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Wells Fargo Upgrades Airbnb to Overweight With a $178 Target: Is the Business Inflection Point Finally Here?
Wells Fargo has upgraded Airbnb (ABNB) from Equal Weight to Overweight, raising its price target to $178, citing a “significant business inflection” with accelerating growth and expanding margins for the company. This upgrade is driven by strong Q4 2025 Gross Booking Value growth and positive Q1 2026 revenue guidance, supported by innovations like AI-powered customer support and new revenue streams from sponsored listings. The analyst believes