Duffy Alerts to Potential Flight Disruptions Amid Ongoing Shutdown: These ETFs May Be Affected
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy ABNB?
Source: Benzinga
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.
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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: 119.550
Low
107.00
Averages
144.85
High
180.00
Current: 119.550
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.
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- Effective Pricing Strategy: The newly introduced 'Reserve Now, Pay Later' initiative in the U.S. accelerated bookings for high-priced homes, expected to drive revenue alongside Project Hawaii, enhancing the company's competitive edge in the market for years to come.
- International Market Expansion: Brazil emerged as one of Airbnb's top five markets and the second-largest contributor to first-time bookers in Q4, showcasing the positive impact of the company's global expansion strategy.
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- Adjusted EBITDA Growth: Adjusted EBITDA rose 3% to $786 million, surpassing estimates by $21 million, indicating improved profitability despite a $90 million tax expense impacting net earnings.
- Optimistic Outlook: The company anticipates current quarter revenues between $2.59 billion and $2.63 billion, reflecting a growth rate of 14% to 16%, which is above the $2.53 billion estimates, indicating strong future growth potential.
- Stock Price Surge: Airbnb's shares rose approximately 5% in after-hours trading on Thursday, reflecting investor confidence in the company's long-term strategy and market performance.
See More
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- Revenue Beat: Despite the EPS miss, Airbnb's quarterly revenue reached $2.78 billion, exceeding market expectations by $70 million, suggesting that the company still possesses some growth potential.
- Valuation Challenges: The premium valuation of Airbnb poses significant risks in the face of potential growth deceleration, prompting investors to carefully assess its long-term investment value.
- Future Outlook: Analysts express caution regarding Airbnb's re-rating prospects for 2026, citing a lack of compelling reasons to support a significant stock price increase, which may lead to continued market pessimism.
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