Schwab Network on $ABNB (Nov 9, 2026)
Rothschild Redburn upgraded ABNB from sell to neutral with a $190 target: the analyst accepts her earlier caution was proven wrong, since ABNB rose more than 40% this year, and says she overlooked behind-the-scenes work behind stronger growth that now looks more sustainable. She is still only neutral, not optimistic, and remains watching.
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Last but not least, let's talk about Airbnb today. Yes, Airbnb is getting an upgrade, but they're not entirely optimistic about it. Rothschild Redburn upgraded Airbnb from sell to neutral.
They are trying to catch up here. Airbnb shares are currently rising. It is approaching a 4% gain. They have upgraded the rating to neutral. They have set a target price of $190.
So, they are still waiting and watching the situation a bit regarding Airbnb.
It noted that it had been an outstanding performer so far this year, rising by more than 40% year-on-year, and by more than 60%. Redburn acknowledges her previous cautious stance , but says she has been proven wrong.
They say they overlooked the work that was done behind the scenes to help lay the foundation for stronger growth. The improvement seems more sustainable to them than they previously thought.
Therefore, they are backing down from their position a little, but they are content with neutrality, not absolute optimism.
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