Airbnb, Inc. (ABNB): A Bull Case Theory

We came across a bullish thesis on Airbnb, Inc. (ABNB) on Disruptive analytics’ Substack by Magnus Ofstad. In this article we will summarize the bulls’ thesis on ABNB. ABNB Technologies, Inc. share was trading at $117.55 as of Sept 16th.

Airbnb (ABNB) has recently signalled slower revenue growth for the second half of 2024, prompting a revision in growth projections by about 1%. Alongside this, the company’s EBIT margin outlook has been lowered...