上市以來已飆升135%
自上市以來，愛彼迎(ABNB.US)的股價一路上漲，這一趨勢幾乎沒有減弱的跡象。截至4月12日美股收盤，愛彼迎跌0.09%，報160.11美元。
愛彼迎自2020年12月上市以來，股價已飆升135%。該股的上市時機十分巧妙，正好趕上了新冠疫苗的推出。隨着旅遊業的復甦，引發了遊客對住宿的需求。相比住酒店，遊客通過愛彼迎訂閱民宿更方便隔離。
投資者有更多的理由保持樂觀。根據華爾街分析師的數據，未來12個月，愛彼迎的股價預計將平均上漲24%，跟蹤該股的41名分析師中，大多數都建議投資者“持有”或“增持”愛彼迎。
Grizzle投資管理公司的投資組合經理Thomas George說:“愛彼迎正在發展，成爲在家工作和長期租賃趨勢方面的一個有趣的遊戲。”Grizzle投資管理公司擁有該股票。
各大投行預計，愛彼迎第一季度的銷售額將同比增長64%。分析人士說，過去兩個季度，愛彼迎實現了淨利潤，但今年前三個月可能再次出現虧損。
愛彼迎2021年第四季度的營收增長了78%，達到15.3億美元，超出了分析師的預期，因爲消費者分散在數千個城鎮和城市，不再需要在傳統的一週工作五天的辦公室裏工作數週或數月。
Third Bridge的分析師Scott Kessler說:“過去一年左右愛彼迎獲得的好處預計將繼續下去，特別是隨着隨着疫情有望繼續減弱，旅遊人數增加。”
根據彙總數據，愛彼迎的股票表現也使其成爲自上市以來募資10億美元或以上的IPO中表現最佳的公司。目前，最近幾宗IPO交易的疲軟給上市公司帶來了壓力。目前，該公司市值爲1030億美元，是最大的在線旅遊公司，超過了Booking(BKNG.US)、Expedia(EXPE.US)和萬豪國際酒店(MAR.US)。
有些謹慎是有理由的。自上市以來，該公司的股價漲幅已經超過了旅遊行業的同行，這可能意味着它的上行空間很小。同期，Booking股價上漲了3.5%，萬豪和Expedia分別上漲了25%和39%。
而且愛彼迎並不便宜。其股價爲預計銷售額的12倍。這遠遠高於同行，Booking爲5.3倍，而Expedia和TripAdvisor都低於3倍。
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