Airbnb Growth Score Soars to 94.75 After Record $12.2B Revenue
Airbnb’s growth score leapt from 61.98 to 94.75 week-on-week after Q4 revenue of $2.78B topped the $2.72B consensus and drove record $12.2B in annual sales. Deutsche Bank raised its rating to Buy with a $154 price target even as Ark Invest trimmed 15,711 shares, highlighting mixed institutional sentiment.
1. Growth Score Surge
Airbnb’s growth score jumped from 61.98 to 94.75 week-on-week, reflecting strong top-line performance. In Q4, the company reported revenue of $2.78B, surpassing the $2.72B consensus, and delivered a record $12.2B in fiscal annual sales, marking a significant expansion in global travel demand.
2. Analyst Upgrade
Deutsche Bank upgraded Airbnb shares to Buy and set a $154 price target, citing momentum from new services such as Reserve Now Pay Later and simplified host fees that contributed over 200 basis points of growth. Continued rollouts of a hotel booking option and AI-driven search enhancements are expected to sustain expansion through 2026.
3. Institutional Moves
Ark Invest reduced its Airbnb position by selling 15,711 shares across its funds, trimming exposure despite recent momentum. This sale highlights mixed institutional sentiment, while the stock has gained 5.06% in the latest session and remains supported by long-term travel trends.