Shares of Airbnb, Inc., with a market capitalization of $82 billion, have risen only 3.7% over the past 52 weeks, significantly underperforming the S&P 500 Index, which gained 21.5%, and the XLY sector, which rose 27.9%. Since the start of 2025, the company’s stock has fallen 1.1%, compared to a 7.1% rise in the S&P 500.

On May 1, the company reported a 41% drop in adjusted EPS for Q1 to $0.24, while revenue grew 6% to $2.3 billion, exceeding forecasts. An 8% increase in bookings and resilience in North America, Latin America, and the Asia-Pacific region partially offset weak Q2 guidance.

Analysts expect adjusted EPS for 2025 to increase by 2.2% to $4.20. The consensus rating for the stock is “Hold,” based on 11 “Strong Buy,” one “Moderate Buy,” 21 “Hold,” two “Moderate Sell,” and five “Strong Sell” recommendations.

On July 7, Wells Fargo analyst Ken Gawrelski raised the price target to $111 while maintaining an “Underweight” rating. The current price remains below the average target of $141.97, with the highest estimate of $200 implying a potential upside of 53.9% from current levels.