800
Low
107.00
Averages
144.85
High
180.00
Current: 133.800
Low
107.00
Averages
144.85
High
180.00
Barclays
Underweight -> Equal Weight
upgrade
$107 -> $120
2026-01-09
Reason
Barclays
Price Target
$107 -> $120
AI Analysis
2026-01-09
upgrade
Underweight -> Equal Weight
Reason
Barclays upgraded Airbnb to Equal Weight from Underweight with a price target of $120, up from $107. The firm sees upside to room nights for the company from reserve now pay later, hotels and the World Cup. Airbnb should experience improving margins in 2026, the analyst tells investors in a research note. However, Barclays says the stock's valuation is "still a bit rich."
Wells Fargo
Ken Gawrelski
Underweight -> Equal Weight
upgrade
$118 -> $128
2026-01-09
Reason
Wells Fargo
Ken Gawrelski
Price Target
$118 -> $128
2026-01-09
upgrade
Underweight -> Equal Weight
Reason
Wells Fargo analyst Ken Gawrelski upgraded Airbnb to Equal Weight from Underweight with a price target of $128, up from $118. The firm cites two years of share underperformance combined with a portfolio of upside options, highlighted by the hotel supply and sponsored listings opportunities, and relative insulation from AI risk as the opportunity. Wells further anticipates downside risk to estimates more limited given 12 months and beyond into reinvestment period with limited market expectation for payoff, healthy travel industry outlook, and expansion of RNPL offering.
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Cantor Fitzgerald
Deepak Mathivanan
Underweight -> Neutral
upgrade
$117 -> $141
2026-01-08
Reason
Cantor Fitzgerald
Deepak Mathivanan
Price Target
$117 -> $141
2026-01-08
upgrade
Underweight -> Neutral
Reason
Cantor Fitzgerald analyst Deepak Mathivanan upgraded Airbnb to Neutral from Underweight with a price target of $141, up from $117. The stock's valuation is "more accommodating" following the underperformance in 2025, the analyst tells investors in a research note. The firm believes Airbnb's growth is likely to remain closer to peers in 2026, but says its margins should see some expansion as its growth investments moderate.
Bernstein
Outperform
downgrade
$165 -> $162
2026-01-06
Reason
Bernstein
Price Target
$165 -> $162
2026-01-06
downgrade
Outperform
Reason
Bernstein lowered the firm's price target on Airbnb to $162 from $165 and keeps an Outperform rating on the shares. The firm says it normally bemoans the fact that every year our outlook piece has to be overly focused on recession risk. 2026 looks a rare exception, which should be a good year for travel with more stable U.S./China markets, limited supply supporting pricing and a strong event calendar. Bernstein is positive on the fundamentals, but notes that for OTAs, the AI question will dominate as online travel stocks remain at the center of the AI debate.
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.
